Pipeline, source and conversion analysis
All practices
Find where revenue is being lost
02Revenue Diagnostic
An independent examination of the commercial systems that determine conversion, velocity and management control.
The decision
Revenue rarely fails in one dramatic place. It leaks across lead allocation, follow-up, management routines, incentives, data quality and accountability. We trace the full system and identify the few interventions that will materially change performance.
Who this is for
An independent examination of the commercial systems that determine conversion, velocity and management control.
- Brokerages facing a growth ceiling or falling conversion
- Developers with slowing sales velocity
- Owners who need an independent view of management performance
What the mandate delivers
CRM integrity and lead-response audit
Management cadence and accountability review
Compensation and incentive alignment assessment
Prioritised findings with 30-60-90 day action plan
How we work
Observe
Review data, systems, management routines and the real customer journey.
Isolate
Separate symptoms from root causes and quantify the commercial impact.
Correct
Prioritise the interventions, owners, milestones and measures that restore control.
The commercial outcome
A fact-based view of what is broken, what it costs and what management should fix first.
FAQ
Frequently asked questions
01Is this only a sales audit?
No. We examine the complete revenue system, including marketing handover, CRM governance, management, incentives, follow-up and reporting.
02Will you work with our existing leadership team?
Yes. The diagnostic is independent but collaborative. Findings are evidenced, discussed with leadership and translated into accountable actions.
03Can you support implementation after the diagnostic?
Yes. We can remain engaged to redesign systems, coach managers, train teams and track the performance plan.