GTM Audit & Revenue Diagnostic
Find exactly what's broken before you spend another dollar fixing the wrong thing.
Book a Strategy CallOverview
Most B2B teams don't have a tools problem — they have a configuration problem. The right software is in place but nobody has ever audited whether it's actually working. Deals slip through gaps nobody mapped. Sequences fire to the wrong contacts. Forecasts are built on stale data.
Our GTM Audit gives you a complete picture of your revenue operations health in 2–3 weeks. We review every layer: HubSpot object structure, pipeline stages, workflow logic, data quality, integration health, and outbound sequence performance.
You get a prioritized fix list — not a 100-page report nobody reads. We tell you what's actively costing you pipeline right now, what can wait, and what to build next.
Deliverables
- Full GTM stack audit (HubSpot, Clay, Apollo, and connected tools)
- Pipeline & forecasting health report
- Data quality & integration assessment
- Prioritized 90-day fix list
- Executive readout with key findings
Tools we use
Who this is for
Teams that have invested in tools but aren't seeing the results
Revenue leaders who don't trust their CRM data
Companies preparing for a larger RevOps build
Founders who suspect pipeline is leaking but can't pinpoint where
What you walk away with
Clear visibility into where pipeline is being lost
Confidence in your forecast and CRM data
A prioritized roadmap your team can act on immediately
Frequently asked questions
What does a GTM audit actually cover?
We audit your HubSpot setup (objects, pipelines, properties, workflows), your outbound stack (Clay, Apollo, sequences), data quality across contacts and companies, and how well your tools are integrated. We look for gaps, misconfigurations, and anything that's actively costing you pipeline.
How long does the audit take?
Typically 2–3 weeks from kick-off to final readout. We need read access to your tools and about 2 hours of your time for a discovery call and final presentation.
Do we need HubSpot for this?
HubSpot is our primary area of expertise, but we can audit other CRM setups as well. The audit covers your full GTM stack regardless of which tools you use.
What happens after the audit?
You get a prioritized fix list. Many clients move directly into our HubSpot Architecture & GTM Build engagement. Others take the report in-house and execute themselves. Either way, you leave with clarity on exactly what needs to happen.
Is this just for large teams?
No — we work with B2B teams of 1–50 people. The audit is especially valuable for teams of 5–20 who have grown past the scrappy stage and need to understand what's holding their revenue motion back.
Ready to get started?
Book a 30-minute strategy call. We'll review your current setup and tell you honestly what needs to happen first.
Book a Free Strategy Call