Diagnostic · fixed scope · your real funnel data

Your funnel is leaking revenue. We’ll show you where — in numbers.

Somewhere between the form submit and closed-won, good leads die: scored wrong, routed late, parked in a lifecycle stage nobody owns. The Revenue Leak Audit traces your actual funnel data end to end, quantifies what each leak costs you, and hands you the fixes in priority order.

Get the audit scoped
In one answer

Why do good leads die between marketing and closed-won?

Rarely for one big reason — usually from a chain of small ones. Leads are scored on criteria sales doesn’t believe, routed to the wrong owner or hours too late, and parked in lifecycle stages with no owner and no exit rule. Each step loses a few percent; compounded across the funnel, that’s the gap between your traffic numbers and your revenue. An audit makes each loss visible — and puts a number on it.

What we trace

Every stage, measured — not assumed.

We work on your real CRM data: stage-by-stage conversion from first touch to closed-won, lead scoring against what actually converts, routing and response times, and the hygiene issues that quietly kill deals.

  • Lifecycle conversion: where volume disappears, stage by stage
  • Scoring vs reality: do your MQLs actually become pipeline?
  • Routing, response time and ownership — the silent killers
What you get

Each leak, priced.

Findings come back quantified: what each leak costs in pipeline per quarter, so the fix list ranks itself — and the business case for fixing it writes itself.

  • A leak map of your funnel with the cost attached to each
  • Fixes in priority order — config, process, and ownership
  • A readout your CMO and CRO can act on in the same meeting
How we handle access

Scoped, read-only, under NDA.

This audit needs your real data, so it runs inside a paid engagement with least-privilege, read-only access and an NDA — the same standard we apply to every system we touch.

  • Read-only access, scoped to reporting — nothing else
  • NDA signed before we see a single record
  • Works on HubSpot and other CRMs with reporting APIs

Questions teams ask about this

How is this different from a portal audit?

A portal audit checks system health — data quality, automation, setup. The Revenue Leak Audit follows the money: where leads actually stall or die in your funnel, and what that costs. Many clients run the portal audit first, this one when the numbers still don’t add up.

What do you need from us?

Read-only, reporting-scoped access to your CRM under NDA, and one working session to understand how you define a good lead. Your team’s time cost is measured in hours, not days.

What if our data is too messy to analyze?

Messy data is itself a finding — it tells us where trust breaks. We quantify what can be quantified and flag where hygiene has to come first; you’ll know the difference.

What does it cost?

A fixed price agreed before we start, scoped to your funnel’s complexity — never an estimate that drifts.

Fixed scope

Find out what the leaks cost you.

Tell us about your funnel — we’ll confirm scope and a fixed price within one business day.

Get the audit scoped