Burger Gelato MediaChris Latham

Marketing & Systems Assessment

Know what to fix before you spend more on marketing.

For established, owner-led service businesses already getting enquiries.

Your ads, website, customer follow-up and tools all play a part. Find out where they connect, where they don't, and what deserves attention first.

Get an evidence-backed action plan with three prioritized next steps, delivered within seven business days once the agreed access and information are available.

Request my assessment

$750One payment

Keep the findings. No commitment to implementation.

trace: one campaign enquirytracing
  1. 10:02Ad clickedSpring booking campaignMeta ad
  2. 10:05Enquiry sentContact formwebsite
  3. 10:05Contact createdSource field left blankbreak
  4. --:--Follow-up ownerNot assignedunknown
  5. month endMonthly reportCounted as “other enquiry”report
The campaign may have worked. Nobody can tell. So what do you fund next?

Where things stand

When the pieces work separately, the next move is hard to see.

You're already putting money and effort into marketing. Can you answer these with confidence?

The assessment follows one real customer journey through your business to help answer those questions.

What's included

Leave with a decision: what to fix, what to keep, and what can wait.

  • A short intake and 45-minute discovery session. Explain what's happening and where things feel stuck.
  • An overview of your setup. Getting customers, handling enquiries, follow-up, content and repetitive work.
  • A closer look at the main bottleneck. One customer journey across up to five core tools, including how information and responsibility move between them.
  • Findings with the evidence made clear. Confirmed issues, suspected issues, and what's already working.
  • Three prioritized next actions. Why each matters, what it depends on, and what it would roughly cost to implement.
  • A recorded walkthrough and 30-minute review. Understand the recommendations and ask your questions.

This is a focused look at how your setup works together. It may recommend a fix, better measurement, or keeping a system that already works.

Chris Latham

Who you'll work with

The problem can cross several tools. So can the work.

I'm Chris Latham. I connect marketing with the systems around it: tracking, websites, email, CRM, automation and team workflows.

I can investigate the connections, implement suitable improvements, and teach your team to use them.

TrackingWebsitesEmailCRMAutomationTeam workflows

Client work

Making enquiry sources clearer

Paid ads+E-commerce site+Booking platform/CRM

The problem
Paid ads, an e-commerce site and a booking platform all sat in front of the CRM. The team couldn't clearly tell paid leads apart from other enquiries.
What I did
Set up separate Google Ads and Facebook tracking numbers, source-specific landing pages and forms, and automation to carry source information into the CRM.
The reported result
Clearer visibility into enquiries arriving through the designated Google and Facebook routes.

Other enquiries were grouped separately, and their exact sources weren't necessarily resolved. Payment and revenue integration remained in progress.

Client work

Troubleshooting a seasonal campaign

Email+Website pop-ups+Plugin

The problem
An e-commerce business was preparing a Black Friday campaign.
What I did
Corrected email authentication records, advised on sending practices, and fixed a plugin setup issue affecting the website pop-ups.
The result
Completed technical changes.

Inbox placement, sales and campaign performance weren't measured in the documented example.

After the assessment

Can I help you fix what we find? Yes.

The assessment identifies the priorities. These are four possible paths afterward. You don't need to choose one now.

Lead Tracking & CRM Setup

Connect one CRM and pipeline with up to three agreed enquiry routes, source capture, lead assignment and practical reporting.

$2,000starter scope, 15 business days

Customer Follow-Up & Retention

Build three agreed follow-up journeys in one CRM or email platform, with message copy, timing, stop rules and human handoffs.

$2,000starter scope, 15 business days

AI & Workflow Implementation

Improve one recurring workflow across up to three tools, using automation or AI where useful, with human review, exception handling and team training.

$2,500starter scope, 20 business days

Human-Led Content Systems

Build a recording-to-content workflow with two output templates and one completed production cycle using your expertise.

Illustrative workflow, not a client resultRecord an answer to a customer question, turn it into a draft newsletter and post, then review both before publication.

$2,000starter scope, 15 business days

How implementation projects work

Implementation windows start when the agreed access, information, materials and approvals are available. Each project includes testing, documentation, and a team walkthrough or training. Starter scopes are confirmed after the assessment; larger projects get a separate scope. Software and specialist costs are separate.

Payment is 85% to start and 15% after agreed completion tests pass, with 14 days to correct defects in the delivered work.

Is this right for you?

Is this the right starting point?

Who it's for

Service-business owners who already have customers and enquiries, use several marketing or business tools, and want a clearer basis for their next decision.

What you'll need to do

Share the agreed information and access, take part in the two sessions, and be open to changing how things work. If implementation is recommended, it has its own budget and scope.

Do I have to hire you afterward?

No. You keep the findings and can act on them yourself, with your team, or with another provider.

Does the $750 include fixing the issues?

It covers the assessment, action plan, recorded walkthrough and review session. Implementation is separate.

What if the assessment doesn't give me clear next steps?

If it doesn't give you an evidence-backed explanation and clear next steps, I'll revise it once. If it still doesn't meet that standard, I'll refund the assessment fee.

Marketing & Systems Assessment, $750

Make your next marketing decision with a clearer picture.

Know what needs attention before you commit to another campaign, subscription or project.

  • One customer journey, traced across your tools
  • Three prioritized next steps
  • Revised once, or refunded, if the next steps aren't clear

Share a few details. I'll confirm fit, scope and billing currency before payment, then we'll arrange your discovery session. The seven-business-day window starts once the agreed access and information are available.

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$750One payment

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