Find out exactly where your revenue system is leaking.
A focused, fixed-fee diagnostic across your website, CRM, lead management, and sales process, delivered as a prioritized, specific fix list. Not a template, a real review of your actual system.
What You Get
Every stage reviewed, with evidence.
- ✓ Full review of your CRM, lead routing, and follow-up process
- ✓ Website and landing page conversion review
- ✓ A scored map of your system across all six stages
- ✓ A reconciliation of signed agreements against what your CRM and your invoices say
- ✓ A written, prioritized findings report, not generic recommendations
- ✓ What to fix first, and why
- ✓ A live findings walkthrough call
What it's not.
Not a sales pitch disguised as an audit. If the findings show your system doesn't need major work, that's what the report says.
Sample Deliverable
Revenue System Scorecard
Illustrative example. Your audit produces your company's real scores.
Every score is backed by specific findings: severity, evidence, and a recommended fix, ranked by effort against impact.
The Method
Six layers, every time.
Most CRM reviews check whether the software is configured correctly. This one checks whether the business can trust what comes out of it. Every engagement evaluates the same six layers, in this order, because a problem in an early layer explains most of what looks broken further down.
01Data architecture
Contacts, companies, deals, properties, duplication, required fields and overall data quality. If the records are wrong, nothing built on top of them can be right.
02Lifecycle and pipeline
How leads actually move from first touch through qualification, sales, onboarding and retention, as opposed to how the diagram says they do. Including what happens after a deal is won, where the contract, the CRM and the invoice are supposed to agree.
03Process architecture
Where people rely on spreadsheets, chat, email, memory or manual updates. Every workaround marks a place the system failed someone.
04Automation
Workflows, routing, notifications, follow-ups and task creation, including the automation that should not exist. Removing the wrong workflow is often worth more than adding a new one.
05Reporting and attribution
Whether management can trust pipeline, conversion and revenue reporting enough to make a decision from it without checking a spreadsheet first.
06Adoption and governance
How the team actually uses the system, who owns what, and whether it can stay clean six months after we leave.
Before You Spend Anything
What is the follow-up gap costing you?
Four numbers you already know. The estimate below runs on your figures, not ours, and the whole formula is published underneath it.
Your numbers
Rough is fine. Nothing here is stored or sent anywhere.
Fill in the three numbers on the left and your estimate appears here.
How this is calculated, and why it is deliberately low
One formula, nothing hidden inside it:
customers = leads × close rate cost of the gap = customers × lift × customer value
The lift is an improvement to your lead-to-customer conversion, set by how long a lead currently waits for a first reply:
| Current time to first reply | Lift applied |
|---|---|
| Under 5 minutes | 0% |
| Within the hour | 8% |
| Same business day | 18% |
| 1 to 2 days | 28% |
| Longer, or it varies | 40% |
That base is then adjusted to your situation, within tight bounds: lead volume (more leads a month means manual follow-up slips more, so automation recovers more; ×0.75 to ×1.15), room to grow (the higher your close rate already is, the less a faster reply can add; ×1.10 down to ×0.50), and deal size (bigger deals run longer cycles where follow-up matters a little more; ×0.93 to ×1.05). Whatever the inputs, the result never goes above 40%.
Those numbers are capped on purpose. The Harvard Business Review study of 1.25 million sales leads found that firms contacting a lead within an hour were about seven times more likely to qualify it than firms that waited one hour longer, and more than sixty times more likely than firms that waited a day or more. Applied literally, that research produces a figure several times larger than the one above.
We do not apply it literally, for two honest reasons. Qualifying a lead is not the same as closing one, and no company converts every conversation it recovers. So the model caps the benefit at 40% and stops. Read the result as a floor worth investigating, not a forecast.
Source: Oldroyd, McElheran and Elkington, "The Short Life of Online Sales Leads," Harvard Business Review, March 2011.
The Process
Booked to delivered in five steps.
Kickoff call
30 min
Access granted
CRM, site, email
Audit conducted
we work, you don't
Findings walkthrough
live call
Report & roadmap
yours to keep
This is for you if
You run a founder-led or marketing-lead-run company, roughly $500K to $20M in revenue, without a dedicated RevOps hire, and you suspect leads are falling through somewhere but don't know exactly where.
It's not for you if
You're very early-stage without existing lead flow to diagnose, or you want a full agency of record for paid ads, social, or SEO. That's not what we do, and we'll happily refer you to specialists.
Not ready for the paid audit?
Take the free Revenue Leak Self-Assessment. Six questions, and you'll know which of the six stages is most likely leaking before you spend anything.
One Fixed Fee. One Clear Answer.
Know where the leak is by this time next week.
You'll be able to name, in one sentence, exactly where your biggest funnel leak is and what to do about it.