pipelineaudit.ai

USE CASES

Where each audit earns its place.

Find your situation first, then your role. Each one links to the audit that fixes it.

BY MOMENT

When teams call us. And what they get.

Quarter-end gapPipeline is short and there is no new budget.→ The leads nobody worked, found, owned and tasked in two weeks.Pipeline audit →After an event400 badge scans are sitting in a spreadsheet.→ Clean, consent-checked CRM leads with owners in two days.Lead ops →Budget reviewThe CFO asks which programs actually produced pipeline.→ Pipeline per dollar by program, proven against a holdout.Pipeline audit →New CMO or CROYou need a visible win in your first quarter.→ A board-ready readout of what leaked and what it is worth in two weeks.Pipeline audit →Annual planningMarket targets were set top-down.→ Each market tested against its market and capacity, signed by the CRO and CMO.Target audit →Martech renewalsSeats nobody uses are about to renew again.→ A verdict for every tool: keep, cut, consolidate or replace, with the saving.Martech audit →

BY ROLE

Built for the CMO, and the team that owns the number with you.

CMO

Prove what marketing added, and spend less to add more.

  • Prove event and webinar ROI against a holdoutPipeline audit
  • See what marketing sourced and influenced, by programPipeline audit
  • Cut martech spend on tools nobody usesMartech stack audit

CRO

Close the gap this quarter, and set targets you can hit.

  • Reopen deals and leads nobody really workedPipeline audit
  • Test each market's target before it is lockedTarget audit
  • Every new lead with a rep within two daysLead ops

RevOps

Clean data, clear ownership, a stack that fits together.

  • Clean, dedupe and route every lead fileLead ops
  • Owners and rep tasks in one CRM importPipeline audit
  • Map the stack and replace tools with AI buildsMartech stack audit

Demand gen and events

Get every lead worked while it is still warm.

  • Badge scans to owned CRM leads in two daysLead ops
  • Know which events and vendors are worth repeatingPipeline audit
  • Get named when buyers ask AI for a shortlistAI visibility audit

Not sure where to start? Start with the pipeline audit.

Book a pipeline audit →