Five-day diagnostic

Get a Free Pipeline Assessment.

Give us five days and we will map your LinkedIn ICP, audit your paid channel performance, check your AI search visibility, and trace your pipeline signal from Digital Marketing — built and delivered by senior Verto specialists. Four components. One thirty-minute debrief. No commitment.

Built for B2B technology CMOs and VPs of Marketing operating mid-market and enterprise pipeline programs.

A few of the 200+

Who it's built for

Who the assessment is built for.

Ideal for

  • B2B technology companies, $10M–$500M ARR
  • Existing marketing program already running paid media or SEO
  • CRM in place (Salesforce, HubSpot, or Marketo) with at least six months of data
  • A specific question about pipeline performance from your Digital Marketing you want a senior outside view on

Less ideal for

  • Pre-revenue or pre-product-market-fit (the data layer doesn't have signal to read yet)
  • Pure consumer / B2C — the assessment is built around B2B buying-committee dynamics
  • Looking for a free deck of generic recommendations — this is a five-day diagnostic with deliverables tied to your data, not a pitch document

How it works

Five business days. Four components. One debrief.

Day 1 Booking

Submit the assessment form, book a kickoff call.

Book a kickoff call. Share read-only access to GA4, your CRM, and your ad platforms. Sign the standard NDA if your team requires one.

D1–5 Analysis

Senior specialist runs the four components.

A senior Verto specialist runs all four components. The same person who runs the analysis presents it back.

D5+ Debrief

Live thirty-minute debrief.

A 30-minute live call. We walk through the findings. You ask questions. The debrief stands on its own value, regardless of whether you engage further.

The four components

Four deliverables. One debrief.

01 · ICP Audience Snapshot

An AI-generated scored LinkedIn audience.

ICP fit · scored audience

sample
ICP Audience Snapshot · sample preview LinkedIn audience segments scored against closed-won CRM data. VP Marketing · SaaS · 500–2K 92% CMO · FinTech · 200–1K 87% Director Demand Gen · Cyber 78% Head of Growth · DevTools 51%

We will analyze your competitor ICP targeting strategy and create, size, and load ICP audiences in your LinkedIn account across 25,000+ job titles.

What you'll receive: a scored LinkedIn audience preview with named segments, fit ranking, and recommended reach strategy.

02 · Paid Channel Audit

An ops and strategy review across every paid channel you run.

Paid channels · audit matrix

sample
Paid Channel Audit · sample preview Paid channels assessed across structure, strategy, and conversion tracking. STRUCTURE STRATEGY CONV. TRACKING Google Ads GAPS FOUND HEALTHY BROKEN LinkedIn Ads HEALTHY GAPS FOUND GAPS FOUND Microsoft Ads GAPS FOUND GAPS FOUND BROKEN 4 channels audited · 3 broken conversion paths · 2 misaligned motions.

We audit every active paid channel — Google Ads, LinkedIn Ads, Microsoft Ads, Reddit Ads — across two layers. First, the operational layer: campaign structure, bidding logic, audience segmentation, and budget allocation. Second, the strategic layer: is this channel the right fit for your current GTM motion, and where are the highest-leverage gains? We then check whether conversion signals are being correctly collected, stored, and fed back to the algorithm for campaign optimisation.

What you'll receive: a per-channel audit document with operational findings, strategic recommendations, and a conversion tracking health report.

03 · AI Search Visibility Check

Your presence in ChatGPT, Perplexity, and Google AIO.

AI search · query coverage

sample
AI Search Visibility Check · sample preview Query-by-engine matrix across ChatGPT, Perplexity, and Google AIO. CHATGPT PERPLEX G·AIO "best B2B pipeline agency" "ABM platforms compared" "fintech marketing agency"

We run 10–15 of your category's most-asked questions through ChatGPT, Perplexity, and Google AI Overviews. The output shows where you're cited, where you're invisible, and where competitors have built citation authority you haven't.

What you'll receive: a query-by-query visibility matrix with citation context and competitive positioning.

04 · Pipeline Signal Analysis

A measurement gap check across GA4, server-side GTM, and your CRM.

Click → closed won · signal flow

sample
Pipeline Signal Analysis · sample preview Signal path from click through GA4, sGTM, and CRM showing two measurement gaps. CLICK AD PLAT GA4 sGTM CRM GAP 01 · lead-to-CRM stitching OFFLINE CONVERSION FEEDBACK → GAP 02 · algorithm starved 3 measurement gaps identified across click → closed-won.

We trace the data flow from a click on your ad to a closed-won deal in your CRM — and identify where signal is being lost. Most B2B companies leak measurement at three points: server-side tagging coverage, lead-to-CRM stitching, and offline conversion feedback to the ad platforms.

What you'll receive: a measurement architecture diagram showing what's wired, what's broken, and what the algorithm isn't seeing.

After the assessment

Companies that continued. Results that followed.

IRONSCALES

2.3×

pipeline in 90 days · 73% more conversions matched · 4× opportunities at half the budget

After the assessment uncovered measurement gaps, the engagement that followed delivered 2.3× pipeline in 90 days, 73% more conversions matched vs native CRM, and 4× opportunities at 50% of previous budget.

See the work
Cribl

95%

organic visibility YoY · 138% organic growth QoQ

The assessment exposed a content authority gap. The engagement that followed delivered 95% organic visibility YoY and 138% organic growth QoQ.

See the work
AMPECO

+58%

cold meetings · +40% pipeline per outreach attempt

The assessment surfaced an outbound coverage gap. The engagement that followed delivered 58% more cold meetings and 40% more pipeline per outreach attempt.

See the work

Request the assessment

Tell us where pipeline is breaking down.

We'll review your program and send you access instructions within one business day — along with a link to schedule your kickoff call.

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Common questions.

Is the assessment really free?

Yes. No deliverable fees, no obligation to engage further. We run it because most companies don't know where their pipeline is leaking — and the live debrief is a high-trust way to start a real conversation.

What level of access do you need?

Read-only access to GA4, your ad platforms (Google Ads, LinkedIn, Microsoft if applicable), and CRM (Salesforce, HubSpot, or Marketo). We never write data, never run campaigns under our login, and the access can be revoked the moment the debrief ends.

Who delivers the assessment?

A senior Verto specialist — the same person who presents the debrief. No junior analysts, no offshore team handoffs.

Can we share the deliverables internally afterward?

Yes. The deliverables are yours. Many of our clients use them to socialize findings with their CFO or CEO regardless of whether they engage Verto further.

What happens after the debrief?

Either nothing — you take the findings and act on them yourself, with no further contact unless you initiate it — or we discuss a 90-day Pilot Sprint. The choice is yours, with no pressure either way.