Revenue Audit

• Leads arrive from several places and nobody can say which source actually converts.
• Deals stall without anyone noticing until the quarter closes.
• CRM data is stale, so reporting is argued about instead of used.
• The founder is the only reliable source of pipeline truth.

• Lead source and conversion review across every inbound and outbound channel
• Follow-up trace: how quickly and how often leads are actually worked
• CRM hygiene and stage-definition review
• Pipeline and forecast sanity check against real activity
• Prioritised findings with an effort-versus-impact ranking

CRM

HubSpot, Pipedrive, Zoho, or spreadsheet reality check

Outreach

Email and LinkedIn sequencing tools currently in use

Reporting

Existing dashboards reviewed for what they can and cannot prove

1. 01Written audit with findings mapped to revenue impact
2. 02Current-state map of lead flow through to closed won
3. 0390-day fix sequence you can execute with or without us
4. 04Readout session with your team

• Usually comes afterRevenue Engine SetupA revenue system your team can run without improvising every week.
• Usually comes afterCRM & Follow-Up SystemsStop losing deals to silence between touches.

See which activities in this stack can run on agents, which stay human, and what the monthly run rate looks like across a multi-brand group.