A Pipeline Leak Audit delivers one thing above all: a clear, ranked answer to the question “where are we losing pipeline, and what’s it worth to stop?” Not a tidier CRM, not a list of best practices — a specific map of your leaks with the biggest one named first. Here’s what that looks like in practice.
A mapped funnel, end to end
The audit starts by tracing the actual path revenue takes through your business — from first touch to closed won and beyond — and marking every point where ownership changes hands. Those handoffs are where pipeline leaks, and most teams have never seen theirs laid out in one view. The map alone tends to surface problems people had felt but never located.
A ranked list of leaks, with the cost of each
Every leak found — an unrouted segment, a broken qualification bar, stale-deal padding, attribution that misleads spend — is quantified as honestly as the data allows and ranked by what it’s costing you. This is the core deliverable. You don’t get twenty things to fix; you get them in order, so you can start where the money is.
A prioritised fix list you can actually run
For each leak, a specific, practical fix — scoped so your team can execute it, not so you’re dependent on me to. Some are same-week seatbelt changes; some are larger rebuilds. The list tells you which is which, so you can sequence realistically.
The honest scope — and its limits
It’s fixed fee, fixed scope, and deliberately bounded. An audit is a diagnosis, not an implementation; it tells you where to dig, and hands the shovel back to you. If what you need is someone to do the fixing over months, that’s a different engagement, and I’ll tell you so rather than stretch an audit to fit.
I keep the price on the Audit page rather than here, but the shape is simple: fixed fee, two weeks, a ranked map of your leaks and how to close them.
Is it right for you?
If you suspect you’re leaking pipeline but can’t name where, and you have a team who can act on findings, it fits. If you already know exactly what’s broken, you need execution, not a diagnosis. The quickest way to find out is a free 30-minute health check — if an audit isn’t warranted, I’ll say so.
Related reading
See when a two-week audit beats a six-month retainer and most “RevOps audits” are just CRM cleanups.