Book Revenue Audit

Three steps.
One revenue system.
Zero bullshit.​

We diagnose the pipeline constraints and install enforceable standards that gives your team the foundation to sell without you.

How we turn pipeline confusion into sales clarity

Our 3-step process to practical revenue

Step 1

Audit

Walk away knowing exactly why deals stall, what keeps revenue founder dependent, and what to fix first.

Before our session:

  • You share CRM access (or a pipeline export), your current stage list, and your most recent closed won and lost deals
  • Don’t use a CRM? You forward us the most recent sales emails from the last 90 days
  • We run a 60-minute interview with sales and a 60-minute interview with marketing (or whoever owns demand)
  • We review the pipeline ahead of time and pick the deals we will pressure test live

During our session:

  • On call, we walk through the findings, agree on the 30-day plan and 90-day roadmap, and make a clear call on what comes next.

Step 2

Install

Get a working revenue system your team can run without founder rescue.

Before the sprint:

  • We confirm the internal owner, decision maker, and weekly meeting time
  • We agree on the rules: stages, required fields, next steps, stale deal definitions
  • We pull a baseline view of the pipeline so we can measure change

During the sprint:

  • We rewrite stage definitions with clear entry and exit criteria
  • We set the minimum required fields to capture client data
  • We enforce next steps on every active deal: owner, date, and a buyer-facing action
  • We clean the pipeline (removing dead deals), so the list becomes usable
  • We map proof to stages (if no proof exists, we show teams how to create it)
  • We run the weekly pipeline review until it runs without us

Step 3

Governance

Keep the system working after the install, so the pipeline stays clean and you stop babysitting deals.

Before governance:

  • We set the cadence, confirm the internal owner, and lock who attends
  • We agree what we check every time: stage compliance, stale deals, next steps, proof usage
  • We agree how changes get made so the process does not get rewritten mid quarter

During governance:

  • We open the pipeline and start with what is stuck or stale
  • We challenge stage movement against the rules. If the criteria is not met, the deal moves back
  • Every active deal leaves with a next step, an owner, and a date
  • We enforce stale and dead deal rules so the list stays usable
  • We keep proof mapped to stages and common objections. When a gap shows up, we assign an owner and a due date
  • We tune standards based on what breaks in live deals, then update the rules so the team stays aligned

What makes this practical?

We keep it small on purpose. A handful of rules your team can follow every week.

We don’t hand you a big playbook and wish you luck. We apply the rules to your live deals, then run the weekly rhythm with your team until it becomes normal.

Your team owns the CRM and follow-through. We bring the structure, keep the cadence, and enforce your standards until you’re not needed on every deal.

What we need from you

This is not a “done for you” service. It’s a combination of strategy consulting, advisory, and governance.

Our best clients work with us to make it stick:

  • Executive sponsor approves rules and removes blockers
  • Internal owners run the system day-to-day
  • Team shows up to the weekly pipeline review
  • Sellers keep CRM data clean and current
  • Sellers and marketers implement suggested improvements