AI Revenue Operations Audit
RevOpsAudit.ai uses specialized AI agents to investigate your funnel, CRM, tracking, pipeline, and retention, then shows you what is broken, what it may be costing, and what to fix first.
Illustrative example
The problem
Most growing companies have enough systems to create complexity but no RevOps analytics function to make sense of it. So the same arguments repeat every quarter.
“Our numbers do not match.”
“We are spending more but growth has stalled.”
“Sales says Marketing sends bad leads.”
“We do not know which channels actually produce customers.”
“Our CRM is a mess.”
“We have dashboards but no one knows what to do.”
Dashboards show what happened. Generic AI gives generic advice. Neither tells you why revenue is leaking or what it's costing you.
What the AI audits
Source capture, UTM consistency, and whether paid-platform data reconciles with CRM revenue.
Duplicates, missing fields, stage definitions, aging deals, and forecast reliability.
Stage-by-stage drop-off, velocity, and where segments convert differently.
CAC, cost per opportunity, and channel economics, paid versus organic.
Speed to lead, routing, stalled opportunities, and conversion by rep and source.
Onboarding, time-to-value, cohorts, and expansion, connected back to acquisition.
How the agentic audit works
Tell us your business model, revenue, sales cycle, channels, systems, and known problems.
Upload CSVs, exported CRM and paid-media reports, funnel metrics, or screenshots. No integrations required to start.
Data Quality, Attribution, Funnel, Pipeline, Marketing Efficiency, Retention, and Revenue Economics agents each work independently.
An orchestrator reconciles conflicting findings, and a Skeptic agent challenges every conclusion before you see it.
Every issue is ranked by severity, impact, effort, and confidence, with a 30/60/90-day roadmap.
Example findings
Every finding follows the same structure, so you can see what the conclusion is based on and how confident we are in it.
Illustrative examples of the finding format.
Revenue Leak Score
Each category shows a score, a risk level, the main finding, the best next action, and a confidence rating. The number is a starting point. The explanation is where the value is.
Who it's for
Unclear CAC, unreliable lead source, and trial-to-paid conversion that isn't optimized.
A standardized, evidence-based audit to run for clients, with white-label options.
Multiple funnels and offers, where every leaked high-value lead is expensive.
Faster discovery, with evidence behind your recommendations before the engagement starts.
Audit modules
Pricing & early access
Free
$295–$995 one-time, by scope
Coming soon
Optional add-on: a human RevOps expert reviews the AI's findings and gives you implementation guidance.
FAQ
No. The audit starts with a guided questionnaire plus CSV uploads, exported reports, and screenshots. Native integrations will come later.
No. Specialized agents follow a defined audit methodology and scoring framework, and they must cite evidence for each finding. A Skeptic agent challenges conclusions before you see them.
That's common, and it's often a finding in itself. We flag what's missing, lower confidence where evidence is thin, and never invent metrics.
No. The audit is diagnostic. It recommends actions but makes no changes to your CRM or marketing tools.
No. Findings are independent, with no bias toward any CRM, attribution platform, agency, or software vendor.
Get your free Revenue Leak Scan: a RevOps Health Score, your three most likely leak areas, and what to look at next.
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