Process
A simple written audit process. No calls required.
Send redacted examples or exports, receive a structured audit, then decide what to fix first.
Step-by-step
Send a short written request
Describe what seems to be leaking, which audit you are interested in, what type of data you have. You do not need to send sensitive data in the first message.
Confirm scope and inputs
Before the audit starts, the scope is clarified in writing: audit type, data volume, acceptable redactions, useful fields, delivery format.
Send the inputs
For the Inbound Response Audit, this can be just your form URL. I then run one test inquiry through it, at a time you approve. For the Pipeline Recovery Audit, a redacted proposal or deal list. Minimum necessary data only.
Leakage review
I review the material for practical leakage points: response gaps, follow-up decay, stale opportunities, unclear next steps, missing ownership.
Written audit report
You receive a structured written report: leakage summary, issue table, priority ranking, evidence notes, fix recommendations, next actions. Written delivery. No meeting required.
Decide what to fix first
The audit gives you a practical view of where to act. The goal is priorities, not a bloated project.
Not required
- CRM login
- Inbox access
- Customer access
- A discovery call
- Software installation
- A long consulting engagement
Useful inputs
- Proposal dates
- Last follow-up date
- Lead source
- Quote request details
- Opportunity stage
- Redacted buyer notes
- Sample messages
Start with a written request
You can ask what data is useful before sending anything sensitive. No CRM login. No calls required. Redacted data accepted.