Where is your pipeline leaking money?
We audit your CRM and sales process end to end: capture, routing, follow-up, data quality, reporting. And show you exactly where leads leak and revenue slips, with a ranked fix list.
Your CRM is probably costing you deals
Leads come in and sit: no one owns the follow-up, so they go cold.
Half the records are duplicates or missing data, so reporting can't be trusted.
Reps work from memory and sticky notes instead of a real pipeline.
You can't answer simple questions like 'how many leads did we lose last month, and why?'
We find the leaks and hand you the fixes
We review how leads enter, get routed, followed up, and reported on, plus your data quality and automation. You get a scored health check and a prioritised fix list: from quick process tweaks to automations that stop the leaks for good. Backed by LBTEC's IT for clean, lasting setup.
How the health check works
Access + scope
On the consultation we agree read-only access and the parts of your pipeline that matter most.
Pipeline review
We trace a lead from capture to close and inspect routing, follow-up, data quality and reporting.
Scorecard
You get a scored health check across capture, follow-up, data hygiene, automation and reporting.
Fix list
A ranked action plan: quick wins first, then the automations that stop the leaks.
What you get
Lead-capture review
Where leads enter, and which sources quietly drop them.
Follow-up audit
Whether leads get worked on time, or die in someone's inbox.
Data hygiene score
Duplicates, missing fields and stale records that break your reporting.
Automation gaps
The manual steps that should be automated to stop the leaks.
Reporting check
Can the CRM actually answer your key revenue questions?
Prioritised fix list
A ranked plan from quick tweaks to pipeline automations.
Pricing
A focused audit of your CRM + sales process. Scoped on a free consultation. No payment online.
Health Check
- Full pipeline review
- Scorecard across 5 dimensions
- Data-hygiene assessment
- Prioritised fix list
- 30-min walkthrough
Fix + automate
- Everything in the health check
- We clean up and re-structure your CRM
- Automate capture, routing + follow-up
- Reporting dashboards set up
Managed RevOps
- Ongoing pipeline optimisation
- Lead scoring + nurture
- Monthly performance reporting
- Part of an AI transformation retainer
Every paid service starts with a free consultation: no payment online, no obligation.
Frequently asked questions
Which CRMs do you work with?
Most mainstream CRMs and pipeline tools. The health check focuses on your process and data, so it applies whatever platform you're on.
Do you need full access to our data?
Read-only access to assess is enough for the health check. Any clean-up or automation work is agreed and scoped separately.
Is there an online payment?
No. We scope and price on a free consultation, then invoice: there's no checkout on this site.
What's the difference between this and the audit fixes?
The health check diagnoses and prioritises. The fix-and-automate tier is where we clean up the CRM and build the automations that stop the leaks.
How long does it take?
Usually a few business days after the consultation, depending on the size of your pipeline and data.