Growth Alignment Audit
When growth gets harder than it should be, something's usually out of alignment.
Most businesses that aren't growing the way they should aren't missing effort. They're missing alignment — between positioning and market, between marketing and sales, between what leadership thinks is happening and what's actually happening on the ground.
The Growth Alignment Audit is how we find it. Over three to four weeks, I go deep on your business, reviewing your positioning, marketing, sales process, and pipeline, and interviewing up to five members of your leadership team. The more access I have, the better the output.
What you get at the end isn't just findings. It's a strategic growth plan you can act on immediately, whether you bring me in to lead the work or execute it with your own team.
What You Get
At the end of the engagement, you receive:
-
Diagnostic Report
A 15–25 page diagnostic report covering positioning, messaging, marketing, sales, pipeline, and leadership alignment -
Growth Scorecard
A scorecard across your core growth dimensions — so you can see exactly where you're strong and where you're losing ground -
Priority Bottlenecks
Your top three to five growth bottlenecks, ranked by impact -
90-Day Strategic Growth Plan
A 90-day strategic growth plan with clear priorities and sequencing -
Strategic Debrief
A 90-minute strategic debrief where we walk through everything together and you can ask anything
Investment
The Growth Alignment Audit is $7,500 — a fixed fee, no surprises.
Engagements are three to four weeks depending on team size and access. I take on a limited number of audits at a time to ensure the depth of work stays high.
Not sure if this is the right fit? The discovery call is 30 minutes and completely free. We'll know quickly if it makes sense to move forward.
Ready to find out what's actually in the way?
Most of my clients come in knowing something is off. They just can't see it clearly from the inside. That's exactly what the audit is for.
What Clients Say
"Katie has taken Morris & Pursley Financial Plans a long, long way. Our sales have tripled. She helped me clarify my message and build a strong marketing foundation for my firm. I'm incredibly grateful for everything she's done for our business."