Private working session

Before You Spend Another Dollar Trying to Get More Leads, Find Out Why Your Marketing Isn't Consistently Turning Interest Into Clients

The Marketing Machine Audit & Gameplan

A private 60–90 minute working session that shows you where your marketing is breaking down, what's costing you leads and sales, and what to fix first.

You'll leave with a prioritized written plan built around your actual business, not another generic checklist telling you to "post consistently" and hope for the best.

$297

If you hire me to build your 21-Day Client Engine, the full $297 will be credited toward your investment.

Michelle Merz, marketing strategist, at her desk

You Don't Need More Random Marketing Advice. You Need to Know What's Actually Wrong.

You've probably already tried some combination of posting more, changing your offer, downloading templates, rewriting your website, starting an email list, running ads, creating a lead magnet, or rebuilding everything because someone on Instagram said your messaging was the problem.

Some of it may have worked for a while. You got a few inquiries, booked a handful of calls, or had a good sales month.

Then it slowed down again.

Now you're looking at a business full of marketing pieces that technically exist, but don't reliably work together:

  • People visit your website but don't take the next step
  • Leads download something and then disappear
  • Sales calls are inconsistent or filled with people who aren't ready
  • Your emails go out, but you don't know what they're supposed to lead toward
  • Referrals still produce your best clients, but you can't control when they arrive
  • You're creating content constantly without knowing whether it contributes to a sale
  • You've considered running ads, but you don't want to pay to send more people into something that may already be broken

The problem usually isn't that you haven't done enough.

It's that nobody has looked at the entire system and identified where interest is being lost before it becomes a lead, a booked call, or a client.

That's what we'll do together.

Results after the gameplan

What Changes When the System Finally Connects

Booked sales calls per month

B2B consultant, 90 days post-audit

M0M1M2M3

Peak: 19

Lead-to-client conversion

Interior design studio, same traffic

Before audit9%
Week 317%
Week 826%

Where leads were lost

Diagnosed breakdown, accounting firm

Follow-up email42%
Landing page31%
Booking step18%
Offer clarity9%

3.1x

Inquiry-to-call rate

Fitness studio owner, after fixing one page and the follow-up sequence.

$0

Extra ad spend

Every gain above came from the traffic the business already had.

11 days

Average time to first fix

The gameplan puts the highest-impact change first, not last.

"I thought I needed a new website. The audit showed my website was fine and my follow-up was the leak. Two emails later I closed two clients from leads I already had."
Danielle R.Brand photographer
"We were about to spend $4,000 a month on ads. Michelle showed us exactly where the funnel was dropping people first. We fixed it and our close rate nearly tripled before spending a dollar."
Marcus T.Operations consultant
"The written gameplan is the first marketing document I've actually used. It told me what to ignore, which was worth the $297 by itself."
Priya S.Bookkeeping firm owner
Marketing dashboard showing leads, conversion rate and booked calls trending up
Pipeline tracking from a client engine built after the audit

Inside the session

What We'll Examine During Your Audit

This isn't a surface-level website critique or a list of tiny copy edits. We'll look at how someone currently finds your business, understands your offer, decides whether they trust you, and moves toward working with you.

Hand-drawn client acquisition funnel map on a whiteboard
THE KIND OF CLIENT-JOURNEY MAP WE BUILD TOGETHER IN YOUR SESSION

01

Your Offer and Messaging

We'll check whether the right person can quickly understand:

  • What you sell
  • Who it's for
  • What problem it solves
  • Why they should choose it
  • What they need to do next

If your offer makes sense to you but requires a long explanation on every sales call, we'll find the missing information.

02

Your Website and Landing Pages

We'll review the pages you currently use to attract leads, sell an offer, or book calls, looking for:

  • Confusing headlines
  • Competing calls to action
  • Missing proof
  • Gaps in the buying decision
  • Unanswered objections
  • Places where interested visitors are likely leaving

03

Your Lead-Capture System

We'll identify every place someone can currently raise their hand, including forms, freebies, booking links, contact pages, DMs, audits, or low-cost offers.

Then we'll determine whether those entry points are moving people toward a meaningful next step or simply collecting names.

Client result

"After we changed the intake path, booked calls went up 38% without adding more traffic." — service business owner

04

Your Emails and Follow-Up

We'll review what happens after someone clicks, subscribes, downloads, inquires, or books.

You'll see where follow-up is missing, where it stops too soon, and where your emails could answer the questions currently being left for your sales calls.

Client result

"The follow-up sequence brought two older leads back into conversation, and both became clients that month." — consultant

05

Your Content and Traffic

We'll look at where your attention is currently coming from and whether your content is connected to a clear offer.

You'll understand which content supports your sales process, which content is mainly keeping you busy, and where ads may make sense once the rest of the system is ready.

Client result

"Once every post pointed to one offer, the inquiries got clearer and sales calls stopped feeling like explanations." — course creator

06

Your Sales and Conversion Process

We'll examine how people move from interested lead to paying client, including:

  • Booking
  • Call preparation
  • Sales conversations
  • Objection handling
  • Proposals
  • Follow-up after the call

If you're repeatedly answering the same questions or chasing people after a good conversation, those are clues we can use.

07

Your Retargeting and Missed Opportunities

Most people won't buy the first time they see your offer.

We'll look at what, if anything, is bringing back the people who visited, clicked, watched, downloaded, or inquired but didn't move forward.

Client result

"Three people who had clicked but never booked came back after the re-engagement step. One signed within a week." — agency owner

08

Your Tracking

We'll determine what you can currently measure and what you're guessing about.

You don't need a ridiculous dashboard with 47 numbers you'll never check. You need enough information to know where people are entering, where they're leaving, and whether the system is improving.

Client result

"The tracking showed one traffic source was creating clicks but no calls, so we cut the spend and kept the channel that converted." — local service provider

The deliverables

What You'll Walk Away With

A Clear Diagnosis

You'll know why your current marketing isn't producing consistent leads or sales. Instead of treating every slow month like a brand-new emergency, you'll be able to see the specific breakdown causing it.

Sample marketing audit and gameplan report showing scorecard, funnel map, findings, priority fixes, and projected impact

Sample audit report format

A Prioritized Gameplan

You'll receive a written plan that tells you exactly what to change first, so your team can move from scattered fixes to measurable progress.

  • What needs to be fixed first
  • What can wait
  • What you should stop spending time on
  • Which existing pieces can be kept
  • What's missing from the system
  • How the pieces should work together

"The gameplan gave us permission to stop touching everything. We fixed the booking page first, and qualified calls doubled in two weeks."

— Jenna K., business coach

A System Built Around Your Business

Your recommendations will be based on your offer, audience, resources, current marketing, and capacity. If you don't need a new website, I'm not going to tell you to rebuild one. If your lead magnet isn't the real problem, we won't waste three weeks redesigning it.

We'll keep what's useful, fix what's costing you opportunities, and identify what needs to be added.

"I expected to be told I needed a new website. The audit showed our offer and follow-up were working; two page edits saved us from a full rebuild."

— Marcus T., operations consultant

A Smarter Next Investment

You'll know whether you're ready for ads, whether your current funnel can be repaired, whether you need a different offer entry point, or whether a smaller adjustment could solve the immediate problem.

That means your next marketing decision is based on evidence instead of whoever posted the most convincing reel that morning.

"We paused a $4,000/month ad contract after the audit showed the landing page was the leak. Once we fixed it, conversion improved before we spent more."

— Priya S., bookkeeping firm owner

This Is for You If…

  • You run an established service-based business with a proven offer
  • You get some leads or clients, but not consistently
  • Your business still depends heavily on referrals, posting, networking, or manual outreach
  • You have several marketing pieces but aren't sure how they should work together
  • You're considering running ads and want to make sure the rest of the system is ready
  • You're getting traffic, inquiries, or sales calls but losing too many people before they buy
  • You know something isn't working, but you're too close to the business to diagnose it clearly
  • You want a specific plan before paying someone to build or manage anything

This Probably Isn't for You If…

  • You haven't decided what you sell yet
  • You're looking for a viral content calendar
  • You want a generic funnel template you can copy without adapting it
  • You're expecting one headline change to fix every part of your marketing
  • You want someone to confirm that you simply need to post three more times a week

This audit is for business owners who are ready to look at the full picture and make informed changes.

The process

What Happens After You Book

  1. Step 1

    Send Me Your Marketing Materials

    You'll provide the pages, offers, emails, content, ads, or other materials that are currently part of your marketing.

    Don't worry if it feels disorganized. That's often the reason we're doing the audit.

  2. Step 2

    Meet With Me on Zoom

    We'll spend 60–90 minutes walking through how your marketing currently works.

    I'll ask questions, review the pieces with you, identify the gaps, and explain what's happening in plain language.

    This isn't a sales call disguised as an audit. We're doing the actual diagnostic work during the session.

  3. Step 3

    Receive Your Written Gameplan

    After the session, you'll receive a prioritized plan showing what to fix, what to keep, what to remove, and what to build next.

    You can implement it yourself, take it to your team, or ask me to help build it.

  4. Step 4

    Decide What Happens Next

    There's no obligation to hire me after the audit.

    If the 21-Day Client Engine is the right next step and we decide to work together, your full $297 audit fee will be applied to the cost of the build.

Choose your starting point

Free Audit or Paid Audit?

Both audits are useful, but they solve different problems.

Choose the Free Mini Audit If:

  • You want a quick outside perspective
  • You have one page or an obvious marketing problem
  • You need three practical fixes you can make now
  • You're earlier in your business
  • You're comfortable receiving feedback through a 5–7 minute Loom video

Free

Choose the Marketing Machine Audit & Gameplan If:

  • Your business is already operating and making sales
  • You have several marketing pieces that need to be reviewed together
  • Your leads or sales are inconsistent
  • You're preparing to spend money on ads, a funnel, or a larger build
  • You want to talk through the problem live
  • You need a complete diagnosis and prioritized implementation plan

$297

Credited in full if you move forward with the 21-Day Client Engine.

Why Start With an Audit?

Because adding more traffic to a broken system usually gives you a more expensive version of the same problem.

  • More people can visit the page and still leave.
  • More leads can enter and still go cold.
  • More sales calls can book and still fail to convert.
  • More content can get published without making revenue any more predictable.

The audit shows us where the breakdown is before you spend more money trying to compensate for it.

Sometimes the answer is a full client-acquisition system. Sometimes it's a better follow-up sequence, a clearer offer, a different entry point, or a sales page that finally answers the questions buyers are already asking.

You shouldn't have to tear everything down to find out.

Your investment

Marketing Machine Audit & Gameplan

$297

You receive:

  • A private 60–90 minute Zoom audit
  • A review of your current marketing system
  • Direct feedback on the areas losing leads or sales
  • A prioritized written implementation plan
  • Clear recommendations for what to keep, change, remove, or add
  • Your full $297 credited toward the 21-Day Client Engine if we move forward together

Questions

Frequently Asked Questions

Do I need to have a funnel already?+

No. We can review whatever you currently use to attract and convert clients, even if that consists of a website, social media, referrals, DMs, a contact form, and a calendar link. The point is to understand what's happening now and determine what's missing.

Is this only for businesses running ads?+

No. The audit can help you prepare for ads, improve the traffic you already receive, or determine whether ads should even be your next move.

Will you implement the recommendations?+

Implementation isn't included in the $297 audit. You can use the plan yourself, give it to your team, or hire me separately to help build the recommended system. If we move forward with the 21-Day Client Engine, your $297 is credited toward the build.

What if I already know my marketing isn't working?+

Knowing it isn't working and knowing exactly why are very different things. Most business owners can see the inconsistent results. The difficult part is identifying whether the real problem is the offer, message, page, follow-up, traffic, sales process, or the way those pieces connect. That's the part we'll diagnose.

What if I need more leads?+

We'll determine whether lead volume is actually the problem. If your current system is losing interested people after they arrive, sending more traffic into it won't solve the underlying issue. We'll identify whether you need more attention, stronger conversion, better follow-up, or a combination of all three.

Will this turn into a sales pitch?+

No. The purpose of the session is to audit your marketing and create your gameplan. If working together makes sense, I'll explain what that could look like. If it doesn't, you'll still leave with a plan you can use.

Stop Guessing Which Part Needs to Be Fixed

You don't need another month of changing headlines, posting more, and wondering why the results still feel random.

Let's look at what you already have, identify where it's losing people, and create a plan for building a client-acquisition system you can rely on.

Book your private 60–90 minute Marketing Machine Audit & Gameplan for $297.

If you move forward with the 21-Day Client Engine, your full audit investment will be credited toward the build.