Seven days. A ranked automation plan.
We audit your sales, marketing, and analytics workflows and hand you a ranked plan - ROI and build cost on each fix. $500, credited in full to your pilot.
workflows covered per audit, so the scope stays specific
from access granted to a ranked, costed plan in your hands
net audit cost if you proceed to a pilot — the $500 is credited in full
Where we dig
One audit covers up to two workflows across the three places revenue leaks hide.
Sales
- New leads wait hours for a first touch
- Ghosted deals never get a follow-up
- Reps update the CRM by hand — or not at all
- No-shows are lost instead of rescheduled
Marketing
- ROAS by channel is only clear after month-end
- Weekly reporting runs on manual spreadsheets
- Winback and reactivation emails go out ad hoc
- Budget overruns surface after the money is spent
Analytics
- LTV:CAC needs an analyst and a custom pull
- Broken tracking can go unnoticed for a day
- Automation failures are found by customers
- Campaign and revenue data reconciled outside the systems
The audit week
- Day 1
Kickoff
A 30-minute call to choose up to two revenue workflows, confirm stakeholders, and agree read-only access.
- Day 2–4
Interviews and data
1-2 stakeholder calls, plus a pass through your campaign, pipeline, and revenue data.
Artifact — workflow mapfrom the report automated flowmanual handoff — the leak - Day 5–6
Pricing every leak
Each opportunity is placed on an impact/effort matrix with an ROI estimate and a build cost — numbers you can defend internally.
Artifact — impact / effort matrixevery opportunity plotted Quick winsBig betsFill-insTime sinks↑ impacteffort → - Day 7
Walkthrough
You get the report, a ranked plan, and a 90-day roadmap. The audit stops at planning; implementation starts only if you approve a pilot.
What the report looks like
Typical examples from past audits - every line comes with the math behind it.
- SalesSpeed-to-lead automation+21% close ratebuild: 3 days
- AnalyticsLTV:CAC dashboard−12 h/mo of analyst timebuild: 5 days
- MarketingWinback sequence+$1.8k/mo recovered revenuebuild: 2 days
Decision check
When the audit is worth it
Tap every signal that is true for your team today — the verdict updates as you go.
Start with a free 30-minute intro call.
Enough waste to justify a ranked plan.
Do not build until opportunities are sequenced.