Free Pipeline Audit
We review your funnel, channel economics and CRM, then send a written diagnostic showing where revenue is leaking, what each leak costs, and what to fix first.
What This Involves
The pipeline audit is a written diagnostic of where your B2B revenue is leaking between first touch and closed-won. It covers stage-by-stage conversion, channel economics, CRM data quality and routing, and produces a fix list ranked by estimated revenue impact.
It is genuinely free and genuinely yours. Several companies have taken the fix list and executed it in-house, which is a legitimate outcome we are happy with — the audit is how we demonstrate what working with us is like, not a scoping call in disguise.
What we need from you is read access to your CRM and ad accounts, or exports if access is difficult, plus a thirty-minute call to understand the sales motion. Total time on your side is usually under an hour.
What you get back is a document, not a presentation: the numbers we found, benchmarks where they exist, the estimated cost of each leak, and a ranked list of what to fix. Where the honest conclusion is that your funnel is fine and you simply need more volume, the document says that.
What You Receive
Stage-by-Stage Conversion
Conversion measured at each transition from visitor through to closed-won, with the revenue lost at each stage quantified.
Channel Economics
Cost per lead and cost per qualified opportunity by channel, showing which channels are actually producing and which are absorbing budget.
CRM Health Check
Data quality, duplication, lifecycle stage definitions, routing rules and attribution coverage.
Speed-to-Lead Measurement
How long inbound enquiries wait before first contact, which is frequently the largest single leak and almost never measured.
Lead Scoring Review
Whether your scoring model actually predicts conversion in your historical data, or weights job title and ignores behaviour.
Prioritised Fix List
Every finding ranked by estimated revenue impact and by how quickly a fix would show results.
How It Runs
Access
- Read access granted or exports supplied
- NDA signed if required
Discovery call
- 30 minutes on sales motion, ICP and where you think the problem is
Analysis
- Funnel instrumentation
- Channel economics
- CRM audit
- Scoring review
Delivery
- Written diagnostic
- Ranked fix list
- Walkthrough call if wanted
FAQs
Yes, with no conditions. Several companies have taken the fix list and executed it internally without hiring us, which is a legitimate outcome. The audit is how we show what working with us is like rather than a scoping call with a different name.
Read access to your CRM and ad accounts, or exports if granting access is difficult. We will sign an NDA before access if you want one. Nothing is changed in any system — the access is read-only.
Five business days from access being granted. Your time commitment is under an hour in total, mostly a thirty-minute call about the sales motion so the numbers have context.
Then the document says so and recommends volume rather than optimisation. That conclusion comes up regularly and it is more useful than a manufactured list of problems. We would rather be right than sell something.
We will tell you what we would do and what it would cost if you ask. If you do not ask, you get the document and that is the end of it. There is no follow-up sequence.
Request Your Free Pipeline Audit
Email us with one line about your situation. We will confirm what access we need and turn the diagnostic around in five business days.
- Written diagnostic, yours to keep
- Under an hour of your time
- No obligation and no follow-up sequence
+91 93266 17504 · India · USA · UAE