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Free Marketing Audit Tool for B2B SaaS Teams

The marketing audit tool built for CMOs and VP Growth at B2B SaaS companies. Answer 10 questions about your stack, budget, attribution, and team. Get a prioritised list of your top 5 issues ranked by revenue impact, a set of quick wins, and a 30/60/90-day roadmap, all in under 10 minutes.

What gets audited

Five dimensions, scored against B2B SaaS benchmarks

Attribution maturity
?/10

Multi-touch vs. last-click; cross-channel stitching; revenue signal quality

Budget diversification
?/10

Channel concentration risk; experimentation budget; organic vs. paid split

Funnel conversion health
?/10

Stage-by-stage CVR vs. benchmark; MQL quality; pipeline velocity

Team-to-revenue ratio
?/10

Headcount vs. pipeline target; specialist gaps; ops leverage

Stack efficiency
?/10

Tool sprawl; automation coverage; data hygiene

Example output

Top 5 issues ranked by revenue impact

Representative output for a $22M ARR B2B SaaS company with a hybrid inbound/outbound motion.
#
Issue
Revenue impact
1
Last-touch attribution hiding content contribution
Fix: Deploy linear multi-touch in HubSpot; add content influence field to opportunity
$280K+/qtr pipeline misattributed
2
MQL definition includes unqualified job titles
Fix: Rebuild lead scoring to require title + intent signal before MQL assignment
38% of MQLs disqualified at SQL stage — SDR wasted cycles
3
Google Ads has no negative keyword process
Fix: Monthly negative keyword audit; block navigational and competitor branded terms
Est. 22% wasted spend on irrelevant queries (~$14K/mo)
4
Content has no BOFU conversion paths
Fix: Add in-article CTAs and product-specific landing pages for top 20 posts
7,200 monthly organic sessions generating 8 demo requests (0.11% CVR)
5
No lifecycle sequence for trial-to-paid conversion
Fix: Build 14-day trial nurture sequence triggered on signup; route hot signals to AE
42% of trials expire with no sales-assist outreach
About this tool

Why manual audits are slow and how AI compresses the timeline

A marketing audit is a structured, top-to-bottom review of how a company acquires, converts, and retains revenue through its marketing function. For B2B SaaS companies between $10M and $200M ARR, the audit typically covers five domains: channel mix and budget allocation, attribution and measurement infrastructure, funnel conversion rates at each stage, team structure relative to pipeline targets, and marketing technology stack efficiency.

In-house audits take 3-6 weeks. External consultants cost $15,000 to $50,000 and produce a static report. This tool compresses the process by benchmarking your inputs against current B2B SaaS data (including Gartner, OpenView, and Forrester datasets) and returning a prioritised list of your top five issues ranked by estimated revenue impact. According to Forrester, only 54% of B2B marketers have end-to-end attribution configured, which means the other 46% are making budget decisions based on incomplete signal.

FAQ

Marketing audit questions, answered.

What is a marketing audit and what does it cover?

A marketing audit is a structured review of your entire go-to-market operation: channel mix, budget allocation, attribution setup, team capacity, and conversion performance at each funnel stage. A thorough B2B SaaS audit covers paid acquisition, content and SEO, lifecycle and email, product-led growth loops, and the handoff between marketing and sales.

What are the most common issues a B2B SaaS marketing audit reveals?

The five issues that appear most often are: attribution that stops at the first or last touch, leaving mid-funnel channels invisible; budget concentrated in one or two channels with no experimentation budget; MQL definitions misaligned with what sales actually closes; content investment with no clear bottom-of-funnel conversion path; and a team structure where brand, demand gen, and lifecycle are siloed with no shared pipeline number.

What benchmarks should I use to assess my marketing performance?

For B2B SaaS between $10M and $200M ARR, key benchmarks include: marketing budget at 7-12% of revenue (Gartner 2024), marketing-sourced pipeline at 40-60% of total pipeline (OpenView 2024), blended CAC payback period of 12-18 months for mid-market, and MQL-to-SQL conversion rate of 10-20% depending on ICP segment.

What is a good marketing audit score?

This tool scores your audit across five dimensions: attribution maturity, budget diversification, funnel conversion health, team-to-revenue ratio, and stack efficiency. A composite score above 70/100 indicates a well-structured operation. Scores between 40 and 70 typically signal 1-2 structural gaps. Scores below 40 suggest foundational issues, most often in attribution or budget allocation.

How often should a B2B SaaS company run a marketing audit?

Growing companies should run a full audit at the start of each fiscal year and a lighter checkpoint audit at mid-year. If you cross a significant ARR threshold ($10M, $50M, $100M), experience a sudden drop in pipeline quality, add a new channel, or change your ICP, run an unscheduled audit immediately.

How is this tool different from hiring a marketing consultant for an audit?

A consultant audit typically costs $15,000 to $50,000, takes 4-8 weeks, and produces a static PDF. This tool runs in minutes, is free, and produces a dynamic output scored against current B2B SaaS benchmarks. The best use case for this tool is a fast directional audit to identify the 1-2 biggest levers before deciding whether a deeper engagement is warranted.

What is a good marketing audit score for a B2B SaaS company?

A score of 70-79 indicates a functioning marketing operation with identifiable gaps. 80-89 indicates a mature marketing stack with minor optimisation opportunities. 90+ is rare and typically seen in companies that have been investing in marketing infrastructure for 3 or more years. Most Series A and early Series B companies score 55-70.

How does Hellyeah help fix the gaps a marketing audit identifies?

Hellyeah agents execute against the gaps. If the audit surfaces that creative testing is slow, Forge runs continuous A/B tests autonomously. If attribution is broken, Mutation provides real-time signals across channels. If CAC is rising, AIMA reallocates spend toward efficient channels without a weekly manual review.

Run your full AI marketing audit

Top 5 issues, ranked by revenue impact, in under 10 minutes

Book a 20-minute session and Hellyeah will run a complete audit against live benchmarks, not a generic checklist. You leave with your highest-priority fix and a phased roadmap to address the rest.