Where is your revenue leaking?
Three questions from our free Revenue Health Scorecard. No email, no account. The full version has nine.
Same four moves, every time.
The whole system, first call to paid invoice. Fixed scope, agreed up front.
Map
Trace every system, handoff and person from lead to invoice.
You get: a process mapFind
Rank every duplicate, blank field and re-typed step by cost and risk.
You get: a ranked gap listFix
Build it in your tools. Rules for who can change what.
You get: working systems, not slidesProve
Report follow-up, handoff and quote-to-invoice time. Automation goes on last, in a small scope.
You get: numbers you can trustWhat lands on your desk.
This is the format of what you get. Sample data only.
Audit report: gap list (sample)
| Leak | Where | Fix | Priority |
|---|---|---|---|
| Quotes with no follow-up date | CRM | Required next-step date | Fix first |
| Duplicate customer records | CRM + ERP | Merge, set owner system | Fix first |
| Won jobs re-typed into ERP | Handoff | One-way sync on close | Fix next |
Illustrative sample. Not findings from any client.
Deal sheet: before / after
| Before | After |
|---|---|
| example supply co · sent · jen? | Example Supply Co. · Proposal · JR |
| Sample Mechanical · demo done · (ask Mike) | Sample Mechanical · Discovery · MK |
| Demo Builders · Won · blank | Demo Builders · Lost: price · DR |
Made-up names. Not a client result.
Who stands behind the work.
“Most CRM problems aren’t software problems. They’re data and process problems wearing a software costume.”
Gage Staruch, founder. Gage scopes, reviews and stands behind every engagement. No account managers in between. Based in Maricopa, Arizona. Working across the US.
Pick the path that fits.
Revenue Systems Audit
Fixed-price audit of your CRM, ERP and handoffs, with a ranked fix plan and a recorded walkthrough. Retainers if you want us to build it.
Fixed-price setups and kits
Missed calls, quote follow-up, reviews and unpaid invoices. No calls, no contracts.
See small business help →Stop the leaks. Then grow on clean data.
Tell us what’s broken. A few lines is plenty. Gage replies within 2 business days.
Book a free fit call