← All services
Revenue Audit
Revenue Audit
- What's included
- Full audit, Strategic AI Map, 2 follow-ups after handoff
- Result
- You walk out with a number. The exact dollar value of expansion sitting in your accounts right now, and exactly what is stopping you from reaching it.
$1M+
Expansion uncovered
x3
Expansion opportunities detected
"Working with Reut showed us exactly where we were bleeding money and where we weren't moving fast enough. We uncovered $700K in expansion we could act on immediately, and for the first time we had a real forecasting picture to bring to the board. She cut through the noise and shifted the CS mindset from firefighting to a real process that drives revenue."
A
Alon
Founder
Deliverables
What lands in your hands.
Your untouched expansion: every account, every opportunity, every next action
Your hidden churn: accounts at risk that nobody has flagged yet
Your process gaps: what is missing, what is broken, what needs to be built
Your CRM reality: what you are paying for and not using
Your AI map: where technology helps, where humans must stay in the loop
Your action list: what changes tomorrow, in priority order
Who it's for
The right fit.
- Your NRR is under 100% and you cannot pinpoint exactly why
- Expansion is happening by luck, not by design
- You are walking into a board meeting without real numbers on your customer base
- You know the money is in your existing accounts. Nobody is moving on it.
Outcomes
What you walk away with.
- Your untouched expansion: every account, every opportunity, every next action
- Your hidden churn: accounts at risk that nobody has flagged yet
- Your process gaps: what is missing, what is broken, what needs to be built
- Your CRM reality: what you are paying for and not using
- Your AI map: where technology helps, where humans must stay in the loop
- Your action list: what changes tomorrow, in priority order
What we do
The work, end to end.
Dive
Full audit of your customer base.
- Health, signals, revenue potential
- 1:1 with each post-sale leader and CS team member
- CRM usage, integration, and data structure
- Tools, what you have and how it is actually used
01
02
Examine
Where revenue is being lost.
- KPIs and targets, are they measuring what drives revenue
- Retention and expansion processes across CS, Sales, and Product
- Where revenue ownership is missing or unclear
- Where the gaps are and what they are costing you
The Revenue Map
What you walk away with.
- Which accounts are ready to expand, and how much
- Which accounts have churn signals nobody has caught yet
- Where your CRM and tools are slowing the team down
- Where AI removes the noise, where humans stay in the loop
03
01
Dive
Full audit of your customer base.
- Health, signals, revenue potential
- 1:1 with each post-sale leader and CS team member
- CRM usage, integration, and data structure
- Tools, what you have and how it is actually used
02
Examine
Where revenue is being lost.
- KPIs and targets, are they measuring what drives revenue
- Retention and expansion processes across CS, Sales, and Product
- Where revenue ownership is missing or unclear
- Where the gaps are and what they are costing you
03
The Revenue Map
What you walk away with.
- Which accounts are ready to expand, and how much
- Which accounts have churn signals nobody has caught yet
- Where your CRM and tools are slowing the team down
- Where AI removes the noise, where humans stay in the loop
Ready to move your NRR?
Let's talk. No pitch. Just an honest conversation about what is broken and how fast we can fix it.