Chapter 02

The audit process: we learn your operation

Four weeks. Inputs: interviews, documentation, and software. Outputs: process map, ROI model, and a prioritized build plan.

Audit Inputs
Interviews
5 stakeholders
  • C
    CMO
    1x60min · growth goals + budget model
  • VM
    VP Marketing Ops
    2x60min · systems + governance
  • DG
    Demand Gen Director
    2x45min · campaign execution bottlenecks
  • LM
    Lifecycle Marketing Lead
    1x45min · journey orchestration + signal quality
  • PM
    Paid Media Lead
    1x60min · pacing + reallocation decisions
All sessions transcribed and tagged
Documentation
5 sources ingested
  • Campaign brief template
    SOP
  • Brand and claims guide
    Policy
  • Channel taxonomy
    Master data
  • Attribution model notes
    Policy
  • Experiment rubric
    Reference
Indexed and queryable by agents
Software
10 systems mapped
MK
Marketo
Marketing Automation
HS
HubSpot
CRM
SF
Salesforce
CRM
GA
Google Ads
Paid Search
MA
Meta Ads
Paid Social
LI
LinkedIn Ads
Paid Social
G4
GA4
Analytics
BQ
BigQuery
Warehouse
BZ
Braze
Lifecycle
SG
Segment
CDP
All systems connected
10
Systems mapped
21
Workflows analyzed
48,000+
Campaign assets sampled
640K
Hours of manual work / yr
Automation map
Of 640,000 manual hours / yr
How much we take off your plate
Total identified manual hours, split between what we automate and what stays human
75%
Automatable · 483,000 hrs
157,000 hrs human
Of the 483,000 automatable hours, here’s what each agent contributes
Each bar floats at the running total. Built in priority order, summing to total automated.
0K121K242K362K483K+149KP1Brief QA$8.2M+122KP2Audience$7.1M+92KP3Creative$5.4M+64KP4Pacing$5.0M+56KP5Signals$4.3M483Khrs / yrTOTALAutomated$46M / yr
P1Campaign Brief Intake & QA
82% automatable · $8.2M
P2Audience Build & Activation
78% automatable · $7.1M
P3Creative Versioning & Localization
72% automatable · $5.4M
P4Budget Pacing & Reallocation
68% automatable · $5.0M
P5Conversion Signal QA & Attribution
70% automatable · $4.3M
Stays human · brand judgment, messaging risk, spend governance157,000 hrs / yr remain manual
Implementation timeline20 weeks · then ongoing
Phase / Workflow
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
W13
W14
W15
W16
W17
W18
W19
W20
Audit
4 weeks
Interviews
Workflow map
ROI model
Plan signed
Build · workflows shipped in priority order
P1Campaign Brief Intake & QA
8w
P2Audience Build & Activation
9w
P3Creative Versioning & Localization
10w
P4Budget Pacing & Reallocation
8w
P5Conversion Signal QA & Attribution
6w
Operate
ongoing →
Next: Build Process