In 48 hours, I map exactly where your pipeline is losing deals — pipeline stage drop-offs, CRM data gaps, handoff friction. One-page diagnostic report. Three prioritized actions. No retainer required.
You're scaling the team — adding reps, tools, managers. But "where exactly are we losing deals?" still doesn't have a clean answer. Every forecast relies on gut feel more than validated data.
Pipeline stages don't reflect reality. Deals move forward based on rep optimism, not objective criteria. Stage conversion data is noise, not signal.
The handoff between Marketing → Sales → CS creates invisible friction. Data drops. Context disappears. Accountability diffuses. Revenue leaks through the cracks.
Exactly which stage is losing the most deals — and why. Conversion rates by stage, drop-off patterns, velocity analysis.
Which fields are unreliable, which records are incomplete, and where data decay is costing you forecast accuracy.
Where the Marketing → Sales → CS transition breaks down. Response time gaps, SLA violations, context loss zones.
Not a 40-page strategy deck. Three specific, sequenced actions your team can implement in the next 30 days.
Anonymized CRM export or read-only access. 30 minutes of your time maximum. I handle the rest.
SQL-based pipeline analysis, stage conversion mapping, CRM data integrity audit, handoff friction detection.
One-page diagnostic report with visual pipeline map, health scores, and three prioritized actions — delivered by email.
Optional. We review the findings together, answer questions, clarify next steps. No upsell pressure.
Reply within 24h · No retainer · No obligation beyond the audit
Mechanical engineer turned Revenue Operations Analyst. I approach commercial systems the way engineers approach infrastructure — if it isn't measurable, it isn't manageable.
I built a full-stack revenue intelligence system consolidating 11 data sources into a $13.1M revenue engine — including predictive churn detection (23.1% identified) and a What-If profit simulation projecting $4.5M uplift. SQL → Salesforce → Power BI, end to end.
The ROS Audit applies that same engineering precision to your commercial stack — in 48 hours, at a fixed price.