Stage 4: The Design, Data & Architecture Audit
What's real in the data — and in what order we move.
The Design, Data & Architecture Audit is the hands-on-the-data pass — the final diagnostic before a Build. It turns everything the ladder has surfaced into a concrete, sequenced plan.
The question it answers
What's real in the data, what's viable, what migrates — and in what order?
What it covers
A delivered audit typically walks through: an executive summary, methodology, system health and governance, operational performance, pipelines and process, reporting and integrations, lifecycle, and platform/AI opportunities — ending in a phased implementation roadmap (Immediate → Foundation → Optimization → Growth).
Scope is the variable
- Single-system (HubSpot / CRM): a focused, fixed-scope audit of one platform — data, pipelines, properties, automation, reporting, and the remediation roadmap.
- Multi-system (full stack): benchmarked findings and a phased roadmap across your whole toolset.
What you get
The audit report plus the phased roadmap — the scoped blueprint that feeds your Build or Optimization engagement.