The Pipeline Leak Audit
In three weeks, know exactly where your pipeline leaks — and what to fix first.
A fixed-fee, fixed-scope diagnostic for B2B SaaS teams on HubSpot or HubSpot + Salesforce. Every finding evidenced. Every fix ranked by impact. No tool-vendor agenda.
Fit
Built for a specific kind of company
The audit works because the scope is honest. If it isn’t a fit, I’ll tell you on the free call — and point you somewhere better.
This is for you if…
- You’re a Series A–B B2B SaaS company, roughly £2–20M ARR
- You run HubSpot, or HubSpot + Salesforce
- You have zero or one in-house ops person
- Marketing and sales tell different stories about the same funnel
- Leadership “corrects” the dashboards in a spreadsheet
It isn’t if…
- You need a full CRM migration or re-implementation (that’s a build project, not an audit)
- You’re pre-revenue — there’s no pipeline to diagnose yet
- You only want a rubber stamp for a solution or vendor already selected
- You’re looking for a cheap pair of admin hands
Scope
Six diagnostic lenses
Numbered because they run in this order — each lens builds evidence for the next.
01
CRM architecture & hygiene
Object model, properties, duplicates, ownership. The foundation every other number stands on.
02
Lead lifecycle & the handoff
Stage definitions, MQL→SQL routing, SLAs, speed-to-lead. Where most pipelines actually leak.
03
Data quality & enrichment
Field completeness, enrichment coverage, decay. Whether the data can support the decisions being made on it.
04
Attribution & reporting integrity
Does the reporting describe reality? Where the numbers diverge between systems, and why.
05
The integration layer
HubSpot↔Salesforce sync, field mapping, and the surrounding stack — where records silently break.
06
Automation & AI quick wins
The handful of workflow and AI opportunities that pay back in weeks, not quarters.
Process
Three weeks, five steps, two interviews
Your total time commitment: a kickoff, two stakeholder interviews you help arrange, and the findings walkthrough. I do the rest.
- Week 1Kickoff — 60 minutes
Your GTM motion, your suspicions, your definitions. We agree read-only CRM access and the exports I need.
- Week 1–2The structured diagnostic
I run the six lenses against your live instance and data exports. Every finding is logged with evidence — screenshots, record counts, timestamps.
- Week 2Two stakeholder interviews
One marketing, one sales. The gap between their answers is usually the finding.
- Week 3Synthesis
Findings become a diagnostic scorecard and a prioritised backlog — impact versus effort, ranked.
- Week 3Findings & 90-day action session — 90 minutes
Your scorecard and findings arrive 48 hours beforehand. In the live session, we work through the material leaks, challenge the evidence, and agree priorities, owners and next actions. Recorded for your team.
Deliverables
What you walk away with
- Diagnostic scorecardAll six lenses rated, so you can benchmark progress after the fixes.
- Findings documentEvery finding tied to evidence; recommendations clearly separate observed facts from professional judgement.
- 90-day roadmapA prioritised impact-vs-effort backlog — your ops plan for the next quarter, whether or not I implement it.
- Walkthrough recordingShare it with the board, the exec team, or your next hire.
- 30 days of email supportQuestions while you action the roadmap — included.
Questions
Asked before, answered honestly
Why an audit first — why not just fix things?
Because fixing the wrong thing first is the most expensive mistake in ops. The audit produces a ranked roadmap, so every hour of fix work afterwards — mine or yours — goes where it moves pipeline most. Teams that skip the diagnosis usually spend a quarter polishing a dashboard nobody distrusted.
What access do you need?
Read-only. A view-only CRM seat and a handful of exports. I never change anything in your instance during an audit, and access is revoked the day the walkthrough ends.
Can you implement the roadmap afterwards?
Yes — that’s the natural next step for most clients: a separately scoped 30-day Fix Sprint on the top roadmap items, or ongoing fractional support, at a fee agreed once you’ve seen the findings. Nothing beyond the audit is sold before the walkthrough — and the roadmap is written to be executable by anyone competent, so you’re never locked in.
We’re on Salesforce only, or a different stack — still relevant?
Possibly. The method is stack-agnostic but my depth is HubSpot and HubSpot + Salesforce. If your stack is outside that, say so in the enquiry — I’ll either take it on knowingly or refer you to someone better placed.
Who actually does the work?
Me. No juniors, no offshore bench, no handoff to an account manager. The person on the sales page is the person in your CRM.
What if we already know where the problem is?
Then the audit either confirms it with evidence — which is what you need to win the internal argument and the budget — or it finds the real cause behind the symptom. Both outcomes are worth more than the suspicion.
Start with the free health check
Thirty minutes. You describe your motion, I tell you where I’d look first. If the audit fits, I’ll say so — and if it doesn’t, I’ll say that too.