How we audit

The Revenue Audit is a 15-minute structured submission. The form asks for the seven facts we need to write back with the named gap. It is free because the no is a real outcome we want to deliver fast.

The seven facts we collect

1. Annual revenue band. Sets the realistic ceiling for what fixing the gap is worth.
2. Implementation budget. Tells us whether a Sprint is even in range.
3. The revenue metric. The one number the client wants to move. Qualified pipeline, booked meetings, conversion rate, retention.
4. Urgency. The named timeline. 30 days, 60 days, this quarter.
5. Current CRM and lead volume. Tells us the operational reality.
6. Free-form revenue gap. The client describes the gap in their own words.
7. Assessment responses. Ten short questions on workflow orchestration, revenue movement measurement, attribution fidelity.

How we read it

A human reviewer reads every submission. Not an AI summarizer, not a templated response. The qualification engine scores the submission against four dimensions: deal size potential, urgency, operational build case, and decision-maker access. The score produces a tier.

• Qualified. The Sprint is a clean fit. We send the named gap, the dollar value of closing it, and a Calendly link in one email.
• follow-up. A real gap exists but one of urgency, budget, CRM maturity, or lead volume needs sharper definition before a Sprint is the obvious move. We send the named gap and a 200-word recommendation for what to tighten first.
• not ready. Either the gap is too small to justify the Sprint cost, the timeline is misaligned, or the audit reveals the real problem is upstream of marketing. We say so, name the better-fit option, and end the conversation honestly.

The 24-hour rule

Every audit gets a response within one business day. No exceptions. The respondent is a named human, not the company. The brand-voice rule we apply to ourselves: the response email has a number, a named gap, and a next action. If we cannot find a number, we ask one clarifying question instead of guessing.

What the audit is not

It is not a generic AI build case assessment. It is not a checklist. It is not a sales call disguised as discovery. It is a written diagnosis from a human reviewer who has read 200+ similar funnels.

Why this scales

Reading audits is the highest-leverage hour in the company. Every audit teaches us where the gaps cluster, which verticals are under-served, which automations need to ship next. The audit funnel is also the recruiting funnel for new client work. Bad audits are not noise, they are signal about market gaps we have not addressed.