CRM data, ICP targeting, email sequences, calls, messaging, intent signals — reviewed end to end. Find the gaps costing you pipeline.
Most teams have never had someone look at all of them together — that's where the real leaks are.
Deal stages, field usage, data quality, duplicate records, and pipeline structure. If your CRM is messy, your forecast is fiction.
Are your reps going after the right accounts and the right personas? Bad targeting kills conversion before the first touch.
Sequence structure, subject lines, copy, and CTAs — benchmarked against reply rate patterns that actually work.
Talk tracks, objection handling, and follow-through — reviewed across actual call recordings from your team.
Are buying signals being used? Is enrichment data fresh? Missed intent means pipeline left on the table.
What's actually generating pipeline, where deals are dying, and the cost of each broken process. Numbers, not guesses.
Share read access to your CRM, email tool, and call recordings. 10-min intake form.
I go through everything — data, sequences, calls, targeting. 3–4 days of focused work.
Findings by category, severity scoring, and fixes prioritised by revenue impact.
60-min call to walk through every finding together. Ask questions, decide what to act on.
Connect your CRM once. The agent watches every rep's cadence activity, detects violations in real time, and sends your manager an AI-generated fix list — every single morning.
Scans every rep's outbound activity against your cadence — missed touches, skipped calls, off-script messaging — surfaced automatically across HubSpot, Salesforce, and sequence tools.
Every violation gets a plain-English explanation: why it matters, the estimated pipeline impact, and exactly what the rep or manager should do next — no generic advice.
8am every weekday: who's behind, which deals are at risk, and the top coaching opportunities for today. Email + in-dashboard, violations ranked by revenue impact.
Critical violations don't wait until morning. If a top-tier account is being neglected, your sales Slack channel gets pinged instantly — with deal context and a recommended action.
I'm opening a small number of spots to founders and sales leaders who want the full AI Audit at a reduced rate — in exchange for direct feedback on the product.
Drop your details and I'll reach out personally. No spam — just a single message when spots open.
A 20-minute call to understand where you are. I'll tell you exactly what makes sense — no pitch, no pressure.
Book a free strategy call →