Look Back, Look Forward
A six-week audit of your whole go-to-market engine. See what really drove revenue in 2026, what didn't, and get a 12-month roadmap for 2027 built by a senior strategist who's helped teams close $37M+ (and counting).
Start 2027 Strategically
Most year-end reviews are focused on marketing metrics only. Our Look Back Look Forward Audit dives deep into your company's entire marketing engine: from strategy, team, and systems to data, channels and sales alignment. You will walk into Q1 planning knowing exactly what to do and how to take action on your new plan, so that 2027 can be your most successful year yet.
What we review
We interview your team and review your critical systems for marketing, conducting a key SWOT analysis along the way. Review and recommendations go hand-in-hand—after we review your 2026 content performance and strategy, for example, we'll provide focused recommendations for even better 2027 performance.
Strategy & market
- GTM strategy and plans
- ICP and vertical focus
- Positioning and messaging
- Product marketing
- Competitive position
Pipeline & channels
- Acquisition and demand gen
- Website and conversion
- Email, nurture and events
Customers
- Customer expansion
- Advocacy and reviews
- Content and proof
Team & operations
- Team structure and ownership
- Martech, CRM and MOPS
- Sales and marketing alignment
- Measurement and reporting
How it works
Discovery
We'll kick off with your founder or CEO, then conduct 5 to 8 stakeholder interviews across marketing, sales, RevOps and customer success while you grant access to your key systems.
Look Back
We review your CRM, performance data, campaigns, content and programs, then build your GTM SWOT and further analysis based on our findings.
Look Forward
We'll use every piece of 2026 data gathered to create your revenue motions, ICP priorities, channel plan, and KPI framework, and hand you a staged 12-month roadmap.
Readout
We'll host an alignment session to walk through findings and answer every question. You'll know exactly how to make 2027 your highest-generating year yet.
Note: every timeline includes a two-week buffer for holidays and busy calendars.
What you get
- 1
Look Back Report
A full GTM SWOT developed from your interviews, systems and 2026 data with your top 3 GTM priorities front and center.
- 2
ICP and Segmentation Strategy
ICP assessment, segment and account tiering, key personas and your new ABM approach.
- 3
Revenue & Campaign Strategy
Your core motions for new logos, key expansions and retentions, mapped to the funnel stages and channel mix that fits your company like a glove.
- 4
Team & Operating Model
Definition map to define who in the company owns which motions, and what to build in-house versus bringing in from the outside.
- 5
KPI & Budget Framework
Three OKRs supported by up to six KPIs and metrics-based budget recommendations to keep 2027 lean and focused.
- 6
90-Day Plan + 12-Month Roadmap
An end-to-end plan, staged by quarter, that's tied to revenue KPIs and prioritized efficiently.
- 7
Final Alignment Session
A walkthrough of your audit and space for questions, so you walk away knowing exactly what to do and why.
What's included
Diagnosis, strategy, priorities and roadmap
Everything you need to decide where to focus in 2027 and how to measure it, delivered as a plan your team can run with from Jan 1.
Building or running the programs
Account lists, campaigns, website builds and CRM cleanup are separate. Add them to your audit, or keep KTC on to execute and support in 2027.
Choose your path
Most teams can buy the audit today. If your business has more moving parts or specific needs, start with a strategy session so we can find the best fit.
The GTM Audit
Everything in What you get above. Check out today and we'll send your agreement and lock in your kickoff date.
- 5 to 8 stakeholder interviews
- Systems, data and content review
- KPI and OKR development
- 90-day plan and 12-month roadmap
- Alignment session for 2027 success
Spaces are limited. Start 2027 strategically.
Strategy Session
A working session with Katherine to review the complexity of your marketing before booking the audit. Book this first if:
- Your GTM team is large or spread across regions
- You run several systems/don't have clear owners
- You have multiple products or business units
- You already have a plan and want an expert to vet it
- You want add-ons scoped into your audit
We’ll vet your current strategy and be upfront about whether you need an audit. If you do book an audit, this fee is credited in full.
Add-ons
If your business has more complexity or additional needs, we're happy to acommodate them. We'll scope them together in your strategy session or add them on a la carte, billed separately from the Audit fee.
ABM build
We will design account lists, account research, persona mapping, plays and sales sequences.
Positioning & messaging
We'll create a messaging hierarchy, value propositions, proof points, objection handling and sales language that converts.
Event GTM playbook
Includes event selection and scoring, pre-event targeting, meeting strategy, follow-up and ROI assessments.
Content strategy
We'll develop pillars, formats, cadence, funnel and persona mapping for your marketing, plus an editorial roadmap.AI-enabled if requested.
Demand generation plan
Hit the ground running with a campaign-by-campaign plan with budget, audiences, landing pages and a testing matrix.
Customer marketing & expansion
We'll build advocacy, reviews, customer stories and expansion campaigns with your CS team.
Website strategy
Includes sitemap, navigation, CTA architecture and a page-by-page messaging and conversion plan.
Lifecycle & email
We'll hand you persona and funnel-stage nurture, closed-lost and re-engagement flows and a list health analysis.
MOPS & RevOps cleanup
Includes CRM and workflow cleanup, lead scoring, attribution, dashboards and lifecycle stages.
Competitor landscape
We'll map your direct and adjacent competitors, their positioning, pricing signals and messaging gaps, and pinpoint where you can stand apart.
Partner prioritization
Includes partner identification and scoring, fit and value assessment, and a tiered roadmap showing which partnerships to pursue first and why.
Hiring support
We'll define the roles your GTM team needs, write scorecards and job descriptions, and design an interview plan that tests for the right skills.
About the team
Katherine Lehman
Founder & Award-Winning Senior Marketer
KT Creativity is the micro-agency helping B2B SaaS companies power incredible revenue.
Founded by award-winning marketer Katherine Lehman, we help B2B and B2B2C SaaS and tech companies turn marketing into a revenue engine. Katherine brings 17+ years across logistics, ecommerce, software, real estate, healthcare, blockchain, industrial manufacturing, and aerospace and defense.
She has run this audit for growth-stage teams, from a focused US market-entry plan to a full cross-functional review of strategy, team, systems and pipeline.
From our clients
With 17+ years of industry knowledge behind your audit, you'll join dozens of industry leaders who have seen real results.
Katherine brought a thoughtful, structured approach to our GTM, helping turn broader ambitions into clearer priorities and practical next steps.
I've had the pleasure of hiring Katherine not once, but twice. Why? Because working with her is like upgrading your entire marketing function overnight.
Katherine was instrumental in transforming a disorganized marketing function into a high-performance marketing engine.
Before you book
How long does the audit take?
Six-to-eight weeks from the first kickoff to the last alignment session, with a two-week buffer built in for holidays and stakeholder schedules.
What do you need from our team?
We'll need time with 5 to 8 people across marketing, sales, RevOps and customer success, and view access to your core systems, such as your CRM, marketing automation and analytics.
Is there a contract?
Yes. Every audit begins with a short agreement that confirms the project scope, timing and any add-ons before we kick off.
We just relaunched our website. Do we still pay for that review?
The core audit looks at your website only as part of your funnel. If you want a deep website strategy, that would be an add-on. If you want to skip pieces or add them, book a strategy session and we'll shape the scope to match what you need.
What happens to the $250 Strategy Session fee?
The Strategy Session is incredibly valuable on its own- we'll provide you real strategies and insight into your unique marketing. If you choose to move forward with an audit, the $250 is credited in full towards that investment.
Do you help us execute the roadmap?
The audit is for full-scale strategy and planning only. After the Audit is delivered, you can run it in-house with the suggestions included, add a focused build project with KTC, or bring us onto an execution retainer with our powerful team.
Ready to grow?
Book your Look Back, Look Forward Audit now and have your roadmap in hand before Q1 planning even begins. Space is limited- we're only taking on 4 Audits before 2026 ends.