Find the hidden holes in your sales & marketing
The ClarityFirst Diagnostic: A refreshingly objective assessment of your current sales & marketing.
- Find what’s working.
- Fix what’s broken.
- Get results now.

Everything is great. Until it stops working.
Every successful business faces growth plateaus. You might feel stuck, unsure why your tried-and-true strategies aren’t working like they used to work.
Or you get frustrated looking for answers. Turning to Google, endless webinars, or the latest marketing guru, but nothing clicks.
Find what’s working. Fix what’s broken.
Leaders that use the ClarityFirst Diagnostic see immediate benefits. This isn’t just another consulting service; it’s a transformative process that reveals hidden gaps and quick wins.
Expect clear, actionable insights that lead to meaningful improvements in your sales and marketing.

Here's a quick overview

A comprehensive look at your entire customer journey.
Our unique 7-day diagnostic process dives deep into your marketing operations. We assess everything from your customer journey to your digital presence.
The result? A precise action plan detailing what’s working, what needs fixing, and where to focus for the best return on investment.
7 days to clarity. Here’s how it works.

Step 1: Talk & discover
We start with a focused 90-minute conversation. Using a proven process, we’ll ask the right questions to help uncover hidden holes in your sales and marketing.

Step 2: Assess & debrief
Over the next 4 days, we’ll do a visual audit of your website, and other places people find you online. Then, by day 7 you’ll get a detailed report, highlighting strengths, weaknesses, and two to three critical actions, which we will discuss in a 45 minute follow up consultation.

Step 3: Implement & grow
You’ll implement the action steps on your own, or leverage our team for help. Within 3 months you’ll see measured improvements, and have a plan for where to focus next for long-term growth.
A refreshingly objective perspective
A lot of marketers try to sell you medicine without diagnosing the illness.
Call us crazy, but you shouldn’t be sold something before looking into the core problems. That’s why we start with the ClarityFirst Diagnostic.
It’s not just advice. We provide an honest, outsider’s view of your sales and marketing strategy. We’ll help you pinpoint issues and strategize effectively, to make sure whatever you do next is solving the right problems.

Kind words from happy clients
Brad’s questions, insights, and visual tools quickly highlighted critical gaps in our funnel, especially around targeting our ideal clients with precise messaging and converting highly engaged prospects into buyers.”
Brad provided clear, actionable steps that made us feel confident again in our ability to grow. We now have a practical roadmap to increase visibility, attract more high-quality clients, and consistently turn satisfied customers into long-term fans."
Brad’s process showed me how a few clear adjustments can dramatically increase our client engagement and referrals. Echo Collaborative is now set up to grow intentionally, not by accident.”
Immediate ROI. Guaranteed.
If we don’t identify action items you can easily implement to make more money in the next 3 months, you’ll get your money back.
With the ClarityFirst Diagnostic, you can:
- Identify and fix gaps in your sales and marketing strategy
- Get your team aligned and rowing the boat in the same direction
- Cut through the crap of endless opinions and “quick fixes” that don’t deliver
- Focus on the right-next-things for your business to get unstuck
- Have confidence in what to do next month and next year to grow.
Take the first step towards revitalizing your sales and marketing.