Growth that doesn't start with adding more.

What Gets Examined

Twenty Things. Three Places They Hide.

Inside the CRM

Pipeline, forecast, stages, data quality. Where most reviews start and stop.

Outside the CRM

Software nobody opens. Margin given away at the close. Work delivered and never invoiced. Renewals.

People and capacity

Territory fairness before rep performance. What attrition actually costs. Selling time lost to admin.

Almost nobody carries one list across all three. Which is the only way the trade-offs between them can be ranked against each other. See all twenty →

What You Actually Get

What’s Leaking. What It Costs. What To Fix First.

A numbered list, in the order to work it, with a figure and a name on every line.

What it isA yearWhyOwner · proves in

1 Software nobody opens $145,000Verifiable Nobody owns the renewal list Ops & finance · Next invoice

2 Discount given away at the close $174,000 – $261,000Range Approval exists, nobody holds to it Sales leader · One sales cycle

3 Deals in the pipeline that are not alive $357,600 – $927,600Range The system allows it RevOps · One sales cycle

4 A forecast built on fields nobody maintains $223,200 – $352,800Range Set up wrong RevOps · One quarter

5 Work the system asks reps to do by hand $170,400 – $271,200Range Never automated RevOps · One quarter

6 Expansion nobody asked for $481,000 – $962,000Range No motion exists Sales leader · One renewal cycle

7 Renewals with no owner and no date $396,000 – $712,800Range No defined process Renewals · One renewal cycle

A worked example on a fictional $48M company — the format, not a client result. Note the order. The biggest number sits sixth, because it will not report back for a year.

It arrives written, before we talk.

Twenty-four hours ahead, so you read it without me in the room.

Findings by tier — proven, estimated, and risks I will not price
A scorecard against best-in-class
A thirty-day plan
An owner on every item
What you can fix without me
What I would refer out

Why Me

The Fix Is Never Something You Buy.

Which leaves me free to tell you when the answer isn't a tool.

A vendor can't tell you it isn't a tool A HubSpot partner earns when the answer is more HubSpot. Neither they nor a Salesforce integrator is free to say the problem isn't software.

Every finding says what kind of problem it is A setup error, a habit, a missing process, or a decision nobody is holding to. The last is the most common, and no purchase fixes it.

And I stay to fix it Clean the data, take the baseline, then rebuild — in that order, because a baseline taken after the fix proves nothing. I don't resell software and I don't take referral fees.

The Credential · Out Now

Silent Revenue Killers

The Everyday Losses Draining Your Profit

Thirteen patterns that quietly drain revenue from healthy companies — each one costed, each one with a fix. The book is where this method came from, and it is the fastest way to judge whether I am worth twenty minutes.

Read About The Book

"There will probably be moments where parts of it feel familiar in an uncomfortable way. I think that is part of what makes it useful."

Allen Padilla · CEO, The CSU Foundation · from the foreword

Who I Am

Twenty Years On Every Side Of The Revenue Question.

I built a company's first sales performance reporting, carried a number myself, led an inside sales team, then ran the analytics function that told a combined company whether any of its numbers were real.

Certiport · TestOut · CompTIA

The Same Thing Kept Happening.

Someone would ask a straightforward question. It took days, and the answer was soft. Nobody was hiding it. There was simply no one whose job it was to go looking.

Spend enough time inside a system and you stop seeing what you have learned to work around. That is why this is easier to find from outside.

I also speak to leadership teams and boards.

Start Here

How Can I Help?

A short conversation, no charge and no obligation. If I'm not the right person, I'll say so.

Or email me directly —

hello@jeffrandall.co