B2B SaaS Messaging Audit

Your messaging audit

Messaging chaos kills B2B SaaS growth.

I show you exactly where & why your messaging breaks, and how to fix it.

This is a 6-week sprint. The messaging audit includes 4 components.

1. Software taxonomy

{how your messaging is built}

Audit questions:

— Do capabilities align with user workflows?
— Does the structure match user thinking?
— Is complexity added gradually or all at once?
— Do you guide discovery or create friction?

let’s talk {25 min}

2. Product narrative

{how you articulate your messaging}

Audit questions:

— Do you mix high-level vision & tactical details?
— Is your narrative layered or scattered?
— Does messaging jump between ideas or ICPs?
— Does the language support clarity & flow?

let’s talk {25 min}

3. Product perception

{how people understand your messaging}

Audit questions:

— Do people get concepts or misinterpret them?
— Do you match user thinking & language?
— Does perceived value match the experience?
— Where do users get confused, and why?

let’s talk {25 min}

4. Team operations

{how you manage messaging internally}

— How do teams see the product & its narrative?
— How do teams interpret product capabilities?
— Where are the messaging gaps across teams? — Why do teams create their own messaging?

let’s talk {25 min}

What I need from you

— Access to your software
— Product documentation & feature lists
— Any internal product docs {if available}
— Onboarding or training materials for users
— Marketing collateral docs
— Sales collateral docs {demos, decks, scripts}
— Sales / demo call recordings
— Survey reports, interview insights {if available}
— Customer reviews & testimonials
— Customer support tickets & user feedback
— Access to your comms channels {Slack}
— 1-hour calls {marketing, sales & CS / CX leads}

Materials are used solely for the audit and handled confidentially.

We will sign an NDA to formalize this.

let’s talk {25 min}

The audit report includes

doc 1. messaging diagnosis‍‍

‍+ detailed diagnosis of messaging failures
+ breakdown of strategic vs. tactical issues
+ clear examples of messaging gaps

doc 2. root cause analysis‍‍

‍+ team gaps causing messaging failures
+ system gaps increasing confusion
+ process gaps escalating narrative issues

doc 3. action roadmap‍‍

‍+ critical fixes ranked by priority & impact
+ detailed team-specific fixes for critical issues
+ opportunities for quick wins

doc 4. team governance‍‍

‍+ detailed controlled language guide
+ cross-team communication protocols
+ cross-team messaging management

let’s talk {25 min}

We’ll book a 90-min strategy session to review findings, discuss solutions & answer questions.

let’s talk {25 min}

One-time payment: €12,800
Payment upfront, work starts immediately after.

faq

Who is this messaging audit for?

This audit is designed for B2B SaaS companies in the process of growing or scaling. Typically, that’s when seemingly minor messaging issues become unavoidable and can stall progress if not addressed.

Can this work for early-stage SaaS?

This messaging audit is most valuable for growth and mature-stage B2B SaaS companies experiencing scaling challenges.

How long does the process take?

The complete messaging audit takes 6 weeks. This includes meetings with your team, learning the software, extensive messaging analysis, and the creation of deliverables. The final strategy session will be scheduled after the 6-week sprint.

What makes this audit different?

Unlike other messaging audits, which focus on tactical, surface-level issues, this audit examines the structural foundations of your messaging. I analyze how your software is presented, how teams communicate internally, and where messaging breaks down across touchpoints.

Who from our team needs to be involved?

I’ll need about 1 hour with leads from product, marketing, sales, and customer success/customer experience. I may also need to be in contact with someone from your team who can answer any clarifying questions throughout the process.

What happens after we receive the deliverables?

After the strategy session, you can implement the recommendations independently, but we can also discuss the possibility of continuing our collaboration, as I offer fractional consulting services.