Find out exactly where your business is leaking time and money — in one audit.
We review your CRM, email, marketing automation, AI workflows and digital touchpoints, then hand you a clear plan: what to fix, what to automate, what tools to use, and what to build first. $199 CAD, credited toward implementation if you hire us.
It's rarely just one broken tool.
Most businesses don't have a single software problem — they have several small process gaps spread across CRM, email, automation and their website that all quietly cost time. Leads fall through because nobody agrees who owns the follow-up. Email campaigns get built in a tool nobody fully uses. A workflow built two years ago is still running, and nobody remembers what it does. The website hasn't changed since it was ranked "good enough."
Buying one new tool doesn't fix that — it just gives the same mess a new interface. This audit looks across your whole digital operation first, so any money you spend afterward goes toward the actual leak, not a guess.
One audit covering everything we do — with a full improvement discussion.
CRM & data health
Where your CRM setup, data and segmentation are helping or quietly working against you.
Automation opportunities
The specific repetitive tasks in your follow-up, email and marketing that are costing you time every week.
AI & workflow review
Where AI and intelligent workflows could realistically remove work — and where they'd just add noise.
Digital touchpoint check
A pass on your website, landing pages and email templates for what's dated, unclear or underperforming.
Tool recommendations
What to keep, what to drop, and what — if anything — you actually need to add, matched to your budget.
Improvement discussion
A written breakdown of what could realistically be improved across your CRM, automation, AI and digital presence, in plain language, with our honest take on priority.
Quick wins
Two or three fixes you or your team could implement yourselves this week, at no extra cost.
Implementation estimate
A clear scope and price for whichever service(s) matter most — no obligation either way.
Straightforward pricing, credited forward.
You pay $199 CAD once. We spend real time across your CRM, email, automation, AI workflows and digital presence — not a template checklist. You get a written plan you can act on immediately, covering whichever of our services actually apply to you, with or without hiring us.
- If you hire Rebrief for implementation on any service, the full $199 is credited toward the project.
- If you don't, you still keep the audit and the improvement discussion.
- Works with HubSpot, Salesforce, Zoho, Pipedrive, a website builder, or "we're just using spreadsheets and email right now."
Prefer to talk first? A free 20-minute call is always the lower-commitment starting point — book one here.
Request your $199 audit
Tell us the basics. We'll confirm scope and send the invoice within 1 business day — your audit is delivered within 3 business days of kickoff.
Common questions
Does this only cover CRM?
No — this is a full digital transformation audit. CRM is one part of it, alongside email, marketing automation, AI workflows, and your website or landing pages, matched to what's actually relevant to your business.
How long does the audit take?
You'll have the full written audit within 3 business days of our kickoff call, where we walk through your current setup together.
What if we don't have a CRM yet?
That's fine — the audit still applies. We'll map your current follow-up process (even if it's email and spreadsheets) and recommend the right starting setup, alongside anything else worth improving.
Is this a sales pitch in disguise?
No. You get the full deliverable and improvement discussion whether or not you hire us for implementation. We only recommend further work where it genuinely makes sense.
What if I'm not sure this is what I need?
Start with the free 20-minute call instead. We'll tell you honestly whether the audit is the right next step for your situation.