You already paid to acquire the deals sitting in your CRM. We show you what is still recoverable, where follow-up broke down, and what your team should do next — before you spend another dollar on acquisition.
Built for agencies running 3–10 reps on HubSpot or GoHighLevel with real conversation history worth recovering.
That is the audit. Want yours?
Book my free auditPick a time below. We’ll show you where deals are going quiet, what deserves a second touch, and what your team should work first.
Read-only audit. No mass edits. Any outbound action stays behind human approval.
Name, email, and rep count only.
One honest read on what is actually in the pipeline — not what the stage names say, and not what everyone assumes is still alive.
Book my free auditDeals that still have history worth working
Open stages with no real owner action
Replies and proposals that quietly aged out
Ranked, so Monday starts with a list instead of a scroll
Most tools ask you to believe a case study from somebody else’s business. This runs on your CRM first, so you see the readout before you decide anything.
Book my free auditEvery rep has sent “just checking in.” It gets ignored because it’s about you, not them.
The follow-up that gets answered names what they actually said. The number they gave you. The objection nobody resolved. The date they said mattered.
It’s all sitting in your CRM already.
Nobody has time to go read it.
Most recoverable deals don’t vanish because the team lacked data. They go quiet one of five ways.
The proposal went quiet.
The next step never got set.
The rep moved on.
The real objection stayed buried in the notes.
Nobody came back with anything relevant to say.
That is the leak this audit is built to find.
Book my free audit
3–10 reps. Enough pipeline motion that silent follow-up becomes expensive fast.
HubSpot or GoHighLevel. One connect, nothing to import, nothing to install.
Real conversation history. Notes, calls, proposals, and email context worth recovering.
Want the other half? The free playbook preview reads four of your own calls — two you won and two you lost — and gives you back what the winners do that the losers don’t.
Pick a time and we’ll show you where the revenue is sitting. Name, email, and rep count only.
Book my free audit