Free · five-day diagnostic

The Pipeline Assessment.

A five-day diagnostic of your B2B pipeline engine — built and delivered by senior Verto specialists. Three components. One thirty-minute debrief. No commitment.

Built for B2B technology CMOs and VPs of Marketing operating mid-market and enterprise pipeline programs.

Book your 30-minute debrief See what's in the assessment

Five business days. Thirty-minute debrief. No commitment.

LinkedIn Ads Certified Google Premier Partner Microsoft Select Partner Meta Business Partner

G2 ★ 4.9

Why this exists

Pipeline diagnostics most agencies don't run.

Most marketing audits answer one question: "is the campaign performing?" The Pipeline Assessment answers a different one: "is the pipeline engine wired correctly in the first place?"

We look at three things competitors typically don't measure together:

Whether the LinkedIn audience you're targeting actually matches your closed-won data
Whether your category has citation presence in AI search engines (ChatGPT, Perplexity, Google AIO) — and whether your competitors do
Whether the data layer between your ad platforms, GA4, server-side GTM, and your CRM is feeding the right signal back to the bid algorithms

Three components. Five business days. Delivered by a senior specialist, debriefed live in thirty minutes.

The three components

Four deliverables. One debrief.

ICP fit · scored audience

sample

01 · ICP Audience Snapshot

An AI-generated scored LinkedIn audience.

We take your CRM seed data — closed-won deals, ICP-fit accounts, won-opportunity contacts — and build a LinkedIn audience scored by AI fit across 25,000+ job titles. The output shows which segments are warm, which are wasted, and which are missing from your current targeting.

What you'll receive: a scored LinkedIn audience preview with named segments, fit ranking, and recommended reach strategy.

AI search · query coverage

sample

02 · AI Search Visibility Check

Your presence in ChatGPT, Perplexity, and Google AIO.

We run 10–15 of your category's most-asked questions through ChatGPT, Perplexity, and Google AI Overviews. The output shows where you're cited, where you're invisible, and where competitors have built citation authority you haven't.

What you'll receive: a query-by-query visibility matrix with citation context and competitive positioning.

Click → closed won · signal flow

sample

03 · Pipeline Signal Analysis

A measurement gap check across GA4, server-side GTM, and your CRM.

We trace the data flow from a click on your ad to a closed-won deal in your CRM — and identify where signal is being lost. Most B2B companies leak measurement at three points: server-side tagging coverage, lead-to-CRM stitching, and offline conversion feedback to the ad platforms.

What you'll receive: a measurement architecture diagram showing what's wired, what's broken, and what the algorithm isn't seeing.

How it works

Five business days. Three components. One debrief.

Day 1 Booking

Book the kickoff.

Book a 15-minute kickoff call. Share read-only access to GA4, your CRM, and your ad platforms. Sign the standard NDA if your team requires one.

D1–5 Analysis

Senior specialist runs the three components.

A senior Verto specialist runs the three components. No junior analysts. The same person delivering the analysis presents it back.

D5–7 Debrief

Live thirty-minute debrief.

A 30-minute live call. We walk through the findings. You ask questions. There's no sales pitch — the debrief stands on its own value, regardless of whether you engage further.

Who it's built for

Who the assessment is built for.

Best fit

B2B technology companies, $10M–$200M ARR
Existing marketing program already running paid media or SEO
CRM in place (Salesforce, HubSpot, or Marketo) with at least six months of data
A specific question about pipeline performance you want a senior outside view on

Less of a fit

Pre-revenue or pre-product-market-fit (the data layer doesn't have signal to read yet)
Pure consumer / B2C — the assessment is built around B2B buying-committee dynamics
Looking for a free deck of generic recommendations — this is a five-day diagnostic with deliverables tied to your data, not a pitch document

Proof

What companies do with the findings.

IRONSCALES

2.3×

pipeline in 90 days · +92% MQLs at the same Cost/MQL

After the assessment uncovered measurement gaps, the engagement that followed delivered 2.3× pipeline in 90 days and a 92% MQL increase at the same Cost/MQL.

Cribl

95%

YoY organic traffic · “Observability” on page 1

The assessment exposed a content authority gap. The engagement that followed delivered 95% YoY organic traffic and put “Observability” on page 1 of search.

AMPECO

+58%

cold meetings · +40% pipeline per outreach attempt

The assessment surfaced an outbound coverage gap. The engagement that followed delivered 58% more cold meetings and 40% more pipeline per outreach attempt.

Book your debrief

Pick a thirty-minute slot. No slides.

We'll send a kickoff call invite within one business day, plus a short list of access permissions we'll need to start the analysis.

Your call is with

Paul Green

Growth & AI Solutions, VertoDigital · Boston, MA

“I run every introductory call personally. If we work together, you'll know by minute twenty whether we're a fit. If we're not, you'll leave with a plan you can execute with someone else.”

paul.green@vertodigital.com Connect on LinkedIn

Not ready for a call?

Send a note instead.

Tell us what's not working. We reply within a business day.

Common questions

Common questions.

Is the assessment really free?

Yes. No deliverable fees, no hidden charges, no obligation to engage further. We run it because most companies don't know where their pipeline is leaking — and the live debrief is a high-trust way to start a real conversation.

What level of access do you need?

Read-only access to GA4, your ad platforms (Google Ads, LinkedIn, Microsoft if applicable), and CRM (Salesforce, HubSpot, or Marketo). We never write data, never run campaigns under our login, and the access can be revoked the moment the debrief ends.

Who delivers the assessment?

A senior Verto specialist — the same person who presents the debrief. No junior analysts, no offshore team handoffs.

Can we share the deliverables internally afterward?

Yes. The deliverables are yours. Many of our clients use them to socialize findings with their CFO or CEO regardless of whether they engage Verto further.

What happens after the debrief?

Either nothing — you take the findings and act on them yourself, with no further contact unless you initiate it — or we discuss a 90-day Pilot Sprint. The choice is yours, with no pressure either way.

One last thing

See where your B2B pipeline is leaking. In five days.

Book your 30-minute debrief