B2B revenue-leak audits
See where slow inbound replies and stalled proposals are quietly losing you deals.
Proposal Recovery is a fixed-scope audit service for B2B teams (not software, not a retainer). Send a form URL or a redacted export; get back a written report with specific findings, rewritten messaging, and a short list of fixes.
No CRM login. No calls. No new software. Redacted data accepted.
The narrow problem
Most B2B teams spend time and money getting more leads. But existing demand often leaks after the inquiry, quote request, proposal, or CRM opportunity already exists.
- A form fill gets a slow or unclear response.
- A quote request is answered once and never followed up.
- A proposal is sent without a clear next step.
- Good-fit opportunities go stale in the CRM.
This is not about generating more leads. It is about inspecting how existing demand is handled.
Where to start
Most teams begin with the Inbound Response Audit. The Proposal Pipeline Recovery Audit goes deeper, for teams that have already examined their inbound response.
Start here
Inbound Response Audit
For teams that get demo, contact, or quote requests. With your go-ahead, I send one clearly marked test inquiry through your own form, log what actually happens to it, and send back a rewritten first reply, a 3-step follow-up sequence, and 3–5 specific fixes.
See the Inbound Response AuditGo deeper, later
Proposal Pipeline Recovery Audit
For teams sitting on old proposals, stale quote requests, or closed-lost deals. From a redacted list, I score which are still worth chasing, identify the likely reason each one stalled, and write a reactivation sequence you can send.
Pipeline Recovery Audit detailsWhat the report looks like
You get one written report. These are the sections it always includes:
| Section | Purpose |
|---|---|
| Executive leakage summary | Where revenue appears to be slipping |
| Recovery priority table | Ranked opportunities by fit, recency, weakness |
| Follow-up risk diagnosis | Where current process is too slow or vague |
| Practical fix list | Specific recommendations, ordered by priority |
How it works
- 1Send a written request: describe what seems to be leaking and what data you have.
- 2Send redacted examples: proposal list, quote requests, response samples, or limited CRM export.
- 3Receive a written audit: findings, issue table, recovery priorities, and practical fixes.
- 4Decide what to fix first: the goal is priorities, not a bloated project.
Low-risk by design
Not required
- CRM login
- Inbox access
- New software to install
- Calls or meetings
- Contact with your customers
- Full confidential exports
Accepted
- Redacted proposal lists
- Anonymized quote requests
- Sample response threads
- Limited CRM exports
- Written explanation
Start with the Inbound Response Audit
If demo, contact, or quote requests are leaking, this audit finds where it is and delivers the rewritten replies to fix it. Read a sample first; request a quote when you're ready.
No CRM login. No calls. No new software. Redacted data accepted. Written delivery.