Website and Tools Audit
stop losing leads between your tools
For coaches, consultants, and holistic practitioners whose systems have become the bottleneck.
Somewhere between “someone found your website” and “someone became a client,” leads are slipping through the cracks.
In client work, I often see six platforms used to sell one product, and subscriptions no one remembers signing up for. This audit finds what’s leaking and tells you what to fix first.
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At a glance
- Starting at $2,500, one time
- A deep-dive audit of your marketing tech stack
- A prioritized report in plain language, with an analytics template
- A 90-minute strategy review, plus a follow-up call
- About two to three weeks, clarity call to report
Want it done for you? After the audit, I can quote the setup.
You’re not failing. Your systems are holding you back.
You’re juggling so many tabs: Kajabi for courses, Dubsado for proposals, Kit for email, a scheduler, a payment processor, and a spreadsheet you call a CRM. Your platform list keeps growing while your business stays put.
The worst part? You’re doing the marketing, and the systems underneath can’t keep up. Leads come in and slip through the cracks, because no one can follow up on a lead they can’t see.
Most marketing advice tells you to “pick the right platform” or “watch this funnel tutorial.” This doesn’t solve the root problem.
Your business has outgrown the systems it’s running on. Until you fix the infrastructure, growth hits the same ceiling every time.
Is a website and tools audit right for you?
You don’t need to be in crisis. But this audit helps most when your systems have become the thing standing between you and growth. It works best when your website and email list are already running. Starting from scratch? Marketing Strategy is the better first step.
Business owners whose marketing is active but whose results have stalled, with no clear reason why
Solopreneurs who’ve layered on software over the years without ever auditing whether it supports where the business is headed
Anyone whose systems collapse when they have a hard week (because the system lives in their head, not in documented processes)
Owners getting ready to grow or relaunch who need systems that can handle the next stage
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Above & Beyond
Jen went above and beyond what I expected. Her review and the report were so detailed, yet easy to understand. Jen walked me through the whole thing and answered all my questions in a language I could understand. She gave me tons of suggestions and useful pointers on how to “fix” things myself. I loved working with Women Conquer Business and I’m excited to work with them some more.
Amber Cook, Serial Entrepreneur
Why “more tools” won’t fix your broken backend
Another plugin or a smarter funnel won’t fix a backend that was never reviewed as a whole. I used to think it would, and so did my clients. The more tools they added, the messier things got. I saw the same pattern in nearly nine years untangling systems at the City of Portland.
The real question is whether your tools can support where your business is going.
We run every tool through the 3 C’s Framework before recommending you keep, cut, or replace it:
- Capacity: does this tool require more time and energy than it returns?
- Complexity: is it more sophisticated than your business needs?
- Control: does it help you build owned assets, or keep you dependent on a platform you don’t control?
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Marketing Tech Pro
It takes a real expert to break down tech and marketing for people who don’t consider themselves tech savvy at all, but even with my tech and marketing background, I still learn from her all the time. Jen has the credentials and experience to back it up. I cannot recommend her enough.
Amber Hawley, Easily Distracted Entrepreneur
Common Findings
What the audit uncovers
Here are four things the audit often turns up.
System overlap review
Before: You switch between five systems to move one lead to the next step. Several tools overlap. You’re paying for capacity you’ll never use.
After: We show you which tools to cut and which to combine.
Result: Budget you can put toward growth (or back in your own pocket).
Website & SEO technical audit
Before: A signup form hiding three clicks deep. Your best content isn’t ranking. Visitors leave before they find what they came for.
After: We identify conversion killers and prioritize fixes by impact on revenue.
Result: More leads from the traffic you already have. No new ad spend required.
Customer path analysis
Before: Pieces of a funnel but nothing connected. Leads enter the top and disappear before they convert.
After: We map the full path and show you exactly where it breaks.
Result: A clear roadmap for plugging the leaks that are costing you clients.
Business Goal Blockers
Before: Your systems and apps don’t talk to each other, or they do and you don’t know how. You can’t tell whether they’ll hold up as you grow.
After: You have a full roadmap of interconnected tools to support your biggest business goals.
Result: A plan for what to buy and what to drop.
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Done For You Audit
Website and tools audit process
01
Free Clarity Call (30 Minutes)
Tell me where you’re stuck and where you want to go. This call is free and there’s no obligation. If we’re a good fit, the deep-dive audit comes next.
02
Deep-dive audit
I comb through your website, email platforms, content strategy, tools, and automations. All of it.
- System overlaps
- Integration failures
- Website and SEO issues
- Customer path gaps
03
Custom report
Your report lists what to fix first and what can wait, in plain language. It includes a marketing analytics template so you can track your numbers going forward.
04
90-minute strategy review
We walk through everything together on Zoom. You leave with clarity about your path forward.
05
Revision + follow-up call
One report revision and a follow-up session for questions that come up after you’ve had more time to process. Want it done for you? After the audit, I can quote the setup.
After your audit
Want help making the changes? The Membership gives you group guidance and community, and Coaching adds one-on-one support while you work through the report. The report is yours either way.
Meet Your Marketing Ops Expert
Jen McFarland, MPA
Before I started my business, I spent nearly nine years at the City of Portland as a Business Systems Analyst and Senior Management Analyst. I modernized tax processing systems, cutting data entry time by 98%, and redesigned the Revenue Bureau’s website, which grew its traffic 250%.
Most marketing consultants recommend the email platform they like best. I audit how your whole system works together and give you a roadmap that fits both the technology and the hours you have to keep it running.
Get your Website and Tools Audit
A full audit and a prioritized roadmap in about two to three weeks. The report is yours to keep, whatever you decide next. Want it done for you? After the audit, I can quote the setup.
Starting at $2,500
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Go deeper
Practical guides on marketing operations from Women Conquer Business.
Common Questions
Frequently Asked Questions
Usually two to three weeks from the clarity call to your final report. Your part is two to three hours of calls. The deep-dive audit itself is several hours of my time behind the scenes.
That’s more common than you’d think, and it’s one reason this audit exists. Part of the process is inventorying everything you’re paying for. You’d be surprised how many clients discover subscriptions they forgot they had.
You can. We’ve published a detailed guide on decluttering your marketing systems. The trade-off is time and pattern recognition. If you bill $150 an hour and spend 15 to 20 hours auditing your own setup, that’s $2,250 to $3,000 of your time, about what this engagement costs.
No. A Marketing Strategy ($1,500) builds your marketing roadmap: positioning, channels, content, and funnel priorities. The Website and Tools Audit (starting at $2,500) audits your tech stack and systems. Some clients need both. Start here when your strategy is sound and your tools are the problem; if you don’t have a strategy yet, start with Marketing Strategy.
Not as part of the audit. You get a done-for-you audit and a roadmap, and you or your team make the changes. If you’d rather not make them yourself, I can quote the setup after the audit, or Marketing Coaching can guide you while you make them. For larger organizations, I can rebuild the tech stack as part of a Fractional CMO engagement (starting at $1,500 a month).
Systems that support your growth
30 minutes. No pitch. I’ll tell you whether the audit fits, and if it doesn’t, what will.
Starting at $2,500
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