Give us read-only access. Our team runs the full diagnostic — every workflow, every integration, every dollar of waste. You walk away with a prioritized roadmap of every leak and every fix to make.
No questionnaires. No workshops. You grant access. Our team runs the full diagnostic using the framework we've refined across 150+ engagements.
That's it. One step. No data leaves your system. No calls to schedule.
From access granted to a prioritized roadmap in your hands. Every step runs on our side — you stay focused on the quarter.
You grant read-only access. Diagnostic starts immediately. No onboarding call required.
Our team runs the complete framework. Every layer audited, every finding scored and documented.
You get the full findings report plus a live call where we walk through every issue and fix.
Five questions. Two numbers worth knowing: the hard-dollar recovery your CRM is sitting on right now, and the soft impact sitting behind it. Both built from the averages we see across 150+ audits.
Every finding scored by severity, mapped to a category in your CRM, with a specific recommendation. Below: a real sample (anonymized) from a recent audit.
These aren't edge cases. They're patterns. The question isn't whether they exist in your system — it's how much they're costing you.
Inactive users, duplicate tools, features paid for but never used. Average savings: $1.5K – $5K/mo.
Workflows that overlap, conflict, or fire without anyone understanding what they do. Silent data corruption.
Data drifting between your CRM and other systems. Reports say one thing, reality says another.
Missing fields, inconsistent stages, and broken attribution making forecasts unreliable.
Leads waiting hours for follow-up because routing rules are stale, broken, or missing entirely.
Duplicates, dead properties, inconsistent formatting clogging every report and dashboard.
The audit shows you where the system is broken. Whether you fix it with us or on your own — here's what changes when the leaks close.
Clean data and consistent stages mean your pipeline finally reflects reality.
Right lead, right rep, faster follow-up. Pipeline velocity increases immediately.
Automations that work, integrations that sync, reports you can trust.
No more manual workarounds, report stitching, or chasing down bad data.
Your CRM is a revenue engine. We'll show you exactly where it's leaking pipeline, killing rep productivity, and hiding the data you need to hit number.
Original research and field reports from inside the CRM systems of B2B SaaS companies. Written by the operators who run the audit — for the CROs, RevOps leads, and PE operators who have to fix what we find.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
