Service · 01
Sales Funnel Audit
A forensic, stage-by-stage diagnostic that finds where your pipeline is leaking — and exactly how to fix it.
The engagement
We rebuild your funnel from first-touch to closed-won using your CRM data, sales motions, and buyer behavior. Every stage transition is modeled, every drop-off is root-caused, and every recommendation comes with a sequenced fix and an expected revenue impact.
Who it's for
Commercial leaders whose pipeline feels underperforming but can't isolate why — typically CROs, VPs of Sales, and RevOps leaders running an enterprise motion with $20M+ ARR.
Deliverables
- Stage-by-stage conversion model with benchmarks
- Leakage map with root-cause analysis per stage
- Prioritized remediation roadmap (90/180/365-day)
- Commercial KPI scorecard for ongoing monitoring
- Executive readout for board / leadership
- Working-session playback with frontline managers
Typical Outcomes
What changes when this work lands.
Recovered conversion at the two or three stages costing the most pipeline.
A single source of truth for funnel health that sales, marketing, and finance all trust.
Clear ownership of fixes, with measurable lift expected per intervention.
Tighter forecasting accuracy and faster cycle times within one to two quarters.
Our Process
How the work runs.
- 01
Data extraction
We ingest CRM, MAP, and revenue data and reconcile definitions across teams.
- 02
Diagnostic
Stage-by-stage modeling, qualitative interviews, and root-cause analysis on every drop-off.
- 03
Roadmap
Sequenced remediation plan with expected impact, owners, and timeline.
- 04
Handover
Working sessions with sales leadership and RevOps so the plan is owned, not handed off.
Ready to scope a sales funnel audit?
A 30-minute conversation is enough to size the opportunity, agree on scope, and decide whether we're the right partner.
Book a ConsultationStart the conversation
Tell us where revenue is leaking. We'll show you where it's hiding.
Share a few details and a partner will respond within one business day with an initial point of view — no pitch deck, no obligation.
- Reviewed personally by a senior partner
- 30-minute confidential call
- Tailored scope only if there's a fit