Skip to main content

See where revenue comes from.
Fix where it leaks.

In two weeks I map where your leads come from, where deals stall and which manual work takes your team's time. Then we decide what to automate, based on what we found.

Book a 30-minute callSee what the audit includes

No build recommendation until the leaks are visible. The audit is useful even if we stop there.

What you get
A map, a roadmap, a decision.
  1. 01
    Revenue visibility map
    One document showing every lead source, conversion stage, and leak point in your current system.
  2. 02
    Prioritised roadmap
    Concrete next steps, sequenced by impact — visibility, automation, AI, adoption — with estimated time saved per step.
  3. 03
    Workshop presentation
    90-minute session where your leadership team walks through the findings and decides what to build first.
  4. 04
    Build decision
    A clear yes/no on whether the Growth System Build is the right next move — no pressure, no upsell.
How to get started

Use the audit when you need evidence before automation.

Best for
Companies whose enquiries, quotes and projects are recorded in a CRM, Merit or spreadsheets, but it isn't clear where money or time is lost.
First step
A 30-minute call to confirm the systems, data, and leadership question.
You get
Revenue map, leak points, prioritized roadmap, and a build/no-build decision.
Timeline
Two-week diagnostic with a leadership walkthrough at the end.
Not a fit
You have no live lead, sales, or workflow data yet and only need broad strategy ideas.
Client result

Make Me Feel — A paid first step, calls to past clients and monthly memberships from August, built in weekly sessions over the summer.

0 → 30Monthly members, June → October36 → 88Avg. visits a week, Jul → Sep
Read case study
Clients and partners
Haridus- ja
Teadusministeerium
BildexKraussSkymobile
Why visibility first

If you cannot see it, you should not automate it yet.

Most teams jump into AI agents and automation before they know where their revenue actually comes from. The result: workflows that look impressive in a demo but never change the business.

The Growth Audit is the deliberate step before that. We trace every lead, deal and operational task across your stack, write down what works and what leaks, and hand you a prioritised roadmap — in plain language, with measurable outcomes.

Revenue Leak Mapsample · 30dExample view, not client data
Revenue Leak MapSample funnel: 412 leads become 184 qualified (drop 55%: no qualification), then 58 proposals (drop 68%: slow follow-up), then 17 won deals (drop 71%: weak proposals). Overall lead-to-won rate 4.1%, three leak points, roughly €38k at risk per month.4121845817-55%-68%-71%
412
Leads
184
Qualified
58
Proposals
17
Won
-55%No qualification
-68%Slow follow-up
-71%Weak proposals

Sources: Meta · Google · Referrals · Cold · Organic

4.1%
Lead→Won
3
Leak points
€38k
At risk / mo

Illustrative. Your map is built from real CRM, ad and workflow data during the audit.

What the audit covers

Eight dimensions, one map.

  • 01

    Lead sources

    Which channels bring real revenue, not just traffic.

  • 02

    Conversion paths

    Where deals accelerate — and where they get stuck.

  • 03

    Response times

    Time to first response, follow-up gaps, handovers between people.

  • 04

    Team workflows

    What the team actually does manually every day.

  • 05

    Data quality

    What your CRM knows, what it misses, what it lies about.

  • 06

    Reporting gaps

    What management needs weekly vs. what exists today.

  • 07

    AI-ready workflows

    Which processes are stable enough to automate.

  • 08

    Risk and team use

    Who owns each system, and how the team actually uses it.

How it runs

One experienced specialist runs the audit from start to finish over two weeks.

  1. 01

    Kickoff

    Half-day session with founder and leadership. We look at your stack, pipeline, and current metrics together.

  2. 02

    Evidence collection

    We analyse CRM data, process recordings, tool access, and short calls with 2–4 key people.

  3. 03

    Synthesis

    We map the full revenue flow, mark every leak, and score each automation candidate by ROI and readiness.

  4. 04

    Workshop

    Live walkthrough of the map, roadmap and recommendations. You leave with answers and ownership.

Who this is for

Small companies, usually 2–20 people.

A good fit for service businesses, construction and project companies, consultancies and agencies that already have data on enquiries, quotes or projects, whether in a CRM, Merit or spreadsheets. Larger teams fit too when the person in charge has a clear question they need answered.

In a construction company, the question might be whether projects stay on budget. At Bildex Grupp, each project's costs from Merit are now checked against its estimate every morning.

See the Bildex case

Ready to see the full picture?

A 30-minute call is enough to confirm fit and scope the audit.

Book a 30-minute call