Revenue operations audit
Find out exactly where your leads leak, and get a 90-day plan to plug it.
Most businesses do not need more leads. They need to stop losing the ones they have. We trace your leads through your CRM, forms and follow-up using your real numbers. You get a written report, the three fixes worth the most and a 90-day plan. Run by a revenue operations specialist with 6+ years in B2B sales.
Most clients then ask us to build the fixes. You do not have to.
What is included
- ✓Funnel, CRM and follow-up review
- ✓Speed-to-lead and follow-up check
- ✓Written report with the biggest leaks
- ✓90-day action plan
- ✓60-minute walkthrough call
Who this is for
- Businesses with leads coming in but not enough closing
- Owners unsure where their sales process leaks
- Teams about to invest in new tools or hires and want the facts first
The problem it solves
Revenue usually leaks in quiet places: slow replies to new leads, follow-ups that stop after one try, a messy CRM, and enquiries that nobody owns. The audit finds the biggest leaks with your real data and gives you a 90-day plan to fix them in order of impact.
How it works, step by step
1. Kickoff and data access
We agree goals and get read access to your CRM, forms and inbox tools.
2. Funnel review
We trace leads from first contact to closed deal and find where they drop.
3. Speed and follow-up check
We measure how fast and how often leads are contacted.
4. Written report
The biggest leaks, with evidence and estimated impact.
5. 90-day plan and walkthrough
A prioritised plan and a 60-minute call to go through it.
What you get
| Deliverable | Detail |
|---|---|
| Funnel and CRM review | Where leads come from and where they drop |
| Speed-to-lead check | How fast new leads hear back |
| Follow-up review | How many touches each lead gets, and when |
| Written report | The biggest leaks and their impact |
| 90-day action plan | What to fix first |
| Walkthrough call | 60 minutes with the person who did the audit |
Timeline
| When | What happens |
|---|---|
| Days 1 to 2 | Kickoff and access |
| Days 3 to 8 | Review and analysis |
| Days 9 to 10 | Report and walkthrough |
What we need from you
- Read access to your CRM and lead sources
- A short kickoff call
- Rough numbers on deal size and close rate
Why work with 3xRevenue
- One accountable team. Strategy, build and support from the same people.
- Written scope and fees. You know what you get and what it costs before we start.
- Built to work in your business. We test on your real data, calls and customers before launch.
- You own it. Code, accounts and content are yours.
FAQ
Do we have to use your services afterwards?
No. The plan is yours to run with your team, with us or with anyone else.
What data do you need?
Read access to your CRM, forms and inbox tools is usually enough. We never change anything during the audit.
How soon do we get results?
The report arrives within 10 working days of the kickoff call and data access.
What if our CRM is a mess?
That is common and part of what we review. The plan will include how to clean it up.
How ordering works
- Click the button and tell us what we need (your details, links).
- Pick a time for the kickoff call.
- Pay securely by card.
- We build and deploy it, then confirm it works.
Questions
Do you guarantee more revenue?
No. We show you where the leaks are and what fixing them is worth. Results depend on your business and on carrying out the plan.