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is broken.
Let’s find exactly what.

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Your team is busy but deals aren’t closing

High activity, low conversion. The effort is real. But without knowing where the funnel breaks, pushing harder only produces more of the same result.

Deals keep stalling at the same stage

Proposals go quiet. Follow-ups get ignored. The pattern repeats every cycle and no one can explain exactly why — which means it can’t be fixed.

Your forecast is a guess, not a number

Every quarter is a surprise. Your CRM data doesn’t reflect reality. Board conversations about pipeline are uncomfortable because you can’t defend the number.

Your best rep left and took the process with them

Revenue lived in one person’s intuition. Now you’re starting from scratch with no documented system to hand to the next hire — or the next quarter.

You’ve hired more reps but conversion hasn’t moved

More headcount, same close rate. The problem scales with the team because it’s structural — it lives in the process, not the people.

You’re not certain your ICP is right

Some deals close fast and renew well. Others drag for months and churn early. You’re not sure which buyers are actually worth pursuing — and neither is your team.

What’s included

Six areas. Full diagnostic. One prioritised fix list.

Every finding is ranked by revenue impact — not ease, not what’s most comfortable to fix. You leave knowing exactly what to do first.

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Everything ends with a 90-minute live debrief call

We walk through every finding together. You ask questions. We clarify the fix list. You leave knowing exactly what to do and in what order — no report sent and never heard from again.

01

30-minute intake call

We confirm the audit is the right fit, gather context on your business, team size, revenue stage, and what you’ve already tried. No pitch — just an honest assessment of whether this makes sense for your situation right now.

Day 1

02

You share your data

We send a simple checklist. You share what you have — CRM export, pipeline stage definitions, recent proposals, outreach sequences, close rate data. Takes about an hour on your side. Any CRM works. A spreadsheet works. No CRM at all is itself a finding.

Days 2–3

03

We run the diagnostic

Full analysis across all six areas. We build the written report with findings, root causes for each one, and the prioritised fix list. Delivered to you async before the debrief call so you can read it in advance and come with questions.

Days 4–9

04

90-minute debrief call

We walk through every finding together. You ask questions, challenge assumptions, and clarify anything that needs more context. You leave with a fix list you understand completely and a clear picture of what to do in the next 30, 60, and 90 days.

Day 10

“We had been guessing for almost two years about why our close rate wasn’t improving. The audit found three specific problems in our pipeline we had never even considered looking at. The fix list alone was worth ten times what we paid.”

— B2B SaaS Founder, LATAM *(replace with real client name before launch)*

“I expected a generic report. What I got was a detailed breakdown of exactly where our deals were dying and a prioritised plan that we started implementing the same week. Three months later our qualified pipeline was up 3×.”

— CEO, Infrastructure Services, Lima *(replace with real client name before launch)*

Do I need a large team for this to be worth it?

No. The audit works from two reps upward. Smaller teams often produce the clearest findings because there’s less organisational noise — and fixing one structural problem moves the whole number immediately. Solo founders who sell are also a good fit.

What CRM do we need to have in place?

Any CRM works — HubSpot, Salesforce, Pipedrive, Zoho, or even a well-structured spreadsheet. If you have no CRM at all, that is itself a significant finding and one we address in the fix list. We work with what you have and build forward from there.

How much of our time does this actually take?

Approximately two hours total across the full engagement. One hour gathering and sharing your data after the intake call, and 90 minutes on the debrief call when we walk through findings. You are not doing the analysis — we are. Your job is to give us access to the data and show up to the debrief ready to ask questions.

We sell a complex or technical product — will the audit still apply?

Yes — and this is exactly the environment the audit was built for. The methodology comes from 15 years of selling in infrastructure, energy, mining, and telecoms in LATAM — long cycles, technical buyers, multiple stakeholders, procurement processes. Complex deals have more variables to diagnose, which means more opportunities to find and fix revenue leaks.

What language is the audit delivered in?

Spanish or English — your choice. The written report and all materials are produced in whichever language you prefer. The debrief call is in whichever language is most comfortable for your team.

What happens after the audit?

You have a clear fix list and can implement it independently. Many clients do exactly that and get significant results from the audit alone. If you want support implementing the changes, we offer a done-with-you consulting engagement — but there is no pressure. The audit stands completely on its own as a useful deliverable.

Can I try something before committing to the full audit?

Yes. Download the free Sales Scorecard — it’s a self-guided version of the same diagnostic framework. Takes about 90 minutes to complete. If it reveals gaps you can’t confidently close alone, that’s the right signal to book the full audit. If you can fix everything yourself, that’s a legitimate outcome too.

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