---
title: "B2B Pipeline Assessment | Free Five-Day Diagnostic | VertoDigital"
description: "A free five-day pipeline diagnostic for B2B tech: ICP audience snapshot, paid channel audit, AI search visibility check, and pipeline signal analysis."
url: "https://vertodigital.com/assessment"
image: "https://vertodigital.com/images/site/og-default.png"
---

 

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.

Rated [G2 4.9 / 5](https://www.g2.com/products/vertodigital/reviews) · 38 verified reviews.

 Get Your Free Pipeline Assessment What you can expect 

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 

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 

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 

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 

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.

 

2.3×

 

pipeline in 90 days · 92% increase in MQLs · 227% pipeline growth

 

After the assessment uncovered measurement gaps, the engagement that followed delivered 2.3× pipeline in 90 days, a 92% increase in MQLs at the same cost per MQL, and 227% pipeline growth in 90 days.

 [See the work](https://vertodigital.com/case-studies/ironscales) 

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](https://vertodigital.com/case-studies/cribl-brand-awareness) 

+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](https://vertodigital.com/case-studies/ampeco) 

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.

 Full name * Work email * Company Title 

I'm interested in the following assessments *

 LinkedIn ICP Audience Snapshot Paid Channel Audit AI Search Visibility Check Digital Marketing Pipeline Signal Analysis Get Your Free Pipeline Assessment 

By submitting, you agree to our [Privacy Policy](https://vertodigital.com/privacy) .

 

### Request received.

 

We're reviewing your pipeline setup. Expect an email within one business day with your access guide and a link to schedule your kickoff call.

 

Something went wrong - email us at [hello@vertodigital.com](mailto:hello@vertodigital.com)

 

## 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.
