Revenue Diagnostics

A focused audit of your CRM, data, processes, and adoption

Identify revenue leaks and prioritise the fixes with the fastest payback.

CRM Audit Data Analysis Revenue Leaks 90-Day Roadmap
Revenue Diagnostics Dashboard (example data)
£450K
Revenue Leaks
16
Issues Found
90
Days ROI

This is for you if:

Sales or BD doesn't trust or use the CRM.
You can't prove which activities drive revenue.
Leadership doesn't trust the forecast (±30% variance or worse).
CRM adoption is below 50%.
Opportunities routinely fall through the cracks.

Typical outcomes:

Potential revenue leaks identified and sized in £ from your own data.
A roadmap that puts the fastest-payback fixes first.
Clear priorities leadership can understand and approve.
CRM as a Product

Rebuild your CRM with product thinking

Lifecycle design, continuous improvement, and adoption at the core.

Lifecycle Design Adoption Focus Continuous Improvement RevOps Infrastructure
Example view (illustrative data)
Active Deals
24 deals in pipeline
Forecast Accuracy
±12% variance
Adoption Rate
82% daily usage
Revenue Pipeline
£1.2M tracked

This is for you if:

Your CRM was "implemented" but never truly adopted.
Lifecycle stages don't reflect how deals actually progress.
You're stuck tracking activity metrics that don't tie to revenue.
Sales say "the CRM doesn't work for how we sell."
You need real RevOps infrastructure, not more workflows.

Typical outcomes:

Lower CAC through better qualification and cleaner handoffs.
CRM usage becomes the default for core users.
Faster time-to-close by fixing the stages where deals stall.
Forecasts leadership can use for planning and investment decisions.
Sales Operations

Automate sales workflows and cut admin time

Pipeline automation, lead routing, proposal generation, and AI-powered deal scoring.

Pipeline Automation Lead Routing Proposal Automation AI Deal Scoring
Sales Automation Tasks (example data)
Lead routing automation
100%
Pipeline stage progression
100%
Proposal generation
70%
Deal scoring setup
45%

This is for you if:

Sales reps spend hours on manual pipeline updates and data entry.
Deals stall because follow-ups are forgotten or delayed.
Lead routing is manual or broken—hot leads sit unassigned.
You can't forecast accurately because pipeline data is unreliable.
Proposals and quotes take days to generate and send.
Territory management is a spreadsheet nightmare.
You need to scale sales without hiring operations staff.

Typical outcomes:

Less sales admin time, measured against your baseline.
Faster lead response with instant routing.
Fewer stalled deals and shorter cycles.
More accurate, trusted forecasts.
Proposal generation time: days → minutes.
Marketing Operations

Prove marketing ROI and execute campaigns faster

Automation, AI-powered lead scoring, and multi-touch attribution that connects every activity to revenue.

Campaign Automation Lead Scoring Multi-Touch Attribution ROI Tracking
Marketing Campaign Dashboard (example data)
£4.2M
Attributed Pipeline
32%
Lead Conversion

This is for you if:

Marketing team is buried in manual campaign execution.
You can't prove which campaigns actually drive revenue.
Lead scoring is guesswork or nonexistent.
Marketing and sales use different definitions of "qualified lead."
Martech tools don't talk to each other—data lives everywhere.
You're stuck reporting on vanity metrics (opens, clicks) instead of pipeline.

Typical outcomes:

Faster campaign execution.
Clear visibility of marketing-attributed pipeline.
Better lead-to-MQL conversion through sharper scoring.
Far less time spent building reports.
Clear ROI on every campaign, channel, and marketing investment.
Data Governance & AI

Build AI-ready data foundation and strategy

Clean, trustworthy data foundation required for AI readiness, then define and execute your AI roadmap for revenue operations.

Data Quality GDPR Compliance AI Strategy Lead Scoring AI
Data Quality Metrics (example data)
94%
Database Accuracy
35%
MQL Conversion

This is for you if:

Data is messy (duplicates, incomplete records, inconsistent formats).
You want to use AI but don't know where to start safely.
GDPR and data privacy risks are a concern.
Multiple teams own data with no governance framework.
AI experiments have failed because the data wasn't ready.

Typical outcomes:

CRM database accuracy rising in the segments that matter most.
Reduced GDPR/compliance risk and clearer audit trails.
AI agents cutting manual research and enrichment time.
Reliable inputs for forecasting, reporting, and AI models.

Not sure where to start?

If your CRM, RevOps, and AI ambitions feel overwhelming, start with a simple conversation. We'll help you decide whether you need diagnostics, a rebuild, sales automation, marketing operations, or data work first.