Copyright © 2026 Automation Strategy Group - All Rights Reserved.
Certified Marketing Automation Partner
The Blueprint 360 Audit That Reveals What's Costing You Revenue
A hands-on, senior-level audit of your CRM, automation platform, and lead flows — delivered in 15 days with a prioritized action plan you can execute immediately.
- Delivered in 15 days, not months
- Fixed-fee engagement — no surprises
- Senior-level experts, not junior analysts
Blueprint 360 — Sample Findings
Marketing Automation Audit Report
Lead nurture workflow coverage
Critical Gap
Contact data quality & hygiene
Needs Repair
Lifecycle stage assignment
Opportunity
Email deliverability setup
Opportunity
Form & landing page conversion
Critical Gap
Platform tier utilization
Optimized
Brands We’ve Worked With
Blueprint 360 Audit
The Hidden Problems Draining Your Marketing ROI
Most companies don't know what's broken until they see it laid out in front of them. That's exactly what Blueprint 360 does.
Leads Falling Through the Cracks
Prospects engage with your content but never make it into a nurture sequence. Revenue walks out the door undetected.
Broken or Stale Automations
Workflows nobody's touched in months are still running — sending the wrong messages to the wrong people at the wrong time.
Data You Can't Trust
Duplicate contacts, missing fields, and misaligned lifecycle stages make your CRM unreliable and your reporting meaningless.
Paying for Unused Platform Capability
You're on HubSpot, ActiveCampaign, or Eloqua Pro — but using 30% of what you're paying for. Blueprint 360 shows you what you're leaving on the table.
What's Included
Six Audit Areas. One Comprehensive Roadmap.
Blueprint 360 covers every dimension of your marketing automation stack — from data hygiene to campaign performance — and packages it into a clear, prioritized action plan.
CRM Health Check
A thorough assessment of your contact database, property structure, and data integrity.
- Contact deduplication audit
- Property & field mapping review
- Lifecycle stage alignment
- Data completeness scoring
Automation Audit
We inspect every active and inactive workflow to identify what's working, what's broken, and what's missing entirely.
- Workflow inventory & status review
- Logic and trigger validation
- Gap analysis vs. best practices
- Conflict & overlap detection
Lead Flow Analysis
Trace every lead source through your funnel to identify where prospects are dropping off or getting stuck.
- Source-to-close funnel mapping
- Conversion rate benchmarking
- MQL/SQL definition review
- Handoff process assessment
Email Program Review
Assess your deliverability, template quality, segmentation strategy, and campaign performance.
- Deliverability & domain health
- Segmentation & personalization
- Open/click benchmarking
- Unsubscribe & list health
Platform Optimization Review
Evaluate how well your current platform tier is being utilized and whether it's the right fit for your needs.
- Feature utilization scoring
- Integration assessment
- User access & governance review
- Subscription right-sizing analysis
Strategic Roadmap
The deliverable that makes everything actionable: a prioritized, phased plan with clear owners, timelines, and expected impact.
- Quick wins (week 1–4)
- High-impact projects (30–90 days)
- Long-term strategic initiatives
- ROI estimates per initiative
Proven Results
What Companies Discover in Their Blueprint 360
These numbers reflect real outcomes from audits we've conducted since 2016.
100+
Audits Delivered
Since 2016 across HubSpot, ActiveCampaign & Eloqua
3–5x
ROI Identified
Typical return on audit investment uncovered in quick wins alone
15 days
Delivery Timeline
From kickoff call to final roadmap presentation
$2,500+
Fixed-Fee Price
No hourly billing. No scope creep. Everything included.
Why Choose Us
Why Companies Choose ASG to Conduct a Blueprint 360 Audit
Generic "audits" leave you with a slide deck and no path forward. Blueprint 360 is built by practitioners who've implemented the fixes themselves with dozens of clients
01
Senior Experts Only
Every Blueprint 360 audit is conducted by senior practitioners with 14+ years of platform experience — not offshore analysts or junior consultants.
02
Platform-Agnostic
We audit HubSpot, ActiveCampaign, Eloqua, Salesforce, Pardot, and Marketo stacks. No vendor bias — just honest recommendations.
03
Doers, Not Just Advisors
We're the team that implements what we recommend. If you want us to fix it after the audit, we know exactly how — because we designed the roadmap.
04
Prioritized, Actionable Output
The roadmap is sequenced by impact and effort — not alphabetically or by section. You know exactly what to do first and why.
05
Transparent Fixed-Fee
Pricing starts at $2,500. No hourly billing surprises. No "that's out of scope." You know what you're getting before we start.
06
A Clear Path Forward
Blueprint 360 isn't just a diagnosis — it's a launchpad. Most clients begin implementation within 30 days of receiving their roadmap.
How It Works
From Kickoff to Roadmap in 2 Weeks
A structured, repeatable process that gets to the truth quickly — without months of back-and-forth.
1
Discovery Kickoff
60-minute call to align on goals, access credentials, and scope the specific platform(s) to audit.
2
Deep Dive Audit
Our team conducts the hands-on audit across all six areas — CRM, automations, lead flows, email, and platform utilization.
3
Analysis & Roadmap
Findings are synthesized into a prioritized roadmap with ROI estimates, effort scores, and owner recommendations.
4
Readout & Handoff
We walk through every finding in a live 90-minute session and hand off the complete Blueprint 360 document.
CLIENT TESTIMONIALS
What Our Clients Say About Working With Us
Our clients transform marketing automation into a strategic growth engine that drives revenue, alignment, and measurable performance.
“Working with The Automation Strategy Group helped us bring structure and efficiency to our sales and marketing operations. The systems they put in place made it easier for our team to work smarter, move faster, and close more business without added complexity.”
⭐⭐⭐⭐⭐
William S.
“The Automation Strategy Group guided us through a complex CRM transition with zero disruption to the business. Their approach was methodical, well-planned, and respectful of how our team actually works. The result was a stronger foundation for scale.”
⭐⭐⭐⭐⭐
Kirk D.
“They approached our marketing automation challenges with clarity and discipline. From untangling complexity to delivering systems that actually performed, The Automation Strategy Group proved to be a reliable partner focused on real, measurable outcomes.”
⭐⭐⭐⭐⭐
Satish M.
“The Automation Strategy Group re-engineered our ActiveCampaign and Salesforce setup to support our research-driven storytelling model. What was once passive automation now actively supports growth and revenue. The structure is clear, practical, and easy for our team.”
⭐⭐⭐⭐⭐
Susan S.
FAQs
Blueprint 360 Common Questions
Everything you need to know about what’s included, how it works, and what to expect from your audit.
What platforms does Blueprint 360 cover?
Blueprint 360 audits any marketing automation or CRM platform, including HubSpot (Marketing, Sales, Service Hubs), ActiveCampaign, Oracle Eloqua, etc. We can audit a single platform or a multi-platform stack in one engagement.
How long does the audit take?
From signed agreement to final roadmap delivery, Blueprint 360 is completed in approximately 15 days. This includes the discovery kickoff call, the hands-on audit, analysis and roadmap creation, and the live readout session.
What access do you need from our team?
We require admin-level read access to your marketing automation platform and CRM. We also conduct a 60-minute kickoff call with your marketing or operations lead to align on priorities. Beyond that, we aim to minimize your time commitment during the audit itself.
What's the difference between Blueprint 360 and a standard audit?
Most audits surface problems without solving them. Blueprint 360 goes further: every finding is matched with a specific, prioritized recommendation, an effort estimate, and an expected impact. The final deliverable is a true roadmap — not just a list of issues — built by practitioners who implement these fixes for a living.
Can you implement the roadmap after the audit?
Yes! This is where Blueprint 360 clients often see the most value. Many choose to engage ASG for a monthly retainer or scoped project immediately after the audit, since we’re already deeply familiar with their stack. The audit investment is typically credited toward an engagement if you continue within 60 days.
Is the pricing truly all-inclusive?
Pricing starts at $2,500 and covers the full discovery process, the hands-on audit across all six areas, the roadmap document, and the live readout session. There are no hourly overages, no add-on charges, and no scope creep — you know exactly what you’re getting before we start.
What size company is Blueprint 360 designed for?
Blueprint 360 is ideal for SMB and mid-market companies — typically 10 to 200 employees — that have been using a marketing automation platform for at least 6 months but feel they’re not getting the ROI they expected. It’s also a strong fit for companies post-acquisition or post-migration who need a baseline assessment of their new stack.
Ready to Get Clarity?
Stop Guessing. Start With a Blueprint 360.
Most companies are sitting on 3–5× their audit investment in untapped revenue and efficiency gains. Blueprint 360 shows you exactly where it is and how to get it.
- No commitment required beyond the audit
- 30-minute pre-audit consultation included
- Senior practitioners — not junior staff
- Works with your existing platform — no switching required
Blueprint 360 Audit
Starts at $2,500
Fixed-fee · All-inclusive · Delivered in 15 days
- CRM health check & data audit
- Automation & workflow review
- Lead flow funnel analysis
- Email program assessment
- Platform optimization review
- Prioritized strategic roadmap
- Live 90-minute readout session
No commitment · Respond within 1 business day
Your trusted partner in marketing automation and CRM success.
INDUSTRIES
-
Automation Strategy Group
6 Liberty Square # 2028
Boston, MA 02109