Revenue Leakage Audit for Salesforce
Find out where revenue is leaking before the quarter tells you
30 minutes. You’ll leave knowing whether an assessment makes sense, even if you never hire us.
Most Salesforce projects start with a solution somebody already decided on. Six months later the org has a new feature and the same leak. We work the other way around. Measure first. Every engagement starts by finding where revenue actually leaves your system, what it costs you, and which fix pays for itself fastest. Sometimes the answer is a four-hour flow change, not a six-figure project. You’ll know before you spend.
What gets checked
Renewals and expansion
Contract linkage, renewal opportunity automation, ownership, timing. The place we most often find six figures nobody was watching.
Quote-to-cash
Our largest module at 84 checks. Approval bottlenecks, discount governance, quote-to-opportunity sync, catalog integrity.
Pipeline and opportunity hygiene
Stage duration, close date churn, blank Next Steps, deals aging past their sell-by date.
Data trust
Duplicates, missing amounts, field usage, whether your reports and your leadership's Excel files tell the same story.
Marketing-to-sales handoff
Lead conversion integrity, routing, what actually happens to an MQL after it converts.
Forecast integrity
Whether Commit means anything. Category discipline, forecast-to-activity consistency.
Product catalog and pricing
Stale SKUs, price book conflicts, bundle health. Every downstream quote inherits this layer.
Executive inspection
Can leadership answer "how much ARR renews next quarter" without a spreadsheet and a three-day wait?
The deliverable, not a slide of platitudes
A Revenue Leakage Score
One number your board can track quarter over quarter, backed by module scores across all eight areas.
ARR at risk, itemized
Not "data quality issues detected." A dollar figure per leak site, with the records behind it.
A ranked fix list
Every finding comes with an effort estimate and a business impact rating, sorted so the highest return work is on top.
An executive readout
A working session with your leadership, not a PDF dropped in your inbox. Questions welcome, jargon left at the door.
Reports look the same whether you run the Leak Scan or the Full Audit: one score, dollars at risk, and a ranked list of what to fix first.
If AI automation is on your roadmap and you run Salesforce, this is where it starts. Scoring renewals or pipeline only works when the underlying records are linked and complete, which is exactly what the audit measures. Clients who go on to an AI build get the readiness read for free, because it is already in the findings.
Three ways to run it
Leak Scan
$7,500 · 1 week
The fast pass. The highest-signal checks from all eight modules, a preliminary leakage score, and your top five risks priced in ARR. Right if you suspect a problem and need evidence before asking for budget.
Full Revenue Leakage Audit
$15,000 · 2 weeks
The complete library. All 300+ checks, stakeholder interviews, full module scoring, ARR at risk per leak site, executive readout, and a remediation roadmap with effort estimates. This is the flagship.
Audit + First Fix
$28,000 · 5 weeks
Everything in the full audit, then we stay and close the single biggest leak we found. You end with a lower-risk org, not just a report about one.
Fixed prices. No hourly meters, no scope creep, no surprise invoice.
We run the assessment read-only. The checks work from metadata, configuration, and aggregate counts: percentages, record counts, days-before-expiry averages. No customer names, contacts, or deal records leave your org, and nothing gets pasted into an AI tool. If your security team wants to review the access model first, good. Ours would too.
FAQ
What access do you need?
A read-only integration user for the queryable checks, and about three hours of interview time spread across your RevOps, sales ops, and finance contacts.
What if you don't find anything?
Then you get a clean report you can hand your board, and we’ll say so plainly. It hasn’t happened yet, but the report is honest either way.
Do we have to hire you for the fixes?
No. The roadmap is written so your own admin team can execute it. Some clients fix them internally, some ask us to deliver. Both are fine.
Why fixed price?
Because a diagnostic billed hourly has an incentive to wander. Fixed price means we’re rewarded for being fast and right, not thorough-sounding.
Two weeks from now you could know the number
Book the scoping call. Thirty minutes, no deck, no pressure. Worst case, you leave with a sharper picture of your own org.