You’ve got campaigns live. Data’s coming in. Reports are being pulled. On the surface, your funnel might look like it’s doing its job — but under the hood, small misalignments in your systems could be slowing everything down.
These aren’t dramatic failures. They’re small issues with tracking, routing, automation, or scoring logic that quietly compound over time. The kind of issues that don’t show up in dashboards but directly affect how fast leads move, how well attribution holds up, and how clearly marketing and sales stay connected.
That’s what the PMG360 Funnel Performance Review is built to surface. It’s a short, focused engagement that shows you how your funnel is operating across platforms — and what can be improved without disrupting anything you’re already running.
If your team is planning for Q3, prepping new campaigns, or trying to improve lead quality and follow-up speed, this review gives you a clear, specific place to start.
What the PMG360 Funnel Performance Review covers
This isn’t a surface-level check. We walk through your funnel exactly as it’s operating today — across your campaigns, CRM, and automation stack.
We look for misalignments, overlaps, gaps in logic, and anything slowing down performance or muddying visibility. Then we translate what we find into clear, prioritized recommendations you can act on — or hand off to your team to fix.
Here’s what we review:
| Area Reviewed | What We Check | Why It Matters |
|---|---|---|
| Campaign Logic | Ad-to-CRM tagging, segmentation logic | Prevents data loss and routing errors at the point of capture |
| CRM Structure | Field mapping, lead statuses, lifecycle stages | Ensures lead records flow cleanly and stages reflect real intent |
| Scoring & Segmentation | Scoring logic, segment criteria, overlap detection | Aligns lead follow-up with actual behavior and ICP fit |
| Automation Workflows | Workflow logic, suppression, conflicting triggers | Reduces overlap, timing issues, and missed follow-ups |
| Attribution & Tracking | UTM structure, source mapping, campaign naming consistency | Strengthens reporting accuracy and trust in campaign ROI data |
| Sales Handoff | Routing rules, lead notifications, ownership handoff | Helps increase speed-to-lead and ensures handoffs aren’t missed |
This review isn’t theoretical. We map how your systems are behaving today — not how they were set up. You don’t need to prep anything or pause a single campaign.
You’ll see what’s working, what’s getting in the way, and where a few targeted adjustments could unlock better performance across the board.
What you’ll walk away with
The Funnel Performance Review is designed to be useful, whether or not you work with us after. You’ll walk away with clarity — not another to-do list.
We deliver a clear summary of what we found, where things can improve, and why those changes matter. It’s built to support smart decision-making, not pitch services.
Here’s what you’ll get at the end of the 7-day review:
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A focused findings summary that outlines where your funnel is misaligned — across CRM, automation, lead flow, and campaign logic
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3 to 5 specific recommendations prioritized by effort vs. impact — so your team knows where to start
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A 30-minute walkthrough session with a PMG360 strategist to talk through what we found, what it means, and how to move forward
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No disruption to your systems or campaigns — everything happens in the background, and nothing changes unless you choose to act on it
This isn’t a generic audit. It’s a real-world checkup of how your marketing funnel performs across platforms, under real conditions.
We’ll do the analysis. You get the clarity.
What this has already helped teams find
One B2B SaaS company came in with a familiar challenge: lead volume was fine, but qualified opportunities were stalling. Their campaign reporting showed engagement, but sales wasn’t seeing momentum on their side.
During the Funnel Performance Review, we found that high-intent leads from paid campaigns were being routed into a general nurture sequence instead of flagged for sales follow-up. A CRM automation had been overwritten during a previous update — and no one noticed.
Fixing that took less than 10 minutes. Within two weeks, they saw 27 leads move forward that would have otherwise sat untouched.
They didn’t need a new campaign. They needed visibility into how their funnel was actually functioning.
That’s what this review is for: surfacing issues like that early — before they drag down your numbers or cost you time.
Why we’re offering it (and why it’s limited)
We built the Funnel Performance Review for teams who are in execution mode — launching campaigns, managing systems, and making high-stakes decisions without always having time to step back.
Normally, this type of review is something clients do with us as part of a broader engagement. But right now, we’re making it available as a standalone offer through the end of the month.
Why? Because we know Q3 planning is coming fast — and a lot of teams are preparing to launch, scale, or realign. This review gives you a clean, fast way to make sure your funnel is ready without needing to commit to anything long term.
There’s no catch. Just a real deliverable, limited to a small number of teams each cycle so we can give it proper attention.
If it’s a fit, we’ll tell you. If not, you’ll still walk away with a clearer funnel and a few clean fixes to act on — no strings attached.
Start the 7-day review
If you want a clearer view of how your funnel is really performing — and where to tighten it without slowing anything down — the form below is the next step.
No pressure. No sales pitch.
Just a focused review, delivered in 7 days, with specific recommendations you can use right away.
Fill out the form to request your Funnel Performance Review. We’ll follow up with everything you need to get started.
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