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We turn the buyer signals you already have into plays your reps can actually run. The Revenue Leak Scan reads straight from your CRM and shows where deals are quietly leaking, with a taste of the plays that would plug them.
Read-only, CRM-only, and deleted after. You keep the findings.
A quick public read to start, then the full scan on your own data. The build is where we plug what we find.
The light pass
Give us your domain and we do a public, surface-level read of your go-to-market. Nothing to share, and you get value along the way.
The full scan
Send a CRM export, or connect read-only, and we run the full Revenue Leak Scan: where the pipeline is leaking, your funnel mapped to the bow-tie, and real examples from your own accounts.
Then, if it's a fit, we plug the leaks. That's the build.
Concierge to start. A person runs it, so the read is sharp and the findings are real.
A CRM export or a read-only connection. We tell you exactly what to pull. Read-only, CRM-only, and deleted after.
We read the whole bow-tie, deals, contacts and companies, and find where revenue is leaking. A day or two, not a six-week audit.
A clear picture of the leak, your funnel mapped, and a taste of the plays. You keep the findings, whatever you decide next.
Read from your CRM, with the rule behind every number so you can check it. Treat each as a question to confirm, not a verdict.
Deals gone quiet, single-threaded into the close, stalled against their own stage norm, close dates already passed, and deals with no next step. Each one shows the rule, the count and the value, so you can sanity-check it.
Volume, conversion and velocity across the bow-tie. Where the data can't be trusted yet, we say so rather than guess. That gap is itself a finding.
Which sources actually become customers and carry revenue, against which just drive headline numbers. The vanity sources show up for what they are.
Customers with no expansion motion, accounts gone quiet, and dormant closed-lost deals worth recycling. The revenue hiding after the first sale.
The buyers worth your team's time, what moves them, and one signal worked end to end into a next move. Enough to see what the system would do.
What we could and couldn't see, and the dead fields cluttering your CRM. Honest about where a fast read ends and the deeper diagnostic begins.
The scan shows you the leak and a taste of the plays. The build is where we plug the leaks and put the plays to work.
This free scan
✓ Where the revenue is leaking, with the rule behind each finding
✓ An inferred read of your funnel, and where the data can't be trusted
✓ A taste of the plays and the personas worth aiming at
The build adds
✓ The why on your real deals, your sales calls read through the method
✓ Your automations and data flow mapped and fixed, so the funnel numbers become real
✓ Signals built for your market, wired into the CRM
✓ The plays live in front of your reps, with the triggers and scoring
Handing over CRM data is a fair thing to be careful about. Here are the rules.
We only ever read. The scan never writes back to your CRM.
Call transcripts, interviews and custom signals are the paid step, not the free one.
We run the scan and delete the export after. We don't keep your data or add anyone to a list.
Happy to sign a short mutual NDA before you send anything.
Tell us where to look. We'll come back with exactly what to pull, then run the scan and send the readout. No call needed to start.
The scan is the free front door. Go as deep as the problem needs.
Free
See where you're leaking, free.
From $25k
We plug the leaks.
From $12.5k a month
We keep it sharp with you.
The read builds live in your browser as you answer. Nothing to connect and nothing stored.
Every answer lights up where it sits in your funnel. Greens hold, ambers are at risk, reds are leaking.
You can't see your funnel and you can't defend your numbers, so everything else is a guess on top of a guess.
Deals go quiet and you're single-threaded, so when one stalls there's no second relationship to revive it through.
No expansion motion and no reactivation means revenue leaves after the close and never comes back once it's lost.
Who: the ops director who owns the workflow, not just your champion.
The angle: the usage dip against what they bought it to do.
The move: a working session on the two stalled workflows, booked this week.
Saw the two workflows your team built in March have gone quiet. Before the renewal conversation lands, worth 20 minutes on what changed? We'll bring the usage read.
Drafted from your CRM context, in your rep's voice.
Every leak on your readout ends this way: the account, the play and the message, handed to the rep.
One example account, followed all the way from the signal to the message. This is the shape of what lands after you connect: the signals on the deal, the person to win, the plays, and the emails your team would send.
One example account, followed end to end through the rest of this page.
Read straight from the CRM. Each one is a reason revenue moves or stalls.
The full persona view, the same shape we keep for every buying role on the account.
The workflows the platform runs, the renewal budget line, and the team that feels the pain daily.
Throughput, exception rates, and not re-platforming mid-year.
The numbers say the tool pays for itself, and someone senior asks why it wouldn't.
"We barely use half of it." "My team can work around it."
Their own usage read, tied to the outcome they bought it for.
Bring data from their world. Skip the feature tour they already ignored.
Every signal maps to a play. These are five from the library.
Multi-threading in practice: which play goes to which person on this account.
Written from the account's own context, in your team's voice, one message per signal.
The two workflows your team set up in March have gone quiet, and I suspect the exception queue is why. I've pulled the read on both, want me to send it over? No agenda, it's yours either way.
Before your renewal lands, I've put together how the platform actually got used this year against what it was brought in to do. Worth twenty minutes to walk through? If the numbers say it's not earning its line, that's worth knowing before procurement asks.
When your Rotterdam unit looked at this last year, the blocker was the integration queue. That's gone now, and the usage read from your current unit makes a decent case for a second look. Happy to share it, no meeting needed.
This is the shape of the readout: signals, personas, plays and messages, built from your CRM and handed to your team. The assessment above is where it starts.
This is the document your team works from, walked through on one example account. The names and numbers are fictional. The format is the real one.
One account followed end to end: what the CRM shows, who the buying group is, the plays that run, and the messages that go out.
##INLINE32## One contact on the account, the champion has gone quiet, and the stage has not moved in 40 days. Every line below is read straight from the CRM, and every one is re-checkable from the record.
The persona decides the frame; the signal decides the content.
Signal-led plays, each tied to a persona and a trigger, with the open, bridge and offer written out. The opens below are the first lines that go out, one per signal.
Two more plays run on this account from the same library: Renewal run-up (stage unchanged for 40 days) and Cold path revive (the closed-lost sister unit).
Subject lines: trigger-based where possible ("your two stalled workflows", "the renewal maths", "what changed since last year"). Never "quick question", "touching base" or "just checking in".
Everything above is the format of the real readout. The names and numbers are examples; yours come from your CRM, with the evidence on every line.
This is the document your team works from, walked through on one example account. The names and numbers are fictional. The format is the real one.
One account followed end to end: what the CRM shows, who the buying group is, the plays that run, and the messages that go out.
$140k renewal, 92 days out. One contact on the account, the champion has gone quiet, and the stage has not moved in 40 days. Every line below is read straight from the CRM, and every one is re-checkable from the record.
The persona decides the frame; the signal decides the content.
Signal-led plays, each tied to a persona and a trigger, with the open, bridge and offer written out. The opens below are the first lines that go out, one per signal.
Two more plays run on this account from the same library: Renewal run-up (stage unchanged for 40 days) and Cold path revive (the closed-lost sister unit).
Subject lines: trigger-based where possible ("your two stalled workflows", "the renewal maths", "what changed since last year"). Never "quick question", "touching base" or "just checking in".
Everything above is the format of the real readout. The names and numbers are examples; yours come from your CRM, with the evidence on every line.
Walked through on one example account. All of this is the free part of the scan.
Straight from the deal record in HubSpot.
Read straight from the CRM, each one re-checkable from the record.
Four people, four different reasons to care. The persona decides the frame; the signal decides the content.
Everything above is what the CRM shows. From here down is what we build on top of it: the persona thinking, the signal logic and the plays, all the way to the message.
Personas here are not demographics. They are the pain, the pressure and what earns a reply.
Behind every persona card sits the long-form version: the person, written properly, so the whole team sells to the same human.
Built from the problems the role carries on this deal, so the whole team sells to the same human.
The persona's pains, turned into the jobs the deal has to do for them. This is the table that paints the solution.
The pains on the record, and the signals we run to surface each one. These are the same signals that fill the tables in the readout.
A cut of the signal library: what each one is, where it lives, and what it tells us. The full set is matched to your motion during the scan.
A cut of the signal library. Public exhaust, read for timing, matched to your motion during the scan.
A cut of the signal library. Public exhaust, read for timing, and every one feeds a play.
Every signal maps to a play from the library. A play is a specific move with a specific reason, and it has hard edges.
One deal, threaded through four people. This is multi-threading with a reason for every touch.
Three of the five, written out in full: the card the rep sees, and the email exactly as it goes out. Highlighted fields fill from your CRM.
Hi {{first_name}}, the two workflows your team set up in {{setup_month}} have gone quiet, and I suspect the exception queue is why. I've pulled the read on both. Want me to send it over? No agenda, it's yours either way.
Hi {{first_name}}, before the {{renewal_date}} conversation lands, I've put together how {{product_name}} actually got used this year against what it was brought in to do. Worth twenty minutes to walk through? If the numbers say it's not earning its line, that's worth knowing before procurement asks.
{{first_name}}, when {{sister_unit}} looked at this in {{lost_year}}, the blocker was {{loss_reason}}. That's gone now, and the usage read from {{live_unit}} makes a decent case for a second look. Happy to share it, no meeting needed.
The names and numbers are examples. Yours come from your CRM, with the evidence on every line.
The walkthrough above is one deal. Run across the pipeline, the same signals move the four numbers that set revenue velocity, on the same funnel you scored in the assessment at the top of this page.
Deal velocity is opportunities times win rate times deal size, over cycle length. Every play in the library exists to move one of those four, and the readout says which.
The same pipeline, before and after the layer is switched on.
Every play above moves one of these four numbers. Yours are computed from your own pipeline in the readout.
The read renders as you answer. Nothing stored.
If you go further, the scan runs on read-only HubSpot access.
Connect on a call and the full readout lands within 24 hours.
The read renders as you answer. Nothing stored.
If you go further, the scan runs on read-only CRM access.
Connect on a call and the full readout lands within 24 hours.