New records sit without an owner or next action.
Fixed-scope service
CRM & Revenue Leak Audit
Find where leads, calls, quotes, and follow-ups are getting stuck. This fixed-scope review looks at your CRM, ownership, lead handling, and follow-up, and turns a vague sense that something is off into a clear, ranked fix list.
Does this sound familiar?
This is a fit if you recognize any of these.
Quotes and stale opportunities disappear from daily work.
Your team and your CRM don't agree on what stage a deal is really in.
Reports cannot be trusted without a manual spreadsheet check.
Workflows fire at the wrong time or nobody knows what they do.
The team works around the CRM because the CRM does not match the process.
Leads are scattered across email, texts, spreadsheets, and the CRM instead of one place.
What you get
A clear package, not a mystery build.
- CRM and workflow review
- Revenue leak map
- Prioritized issue list
- Risk and impact scoring
- Recommended fix sequence
- Recorded or written walkthrough
- Clear next action plan
What this doesn't include
Keeping the scope honest
- The audit does not include a full CRM rebuild.
- No production workflow is changed without a separate approved implementation scope.
- The review works from exports, screenshots, and walkthroughs. Password sharing is not required for the first pass.
Working process
We map it before we touch anything.
Each step has an owner, an input, an output, and a way to check it worked.
Collect
Review the current pipeline, fields, workflows, reports, and handoff evidence.
Trace
Follow representative leads and quotes from capture through ownership and next action.
Score
Rank issues by operational risk, revenue impact, and effort to repair.
Sequence
Document the safest fix order and identify what can stay as-is.
Control Exception Output
Supported systems
Built around the tools already doing the work.
HubSpotGoHighLevelAirtableGoogle SheetsShared inboxes
Questions
What to expect, explained clearly.
Do you need administrator access?
Not for the first pass. Screenshots, exports, workflow views, report views, and a short walkthrough are usually enough to identify the main risks.
Will you fix anything during the audit?
The audit is diagnostic. Production changes are not included. Any correction is handled through a separately approved implementation scope.
What if the CRM data is already messy?
That is a normal starting point. The review identifies which data problems block ownership, follow-up, lifecycle logic, or reporting and which issues can wait.
Next step
Bring the problem. Leave with a clear scope.
Tell Justin what is breaking. You will get a fixed scope and a straight recommendation, whether or not you hire JITAI to implement it.