26 playbooks · every audit outcome covered

You got a score. Here is the work.

Our five audits measure twenty-six dimensions between them. This is a playbook for every one — what the problem actually is, what it costs you, and what to do about it at the score you got, not in general. Filter by practice, by what you are trying to fix, or by where it sits in the system.

Practice

What you are fixing

Where it sits

26 playbooks · filter or search to narrow

01

Attention

Being remembered by the 95% who are not buying today

4 playbooks
Sold on Social Attention Be worth remembering 1–2 weeks

You are writing about your buyers, not from them

Customer voice · 20% of your Social Selling Audit score

You will recognise this if: Your content describes your buyer in words your buyer would never use.

Their language for the problem outperforms yours because recognition comes before trust. People believe you understand them when you say it the way they say it.

What it costs: This is the cheapest differentiation available and the one most teams skip entirely.

What to do, depending on where you scored:

Criticalscore under 40

Mine it.

  • Pull language straight from sales calls, support threads and reviews.
  • Their words for the problem, their objections, their turning points.
Partialscore 40–74

Systematise the mining.

  • A standing voice-of-customer library beats occasional good listening.
Strongscore 75 and up

Feed it sideways.

  • It doubles as targeting data — push it into ad copy and ICP definition too.
Sold on Social Attention Be worth remembering Ongoing

Your content could have been written by any competitor

Company voice · 20% of your Social Selling Audit score

You will recognise this if: Read your last ten posts with the logo covered. Could you name the company?

Automation made competent content free. Only proprietary experience is scarce now, so only proprietary experience differentiates.

What it costs: Generic content does not underperform quietly — it actively spends your attention budget teaching people nothing about you.

What to do, depending on where you scored:

Criticalscore under 40

Publish from your own data and scars.

  • Results, teardowns, opinions with a name attached.
  • If a competitor could publish it verbatim, it is not working for you.
Partialscore 40–74

Put names on it.

  • Bylined humans with a real point of view outperform brand-voice posts consistently.
Strongscore 75 and up

Protect the proprietary edge.

  • It is the part nobody can copy or generate.
AuditDemand Attention Be worth remembering 2–4 weeks

Your strategy is writing cheques your library cannot cash

Content readiness · 15% of your Demand Strategy Audit score

You will recognise this if: A strong top-of-funnel library, and nothing at all for the person who has to justify you internally.

Committee buying needs an asset per persona. Your champion has to sell you when you are not in the room, and they can only use what you gave them.

What it costs: Most libraries are strong at the top and thin exactly where buyers decide.

What to do, depending on where you scored:

Criticalscore under 40

Build the minimum decision set before scaling spend.

  • One case study per persona.
  • One comparison sheet.
  • One ROI or proof asset.
  • Then scale the budget, not before.
Partialscore 40–74

Fill the middle.

  • Map assets to stage and persona together, not just to stage.
  • Find the point where deals actually stall, and build for that conversation.
Strongscore 75 and up

Score content on opportunities influenced, not traffic.

  • Let the winners earn distribution budget.
Sold on Social Attention Be worth remembering 1 week

Broadcasting without listening

Market voice · 15% of your Social Selling Audit score

You will recognise this if: You publish on a calendar and never on a trigger.

Without monitoring, timing and relevance are guesswork — you are always answering last month's question.

What it costs: You miss the moments when your category is already talking about the thing you are best at.

What to do, depending on where you scored:

Criticalscore under 40

Start monitoring the conversation in your category.

  • Let what you hear shape what you publish.
Partialscore 40–74

Close the loop.

  • Monitoring should change the content calendar, not just fill a report.
Strongscore 75 and up

Good.

  • Keep a trigger-driven slot open in the calendar so you can actually act on what you hear.
02

Demand

Making the right people want what you sell

3 playbooks
AuditDemand Demand Be worth remembering 1–2 weeks

Your message is doing the wrong job

Positioning & market stage · 25% of your Demand Strategy Audit score

You will recognise this if: Ask three people why a buyer picks you and you get three different answers — and none of them appear in the ads.

Advertising has to educate, differentiate or validate depending on where the market actually is. Run the wrong one and the budget stops mattering, because you are answering a question the buyer is not asking.

What it costs: Wrong-stage messaging never fails loudly. It converts slightly worse everywhere at once, which reads as a traffic problem and gets solved with more budget.

What to do, depending on where you scored:

Criticalscore under 40

Settle the sentence before you spend another dollar.

  • Write one sentence stating why a buyer picks you over the alternative.
  • Check every ad and landing page against it. If it varies by person, that is the whole problem.
  • Diagnose the market stage from the primary obstacle stopping people acting — that decides whether you educate, differentiate or validate.
Partialscore 40–74

You have the position. The copy has not caught up.

  • Rewrite headline copy so it matches buyer awareness rather than product features.
  • Pick the copy framework the stage calls for instead of defaulting to one house style.
  • Kill feature-led headlines on cold traffic — they assume knowledge the reader does not have.
Strongscore 75 and up

Hold it, and re-test the diagnosis.

  • Re-run the market-stage question every couple of quarters.
  • Categories move. Messaging that fit last year validates a commodity this year.
AuditDemand Demand Stop paying for the wrong attention 1 week

You are buying attention from the wrong people

Audience & targeting · 25% of your Demand Strategy Audit score

You will recognise this if: Your ICP is a slide, and it was written by describing the customer you would like to have.

Targeting errors never present as targeting errors. They present as poor conversion rates, long cycles, and a sales team saying the leads are junk.

What it costs: Every downstream number looks worse than your execution deserves — so you optimise the parts that were never broken.

What to do, depending on where you scored:

Criticalscore under 40

Derive the profile from evidence, not aspiration.

  • Pull three years of closed-won and find the real pattern: industries, sizes, titles, deal sizes.
  • That query is your ICP. It is not a workshop output.
  • The deals that churned or dragged out are your anti-ICP. Write those down too.
Partialscore 40–74

You target well and exclude badly. Fix the exclusion half.

  • Document the anti-ICP and apply it across every channel, not just search.
  • Exclusion lifts every conversion rate downstream, which is why it pays faster than more targeting.
Strongscore 75 and up

Layer intent.

  • You know who to target. The remaining gain is knowing who is in-market this week.
  • Feed the signal into routing and priority, not just into reporting.
AuditDemand Demand Stop paying for the wrong attention 1 week

Budget is following habit, not a model

Channel discipline · 20% of your Demand Strategy Audit score

You will recognise this if: You could not say, without opening a spreadsheet, what share of spend is creating demand versus capturing it.

Roughly 5% of your category can buy today. The other 95% are still deciding who they remember. Judge both halves with one metric and the creation half always loses, because it reports badly by design.

What it costs: Spend drifts toward whatever reports cheaply rather than whatever produces revenue.

What to do, depending on where you scored:

Criticalscore under 40

Split the budget explicitly, and judge the halves differently.

  • Separate capture (the 5% in-market now) from creation (the 95% who are not).
  • Give each its own goal and its own metric.
  • Stop measuring brand work by lead cost. That comparison is rigged.
Partialscore 40–74

Match channels to the sale, not to last quarter's CPL.

  • Let deal size, sales motion and market stage pick the channel.
  • Committee buying needs different channels than self-serve, at the same cost per lead.
Strongscore 75 and up

Keep the waste review on a schedule.

  • Search terms and placements drift back within a quarter of being cleaned.
  • Add negatives every time, and log what you added.
03

Capture

Catching interest before it cools

5 playbooks
AuditSales Capture Get there before the competition 1–2 weeks

The most expensive gap in your funnel

Lead response · 30% of your Sales Speed Audit score

You will recognise this if: The enquiry came in at 6:40pm on Friday. Someone will see it Monday.

Typical response is around 42 hours. Best in class is under five minutes. You are paying to create the demand and then letting it cool.

What it costs: You buy attention at full price and discard a large share of it on a technicality of timing.

What to do, depending on where you scored:

Criticalscore under 40

Stop trying to solve this with discipline.

  • No rota delivers five-minute response reliably. It is a systems problem wearing a motivation costume.
  • Automate the first touch, drafted in the rep's voice and held for one-click approval.
  • Measure from the enquiry timestamp, not from when someone opened it.
Partialscore 40–74

You are fast in hours, not minutes. Cover the edges.

  • Evenings, weekends and holidays are where the remaining loss actually sits.
  • That is most of the week, and it is where your competitors are also asleep.
Strongscore 75 and up

Hold it, and measure it weekly.

  • Response time decays quietly whenever the team gets busy.
  • It is the first number to slip and the last one anyone checks.
Sold on Social Capture Get the hours back 2–4 weeks

Where social selling usually breaks

Sales enablement · 25% of your Social Selling Audit score

You will recognise this if: Marketing is proud of the engagement numbers. Sales cannot find the case study.

Content without enablement is publishing. It becomes selling only when a prepared human is on the other end of the attention.

What it costs: You pay the full cost of creating attention and capture none of the revenue it was meant to produce.

What to do, depending on where you scored:

Criticalscore under 40

Arm the team first.

  • The right asset for the conversation they are actually in.
  • Easy to find.
  • Mapped to the objections that really come up.
Partialscore 40–74

Get the reps visible themselves.

  • Social sellers materially outperform peers who stay off it — but they need content and coaching, not an instruction.
Strongscore 75 and up

Treat social conversations as pipeline.

  • Route them like any other lead, with the same ownership and the same clock.
AutomateSales Capture Get there before the competition 1–2 weeks

The automation that pays for itself first

Speed to lead · 20% of your Pipeline Automation Audit score

You will recognise this if: Your best-fit enquiry of the week gets a templated auto-reply, then nothing for a day.

Repetitive work plus unforgiving timing is exactly the combination where automation returns most.

What it costs: Every hour of delay here is spent competing against your own earlier self, at full media cost.

What to do, depending on where you scored:

Criticalscore under 40

Build this one first.

  • A researched first touch, drafted in the rep's voice and held for approval, is the highest-return automation in the set.
  • Approval keeps a human accountable without making a human the bottleneck.
Partialscore 40–74

Extend the coverage.

  • Evenings and weekends are where the remaining loss is.
Strongscore 75 and up

Handled. Move to whichever dimension scored lowest.

  • There is no more yield here; the next gain is elsewhere in the system.
Sold on Social Capture Get there before the competition 1 week

Attention is arriving and nobody is catching it

Response & monitoring · 20% of your Social Selling Audit score

You will recognise this if: A buying-intent DM sat unread over a long weekend.

Interest decays on social for exactly the same reason it decays on inbound forms. The channel is different; the clock is not.

What it costs: You are paying for reach and then declining the replies it produces.

What to do, depending on where you scored:

Criticalscore under 40

Give it an owner and an alert.

  • Unowned monitoring is the same as no monitoring.
Partialscore 40–74

Match your inbound lead SLA.

  • There is no reason a DM should be slower than a form fill.
Strongscore 75 and up

Good — this is the half most teams neglect entirely.

  • Keep the response clock visible next to the publishing metrics.
AutomateSales Capture Get there before the competition 1 week

Leads are being stranded in the gaps

Routing & handoff · 15% of your Pipeline Automation Audit score

You will recognise this if: It went to the shared inbox. You know how that ends.

Shared inboxes, unclear ownership, and handoffs that lose everything the SDR learned.

What it costs: These losses never appear as losses. The lead simply never becomes anything, and no report has a row for that.

What to do, depending on where you scored:

Criticalscore under 40

Write routing rules that answer three things.

  • Who owns this.
  • By when.
  • What happens if they do not act — escalation timers solve the vacation problem.
Partialscore 40–74

Add context to the handoff.

  • A structured handoff beats a CRM note and a hopeful message.
Strongscore 75 and up

Solid.

  • Re-check the rules whenever the team structure changes.
04

Conversion

Turning interest into a signature

5 playbooks
AuditSales Conversion Get the hours back 1 week

Leads are waiting in limbo to be judged

Qualification · 20% of your Sales Speed Audit score

You will recognise this if: There is a queue marked ‘to review’ and nobody owns it.

Slow qualification costs you twice: rep hours burn on bad fits while the good fits go cold waiting their turn.

What it costs: It is the only dimension here that wastes your two scarcest resources simultaneously.

What to do, depending on where you scored:

Criticalscore under 40

Make qualification fast and binary.

  • Three outcomes only: work now, nurture, or disqualify with a reason.
  • A same-day decision beats a perfect one made next week.
  • Record the disqualification reason — it is how the model improves.
Partialscore 40–74

Move from a checklist to evidence.

  • Build scoring on closed-won history so priority reflects what actually converts.
  • A checklist encodes opinion; a score encodes outcomes.
Strongscore 75 and up

Re-derive the model annually.

  • What closed three years ago may not be what closes now.
AuditSales Conversion Get there before the competition 1–2 weeks

Every day here is a day a competitor can use

Time to quote · 20% of your Sales Speed Audit score

You will recognise this if: ‘Let us talk pricing’ was eleven days ago.

Typical is two weeks or more; best in class is under 48 hours. The difference is almost always process rather than effort.

What it costs: The delay reads to the buyer as how you will behave once they are a customer.

What to do, depending on where you scored:

Criticalscore under 40

Find where the days actually go.

  • It is usually approvals and document assembly, not pricing decisions.
  • Template the document.
  • Pre-authorise the common discount bands so the default case never needs a meeting.
Partialscore 40–74

You are within a week. Remove a step; do not work faster.

  • Getting under 48 hours generally means deleting one approval, not adding urgency.
Strongscore 75 and up

Protect it.

  • Quote speed is the first thing to slip when volume rises.
AutomateSales Conversion Get the hours back 1 week

Most deals die of silence, not rejection

Follow-up persistence · 20% of your Pipeline Automation Audit score

You will recognise this if: Two touches, then nothing — and the lead is still sitting there marked open.

Follow-up is the first thing to lapse when a rep gets busy, and nobody notices it lapsing.

What it costs: A no is cheap and useful. An unresolved maybe costs you forecast accuracy and attention indefinitely.

What to do, depending on where you scored:

Criticalscore under 40

Sequence it.

  • The goal is not more messages. It is a guaranteed outcome.
  • Every lead ends in yes, no, or a dated later.
Partialscore 40–74

Tighten the tail.

  • Most teams stop one or two touches before the average reply arrives.
Strongscore 75 and up

Make sure it stops cleanly.

  • Knowing when to stop is part of the design, not a failure of it.
AuditSales Conversion Get there before the competition 1 week

Deals are ageing without anyone intervening

Time to close · 15% of your Sales Speed Audit score

You will recognise this if: The deal did not die. It stopped, and nobody noticed for three weeks.

The problem is rarely the deal itself. It is that nobody was alerted while it was still recoverable.

What it costs: Stalled deals stay in the forecast, which means they also corrupt your planning while they quietly expire.

What to do, depending on where you scored:

Criticalscore under 40

Instrument the stall.

  • A deal untouched for N days should raise a task automatically, with the context attached.
  • The alert has to carry the context or it becomes noise people dismiss.
Partialscore 40–74

Multi-thread.

  • Single-threaded deals stall the moment your one contact goes quiet.
  • Two named contacts is the difference between a delay and a loss.
Strongscore 75 and up

Keep the stall alerts running.

  • They are what holds the number, even when the number looks fine.
AutomateSales Conversion Get the hours back 1–2 weeks

Selling hours are going into research

Prospect intelligence · 15% of your Pipeline Automation Audit score

You will recognise this if: Reps open the call having skim-read a LinkedIn profile on the way to the meeting.

Research commonly runs around six hours a week per rep, which is the single largest recoverable block in the set.

What it costs: It is invisible on every report, because nobody logs it as anything.

What to do, depending on where you scored:

Criticalscore under 40

Automate the pre-call brief.

  • Who they are, what changed, what to say next — compiled before the meeting, not during it.
Partialscore 40–74

Extend briefs beyond new business.

  • Renewals and expansions deserve the same preparation and rarely get it.
Strongscore 75 and up

Handled well.

  • Keep the brief short enough that reps actually read it.
05

Compounding

Making the whole thing trustworthy and repeatable

9 playbooks
Campaign Automation Compounding Get the hours back 2–4 weeks

Data access is your ceiling

Data democratization · 30% of your Automation Readiness Audit score

You will recognise this if: Every performance question becomes a ticket for the one person who can pull the data.

The algorithm optimises; humans steer. If the humans cannot read the instruments, you cannot steer — and every automation you add creates a bottleneck instead of removing one.

What it costs: This is weighted heaviest of the five readiness dimensions because it caps the value of everything else you build.

What to do, depending on where you scored:

Criticalscore under 40

Build self-serve access for every channel owner.

  • Live dashboards the owners can use without analyst support.
  • Google Ads, Meta and the CRM in a single view, not three.
Partialscore 40–74

Move from available to proactive.

  • Dashboards answer questions people remember to ask. Alerts catch the ones they do not.
Strongscore 75 and up

Strong.

  • Guard against the dashboard sprawl that follows success here.
AutomateSales Compounding Make the numbers trustworthy 2–4 weeks

Automating on bad data industrialises the problem

CRM hygiene · 20% of your Pipeline Automation Audit score

You will recognise this if: Three records for the same company, two of them on the old domain.

Every downstream automation and every forecast depends on this one. Automation does not fix unreliable data; it applies it faster and at scale.

What it costs: This is the dimension that decides whether the rest of your automation is an asset or a liability.

What to do, depending on where you scored:

Criticalscore under 40

Fix this before automating anything else.

  • Capture required fields at creation, not by asking nicely afterwards.
  • Dedupe on a schedule.
  • Advance stages on evidence.
Partialscore 40–74

Move the maintenance off the reps.

  • Fields and stages updated automatically from real email and calendar activity is the highest-value hygiene step available.
Strongscore 75 and up

Keep it audited.

  • It is the foundation the rest sits on.
Campaign Automation Compounding Make the numbers trustworthy 1–2 weeks

Automation trained on noise

Instrumentation · 20% of your Automation Readiness Audit score

You will recognise this if: Nobody can say when tracking was last verified.

Smart Bidding and every custom rule optimise against whatever you told them success is. Gaps in tracking do not produce cautious automation; they produce confident automation pointed the wrong way.

What it costs: The more you automate on top of this, the faster you move in the wrong direction.

What to do, depending on where you scored:

Criticalscore under 40

Audit and repair conversion tracking.

  • Verify events actually fire, in the platform's own debug tooling.
  • Document every conversion action and its verification status.
Partialscore 40–74

Move past last-click.

  • A unified view is the realistic next step; full multi-touch is rarely the first one worth buying.
Strongscore 75 and up

Keep the quarterly audit.

  • Tracking degrades silently after every site release.
Campaign Automation Compounding Automate without blowing something up 1 week

Automation cannot act on what it cannot identify

Standardization · 20% of your Automation Readiness Audit score

You will recognise this if: Campaign names encode four different conventions and two people's initials.

Scripts and rules act on patterns. Without consistent naming and launch process, automation cannot reliably tell what it is looking at.

What it costs: Standardisation is not bureaucracy. It is the precondition for automating anything at scale.

What to do, depending on where you scored:

Criticalscore under 40

Document and enforce a naming convention.

  • Objective, channel, audience, date, variant.
  • Build it into the launch template so the convention is the path of least resistance.
Partialscore 40–74

Close the drift.

  • A convention that is not audited quietly becomes a suggestion.
Strongscore 75 and up

Enforced and audited — hold it.

  • Re-check after every new hire and every agency change.
Campaign Automation Compounding Automate without blowing something up 2 days

Unowned automation drifts

Governance · 20% of your Automation Readiness Audit score

You will recognise this if: Nobody can tell you how many automation rules are live right now.

When no one owns automation, rules accumulate, overlap and eventually conflict — usually discovered through a spend anomaly rather than a review.

What it costs: The failure mode here is not slow. It is sudden, and it is expensive.

What to do, depending on where you scored:

Criticalscore under 40

Name one accountable owner. Not a committee.

  • Who builds rules, who approves changes, who reviews what fired.
  • Keep a log of every active rule and when it last fired.
Partialscore 40–74

Add the review step.

  • Peer review and a test environment before anything touches live spend.
Strongscore 75 and up

Strong. Keep the rule log current.

  • The log is the only thing that makes an incident diagnosable after the fact.
AuditDemand Compounding Make the numbers trustworthy 1–2 weeks

Your bidding is learning from a lie

Measurement integrity · 15% of your Demand Strategy Audit score

You will recognise this if: Two dashboards, two numbers, and a standing argument about which one is right.

Automated bidding is confidently wrong when the signal is wrong. It optimises hard toward whatever you told it success looks like — including duplicates, and form fills that never become revenue.

What it costs: No amount of creative or targeting work recovers a broken signal, because every experiment you run reads the same corrupted result.

What to do, depending on where you scored:

Criticalscore under 40

Audit tracking before spending another dollar.

  • Check for duplicate conversions, cross-domain gaps, and whether offline revenue ever reaches the platforms.
  • Document every conversion action and its verification status. If nobody can say when it was last checked, it is unverified.
Partialscore 40–74

Close the offline loop.

  • Import closed revenue from the CRM back into the ad platforms.
  • That is what lets them optimise toward money instead of toward form fills.
Strongscore 75 and up

Maintain it. Tracking breaks quietly.

  • Put a quarterly tracking audit on the calendar.
  • Nothing alerts you when tracking breaks — which is precisely the problem with it.
AuditSales Compounding Make the numbers trustworthy 2–4 weeks

You cannot manage what the CRM is misreporting

Process & visibility · 15% of your Sales Speed Audit score

You will recognise this if: The forecast is a feeling, expressed as a percentage.

Forecast accuracy problems are almost always stage-definition problems wearing a disguise.

What it costs: Every other number you rely on inherits this one's error.

What to do, depending on where you scored:

Criticalscore under 40

Define stages by evidence.

  • Meeting held, quote sent, criteria confirmed — not how the rep feels about it.
  • Then let the forecast compile itself from facts rather than from optimism.
Partialscore 40–74

Automate the assembly.

  • If the Monday review starts with humans reading a database aloud, that hour is recoverable.
Strongscore 75 and up

Keep auditing it.

  • This is the dimension that makes every other number trustworthy.
AutomateSales Compounding Get the hours back 2 days

The easiest hour on this list to get back

Forecasting & review · 10% of your Pipeline Automation Audit score

You will recognise this if: Monday's pipeline review is ninety minutes of reading the CRM out loud.

The weekly review is consuming selling time to restate information the system already has.

What it costs: It is the cheapest win available and usually the last one anyone gets around to.

What to do, depending on where you scored:

Criticalscore under 40

Compile the roll-up automatically before the meeting.

  • Pipeline movement, activity coverage, and the week's exceptions.
  • The meeting should start at the discussion, not at the data entry.
Partialscore 40–74

Add the exception digest.

  • Stalled deals and untouched leads surfaced without anyone hunting for them.
Strongscore 75 and up

Good.

  • Keep the digest short or it stops being read.
Campaign Automation Compounding Automate without blowing something up 4–6 weeks

Tooling ahead of the team creates shelfware

Team & tooling · 10% of your Automation Readiness Audit score

You will recognise this if: You bought the advanced platform and use it like the basic one.

Advanced tools in the hands of a team without the data literacy to drive them produce shelfware. The ceiling is the team, not the licence.

What it costs: You pay for capability twice: once for the tool, and again for the work it was supposed to remove.

What to do, depending on where you scored:

Criticalscore under 40

Integrate the sources before adding tools.

  • Automation needs a complete signal more than it needs another interface.
Partialscore 40–74

Train before buying the next thing.

  • The gap between what the stack can do and what the team does with it is the real number to close.
Strongscore 75 and up

Advanced stack, matched by the team.

  • Your constraint is now somewhere else on this list.

Not sure which one is yours?

Take the audit that fits your question. It scores the dimensions, names the one constraint capping the rest, and hands you these playbooks already filtered to your result.