Comprehensive Collaboration Checkup – Marketing, Finance & Operations Aligned
Unlock the full potential of your business by aligning your marketing, finance, and operational strategies. This checkup identifies the key inefficiencies across all areas of your business, ensuring your departments are working in harmony to support sustainable growth. Through a deep-dive collaboration between Gunn Advising Group process and Call A Marketer, we’ll help you streamline operations, enhance financial visibility, and fine-tune your marketing efforts.
Why This Checkup is Crucial for Your Business
Great marketing is wasted if operations can’t scale. Operational excellence falls short without visibility and inbound momentum. When marketing, finance, and systems are misaligned, growth slows—or worse, stalls.
If you're:
- Generating leads but struggling to convert or deliver
- Feeling stuck in daily operations without a clear growth strategy
- Unsure where your time, team, or money is going
You’re not broken — you’re misaligned. This isn’t just about fixing symptoms; it’s about building a business that can scale responsibly and operate sustainably.
What This Process Is
A Full-Spectrum Evaluation for Scalable Growth
This checkup involves a comprehensive review of your business in four critical areas:
1
Marketing Strategy: Are your marketing efforts aligned with your operational capacity and goals?
2
Operational Processes: Where are the bottlenecks? How well do your systems and processes support scalability?
3
Financial Clarity: Do your financial reports provide visibility to support decision-making?
4
Team Structure: Is there clarity in roles and responsibilities?
What We Need from You
To kick off, we’ll ask for:
- A walkthrough of your marketing channels process and lead gen flows
- Your org structure process and team ownership by department
- Recent P&L process and cash flow overview
- Key systems process used for CRM, project management, invoicing, and communication
- Insights into your biggest frustrations or process slowdowns
You don’t need to prepare anything — just show up and be real. We’ll extract the insights with you through collaboration and hands-on evaluation.
What You’ll Walk Away With
- Clarity on where your systems, strategy, or people process are out of sync
- Actionable recommendations to boost lead-to-close efficiency process and improve delivery consistency
- A strategic map process that aligns marketing and operations with your business goals
- Insights into team structure, roles, and responsibilities that unlock bandwidth
- A real pathway to becoming a scalable business
Your Deliverables May Include
- Growth Friction Map: Identify where inefficiencies are limiting growth
- Marketing-to-Operations Alignment Summary: Ensure your marketing supports operational capabilities
- Financial Visibility & Flow Snapshot: Understand your cash flow and financial reporting alignment
- Cross-Departmental Accountability Grid: Align your teams for improved communication and efficiency
- Recommended Quick Wins + Priority Initiatives: Short-term strategies to tackle immediate issues and drive fast results
- Pathway to Phase 2: Business Growth Playbook