Sample audit

What the deliverable actually looks like.

This walks the same nine deliverables a real engagement produces, on a subject built for the purpose. Every figure below is synthetic and labeled as such. The method is what is on display, not the numbers.

Subject
Composite phone-led B2C services business
Revenue path
Paid search and paid social into an inbound sales floor
Volume
4,200 marketing-sourced calls a month
Sales floor
22 seats

Deliverable 01

Current-state revenue path map.

The path is drawn before anything is scored. Routing is where this business loses the most, so that is where the audit concentrates.

Current-state revenue pathIllustrative sample
  1. Demand
  2. Capture
  3. Qualify
  4. RouteConstraint
  5. Sell
  6. Follow up
  7. Revenue
Demand is healthy. The path breaks after the call connects and before a licensed agent picks it up.
Synthetic figures from a composite phone-led business. Not a client result.

Deliverable 02

Unit economics baseline.

Marketing reports a CPA inside the allowable number. Once sales labor, technology, and handling time are loaded in, every sale is closing below what the margin can carry.

Unit economics baselineIllustrative sample
Allowable CPA$410What the contribution margin can carry.
Marketing CPA$338What the ad platforms report.
Fully loaded CPA$597With sales labor, tech, and handling time.
Gap per sale$187Every sale is sold below the allowable number.
Synthetic figures from a composite phone-led business. Not a client result.

Deliverable 04

5Cs sales execution review.

5Cs sales execution review, 40 call sampleIllustrative sample
  1. C

    Cue

    Own the conversation
    2.4/5

    Say the card, not your guess.

  2. C

    Capture

    Own the data
    1.8/5

    If it isn't captured, it didn't happen.

  3. C

    Check

    Own reality
    2.0/5

    Check the call against the cards.

  4. C

    Calibrate

    Own the adjustment
    3.1/5

    Fix the card, not the rep.

  5. C

    Codify

    Own the system
    1.5/5

    The proven way becomes THE way.

Synthetic figures from a composite phone-led business. Not a client result.

Deliverable 06

Findings register.

Notice what the second finding does not have: an opportunity range. Where the evidence cannot support a number, the register says so rather than inventing one.

Findings register, three rowsIllustrative sample
F-03RouteHigh confidence

Thirty-one percent of first calls reach a queue with no licensed agent available.

Evidence
Telephony logs for 90 days cross-checked against the agent schedule and a 40 call listening sample.
Business consequence
Callers who abandon at the queue are re-marketed and re-purchased later in the month, so the same buyer is paid for twice.
Annual opportunity range
Conservative$310kExpected$540kUpside$780k
What would falsify this
If abandoned callers already return organically within the same billing period, the double purchase is not real and the range collapses.
F-07CaptureHigh confidence

Campaign source does not survive past the first CRM write.

Evidence
Field-level audit of 12,000 CRM records. Source is present on creation and null on 84 percent of closed-won records.
Business consequence
Spend cannot be reconciled to gross profit by source, so budget is allocated on cost per lead rather than on what actually closes.
Annual opportunity range
ConservativeNot quantifiedExpectedNot quantifiedUpsideNot quantified
What would falsify this
If a warehouse copy retains the original source values, this is a reporting defect rather than a data-loss defect.
F-11Follow upMedium confidence

No second contact attempt on 62 percent of qualified but unclosed calls.

Evidence
Workflow inspection plus activity history on 90 days of opportunities in the qualified stage.
Business consequence
Qualified demand that has already been paid for expires without a documented second attempt.
Annual opportunity range
Conservative$120kExpected$260kUpside$450k
What would falsify this
If reps are following up on a personal phone or by text outside the CRM, the activity exists and only the record is missing.
Synthetic figures from a composite phone-led business. Not a client result.

Deliverable 08

30/60/90-day repair roadmap.

Sequenced so the double-purchase stops first. Every item names an owner and the KPI that proves it worked.

30/60/90 repair roadmapIllustrative sample
  1. 30 days

    Stop paying twice for the same buyer

    • Add licensed-agent availability to the routing rule and hold overflow in callback rather than queue.Owner Director of Sales OperationsProof KPI Queue abandon rate on first calls, weekly.
    • Restore campaign source as a locked field that later writes cannot overwrite.Owner CRM AdministratorProof KPI Percentage of closed-won records carrying a source value.
  2. 60 days

    Make the second attempt a system, not a habit

    • Build one follow-up sequence with a required disposition before an opportunity can age out.Owner Sales ManagerProof KPI Share of qualified opportunities with a logged second attempt.
    • Score a rolling 30 call sample against the 5Cs each week and calibrate the card, not the rep.Owner Quality LeadProof KPI Capture score trend across the 5Cs.
  3. 90 days

    Reconcile spend to gross profit

    • Publish one weekly view running traffic to inquiry to qualified to sold to collected revenue by source.Owner Revenue OperationsProof KPI Cost per sold customer by source, reconciled to finance.
Synthetic figures from a composite phone-led business. Not a client result.

Your version

Yours would carry your numbers.

Same nine deliverables, same evidence standard, traced against one real path in your business.

$7,500 fixed fee · 15 business days · One complete revenue path

Book a 15-minute fit callRead the full scope