Steve Kaplan
Fort Lauderdale, FL
Your GTM stack has hidden wins.
I find them in 5 days.
The Profit Loop Audit: I find the top 5 AI and automation wins in your stack, ranked by effort vs lift, with a 30/60/90 day roadmap.
About your company
This helps us scale the ROI to your size.
How It Works
5 days. 6 steps. Zero guesswork.
Your total time commitment: about 3 hours across 5 days.
Kickoff
60-minute call. Lock scope, get access, confirm targets.
Stack Inventory
Map every tool, integration, and manual handoff.
Data Review
Pull pipeline, spend, conversions, and attribution gaps.
Opportunity Mapping
Rank top 5 wins by effort vs lift with specific numbers.
Roadmap
Build a phased 30/60/90 day plan.
Delivery
Live call. Recorded walkthrough. Written audit document.
Deliverables
What you walk away with
| Deliverable | Format |
|---|---|
| Stack inventory (every tool, integration, manual step) | Table + diagram |
| Data baseline (spend, conversions, attribution) | Dashboard snapshot |
| Top 5 wins, ranked by effort vs lift | Doc with specific numbers |
| 30/60/90 day phased roadmap | Actionable plan |
| Live delivery call + recorded walkthrough | 60 minutes |
| Written audit document | PDF you can share |
Want to see the actual output?
I published a full sample audit for a fictional $28M B2B SaaS company with 65 employees. Same structure, same level of detail. Stack inventory, data baseline, top 5 wins, effort vs lift matrix, 30/60/90 roadmap.
View Sample AuditWho runs this
Steve Kaplan
Fort Lauderdale, FL
10 years running my own company. $50M+ in managed ad spend across 100+ clients at a 3.2x average ROAS. Google Partner. Facebook Blueprint Certified.
Right now I am Director of Marketing at a 76-person financial advisory firm, running $300K/month in paid media across Meta, Google, and TikTok. I also ship software. 9+ products built solo using AI.
I am not a consultant. I am an operator. The audit is not a deck with recommendations. It is a ranked list of wins with dollars attached, built by someone who fights the same friction you do, every day.
Money-back guarantee.
If you do not walk out of Day 5 with at least 3 clear wins you can execute on (with or without me), you pay nothing. Full refund. No questions.
One price. No surprises.
5 business days
Credited toward a retainer
Money-back guarantee
No scope creep
Use the calculator above to estimate your ROI before committing.