FOR CMOS AT SERIES B AND LATER
Hit the number
with what you
already have.
Your board wants more pipeline from the same budget. Most of it is already in your CRM: leads nobody called, deals nobody revisited, customers nobody upsold. We find it, get it worked, and prove to your CFO what marketing added.
426 leads nobody called. Now every one has an owner and a date.
THE PROBLEM
Your pipeline target went up. Your budget didn’t. The gap is follow-through, not demand.
Spend that never reached a rep
Event, webinar and paid leads you already bought sit in the CRM with no owner and no first touch.
A credit fight instead of pipeline
Marketing says it sourced it, sales says the leads were bad. Nobody can prove either.
Budget set on last year’s split
Programs renewed on precedent, not on the pipeline each dollar produced.
A stack that grew faster than results
Seats nobody uses, two tools for one job, data that never reaches the CRM.
At the next board meeting you will be asked what marketing added. Attribution can’t answer that. A holdout can.
THE SOLUTION
Five audits. One goal: close the gap with what you already have.
RECOVER
Pipeline audit
Find every lead, deal and account nobody worked, and prove the result against a holdout.
See the pipeline audit →
STOP THE LEAK
Lead ops
Every event, webinar and syndication file to an owned CRM import.
See lead ops →
PLAN
Target audit
Test each market's target against its market, installed base and capacity.
Ask about the target audit →
SPEND LESS
Martech stack audit
Map every tool, cut what is unused, replace what a build does better.
See the martech audit →
GET NAMED
AI visibility audit
See whether AI assistants recommend you or your competitors.
See the AI visibility audit →
Every audit runs on exports read in your browser. Nothing is uploaded, and no AI touches your lead data.
USE CASES
When teams call us. And what they get.
SEE THE PRODUCT
Click through the pipeline audit.
The leads nobody worked
Ranked, with why each one stalled and what it could be worth.
Every leak sized against your gap
Eight frameworks, your own rates, switchable between the CMO and CRO lens.
Every lead checked
Deduped, matched to your CRM and checked against your consent wording, in your browser.
Every lead owned
One CRM import sets each owner and gives each rep a task.
Spend to pipeline, by program
What marketing sourced, what was followed up, and where to move budget.
Proof against a holdout
Worked accounts against held-out accounts. No attribution debate.
Sample data for a fictional company. Use the tabs, Next and Back, or the arrow keys.
DATA PRIVACY FIRST
Your lead data never leaves your browser.
The work happens on your machine. We only see counts.
We never ask for CRM logins, passwords or payment details.
Data-flow diagram available for your security review.
THE GAP BRIDGE
Eight places this quarter’s pipeline is hiding. Each one sized against your gap.
Every framework comes with its own work list, the owner who runs it, and how fast it turns into pipeline. Switch the view between CMO and CRO to see who leads what.
Never-called event leads
Badge scans and attendees nobody followed up.
Uncontacted inbound
Demo and contact requests sales never answered.
Paid-lead leak
Syndication and paid leads bought, then never worked.
Recycled MQLs
Rejected leads worth re-qualifying.
Closed-lost revisit
Timing and budget losses nobody reopened.
Customer whitespace
Products your healthy customers don’t own yet.
Champion moves
Buyers who changed company, and can open a new logo.
Lookalikes of your wins
Accounts that match the customers you already won.
DO NOTHING VS RUN THE AUDIT
Doing nothing is not free. Here is what the audit pays off.
| IF YOU DO NOTHING | IF YOU RUN THE AUDIT | |
|---|---|---|
| Leads nobody called | They age out. Most will never hear from you. | Every one found, valued and given an owner with a first-touch date. |
| The pipeline gap | Stays open, so the answer is to buy more leads. | Closes with pipeline you already paid for, before new spend. |
| Next event and webinar budget | Approved on gut feel, or cut on gut feel. | Decided on which programs actually produced pipeline. |
| The board conversation | "Marketing generated the leads; sales didn't follow up." Nobody can prove either way. | One readout: what leaked, what was worked, and the lift against a holdout. |
| Next quarter | The same leak repeats with every new event. | New lead files reach a rep within two days, and the leak stays shut. |
WHAT ONE QUARTER PAID OFF · SAMPLE COMPANY
Doing nothing has a cost too: every lead that ages out is budget already spent, and next quarter's plan starts from the same gap.
Sample figures from a fictional company. Your results depend on your leads, your team and your follow-up.
WHAT YOUR BUSINESS GETS
What a CMO gets in one quarter.
More sourced pipeline, same budget
Every lead nobody worked is found, valued and owned, with a first-touch date.
Event leads worked while warm
A clean, consent-checked CRM import with owners, the day the file arrives.
A number the board trusts
A holdout shows what working the leads added, with the limits stated.
Targets you can defend
Each market tested against its market, installed base and capacity, with CRO and CMO sign-off.
Stack savings back into programs
Every tool mapped: keep, cut, consolidate, or replace with an AI build.
One number with your CRO
Sourced and influenced pipeline, coverage, forecast and slippage from the same data.
WHY NOT JUST USE THE CRM?
Your CRM records what happened. We find what it is not showing you.
| MANAGING IT IN YOUR CRM | WITH PIPELINEAUDIT.AI | |
|---|---|---|
| Finding what leaked | Someone builds and reads reports, if there is time | Every lead, deal and account nobody worked, found and valued in week 1 |
| New lead files | Cleaned and imported by hand, days after the event | A clean, consent-checked import with owners, the day the file arrives |
| Ownership | Routing rules apply to new leads from today on | Unowned leads shared out; owners and rep tasks in one import |
| Consent | A field someone fills in | Every lead checked against your actual notice and local rules |
| Proof | Attribution reports argue about who gets credit | A holdout shows what working the leads actually added |
| Your stack | Tools added one at a time, renewed by default | Mapped end to end: what to cut, consolidate or replace with an AI build |
| Your CRM | Your system of record | Still your system of record: we read exports and hand back a file to import |
We don't replace your CRM. We find the pipeline sitting in it, put the work back into it, and prove what it added.
GETTING STARTED
From booking to first readout in two weeks.
Book a pipeline audit
Thirty seconds: your work email, average deal size and when you would start.
Fit call
Thirty minutes on your gap, your markets and your lead sources. If it is not a fit, we say so.
Two exports
Your RevOps lead runs them with our Salesforce or HubSpot guide. Files stay in your browser.
First readout
What leaked, what it is worth, who works it, and a one-page readout for your CFO and board.
FAQ
Questions buyers ask.
Who is this for?
CMOs at Series B and later B2B companies: a sales team, a CRM, an average deal of US$30K or more, and a pipeline number marketing is measured on. If you run events, webinars or paid programs and can’t yet prove what they added, this is built for you.
How is this different from our CRM?
Your CRM records what happened and routes new leads from today. It does not look back at what nobody worked, check it against what people consented to, or prove what working it added. We do that in two weeks, using your CRM's own exports, and write the result back into it. We don't replace your CRM; we make the pipeline already in it count.
Our RevOps team could build this.
Some of it, yes. A "leads with no activity" report takes an afternoon. The holdout, the consent check against your notice, the eight frameworks and quarter-over-quarter proof usually take a quarter of RevOps time that is already committed elsewhere. We are live in two weeks.
We already have attribution.
Attribution decides who gets credit. A holdout shows whether the work added pipeline at all: worked accounts against accounts nobody touched, at day 90. They answer different questions, and CFOs trust the second.
Will this mess up our CRM?
No. It reads exports and never logs in. Owner changes come back as a file your team imports, and nothing changes without their say.
What if our CRM is already in good shape?
Then the audit will find less, and the first readout shows that within two weeks. If routing is strict, follow-up is fast and data is clean, you may not need us, and we will say so.
Next quarter's pipeline is already in your CRM.
Two exports, two weeks, and a holdout your CFO will accept. Walk into your next board update with what marketing added.