Marketing and sales disagree on performance, and you need an evidence-based decision about where to invest.
WHAT WE WILL FOCUS ON
A map of the enquiry-to-sale process, showing handovers, ownership and issues supported by the available evidence.
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Daniele Pol / Marketing and process audit
Before you buy more leads, find out what happens to them.
Marketing reports more enquiries. Sales says they are not converting. Rather than increasing spend on the strength of either explanation, trace the journey from acquisition to sale. This four-week audit examines one process and gives you a documented diagnosis and a prioritised roadmap.
4 weeks · review of one marketing-to-sales process · up to 3 channels and 5 stakeholder interviews
From€6,900
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Is this what you are facing?
Enquiries reach the CRM, but qualification, ownership and response times are inconsistent.
WHAT WE WILL FOCUS ON
A clear account of what the data establishes, where it falls short and what still needs checking.
You need to know whether the next improvement belongs in acquisition or in the way enquiries are handled.
WHAT WE WILL FOCUS ON
A prioritised roadmap with the rationale, dependencies and management decisions needed for each next step.
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Find the gaps before funding the fix.
Agree the process and the business decisions the audit needs to support. Confirm up to three channels, the data sources and access required, and who should be interviewed.
Reconcile the data with interviews and actual CRM handovers. Identify breaks in the process and distinguish documented issues from explanations that still need testing.
Present the findings and a roadmap your team can act on. Discuss the sequence, dependencies and ownership of proposed changes. Implementation is a separate engagement.
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Illustrative scenario · More enquiries, too few opportunities
An illustrative scenario to show how the programme works; not a client case.
Marketing counts an increase in leads. Sales dismisses them as poor quality. No one can separate unsuitable enquiries from those followed up too late.
We trace source, assignment and follow-up across three channels, then compare the CRM record with the accounts of the people doing the work.
The review should distinguish substantiated losses from unanswered questions and identify shared criteria the team can test.
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Your investment and the scope of work.
- The audit covers diagnosis and priorities. Campaign delivery, CRM changes, content production and roadmap implementation are separate.
- Additional processes or interviews, software and external specialists are priced separately.
- Findings depend on the information and access available. Any evidence gaps are stated in the final diagnosis.
VAT excluded where applicable. Travel, licences and third-party costs excluded unless explicitly agreed. The proposal defines the final scope.
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Answers before you start.
What does the starting fee include?
From €6,900 for four weeks within the agreed process. The proposal confirms taxes and terms. An expanded scope or implementation programme is priced separately.
Who should lead this internally?
A sponsor able to bring marketing and sales together, arrange data access and coordinate interviews. Interviews examine the process; they are not individual performance reviews.
How much work is needed from our team?
Data preparation, up to five interviews and the closing review. We agree the schedule at the start. Delays in access or data may require revised dates.
Who acts on the findings?
Your team can implement the roadmap, or you can commission separate support. The audit does not give Daniele management authority over your departments or include operational delivery.
Do you need administrator access to every system?
We agree the reports and permissions needed for the chosen process and up to three channels. You provide a sponsor and up to five interviewees. Operational authority over the departments is not required.
What does the initial consultation cost?
€300 plus VAT where applicable for 75 minutes. We work through your situation and you receive a written summary of next steps. If you purchase any package, the full €300 is deducted from its price. This is a credit towards a purchase, not a cash refund.
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Business experience behind the coaching.
From building business systems to launching products: explore the projects I have worked on.
Building the systems behind business growth.
2 → 150employees
−40%approximate reduction in marketing costs
40% → 98%contacts handled correctly, approximately
As Braga grew from 2 to 150 employees and expanded to three locations in northern Italy, I helped build the organisation behind that growth. My work ranged from establishing marketing to leading IT and business development, including two years as interim COO coordinating operational teams. I also supported the launch of the solar installation business.
Working with the company’s internal IT team, I configured Zoho and later led the move to Salesforce and its development. In 2026, I developed a proprietary CRM with integrated AI alongside the CEO and COO. It brings leads, marketing and operations together, including automation for calls, WhatsApp and support. Once the operational structure was established, I handed the COO role over to other leaders.
Improvements to data and workflows contributed to a roughly 40% reduction in marketing costs. Correctly handled contacts increased from around 40% to almost 98%. The new CRM connects marketing with operations; full migration from Salesforce is planned by December 2026.
Growing Italian online sales and entering the US market.
≈ +60%online sales in Italy
For Due Buoi, the historic Italian knife manufacturer, I worked on two online sales priorities: developing the existing Italian market and opening sales in the United States.
The work combined commercial development of the Italian online channel with the launch of US online sales, bringing domestic growth and international market entry into one engagement.
Online sales in Italy increased by approximately 60%. Alongside that growth, I worked on opening the US online sales channel.
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Let’s work through your situation.
Bring the process you cannot account for and the data you already hold. A 75-minute consultation helps define what to examine before you commit more budget. The fee is €300 plus VAT where applicable, credited towards any package, with a written summary to take away.
75 min · online · IT / EN
Initial consultation · €300