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Technical Revenue Diagnostic™

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Diagnostic Summary

Mapping technical buyer journeys to revenue

Analyzing customer journeys, content engagement, and conversion paths to surface friction and identify the highest-leverage fixes for the next 90 days.

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Diagnostic Score

Customer journey funnel

Stage volumes and drop-off (B2B technical buyer model)

Top conversion paths

Sequences that ended in Closed Won

Customer journey flow & drop-off map

Where buyers move through the funnel — and where they break
Cross-source
Healthy progression
Warning drop-off (25–40%)
Critical drop-off (> 40%)
Friction point

Asset influence on revenue

Touched by converted journeys × revenue weight

Friction & drop-off

Where evaluation demand breaks

Time to convert

Days from first touch to Closed Won

Channels driving converted journeys

First-touch attribution

Customer journeys

Sample of recent converted accounts
Account Industry First touch Touch­points Days Pivotal asset Revenue Outcome

Strategic recommendations

✦ AI Generated
Based on the converted journeys in this dataset
90-Day action plan
    TRD™ Technical Revenue Diagnostic · Generated — · —

    Reporting

    Consolidated client report — every active service, completed tasks, and improvement metrics in a single export-ready view.

    Clients

    All client accounts and their connected data sources. Click a card to make it active.

    TRE Clients

    Active clients in the Technical Revenue Engine — these are the clients you're delivering services for.

    0 active

    Diagnostic Report

    Comprehensive, branded TRD deliverable for the active client. Print to PDF in landscape from your browser to ship.

    Developer Scope

    Convert diagnostic recommendations into a structured scope of work — assign developers, estimate effort, capture tech specs, and track build progress.

    Containers

    Reusable content blocks — FAQs, spec sheets, comparisons, hero blocks — deployable to client sites as JS embed snippets or pushed live to the TRD CDN.

    ROI by Service

    Attribution of revenue and conversions back to the specific services that produced them — calibrated against monthly retainer cost.

    Creative

    Creative production workspace — brand assets, ad creative, design systems, and visual identity work.

    Content

    Content production workspace — editorial calendar, long-form articles, technical docs, and lifecycle copy.

    SEO

    Organic search workspace — keyword targets, technical SEO health, on-page tasks, and ranking trends for the active client.

    PPC

    Paid search & display workspace — active campaigns, spend, CPA, ROAS, and bid management tasks.

    Social Media

    Organic + paid social workspace — content calendar, channel performance, engagement, and audience growth.

    LinkedIn

    LinkedIn workspace — vertical-aware post suggestions, content calendar, engagement metrics, and audience growth.

    GeoFencing

    Location-based ad workspace — active geofences, conversion zones, footfall measurement, and creative rotation.

    Customer Journey

    Live event stream of buyer interactions across the active client's tracked properties.

    ● Live
    This client is a Prospect
    Live tracking is a TRE feature — it lights up once you activate the client.

    Recent journey events

    Buyer interactions ordered most-recent first

    Action Board

    Track the recommendations and next steps from the active diagnostic.

    This client is a Prospect
    The Action Board unlocks once you activate the client as TRE — that's when they're paying for services and you start delivering work.

    AI Insights

    Strategic recommendations generated from the active client's converted journeys.

    This client is a Prospect
    Ongoing AI Insights are a TRE feature. The TRD diagnostic ran one-time AI recommendations — those live in the Diagnostic Report. Continuous monitoring activates after TRE activation.

    Strategic recommendations

    ✦ AI Generated
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    90-Day action plan

      TRD Prompt Library

      10 categories × 5 prompts per category. Prompts automatically rewrite themselves for the selected vertical, buyer persona, and product family.

      This client is a Prospect
      Creative & Content production is a TRE service — it activates once the client signs on.

      Creative & Content

      AI-generated marketing assets organized by category. Approve, request changes, and ship to the client's Drive folder.

      Client Drive · Deliverables

      Approved assets are mirrored to the client's Drive folder for review.
      G
      TRD / Clients / — / Deliverables

      Files

      Datasheets, landing-page exports, comparison sheets, brand assets, journey CSVs — scoped to the active client.

      0 files

      Integrations

      Connect your client's data sources or import journey data manually.

      New Diagnostic

      Configure a fresh Technical Revenue Diagnostic for a client.

      Settings

      Account preferences for this TRD workspace.

      Account

      Account email
      adam@nubrandmarketing.com
      Workspace
      NuBrand Marketing
      Plan
      Agency · Unlimited clients

      Preferences

      Email notifications
      When a diagnostic finishes
      Auto-refresh dashboard
      Pull connector data every 30 minutes
      Include benchmarks
      Compare to industry medians

      Branding

      Report logo
      NuBrand Marketing default
      Accent color
      Orange (brand default)

      Data

      Export all data
      JSON download of all clients & journeys
      Reset workspace
      Clears local data — irreversible

      Welcome to your TRD dashboard

      Drop the snapshot file your TRD team sent you to load your diagnostic data.

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