Pipeline Audit
Pipeline Audit
A focused, time-bounded engagement that diagnoses where your pipeline is leaking, where conversion gaps exist, and what commercial friction is costing you revenue.
Features
Funnel Audit
Map every stage from first touch to closed-won and identify where prospects drop off. Quantify conversion rates at each transition and benchmark against realistic targets.
Qualifier Map
Document your qualification criteria — MQL, SQL, Opportunity — and test whether they're actually being applied. Compare predicate-based definitions against current practice.
Handoff Rules
Audit the marketing-to-sales handoff for timing, data completeness, context passing, and follow-up SLAs. Identify where leads stall between teams.
Loss Taxonomy
Categorise why deals are lost so you can fix systemic issues, not just symptoms. Build structured capture at deal close with trend analysis and pattern detection.
The Problem I Solve
Pipeline looks healthy at the top but revenue is flat. Marketing says they've hit lead targets. Sales says the leads are rubbish. The truth is somewhere in between, but nobody has the data to prove it because the pipeline instrumentation is broken.
A pipeline audit cuts through the politics and diagnoses the actual issues — with data.
Typical Outcomes
- 2–3 specific pipeline fixes implementable within 30 days
- A documented loss taxonomy that reveals patterns in closed-lost deals
- Clear handoff rules between marketing and sales with SLA timers
- Qualification criteria upgraded from arbitrary scores to predicate-based definitions
Who This Is For
- RevOps teams who suspect pipeline quality issues but can't pinpoint the problem
- Companies where marketing claims lead targets are hit but sales says pipeline is weak
- Teams preparing for a CRM migration and want a clean baseline
- Leadership teams who need to improve forecast accuracy
Related Solutions
- Audit Pipeline — The diagnostic methodology in detail
- Fix Routing — Repair lead routing based on audit findings
- Model CRM — Redesign CRM schema to support clean pipeline data
Related Use Cases
- For RevOps Teams — Fix routing, track health, and improve reporting
- For Sales Teams — Define stages, clarify handoffs, and reduce waste
- For Leadership — Data-driven pipeline visibility for forecasting
→ Book a Consultation — Let's find where your pipeline is leaking.
Or email directly: tim@hiretimothysolomon.com
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