Revenue Execution Audit + Blueprint

A full CRM + conversion audit that shows the exact next best steps to hit your revenue goal using your existing lead flow backed by real data.

Step 2

Execution audit & blueprint

$2,500

Get a full CRM + conversion audit that reveals the exact next best steps to hit your goals with your existing lead flow.

  • CRM + pipeline truth report (what’s real, what’s stuck, what’s being ignored)

  • Stage conversion + cycle time analysis to find the real bottleneck

  • Speed-to-lead & follow0up coverage audit (where leads drop and why)

  • Opportunity map ranking the top 3-5 levers by impact + ease

  • 30/60/90 execution blueprint with priorities, owners, and order of operations

Step 3

Sales operating system install

Starting @ $10,000

Install the systems that make revenue predictable so you hit your goals faster with fewer random months.

  • Pipeline rules installed (clear stages, next-step enforcement, forecasting discipline)

  • Lead response system (routing + response standards so leads don’t go cold)

  • Follow-up engine (no lead left behind — reactivation + long-tail included)

  • Scoreboard + weekly operating cadence (so execution doesn’t decay after week two)

  • Training + calibration so the system runs without relying on top performers

Frequently Asked Questions

What exactly do you audit?

Your CRM and pipeline structure, stage conversion rates, cycle time, speed-to-lead, follow-up coverage, qualification, and closing flow.

What if my CRM data is messy?

That’s common. We use what’s available, fill the gaps with educated estimates, and identify what to track going forward.

Do I have to do step 1 first?

Not at all. Step 1 just gives you a high-level overview before having us dive into your actual data.

How fast is delivery?

Once we’ve received access to your data, we deliver within 2-5 business days. We’ll confirm timeline after data is delivered.

Is this a sales pitch for the install?

No. This is an audit and blueprint so that you can install the necessary steps yourself if you choose. Install is optional if you’d like direct guidance to ensure results are fast and sustainable.