Your reps are busy and the pipeline is still thinner than it should be. One audit shows where deals leak, what each leak is costing you, and which fixes add the most pipeline without adding headcount. Ranked in your own numbers, and yours to keep.
Pipeline problems rarely sit in one place. So the audit follows a deal all the way through.
Where new opportunities come from today, how long each account takes to research, which buying signals nobody is watching, and how many good-fit accounts never get a first touch. So you know how much pipeline your team is leaving on the table, and where.
Lead to close, every handoff named. How fast replies get followed up, where deals stall, and the parts of each rep's week that go on admin rather than selling. So you can see where deals slow down, and how much of the week you are paying for that is not selling.
What is in the CRM, what the team trusts, and where records go missing or go stale. So you know whether the numbers you report can be trusted before anything is built on top of them.
Which of those tasks an agent or an automation could take on, what each one is worth in pipeline and hours, and which to do first, so the budget goes on the fixes that pay back soonest.
A free audit tends to find whatever the auditor sells. A paid one finds what is actually costing you pipeline.
The diagnosis is paid for whether or not you buy anything afterwards, so it includes the parts where AI is not the answer.
You end up with a written blueprint your own team could execute, with the reasoning shown rather than hidden. If you take it away and build it yourselves, that is a fine outcome and it is your document.
If you decide to have it built, the £1,000 comes off the build price in full, for any project we start within ninety days. It is the first step of the work rather than a charge on top.
The length depends mostly on how many people I need to speak to.
Before I take up anyone's time, I build a picture from the outside: what you sell, who you sell to, how leads reach you and the tools you pay for.
A session with you to test what I have got wrong, fill the gaps, and agree who I should be speaking to and why.
One to one with the reps, the sales lead and whoever owns the CRM. This is where the real answers live, in the workarounds and the spreadsheets that exist because a system does not do the job.
Everything I heard, turned into a ranked list. Each one costed in pipeline and hours, using your numbers rather than industry averages.
The written deliverable, walked through with you live. What I found, what I recommend, and what to do first.
You hear what I am finding as I find it. If there is nothing worth building, you will hear that too.
One document, written for the person who owns the number rather than for an engineer.
Both are fine. The blueprint is written so either works.
The blueprint is yours. Hand it to your own team, or to whoever you like. It is written to be executed by someone else, with the reasoning shown, so nobody has to come back to me to understand it.
I build the top opportunities to a fixed scope and a fixed fee, with the limits written down so a fixed price stays a fixed price. The £1,000 audit fee comes off the build price in full.
Built to keep running after handover, with alerts when something breaks.
Signal feeds that pick up funding, hiring and job changes as they happen, and research agents that write the account brief into the CRM before a rep opens the record. More good-fit accounts worked each week by the same people.
When a prospect replies, a response is drafted and routed to the right rep within 10 minutes, and every call becomes a written record. Warm leads stop going cold, and if something breaks you hear about it the same day rather than at quarter end.
A CRM shaped around how you sell, enrichment that fills it without a rep typing, and reporting that reconciles, so leadership has a pipeline number it can stand behind. On the CRM you already have, or on Attio when a new one is the right call.
Built for a UK recruitment group. It handles the employer conversations and the first pass of every placement, and escalates to a human at the point a human is actually needed.
Built for one of my own products. Four data APIs and two models per request, scored out of 100, with a written report by email. Go and run it on a business you know.
Ask it something about how I work. It answers from real context, and when a conversation turns into an enquiry it writes the record into my CRM and pings my phone. The same pattern I build for sales teams.
Both, in one piece of work. The question it answers is where your pipeline is being lost and what would win it back. Sometimes the answer is an agent, sometimes it is a data problem in the CRM, usually it is some of each. Looking at them separately is how teams end up with an AI tool sitting on data nobody trusts.
You keep the blueprint. It is a standalone document you can act on, with me or without me. Handing it to your own team to build from is a perfectly good outcome, and it is written with that in mind.
Usually three things. The recurring tasks your reps have stopped noticing because they have worked around them for years. The gap between how you think deals move and how they actually move. And which opportunities have a payback you would act on, as opposed to the ones that sound impressive and do not. If nothing in it surprises you, I would be surprised.
Through the model provider's API under commercial terms, and nowhere else. Access is scoped to what the job needs, credentials stay with you where possible, and I write down exactly what any system can read and write before it is built. If you have a policy on this, bring it to the first call and I will design inside it.
No. The point is more pipeline from the team you have. Your reps stop doing the research and the admin and spend the time selling. If a build only works by cutting heads, it is usually the wrong build and I will tell you.
Once you have people whose weeks go on prospecting, account research, CRM admin or chasing follow-ups, it starts paying back. A founder still selling alone usually needs simpler tools first. A short call sorts this out before anyone spends anything.
A short call. Describe how your team finds and works deals today and I will tell you whether an audit is worth it, and roughly what it would find.
Book a 15-minute intro callPrefer email? sonny@weareapexai.com