Book Revenue Audit

Three steps.
One revenue system.
Zero bullshit.​

We diagnose where revenue depends on founder correction, then install and govern the standards that let your team run deals without founder rescue.

How we turn pipeline confusion into sales clarity

Our 3-step process to practical revenue

Step 1

Audit

Walk away knowing where founder dependence shows up, where the pipeline breaks, and what has to change.

Before the audit:

  • You share CRM access, recent proposals, and sales enablement assets
  • You schedule a time for us to interview your head of sales, marketing, leadership, and services (60 mins each)
  • You share any additional assets you feel we should review 

During the audit:

  • We run 60-minute interviews with sales, marketing, leadership, and delivery 
  • We review the pipeline ahead of time and pick the deals we will pressure test
  • We pull all the findings into our Founder Tax matrix to guide our recommendations
  • 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 install:

  • We confirm the internal owner, decision-maker, and weekly review cadence
  • We confirm what must be installed first based on the audit
  • We pull a baseline view of pipeline health and active deal risk

During the install:

  • We define stage criteria, qualification rules, next-step rules, and stale-deal rules
  • We set the required CRM fields, ownership rules, and inspection standards
  • We clean and reclassify weak, stalled, or misleading deals
  • We define proof requirements, call out the priority proof gaps, and assign owners to close them
  • We set handoff rules between sales, marketing, and delivery
  • We train the team on the new rules and run the weekly revenue review
 

 

Step 3

Governance

Keep the system working after the install, so can trust your team to close and stop babysitting deals.

Before governance:

  • We set the cadence, confirm the internal owner, and lock down who attends
  • We establish what wee will review (stage compliance, stale deals, next steps, etc.)
  • We agree on how teams make changes, so the process doesn’t change continuously

During governance:

  • We run the weekly revenue review on live deals
  • We challenge stage use, next steps, deal risk, stale deals, and pipeline health against the installed standards
  • We review proof usage, handoff issues, and delivery risk signals
  • We log actions, owners, and escalations after each review
  • We tighten rules or escalate leadership issues when adoption slips

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. 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 suggested improvements