Find the leaks in your revenue engine.
In 2–4 weeks.
We map your entire revenue system — Sales, SE, CS, Product, onboarding, feedback loops, and the infrastructure underneath — and deliver a bottleneck report, prioritized fixes, and a 30/60/90-day roadmap you can execute immediately. Fixed scope. Fixed outcome. No slideware.
When to Run One
You have traction. Growth has stalled. You're not sure why.
If any of these sound familiar, an audit will almost always pay for itself in the first fix.
Deals stall or don't convert
Demos go well. POCs start strong. Then the deal sits for weeks. Nobody on your side has a clean view of why — or what would unstick it.
Customers sign up but never activate
Onboarding takes a human in the loop every time. Activation milestones are fuzzy. Early-lifecycle churn is quietly compounding.
Teams operate in silos
Sales, Engineering, CS, and Product all have different sources of truth. Feedback gets lost. Handoffs break. Nobody owns the seams.
No visibility into what's broken
You know growth has stalled. You don't know whether it's the demo, the onboarding, the retention, or the infrastructure underneath. Every theory sounds plausible.
What We Do
We map your entire revenue system.
Async interviews, data pulls, tool walk-throughs, and working sessions with your Sales, CS, Product, and Engineering leads. We see what's actually happening, not what people think is happening.
Sales → SE → CS → Product flow
Where do deals hand off? Where do they break? Who owns what — and where are the gaps nobody owns?
Customer journey (first touch → expansion)
Every touchpoint from first click through activation, retention, and expansion. We find the friction points and rank them.
Demo and POC effectiveness
Do demos convert? Do POCs close? Is your demo environment a liability or an advantage? We look at the numbers and the mechanics.
Onboarding and activation friction
How long does it take a customer to reach first value? What's blocking them? What's automated, and what still requires a human?
Feedback and data loops
Where does customer feedback live? Does it reach the product team? Can you answer 'what are customers asking for?' in under 5 minutes?
What You Get
Four deliverables. Zero fluff.
Bottleneck Report
A clear, specific document showing exactly where revenue is leaking — with evidence, not guesswork.
Prioritized Fixes
Every identified fix ranked by ROI. What moves the needle most, in what order, with what effort.
30/60/90-day Roadmap
An execution plan your team can run with — whether we're the ones building it or not.
System Architecture Map
A visual map of your entire revenue system: handoffs, tools, data flows, and the gaps between them.
Timeline
2–4 weeks. Async by default.
Most of the work is async — interviews, data pulls, tool walk-throughs — with weekly working sessions to test hypotheses and validate findings. We don't camp out in your office. We also don't take four months to deliver a slide deck.
Week 1
Kickoff & discovery
Kickoff call, data access, and async interviews with Sales, CS, Product, and Engineering leads.
Week 2
Mapping & analysis
We map the system, run the numbers on demos, POCs, activation, and retention, and build hypotheses.
Weeks 3–4
Findings & roadmap
Working session to validate findings, then we deliver the bottleneck report, prioritized fixes, and 30/60/90-day roadmap.
After the Audit
The audit is the wedge. The systems are the upside.
The audit tells you what to fix. The four core systems are how we fix it — if you want us to. Your team can also execute the roadmap on their own. Either way, you leave with a real plan.
Where is growth leaking?
Book a 30-minute intro call. If an audit is the right next step, we'll scope it on the call. If it isn't, we'll tell you that too.