Free Marketing and CRM Diagnosis: What Is Analyzed and How to Prepare
The initial marketing and CRM diagnosis is a structured conversation to understand your operation, your market and your goals and, based on that, point out priorities. At METADAX, it is offered at no cost and with no commitment to hire, delivered by senior specialists, with a proposal tailored to your company’s stage.
What is analyzed in the diagnosis?
The focus is to identify where there is the most growth opportunity and the least waste. The main areas of analysis are:
Digital presence: website, search engines and clarity of your offer.
Lead capture and organization: forms, WhatsApp, referrals and CRM usage.
Media and campaigns: data structure and tracking for Google Ads and Meta Ads, when applicable.
Sales process: sales stages, follow-up and loss tracking.
Data and indicators: which numbers guide decisions today.
Security and compliance: good data protection practices and LGPD.
How it works, step by step
You fill out the contact form describing your challenge.
A METADAX specialist replies within 1 business day.
We talk to understand your business, your goals and your bottlenecks.
You receive a tailored proposal with defined priorities and scope.
You decide at ease: there is no commitment to hire.
How to prepare: a quick checklist
What is the company’s main goal for the next 90 days?
Where do customers come from today (referrals, social media, ads, search)?
Where are contacts stored and how are they followed up?
Which numbers can you already check (sales, leads, media spend)?
Which tools does the team use (CRM, spreadsheets, WhatsApp, email)?
What are the three biggest bottlenecks you notice today?
You do not need to have everything organized: part of the purpose of the diagnosis is precisely to map what is missing.
Signs it is time to request a diagnosis
Sales depend on a few channels or occasional referrals.
Contacts get lost between spreadsheets and conversations.
You invest in media but do not know which campaigns bring customers.
The team has no clear routine for sales follow-up.
For a fuller view, read Time to Hire a Marketing Consultancy? 8 Signs and What to Expect in 90 Days.
What to expect (and what not to expect)
The diagnosis delivers clarity: a picture of the current situation, priorities and a proposed path. It is not a promise of results. Results depend on the company’s context, on execution and on continuous follow-up, which at METADAX follows four stages: strategic diagnosis, planning and technology, implementation and activation, and continuous optimization.
Frequently asked questions
Does the initial diagnosis have a cost?
No. The initial diagnosis is free and carries no commitment to hire.
Does METADAX serve companies outside Belo Horizonte?
Yes. Service is provided in Belo Horizonte and also remotely, for companies in other cities and countries.
Do I need to already have a CRM to take part?
No. If you do not have a CRM yet, the diagnosis helps define whether, when and how to set up a system suited to the size of your business.
Is there anything I can do before the conversation?
Yes. In the Tools menu of the website there is a free website audit, an email check and a domain search, which help you get a first picture.
This content is informational; results depend on each company’s context and are not a guarantee of performance.
Comments