June 2026Confidential

gearUP

Digital Marketing & Demand Engine Audit

Prepared by Raincross

Contents

0. Approach & Methodology

How the audit was conducted and how to read the findings

1. Executive Summary

The thesis, confirmed numbers, growth path, and principal risks

2. Channel & Demand Assessment

Where revenue sits, the two journeys, and channel concentration

3. Paid Media Readiness & the Demand Model

Business vs. plan, and inputs to set before any budget locks

4. Opportunities to Improve Conversion

Magento direct-to-athlete funnel and the WordPress lead funnel

5. Measurement & Data

What is known, what is missing, data-quality findings, and the fix

6. Marketing Technology & Automation

Magento–HubSpot integration, email consolidation, and what it unlocks

7. Marketing Operating Model

In-house vs. external vs. hybrid, and the storefront-investment question

8. 90-Day Action Plan

Foundation, build, and scale phases with the measurement gate

9. Confidence & Verification

Explicit confidence levels for every key figure in the audit

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0. Approach & Methodology

This audit assesses gearUP's digital marketing and demand engine end to end, spanning the two properties that carry the business, the marketing technology that connects them, and the channels that feed them. Its purpose is to give leadership a clear, evidence-based basis for the four decisions ahead: where to invest by channel, whether the current numbers can support confident planning, how to structure the team, and what to execute in the next ninety days.

Stakeholder Interviews

Conversations with owners of each system: marketing strategy, Magento commerce, HubSpot and CRM, email.

Direct Systems Review

Web and behavioral analytics, Magento order and revenue data, the email program, and existing SEO reporting, reviewed directly.

Cross-Checked Evidence

Stakeholder input is validated against data rather than taken at face value, so findings reflect both self-understanding and system reality.


How We Treat the Numbers

All business-level figures in this audit have been confirmed from source systems and verified with the leadership team. Numbers are stated as firm throughout.

Two Properties, Assessed Separately

The WordPress marketing site is the B2B and club lead-generation engine. The Magento team stores are the direct-to-athlete purchase engine. They behave differently, are measured differently, and respond to different levers. Keeping them distinct is what makes the findings accurate.

Many of the findings in this audit are the result of the business successfully outgrowing systems and processes that were originally designed for a smaller operation. The recommendations should therefore be viewed as a natural next stage of operational maturity rather than a critique of any individual team or department.

How to Read This Document

Each section resolves into: the finding, the recommendation it supports, the leadership decision it unblocks, and where the work lands in the 90-day plan.

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1. Executive Summary

gearUP's growth is gated by data architecture and clear ownership, not by marketing effort.

Order truth lives in Magento and reaches the CRM and email tools largely by hand. As a result, almost no new marketing initiatives have gone live since October 2025. Paid campaigns remain paused and many operational marketing processes continue to rely on manual execution. The good news underneath that constraint is significant: the storefront is healthy, with a strong average order value and solid conversion rate, and the largest growth channels have barely been switched on. The work ahead is to connect the data, automate the manual steps, and then turn on demand against numbers everyone can trust.

$20M

Web Store Revenue

Magento storefront, confirmed from source

$208

Avg. Order Value

Year-to-date blended figure, confirmed

3–4%

Conversion Rate

Site conversion, at or above plan ceiling

$175K

Prior Annual Paid Spend

No campaigns active since October 2025

What This Unlocks for the Growth Target

Leadership has committed to roughly $9M of new revenue, lifting the company from approximately $30M to $39M, with a substantial share expected through digital. The path runs through five sequenced moves: fix the data flow so channel-level attribution (the ability to identify which marketing channel generated each sale) is visible, automate lifecycle and email so existing demand is captured, lift conversion on an already-healthy storefront, rebuild the WordPress site for engagement, SEO, and Generative Engine Optimization (GEO) , visibility within AI-powered search experiences such as ChatGPT, Perplexity, and Google AI Overviews , so the lead funnel becomes a reliable demand channel, and then scale paid media once it can be measured.

The company's growth objective represents approximately 30% revenue expansion, increasing annual revenue from roughly $30M to $39M. Industry benchmarks typically assume that digital channels contribute approximately 50% of total growth through conversion rates in the 1.5%–2.0% range and average order values near $100. gearUP's confirmed performance significantly exceeds those assumptions, with conversion rates of 3–4% and an average order value of $208. These stronger baseline economics create a more favorable growth profile and suggest that growth may be achievable with a more efficient investment profile than industry benchmarks would otherwise indicate.

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2. Channel & Demand Assessment

Demand reaches gearUP through two distinct journeys, and the assessment treats each on its own terms.

2.1 Where the Revenue Sits

The company generates roughly $30M across all channels. The Magento web store, the direct-to-athlete engine this audit focuses on, accounts for approximately $20M of that. The remaining revenue flows through B2B, club, and direct sales relationships. The $20M web store figure is the basis this audit works from.

2.2 The Two Journeys

WordPress Marketing Site

B2B & Club Lead Engine

Approximately 13,097 visits in April 2026 generated 43 leads. Year-to-date qualified audience concentrated almost entirely in the United States. Buyers and coaches discover gearUP here.

Magento Team Stores

Direct-to-Athlete Purchase Engine

Intentionally set to no-index, not search-driven. Demand arrives through team affiliation and direct links. Conversion strategy belongs here; search strategy belongs to WordPress.

2.3 Channel Concentration

Demand is concentrated in two channels. Organic search and direct traffic together account for roughly 92% of qualified sessions. Paid media, email, social, and AI Search Referrals (AEO/LLM), including sources such as ChatGPT, Perplexity, and other AI-powered answer engines, are effectively dormant: paid has had no active campaigns since October 2025, and email, social, and AI Search Referrals (AEO/LLM) each register only a few dozen sessions year to date, with zero conversions attributed to AI Search Referrals.

Figure 2.3, Share of qualified sessions by channel. Three of the four largest growth levers available, paid media, lifecycle email, and retargeting, are essentially switched off. That is the headroom behind the growth target, and it is exactly why activation must wait for measurement.

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3. Paid Media Readiness & the Demand Model

The demand model is the financial framework that translates traffic, conversion rates, average order value, and revenue goals into a required advertising budget.

The current demand model is directionally sound and is the right way to back into a budget. It is, however, built on inputs that understate where the business already sits, so it should be rebuilt on actuals before it goes to leadership.

3.1 The Business Is Ahead of the Plan

Figure 3.1, Planning assumptions compared with confirmed year-to-date actuals. Both average order value and conversion rate exceed the plan's modeled targets, meaning the growth math is more achievable than the current model implies.

Average Order Value

The plan assumes growth toward roughly $150. The actual blended figure is $208 YTD. The business is already past the modeled target, order value is a healthy baseline to protect and modestly extend, not a growth lever to promise.

Conversion Rate

Actual conversion is currently running near 3.5%, at or above the 2.5% level the growth plan treats as its planning ceiling. This suggests the current model is conservative and should be rebuilt using confirmed actual performance.

3.2 Inputs to Set Before Any Budget Locks

Paid-Specific Conversion Rate

The 3-4% rate is a blended figure carried by organic, direct, and returning buyers. Cold paid traffic converts lower, so paid must be modeled on its own assumption, or click volume and budget will not reconcile.

Realistic CPC & Budget-to-ROAS Consistency

Channel-level cost assumptions need to be grounded for competitive non-brand ecommerce. Revenue, ROAS, and budget figures must tie out cleanly before any number is presented to the board.

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4. Opportunities to Improve Conversion

Conversion work splits along the same two-property line, and the nature of the opportunity is different on each side.

4.1 Magento & the Direct-to-Athlete Funnel

The storefront is performing. Conversion is healthy at 3–4% and order value is strong at $208, so the work here is less about repairing a broken funnel and more about extending one that already performs.

The highest-value moves are:

  • Raising attach rate and units per order through the Fan Gear funnel and considered upsell
  • Sharpening product filters and imagery
  • Tightening the cart and roster experience so individual parent and athlete orders complete with less friction

The opportunity is incremental lift on a solid base, a far more reliable source of revenue than trying to manufacture demand the storefront does not yet have.

4.2 The WordPress Lead Funnel

The lead funnel tells a sharper story. Over the past year, clicks into the funnel have risen steeply while completed form submissions have fallen by more than half. More people are entering and far fewer are finishing.

Either way it is recoverable, and recovering it is among the cheapest revenue available. The immediate step is to validate the form end to end and reconcile the submission count against the CRM's actual lead count.

Beyond those quick fixes, the current WordPress site should be treated as a medium-term rebuild candidate. The site can be stabilized now, but its current architecture limits how far SEO and GEO can go. For that reason, detailed keyword and technical SEO recommendations have been intentionally deferred until rebuild planning begins, when structural improvements can be implemented effectively. A rebuilt WordPress site, designed for engagement and optimized for both traditional search and AI-driven discovery, is the right way to turn the lead funnel into a more reliable demand channel.

Two low-cost improvements belong on the current site now:

  • Restoring reliable form and attribution tracking
  • Adding a simple "How did you hear about us?" field at the point of entry

The rebuild should focus on stronger content structure, clearer navigation, and pages that are easier for both users and search systems to understand.

  • Rebuild site architecture and content structure for SEO and GEO visibility
  • Improve engagement through better UX, clearer CTAs, and content that answers the questions teams and clubs are actually searching for
  • Position gearUP to appear in AI-generated search results such as ChatGPT, Perplexity, and Google AI Overviews through structured, authoritative content

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5. Measurement & Data

This is the anchor section, because nearly every recommendation elsewhere depends on it.

The roughly $20M storefront produces no channel-level or funnel-level analytics today. The topline is known; the attribution and funnel detail that would let the business manage and scale it are not.

5.1 What Is Known, and What Is Missing

The business-level numbers are trustworthy and confirmed from Magento: $208 average order value and 3–4% conversion year to date. What is missing is the layer above and below that topline. Google Analytics 4 (GA4) is installed on the WordPress site only and currently receives no Magento commerce data, so conversion cannot be broken down by channel and the purchase funnel cannot be examined step by step.

5.2 Data-Quality Findings

5.3 The Fix

The remedy is a server-side event pipeline that carries Magento commerce events into both analytics and the CRM, including purchases, order value, and refunds. This single build is the highest-leverage move in the audit, because channel attribution, funnel analysis, trustworthy paid measurement, and accurate customer segmentation all depend on it. Until it exists, the business is managing its largest revenue channel without instrumentation.

A server-side event pipeline captures commerce activity directly from Magento's backend and sends it to downstream systems in real time, rather than relying on browser-based JavaScript tags that can be blocked by ad blockers, lost in page transitions, or broken by template changes.

Magento should remain the system of record because it holds the authoritative record of every transaction, including order value, product detail, customer identity, refunds, and cancellations. Making Magento the source of truth for all downstream reporting eliminates the discrepancies that arise when browser-based tracking and backend records disagree.

Once the pipeline is in place, purchase events, refund events, cancellation events, and customer records flow automatically into GA4 for analytics, HubSpot for lifecycle marketing and CRM, Microsoft Dynamics for business reporting, and Azure Synapse for data warehousing and advanced analysis. Each system receives the same confirmed data from the same source.

The pipeline is built with deduplication logic so that a single purchase is recorded once across all systems, regardless of how many tools receive the event. This prevents inflated conversion counts and ensures reporting is consistent across platforms.

This single build resolves the attribution gap (every sale is tied to its originating channel), the reporting gap (refunds, cancellations, and pending orders are captured accurately), and the measurement gap (paid media can be evaluated against real ROAS rather than estimated performance).

Done correctly, this transforms a $20M storefront from a revenue source that can be measured only at the top line into a fully attributable growth engine. This is the single highest-leverage initiative identified in the audit because every downstream investment in paid media, lifecycle marketing, reporting, optimization, and forecasting depends on it.

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6. Marketing Technology & Automation

What this means for the business: eliminating manual work, improving customer visibility, and creating the foundation required for scalable lifecycle marketing.

Two builds turn the current manual operation into a system that can scale.

Connect Magento to HubSpot

Bidirectional integration so order and customer data flow automatically and segment correctly by sport, team, buyer type, and purchase history.

Consolidate Email onto HubSpot

Migrate from Constant Contact to HubSpot, already in progress. A single team-specific send currently takes ~20 minutes of hands-on work. This removes that friction entirely.

What This Unlocks

Abandoned-cart recovery, welcome series, post-purchase follow-up, and targeted overstock campaigns, capturing demand already earned rather than demand that must be paid to create.

6.1 Connect Magento to HubSpot

The WordPress-to-HubSpot forms connection already works; the gap is specifically on the Magento side, where order and purchase behavior do not yet reach the CRM without manual handling. Closing it is what makes meaningful segmentation possible at all.

6.2 Consolidate Email onto HubSpot

The current email process is manual and slow to scale: a single team-specific send takes roughly twenty minutes of hands-on work, which does not multiply across the dozens of teams the business serves. The consolidation and the Magento integration together remove exactly that friction.

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7. Marketing Operating Model: In-House vs. External

There is no single correct structure here. gearUP should weigh these options against its own appetite for hiring, its timeline, and the level of control it wants to retain.

Current Organizational Observations

Current Strengths

  • Magento commerce expertise
  • Email marketing execution
  • HubSpot administration improvements

Current Gaps

  • Measurement ownership
  • Reporting ownership
  • Paid media management
  • Marketing automation leadership

Build In-House

Strengths: Full control, institutional knowledge stays in the building, lower long-run cost at scale.

Trade-offs: Slow to stand up, requires hiring specialized roles, single points of failure while the team is thin.

External Partner

Strengths: Fast access to specialized skills across SEO, paid, lifecycle, and analytics, capacity flexes with need.

Trade-offs: Ongoing cost, requires clear ownership internally to direct the work and avoid dependency.

Hybrid

Strengths: An internal owner sets strategy and holds relationships while external specialists execute, scales up or down by workstream.

Trade-offs: Requires disciplined coordination and a capable internal lead to be effective.

Recommended Capability Ownership

7.1 The Decision That Matters More Than the Model

Single Accountable Owner. Across every option, the integration and automation work needs one accountable owner and clear executive sponsorship. Progress has been slowed by competing organizational priorities rather than technical limitations. The opportunity now is to establish clear ownership and sustained focus so these initiatives can move forward in a coordinated manner. No tooling or staffing choice fully resolves the challenge without that alignment.

7.2 The Storefront-Investment Question

Leadership has raised a valid question: does investing in the storefront mean becoming a consumer brand? The answer is no.

The storefront is the order-capture and self-service layer of the distribution business, not a separate ecommerce ambition bolted onto it. It is where roughly $20M already changes hands and where the committed growth will be captured or lost.

Investing in it is not a pivot toward becoming a consumer brand, it is making the ordering system the distribution operation already depends on work as well as the rest of the operation does.

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Prioritized Growth Opportunities

The following opportunities are ranked by business impact, implementation effort, and sequencing logic. Immediate priorities are those that unlock everything downstream.

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8. 90-Day Action Plan

What this means for the business: each phase builds the foundation for the next, ensuring marketing investment scales only after measurement and automation are in place.

The plan sequences the work so that each phase enables the next. Measurement is the gate: paid scaling does not begin until Magento commerce events are flowing into analytics.

Figure 8, The 90-day sequence across three phases, with the measurement gate between Build and Scale.

Days 1–30: Foundation

  • Ship technical SEO quick wins on WordPress and begin schema and heading cleanup (improves search and AI visibility)
  • Scope the Magento-to-analytics event pipeline and walk one transaction end to end (enables complete sales visibility)
  • Rebuild demand model on confirmed actuals ($208 AOV, 3–4% CVR, $175,150 paid spend)
  • Name a single accountable owner for integration and automation work

Days 31–60: Build

  • Stand up Magento-to-analytics and Magento-to-HubSpot event flow, including refunds (makes every sale measurable)
  • Launch the first lifecycle programs and a targeted overstock campaign (captures existing demand more efficiently)
  • Complete schema and heading cleanup
  • Add low-cost attribution and "how did you hear about us" fixes to the current WordPress site
  • Begin scoping the WordPress site rebuild, focusing on architecture, content structure, SEO, and GEO optimization.

Days 61–90: Scale

  • Restart and scale paid media against measured ROAS and a separate cold-traffic conversion assumption (supported by measurable attribution)
  • Run Fan Gear funnel and attach-rate tests on the storefront
  • Pilot retargeting now that audiences and events exist
  • Establish a standing reporting cadence so performance stays visible (provides ongoing executive visibility)
  • Launch rebuilt WordPress site optimized for engagement, traditional SEO, and AI-driven search visibility (GEO), turning the lead funnel into a reliable demand channel.

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9. Confidence & Verification

This section makes the audit's confidence levels explicit, so leadership knows precisely which numbers were confirmed and how.

8/8

Confirmed Figures

All core business metrics confirmed directly with finance and source systems

8/8

Confirmed Verification

Every reconciliation reviewed and closed

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The Path Forward

The storefront is healthy. The channels are dormant. The data is the gate. Fix the data, automate the manual, then scale with confidence.

Fix the Data Flow

Ship the Magento-to-analytics server-side event pipeline. This single build unlocks every downstream decision.

Automate the Manual Steps

Complete the Magento–HubSpot integration and email consolidation. Turn a 20-minute manual process into a scalable system.

Lift Conversion

Extend the already-healthy Magento storefront and recover the WordPress lead funnel with targeted, low-cost fixes.

Rebuild the WordPress Site

Redesign and rebuild the WordPress site for engagement, SEO, and GEO, so the lead funnel becomes a reliable, AI-visible demand channel.

Scale Paid Media

Restart campaigns against measured ROAS, a rebuilt demand model, and a separate cold-traffic conversion assumption.

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Conclusion

June 2026

gearUP is a healthy business operating below its potential because the data infrastructure has not kept pace with revenue growth. The storefront is performing, but the channels are dormant, and the current measurement gaps are limiting visibility into what is actually driving demand, conversion, and return on investment.

The encouraging news is that the path forward is clear. This is not a marketing spend problem; it is a data and systems problem, and that makes it solvable. The fixes are known, sequenced, and already within reach: establish a reliable measurement foundation, remove manual work, and rebuild the demand model on top of trusted inputs.

The findings throughout this audit reflect a business that has grown successfully and reached a point where its systems, measurement infrastructure, and operational processes must evolve to support the next stage of growth. The opportunity is not to fix a broken business, but to modernize the foundation beneath an already successful one.

With that foundation in place, paid media can scale with confidence and the demand model becomes a practical planning tool rather than a guessing exercise. The path from $30M to $39M is available , not through broader guesswork, but through sharper instrumentation, better automation, and disciplined execution.


This document is confidential and prepared exclusively for gearUP leadership. Findings draw on direct system review and stakeholder interviews conducted in May and June 2026.

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