More revenue from the leads you have.
We analyse your CRM data and show where leads and deals are lost between stages. Each fix comes with the pipeline it would add.
How the audit runs.
- 01
Access.
Read-only access to your CRM reports, under NDA.
- 02
Analysis.
Conversion between stages, lead scoring, routing and response time.
- 03
Value.
Each fix gets the pipeline it would add per quarter.
- 04
Readout.
Marketing and sales see the results in one meeting.
What you get.
Where leads and deals are lost, stage by stage.
Which of your qualified leads become pipeline.
The pipeline each fix would add per quarter.
Fixes listed by how fast they pay back.
One complete audit, from data to plan.
Plan your auditStage conversion analysis
From lead to closed deal.
Lead scoring check
Scores compared with the deals you closed.
Routing and response time
How fast leads reach an owner.
Stuck deals
The stages where deals stop.
Value of each fix
In pipeline per quarter.
Readout and plan
For marketing and sales together.
Want us to fix it? We rebuild scoring, routing and handoff rules in your CRM.
Marketing automation →Questions about a revenue leak audit
What is a revenue leak audit?
A revenue leak audit, also called a funnel conversion audit, measures where leads and deals are lost between stages, which segments convert, and what each fix is worth per quarter.
How is a revenue leak audit different from a HubSpot portal audit?
A portal audit checks the health of the system: data quality, automation and setup. A revenue leak audit follows the money: which segments convert, where deals stop and what each fix would add.
What do you need from us for the audit?
Read-only access to your CRM reports under NDA, and one working session about how you define a good lead.
What if our CRM data is too messy to analyse?
Messy data is a finding too. We measure what can be measured and show where data quality has to be fixed first.
How long does a revenue leak audit take?
About two weeks from the day we get the data. A complex funnel can take longer.
How much does a revenue leak audit cost?
The cost depends on the size of your funnel and the number of segments. We agree the scope with you after the first call.
See what your existing leads could produce.
Tell us how many leads you get and how many close today. We reply with the scope of the audit.
Book a call