The founder who feels the drag
Growth is happening, but it is harder than it should be. Enquiries come in, deals close, yet money and time keep disappearing somewhere between the teams. You want to see the somewhere.
See where your
revenue leaks.
A revenue process audit traces one customer journey through your business, end to end, and shows you exactly where leads, deals, and information fall through the cracks.
Who this audit
is for.
The audit pays for itself fastest in businesses where the customer journey crosses more than one team, and nobody can see the whole of it.
The sales head who distrusts the pipeline
The number in the CRM and the number in your head never match. Before you can fix forecasting, you need to know which deals are real and which are just sitting.
Teams where marketing and sales argue
Marketing says the leads were good, sales says they were not, and neither side has evidence. An audit replaces the argument with a shared picture of what actually happened to the last hundred enquiries.
Anyone about to buy or switch a CRM
The worst time to buy software is before you understand your own process. An audit first means the new tool is chosen and shaped around how work should move, not around how the mess currently looks.
The journey we trace.
Seven stages, each with one question. The leaks almost always live in the space between two of them.
01
First enquiry
Where does it land, who sees it, and how fast does someone own it?
02
Qualification
Who decides this lead is worth a salesperson's time, and on what grounds?
03
The handoff to sales
What context travels with the lead, and what has to be asked again?
04
The deal stages
Where do deals stall, for how long, and does anyone notice?
05
The close
What is promised at the moment of yes, and where is it written down?
06
The handoff to delivery
Does the team that delivers hear the promise, with dates and details attached?
07
Repeat and referral
After a happy customer, does anyone systematically ask for the next sale?
How the audit runs.
Four moves, each producing something your team can react to. No forty-page strategy deck.
01
Listen
We sit with the people who do the work: the person answering enquiries, the salespeople, the delivery team, the owner. No workshops with sticky notes, just honest conversations about how a real customer moves.
02
Trace
We follow actual enquiries and deals through your systems: the inbox, the spreadsheet, the CRM, WhatsApp. Not how the process is supposed to work, but how this week's customers actually moved.
03
Map
We draw the journey as it is today, with every wait, every re-entry of the same information, and every point where a customer can quietly disappear.
04
Read out
We walk your team through the findings together. The leaks are usually not news to anyone; seeing them on one page, ranked by what they cost, is.
What you receive.
Four things, all in plain language, all yours to keep whether or not we ever work together again.
Discuss an auditA map of your customer journey as it actually runs today, not as any document claims it does
A list of the leaks, ranked by what each one costs you in lost deals, wasted effort, or repeat work
Recommended fixes in the order worth doing them, starting with the ones that need no new software
A clear statement of what not to fix yet, so the work stays sized to your stage
An honest word about audits.
Audits have a bad reputation because they are often sold as a doorway to something bigger. Here is how we keep this one clean.
What an audit is not
It is not a disguised sales pitch for a big engagement. The findings are yours, and some of them will say: you can fix this yourself, this week, for free.
Not just a tool audit
We look at your tools, but the real subject is the work itself. Most leaks live between people and teams, not inside software settings.
When to skip it
If your whole pipeline genuinely fits in one person's head and nothing falls through, an audit is premature. Come back when the seams start costing you.
Where audits go wrong.
The four patterns behind audit reports that get read once and shelved.
Auditing the org chart, not the journey
Interviews about roles and responsibilities produce a report about structure. We trace actual customers instead, because that is where the leaks are.
Fixing everything at once
A list of thirty findings acted on together becomes thirty half-finished changes. The ranking matters more than the list.
Blaming people for process gaps
When a lead sits unanswered for two days, the cause is almost always a missing owner or rule, not a careless person. The audit finds the missing rule.
Buying software to skip the thinking
A new tool purchased before the process is understood just moves the mess somewhere more expensive. Audit first, then choose.
Common questions.
The things owners and team leads ask us most, answered the way we answer them on a call. Nothing here hides behind a click.
QHow long does an audit take?
It depends on how many teams and systems a customer journey crosses. Most audits run over a few weeks of part-time conversations, scheduled around your team's real work. The first call gives you a realistic shape for your case before you commit to anything.
QWill it disrupt the team's work?
Very little. We need conversations with the people who touch the customer journey and read access to the systems involved. Nobody is pulled into day-long workshops, and nobody's work is judged.
QWhat do you need access to?
Whatever the journey touches: the enquiry inbox, the CRM or spreadsheets, the WhatsApp business account if sales happens there, and the invoicing or delivery tools. Read-only is enough. We look at real records because real records, not recollections, show the leaks.
QWhat happens after the audit?
You get the map, the ranked leaks, and the recommended fixes. Some clients implement with us, some take the findings to their own team or another partner, and some fix the top three items and come back a year later. All three are good outcomes.
QIs this only for companies using HubSpot?
No. The audit looks at your process, whatever tools you run today. If the findings point toward a CRM change, HubSpot is often the strongest home for the connected operation, and we are a HubSpot Gold Partner. But the audit stands on its own.
Start with the leaks you can feel.
Tell us where the journey hurts most today. The first conversation is free and genuinely useful, whether or not an audit follows.