RevOps Audit — VANDFORT

RevOps Audit

Your GTM is leaking revenue. We'll show you exactly where.

VANDFORT's AI-powered audit scans 45+ metrics across your CRM, pipeline, and stack — then delivers a prioritized action plan in dollars. Two weeks. No fluff.

Book a discovery call See how it works →
$1.6M
avg revenue leaked per company per year
42 hrs
median lead response time in B2B SaaS
58%
can't deploy AI — data too dirty to trust
42%
of GTM tools actually used. Rest is shelfware.

Who it's for

Two situations.
One audit.

Scaling VP Sales / CRO · $8M–$30M ARR

"My GTM used to work. It's breaking under scale."

HubSpot or Salesforce, 15+ tools, 12 dashboards you don't trust. Your team grew fast. Process didn't keep up. You're spending $2 to earn $1 of new ARR and you can't tell the board where the leak is.

→Pipeline conversion drop you can't explain
→Forecasting that's guesswork before board meetings
→AI tools that amplify bad data instead of fixing it
→3+ years of CRM debt with no clear path to clean it

Series A/B Founder · $3M–$10M ARR

"I've been closing myself. Now I need to build the engine."

You have product-market fit and fresh funding. Spreadsheets or a basic CRM with no governance. Getting the foundation wrong means years of tech debt — and the runway clock is ticking.

→No CRM process — everything lives in someone's head
→First AE starts in 6 weeks — nothing is ready for them
→15,000 martech tools — no idea what you actually need
→Investors asking for a GTM plan — infrastructure first

How it works

Two weeks. Three phases.
One report that pays for itself.

01

Week 1 — Extraction

We pull the data. Safely.

You run our anonymization tool in your browser — no personal data leaves your system. We receive deal amounts, stage sequences, activity patterns. GDPR-safe by design. No DPA required.

02

Week 1–2 — Analysis

AI finds what humans miss.

Our AI diagnostic engine scans 45+ metrics across pipeline, data quality, stack, and team behavior. It surfaces patterns — stage drop-offs, routing failures, rep gaps — and calculates revenue impact.

03

Week 2 — Delivery

Dollars, not slides.

Every finding ranked by revenue impact. What to fix in week 1, month 1, and quarter 1. What it's costing you to leave it broken. What VANDFORT would build next.

Data privacy

Your data never
leaves your browser.

Our anonymization tool runs entirely client-side. You connect HubSpot, personal data is stripped in your browser, and what you send us is structural CRM data only — deal amounts, stage names, dates, activity counts.

Anonymized data falls outside GDPR personal data definitions entirely. Not encrypted — gone. No DPA needed. No legal review required.

No personal data transmitted · GDPR-safe by design · Zero server storage
VANDFORT CRM Anonymizer — HubSpot

HubSpot Private App token

Your token never leaves your browser — the API call goes directly from your machine to HubSpot. Need one? Create a Private App →
Required scopes: crm.objects.contacts.read crm.objects.deals.read

  • ○ Connecting to HubSpot...
  • ○ Pulling contacts...
  • ○ Pulling deals & pipeline...
  • ○ Anonymizing data in browser...
  • ○ Preparing export...
Contacts: — Deals: —
✓ Zero personal data. No names, emails, or company names. Deal amounts, stage sequences, and dates only.

Share the CSV or link with your VANDFORT consultant to begin the audit.

What you get

Six findings.
Each in dollars.

Not a health score. Not a traffic light dashboard. A revenue-impact breakdown you can take to your board.

01

Pipeline leak map

Where deals stall, drop, or disappear. Stage-by-stage vs. benchmark. Revenue at risk per broken stage.

02

Lead response & routing

How fast leads get touched. How they're assigned. Revenue impact of your current response lag.

03

CRM data quality score

Field completeness, duplicate risk, data decay rate, ownership gaps. AI-ready or not.

04

Rep performance pattern

Which reps carry the pipeline. Where top performers differ. Process gaps vs. skill gaps.

05

Stack utilization audit

Active vs. shelfware. Where you're paying for overlap. What's blocking your AI readiness.

06

Prioritized action plan

Every finding ranked by revenue impact. What to fix in week 1, month 1, and quarter 1.

The actual cost comparison

Your GTM is leaking an estimated $1.6M per year.

A missed VP Sales hire costs $200,000+ in lost quota.

One unworked lead at your ACV is $20,000–$80,000 gone.

The question isn't whether you can afford the audit. It's how long you can afford not to know where the leak is.

Investment

$5,000

Engagement starts at $5,000. Scoped on the discovery call.

One recovered deal pays for this. If the audit doesn't surface at least $50,000 in recoverable revenue opportunity, we'll tell you — before you pay for implementation.

Book a discovery call

The VANDFORT commitment

If the audit doesn't identify at least 10× the engagement fee in revenue leaks, we'll tell you before you commit to implementation. We've never had to.

✓45+ metric AI diagnostic across your full GTM motion
✓6 revenue impact findings, each quantified in dollars
✓Prioritized action plan — week 1, month 1, quarter 1
✓Findings call with Mauricio + Alejandro, not an analyst
✓Full written report — yours regardless of next steps
✓2-week turnaround from kickoff

Not ready to commit? Run the free anonymized CRM export above first.
See what your data looks like before booking anything.

Common questions

Before
you book

What does VANDFORT do with our CRM data? +
Our anonymization tool runs in your browser — personal data (contacts, emails, company names) never leaves your machine. What we analyze is structural data only: deal amounts, stage sequences, dates, activity counts. Anonymized data falls outside GDPR personal data definitions entirely. No DPA required.
We're early stage — do we have enough data? +
Yes, with one caveat. Under 50 closed deals, pipeline velocity analysis is directional rather than statistically precise. Data quality, stack, and routing findings are fully valuable from day one. We'll tell you on the discovery call whether audit or architecture sprint is the better fit.
How is this different from a HubSpot partner audit? +
HubSpot partner audits find data hygiene issues and recommend HubSpot features. VANDFORT's audit is CRM-agnostic, revenue-outcome focused, and AI-powered. We surface patterns across your entire GTM motion and quantify every finding in dollars. We're not selling you more software. We're finding your leaks.
Who actually does the work? +
Mauricio (RevOps strategy and AI diagnostic analysis) and Alejandro (GTM engineering and stack audit). Not an analyst team. Not outsourced. The two people on the discovery call are the two people who run the audit.
What happens after the audit? +
You own the report — no obligation. About 40% of clients move into an implementation engagement where we fix what the audit finds. We'll also scope what a follow-on engagement looks like so you can compare options.

Find out what your GTM is costing you.

30-minute discovery call. We'll tell you if the audit is the right fit — and if not, what is.

Book a discovery call

Typically responds within one business day · hello@vandfort.com