The Revenue Audit
See the revenue sitting in your customer base within a week.
You bring your customer list, your product list and a record of who owns what. We come back with the gaps nobody is working: which accounts, which products, what each is worth, and what to do first.
Figures on this page are sample data from a worked example. Your audit reports your own numbers.
What you bring
Three lists you already have.
Spreadsheet exports are fine. No CRM required, no system access, nothing to install.
Your customers.
Company names, plus whatever you hold about their size, type or region. The more context, the sharper the ranking.
Your products or services.
What you sell and what it costs. Prices are what turn gaps into pound figures.
Who owns what.
Which customer has which product today. Usually a straight export from invoicing or billing.
If you have price lists that set out who can buy what, bring those too. They sharpen the findings, but they are optional. Without them we assume any customer could buy anything, and we say so clearly in what you receive.
If your file needs more preparation than the audit allows, we tell you before we start, not after.
What happens
Five steps across one week.
About a week elapsed, and roughly a day of your team’s time in total. The rest of the work is ours.
We load your data and review what it can tell us.
Before any analysis, you get an honest read on coverage: what the file shows, what it cannot, and anything worth fixing first.
A 30-minute working session.
Together we write a handful of rules in your own commercial language. Things like mid-market customers without your premium tier.
The engine runs your rules.
Every rule is checked against every customer. Each gap it finds is valued from your own prices and carries its evidence.
We rank what it found.
Ordered by value and account quality, with the top ten flagged and a recommended first move for each. Anything the data makes doubtful is marked as doubtful.
A findings session in your own workspace.
Forty-five to sixty minutes walking the results together, live, in the workspace where they were built. It ends on one question: who picks up the top five?
What you receive
A working document, not a slide deck.
From the worked example
£216,400
of open opportunity value across 24 accounts
Sample data. Your audit reports your own numbers.
The headline.
The total value found, how many accounts carry it, and where it concentrates.
A readiness read on your data.
What your data could and could not tell us, with the two or three fixes that would reveal more.
The top ten, valued and evidenced.
Each one names the account, the missing product, the value, and exactly why it qualifies.
First moves.
Five named next actions, so the week after the audit is already planned.
Everything is built in a workspace of your own, and it stays live there after the findings session. Nothing arrives as a PDF and goes stale.
Ready to see your own numbers?
It starts with one email. Tell us a little about your business, roughly how many customers and products you have, and we set the week up from there.
The audit runs in a workspace of your own. Your data stays yours and is deleted on request.
We promise visibility, not magic. Every figure traces to your own prices and carries its evidence.
If your data is too thin to find anything worth your time, we say so before we start.
Prefer email? Write to us and we will set it up.
The fee is agreed up front, before you send anything.