Actionable insights

Understand how to improve your lead generation

Get a comprehensive evaluation of your strategies and tactics to attract and qualify potential business customers with our B2B lead generation audit.

Improve Lead Generation

Many companies waste time and budget on ineffective channels, unqualified leads, or poor follow-up processes. Our audit pinpoints where improvements can be made, ensuring your marketing and sales teams focus on the most profitable and high-intent prospects. By optimising lead sources, refining messaging, and improving nurturing tactics, we help businesses increase ROI and build a more predictable pipeline for sustainable growth.

Beyond identifying weaknesses, our audit delivers actionable insights and strategic recommendations to enhance your lead generation performance. We assess marketing channel effectiveness, sales and marketing alignment, and CRM efficiency to ensure your processes are streamlined and scalable. Our expert-led audit not only improves lead conversion but also strengthens market positioning, helping you stay ahead of competitors.

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Increase your conversion rate by only pursuing targeted, qualified leads

Integrate all the elements of your marketing to consistently deliver quality leads

Maximise the effectiveness of your sales funnels

Meet your consultants

Our Founder and Managing Director, Phil Richardson and Paul Verner are experts in B2B lead generation, sales strategy, and marketing optimisation, making them highly skilled in conducting comprehensive lead generation audits.

Phil’s leadership in sales enablement, pipeline management, and data-driven marketing helps businesses refine lead acquisition and boost revenue, while Paul’s expertise in business development, demand generation, and sales-marketing alignment ensures strategic efficiency.

Together, they deliver a structured, results-driven approach, helping companies identify inefficiencies, optimise outreach, and drive sustainable B2B growth.

Meet Phil Meet Paul

“It was a very interesting and worthwhile analysis. Not only did it give us honest feedback on our business to know where we’re getting it right and where we’re not, it shone a light on various aspects of the competition which will now enable us to put plans in place to remain ahead of the competition and continue to be seen as the leader in the field”.

Managing Director

Entier

“We had the option to employ a full-time marketing resource to further build on the success we were seeing. Once again Shortlist Marketing proved invaluable as their marketing team joined the campaign helping improve our outreach, demonstrating just how much they understand and can deliver around the entirety of B2B lead generation.”

Paul Belworthy

Head of Sales and Marketing at GOb2b

“So far, Shortlist have generated a large volume of high-quality leads, all of which have been well-qualified, which helps us to reach our targets.”

Bright Masih

Head of UK Commercial at SnapFulfil

Key Components of Our B2B Lead Generation Audit

Our B2B lead generation audit provides a structured evaluation of your strategy, ensuring it aligns with your business goals and maximises lead generation. We focus on the following key areas:

  • Strategic Alignment – Are your marketing efforts driving business growth? We ensure your strategy is results-focused and supports long-term success.
  • Target Audience – Are you reaching the right decision-makers? We assess whether your marketing builds trust and engages high-value prospects.
  • Brand Positioning – Does your brand stand out? We refine your messaging and competitive edge to strengthen your value proposition.
  • Content Performance – Is your content driving engagement? We review your blogs, case studies, and emails to boost conversions.
  • Channel Effectiveness – Are your marketing channels delivering ROI? We optimise SEO, PPC, email, social media, and outbound campaigns for maximum impact.
  • Competitive Edge – Are you outperforming competitors? We analyse industry trends and rival strategies to sharpen your market position.

Shortlist take on comprehensive competitive analysis for Wild Thyme

“It was a very interesting and worthwhile analysis. Not only did it give us honest feedback on our business to know where we’re getting it right and where we’re not, it shone a light on various aspects of the competition which will now enable us to put plans in place to remain ahead of the competition and continue to be seen as the leader in the field”.

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Generating £720,000 in the past eighteen months for GOb2b.

“We had the option to employ a full-time marketing resource to further build on the success we were seeing. Once again Shortlist Marketing proved invaluable as their marketing team joined the campaign helping improve our outreach, demonstrating just how much they understand and can deliver around the entirety of B2B lead generation.”

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£3,750,000 worth of deals identified In the past two years

“So far, Shortlist have generated a large volume of high-quality leads, all of which have been well-qualified, which helps us to reach our targets.”

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FAQs

These are the main questions that our clients asked us before they partnered with us.

To identify inefficiencies, improve conversion rates, and ensure resources are focused on attracting high-quality leads. By analysing current strategies, data, and performance metrics, businesses can uncover gaps, refine targeting, and enhance their sales funnel. A thorough audit helps align marketing and sales efforts, optimise ROI, and drive more predictable, scalable growth.

Our three-step approach to a B2B lead generation audit starts with data analysis, where we assess lead sources, conversion rates, and pipeline performance. Next, we conduct a process evaluation to identify gaps in targeting, outreach, and follow-ups. Finally, we implement optimisation strategies, refining messaging, automation, and sales alignment to improve efficiency and drive higher-quality leads.

Still have a questions?

Please book an initial conversation with our specialist and we can answer any conversations that you have.

Not sure what you’re looking for? Tell us about you

Many people know they need to grow but may not be sure about how a professional B2B sales growth agency can help them. Let us know your primary B2B sales goal and we will demonstrate how we can help.