Book Revenue Audit

Three steps.
One revenue system.
Zero bullshit.​

We help B2B service firms replace founder-dependent revenue with a repeatable revenue system their sales, marketing, and delivery teams can run.

Turn fragmented revenue work into a practical system

Our 3-step process to practical revenue

Step 1

Audit

Know where founder dependence shows up and what has to change.

Before Audit:

  • You share CRM access, recent proposals, active deal context, and sales assets.
  • You schedule interviews with sales, marketing, leadership, and delivery.
  • You flag any known revenue issues we should review.

During Audit:

  • We run 60-minute interviews with sales, marketing, leadership, and delivery.
  • We review the pipeline, flagging gaps in deal data collection, and pressure testing deals.
  • We pull all the findings into our Founder Tax Audit to guide our recommendations.
  • During the audit review, we walk through the findings and share the 30-day plan/90-day roadmap.
  • We recommend Install, client-led rollout, or an interim step.

Step 2

Install

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

Before Install:

  • We agree to the 30/90-day priorities and sequence.
  • We assign owners and set the weekly revenue review.
  • We set the baseline and confirm what sales, marketing, and delivery own.

During Install:

  • We set the core rules for qualification, stages, next steps, stale deals, and ownership.
  • We clean the pipeline against those rules.
  • We set the required CRM fields and weekly inspection points.
  • We define the proof and handoff standards.
  • We train sales, marketing, leadership, and delivery on the rules.
  • We run the first weekly revenue reviews and adjust where adoption slips.

Step 3

Governance

Keep the system working after the install, so standards stick and deals keep moving.

Before Governance:

  • We agree who owns the weekly review, who attends, and what each person prepares.
  • We agree how the weekly review will enforce standards and keep deals moving.
  • We agree when decisions, exceptions, and escalations go to leadership.

During Governance:

  • We run the weekly revenue review.
  • We inspect deal movement, next steps, ownership, and pipeline health.
  • We flag stalled deals, weak follow-up, and deals at risk.
  • We give feedback, assign actions, and escalate decisions.
  • We tighten the rules when the team slips or the system exposes gaps.

What makes this practical?

It’s pragmatic and approachable by design, giving your team the frameworks and approach that make sense.

We don’t toss you a long deck with some Google Docs and wish you luck. Instead, we set up the system and run it with your team until it sticks.

Your team owns the CRM and follow-through. We bring enforce the structure until the team can sell like founder.

What we need from you

This is not a done-for-you service. We define the standards, run the rollout, enforce the cadence, and train your team to run the system.
 

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 agreed changes