RevOps audit: see where your sales lose money
Before we build anything, we map how leads, data and money flow today between marketing, sales and customer success. We finish with a number: what it costs you and what we can recover.
Who it is for
- ✓Companies of 50–250 people that have a CRM but do not trust it
- ✓Startups before hiring their first sales reps
- ✓Leadership teams that want to know where to invest
Who it is not for
- ✕Companies that only need a CRM licence
- ✕Enterprises with their own RevOps and IT teams
Symptoms we fix
- Sales reports built by hand in spreadsheets
- Every team has its "own" numbers
- Form leads wait for hours or disappear
- Tools keep piling up and nobody owns the whole
Nobody knows how many leads get lost. Decisions are made on gut feeling.
You get a process map, a list of leaks priced in money and a plan with a business goal.
Scope of work
- 01Workshop with leadership and team leads (2–3 h)
- 02Review of CRM, forms, integrations and reports
- 03Funnel analysis: where and how many leads and deals drop off
- 04Leaks priced in money
- 05Proposed business goal and pay-for-results model
What exactly you get
- ■Data and lead flow diagram (current state)
- ■List of leaks with value and priority
- ■Roll-out plan in stages of a few weeks
- ■Proposed business goal and how we measure it
Time: 2 weeks
How we bill
You do not pay for hours. Before we start, we agree a business goal in money and bill on reaching it.
The audit has a fixed, low price. Its output is the goal we get paid on for the next stage.
Audit price: [TO FILL: from X net]
No result, no [TO FILL: bonus / payment].
See billing details →Questions about this service
What if we do not continue after the audit?
The audit documents stay with you. You can implement the plan yourself or with anyone else.
How much of our team’s time does it take?
About 4–6 hours in total: a workshop, a few short calls and read-only access to your tools.
Let’s check whether it pays off for you
A 30-minute call. We will tell you where we see the biggest leak and which business goal makes sense. No sales pitch.
✓ After the audit you get a process map, priced leaks and a proposed goal, even if we do not continue.
No commitment. Reply within 1 business day.