Merlins Systems Audit | Find the Gaps Before You Spend More
Merlins Systems Audit

Find the gaps
before you spend
more.

Most businesses do not have one major problem. They have a series of smaller failures across enquiries, follow-up, CRM, reporting, handoff and process. The Merlins Systems Audit shows what is happening, where the waste sits, and what should be fixed first.

From £950 , not a generic marketing audit, a practical systems review
Construction
Motor Services
Entertainment

1,000+

Clients Served

245+

Digital Projects

98%

Client Retention

Technology, Marketing & Systems , Built Around Your Business.

Merlins Group is a Birmingham-based technology and marketing company that helps businesses fix the systems behind their growth. From websites and CRM to tracking, automation, reporting and internal process where we identify where performance is being lost and build the infrastructure to fix it.

We work with businesses across construction, recruitment, automotive, retail and professional services - applying data science, behavioural analytics and enterprise-grade engineering to marketing and operational problems.

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5.0 rated on Google Reviews Read Our Reviews →
Website Friction
Weak Lead Capture
Poor Tracking
Unclear CRM Stages
Slow Follow-Up
Reporting Gaps
Manual Process Drag
Disconnected Systems
Website Friction
Weak Lead Capture
Poor Tracking
Unclear CRM Stages
Slow Follow-Up
Reporting Gaps
Manual Process Drag
Disconnected Systems

Built for businesses
that know something is being lost.

This audit is for businesses that are already active, already getting enquiries or traffic, and already using systems , but know the setup behind the business is not as strong as it should be.

If leads are coming in but conversion feels low, tracking is incomplete, CRM usage is inconsistent, follow-up is slow, or management knows there is friction but cannot clearly identify the highest-value fix the issue is usually not one single tool. It is the way your website, enquiries, data, CRM and process are working together.

We Identify Where Money,
Time and Visibility Are Being Lost

Website and Enquiry Flow

We review how clearly your services are presented, how users move through the site, where friction appears, and whether your calls to action and enquiry paths are doing their job.

Tracking and Attribution

We review analytics, events, pixels, UTM structure and reporting logic to see whether you can actually trust the numbers being used to make decisions.

CRM and Lead Handling

We review how leads are captured, assigned, tracked and followed up, and whether the CRM reflects the real sales process or has become an admin tool with poor visibility.

Process and Handoff

We review how work moves between people or departments, where ownership is unclear, and where manual workarounds are creating delays or inconsistency.

Reporting and Management Visibility

We review what management can currently see, what they cannot, and where weak reporting is hiding commercial or operational issues.

Systems and Operational Friction

We review where disconnected software, spreadsheets, legacy workflows or poor structure are creating unnecessary effort or blocking improvement.

See the Gaps.

Three Steps to
Better Marketing

01

Free Review

We review your website, offer, enquiry flow, tracking, and current marketing structure to identify the biggest gaps costing you money.

02

Prioritised Action Plan

You receive a clear view of what is costing you visibility, conversion, or efficiency — prioritised by impact so you know exactly where to focus.

03

Paid Implementation

We fix the agreed priority areas so your marketing becomes more measurable, better structured, and easier to improve going forward.

See Where Visitors
Drop Off

We review how clearly your services are presented, how users move through the site, where friction appears, and whether your calls to action and enquiry paths are doing their job.

Book the Audit

See What Management
Cannot See.

We review what management can currently see, what they cannot, and where weak reporting is hiding commercial or operational issues that are costing you money.

Book the Audit

Know Where Leads
Get Lost

We review how leads are captured, assigned, tracked and followed up - and whether the CRM reflects the real sales process or has become an admin tool with poor visibility.

Book the Audit
merlinsgroup.co.uk/analytics
Click Heatmap - Homepage
+340%
ROAS
2,847
Enquiries
67%
Conv. Rate
Google Ads
Meta
Organic
Marketing Performance Dashboard
Customer Segments
78%
High-Intent BuyersGoogle Ads → Service Page → Enquiry
52%
Research PhaseBlog → Case Study → Return Visit
34%
Social DiscoveryInstagram → Landing Page → WhatsApp
Customer Segmentation Analysis
Systems. Audited.

Before & After the Audit

Before

Friction Without
Visibility

  • × Leads come in without context or clear source
  • × CRM stages do not reflect reality
  • × Follow-up is slow, unclear or dependent on individuals
  • × Management can feel the friction but cannot see where the waste is
After

Clear Output.
Clear Priorities.

  • A prioritised list of leaks, gaps and inefficiencies
  • Practical recommendations in plain English
  • A short-term action plan for the most important fixes
  • You know what is wrong, why it matters, and what to do next

Real Results From
Real Clients

Businesses we have worked with across systems, process, marketing and operations.

Hear It From The
Businesses We Work With

Honestly didn't expect this much of a difference. They set up automations for our quoting and follow-ups, fixed the whole workflow from enquiry to project, and rebuilt the site. We're converting way more now , stuff we didn't even realise was costing us work.

B
BORDO DesignConstruction & InteriorsVisit Site bordodesign.com
5x more inbound leads in 6 months

They built us a proper systemm, not just a site, but the workflows behind it. Lead tracking, automated follow-ups, the whole pipeline. Within a few weeks the phone was ringing more and we could actually see where every enquiry was coming from. Wish we'd done it sooner.

T
Trilogy AccountancyAccountancyVisit Site trilogyltd.co.uk
Leads and sales increased

They automated our email marketing, sorted our ad tracking and rebuilt the whole workflow behind our online store. Within a couple of weeks we were getting orders and enquiries we'd never have seen before. Proper game changer for us.

I
IceBank JewellersJewelleryVisit Site icebankjewellers.com
Premium brand launched
Book the Audit More Testimonials on Instagram

Not Sure Where the Friction Is? The Audit Will Show You.

We review your website, enquiry flow, tracking, CRM, follow-up, reporting and process , then tell you exactly where the waste sits and what to fix first.

Book the Audit

From £950. No inflated strategy deck. Just a clear view of the problem.

Systems Audit

From £950

This Is Not a
Generic Agency Review

Merlins looks at the point where marketing, sales, CRM, reporting, process and internal workflow start affecting each other. That is usually where hidden waste sits.

  • We do not just check whether your website looks right
  • We look at whether the system behind the business is helping or slowing you down
  • Practical recommendations, not vague advice
  • A prioritised action plan, not a broad strategy deck
  • You leave knowing what is wrong, why it matters, and what should happen next
Book the Audit

Companies That Trust
Merlins To Deliver

From construction to automotive, healthcare to retail, we partner with market leaders across every vertical.

Client
Client
Client
Client
Client
Client
Client
Client
Client
Client
Client
Client

1,000+

Companies served and counting

The Audit Is the
Starting Point

Fix Sprint

A short implementation phase to correct the most important issues quickly

Systems Partner

Ongoing support across CRM, reporting, workflow, automation and operational improvement

Larger Systems Work

For businesses dealing with legacy issues, disconnected tools, migration or process redesign

Your Call

The point of the audit is not to force you into a retainer. It is to show you the clearest path forward.

Standard Audit - £950. Premium Audit - £1,200.

Standard covers website, enquiry flow, tracking and lead-handling. Premium adds CRM, follow-up, handoff, reporting visibility and a stronger implementation roadmap.

Book the Audit

No contracts. No inflated strategy deck. Just a clear view of the problem.

About
Merlins

Merlins Group was founded by two technical founders with deep roots in data science and data engineering. Our team has worked with Capgemini, Capita, IM Group, Aston University, University of Northampton, University of Birmingham, and Birmingham City Council and we bring that enterprise-grade rigour to every marketing systems project: clean data pipelines, proper tracking architecture, and structured analytics.

One of our founders started in Human-Computer Interaction (HCI) , understanding how humans interact with digital interfaces. That research is now published in Ergonomics, and it underpins everything we do: every page, every funnel, every conversion path is built on how people actually behave , not guesswork.

We apply machine learning, behavioural analytics, heatmap analysis, conversion modelling, and customer segmentation to find where your marketing is leaking money. We fix broken attribution, build proper data flows, and give you dashboards that tell you what is actually driving revenue , not vanity metrics.

Alongside these enterprise engagements, we have worked with hundreds of SMEs across construction, retail, recruitment, automotive, and more, bringing the same data-driven approach to every business we touch.

Prabjot Kaur Kandola
Prabjot's LinkedIn
Santokh Saran
Santokh's LinkedIn
Book the Audit Follow Merlins Group

Everything You Need
To Know

No. This is useful for any business where enquiries, handoff, CRM, reporting or internal process are affecting performance.
No. In some cases, one of the findings is that the business needs a clearer CRM structure or a better process around lead handling.
It sits between commercial and operational review. We look at the point where website, leads, CRM, tracking and process meet.
Yes. The output is designed to help you make a decision and prioritise the highest-value fixes. You receive a prioritised list of issues, practical recommendations in plain English, and a short-term action plan.
No. You can take the findings and handle them internally if you prefer. If you want help implementing the changes, we can scope a fix sprint, support plan or larger systems project.

Book the Merlins Systems Audit

If your business is already active but the systems behind it feel unclear, weak or harder to manage than they should be, the audit gives you a clear starting point.

From £950 No obligation No contracts
Standard Audit - £950 Premium Audit £1,200