90-Day Sales Audit & Analysis | TheSchuck.Agency
Deep Engagement · 90 Days

A Full Diagnostic
of Your Entire
Revenue System.

Not a consultant deck that gets shelved. A comprehensive 90-day audit of your sales process, pipeline integrity, forecast reliability, qualification discipline, and cross-functional alignment. Delivered as a detailed, actionable report with specific steps your team can execute immediately.

Book a Discovery Call Free 30-min call · No commitment required
What You'll Get
  • Sales process and pipeline integrity audit
  • Sales qualification discipline assessment
  • Salesforce governance and data integrity review
  • GTM tech stack and AI readiness evaluation
  • 1:1 stakeholder interviews
  • Cross-functional alignment review
  • KPI framework and forecast accuracy diagnostic
📋
Prioritized Findings Report + Implementation Roadmap Every finding ranked by impact, with specific next steps
Sound Familiar?

The Revenue System
Is Breaking Down.

Most companies don't have a people problem. They have an infrastructure problem that their people are working around every single day. Here's what that usually looks like:

01
Forecast accuracy is a coin flip
Deals slip every quarter. Your pipeline looks full, but when you inspect it, half the opportunities are stalled, mislabeled, or should have been disqualified months ago.
02
Process exists on paper, not in practice
You invested in MEDDPICC, or BANT, or whatever methodology. But reps aren't using it. Managers don't inspect against it. And the CRM doesn't enforce it.
03
Sales, Marketing, and CS are misaligned
Each team operates with different definitions of success, different metrics, and different handoff points. Leads fall through. Renewals slip. Nobody owns the full journey.
04
You're patching, not building
Every quarter is another tactical fix. A new tool, a new deck, a new hire. But the underlying system that revenue runs on hasn't been designed. It's just accumulated.
What's Included

Eight Workstreams.
One Actionable Report.

Every audit covers the same eight workstreams. A comprehensive diagnostic of everything that touches revenue. You get a prioritized findings report with a detailed implementation roadmap your team can execute immediately.

01
Sales Process & Pipeline
Integrity Audit
  • Stage definitions, exit criteria, and deal flow
  • Pipeline health, velocity, and conversion analysis
  • Where deals stall, slip, or get misclassified
02
Sales Qualification
Discipline Assessment
  • MEDDIC, MEDDPICC, BANT, or whatever you're running
  • Adoption consistency across reps and managers
  • Gap between what's documented and what's practiced
03
Salesforce Governance &
Data Integrity
  • CRM hygiene, field utilization, and data accuracy
  • Reporting reliability and dashboard trust
  • Governance standards and enforcement gaps
04
GTM Tech Stack &
AI Readiness
  • Tool redundancy, utilization, and ROI
  • AI workflow opportunities and readiness
  • Integration gaps across your revenue stack
05
1:1 Stakeholder
Interviews
  • Confidential interviews with leaders and key contributors
  • Frontline perspective on what's working and what's not
  • Gaps between leadership assumptions and daily reality
06
Cross-Functional
Alignment Review
  • Sales, Marketing, CS, and Finance alignment
  • Handoff points, SLAs, and shared definitions
  • Where leads and revenue fall through the cracks
07
KPI Framework &
Forecast Diagnostics
  • Forecast accuracy and methodology review
  • Leading vs. lagging indicator alignment
  • KPI consistency across teams and leadership
08
Prioritized Findings &
Implementation Roadmap
  • Detailed report with specific, ranked findings
  • Implementation roadmap with timelines
  • Decision frameworks your leadership can act on now
This is not a slide deck that gets shelved. Every finding comes with a specific recommendation, a priority level, and clear steps your team can begin executing the day the report lands.
The Method

How the 90 Days Actually Work.

Every audit follows the same four-phase framework. Designed to go deep before going wide, prioritize findings by impact, and deliver a roadmap your leadership team can act on immediately.

1
Phase 01
Discovery &
Data Intake
Weeks 1–2

I gain access to your CRM, tech stack, and reporting. I interview key stakeholders across Sales, Marketing, CS, and Finance. I map how revenue actually moves through your organization.

2
Phase 02
Deep
Diagnostic
Weeks 3–7

I audit all eight workstreams: pipeline integrity, qualification discipline, Salesforce governance, tech stack, territory design, cross-functional alignment, KPIs, and forecast reliability.

3
Phase 03
Analysis &
Prioritization
Weeks 8–10

I synthesize findings into a prioritized report. What's broken, why it matters, and exactly what to do about it. Every recommendation is ranked by impact and urgency.

4
Phase 04
Readout &
Roadmap Delivery
Weeks 11–13

I present findings to your leadership team with a detailed implementation roadmap. Complete with decision frameworks, timelines, and specific steps your team can begin executing immediately.

Past Results

What Happens When You
Fix the System.

These aren't projections. These are documented outcomes from engagements where I diagnosed the system, identified what was broken, and gave leadership the roadmap to fix it.

Healthcare Fintech
300% Sales
Productivity
Transformed a founder-led company into an acquisition target. Built all GTM infrastructure from scratch: playbook, CRM architecture, enablement suite. 10X deal velocity within two quarters. Identified and launched an untapped SaaS revenue stream.
Proptech SaaS
$8M Pipeline
in 60 Days
Company had no enterprise motion. Audited sales history, validated an unserved market segment, and built the entire enterprise offering, positioning, and GTM strategy. 120% pipeline growth and 20% increase in deal size.
Real Estate Services
210% Sales
Growth
$58M to $180M in annual volume within 18 months with no budget increase. Full ICP teardown, 4 buyer segments, territory expansion, ABM strategy. 374% traffic growth, 282% lead growth.
Healthcare Startup
CRO → CEO
in 6 Months
Built revenue operations from scratch. Managed 3 external agencies, in-house marketing, and a remote sales team. Promoted to Interim CEO in six months. Company was later acquired.
$300M+ Attributed Revenue
20+ Years in Revenue Ops
6 Industries
90 Days Average to Impact
Is This For You?

Who Gets the Most
Out of This.

Not every company is ready for this engagement. Here's who gets the most out of the 90-day audit, and who might need something else first.

✓
$10M–$100M in annual revenue
You have a structured sales team and real pipeline to audit, not a pre-revenue hypothesis to test.
✓
Unpredictable forecast accuracy
Deals slip every quarter. Your pipeline looks full but doesn't convert the way the numbers suggest it should.
✓
Process on paper, not in practice
You invested in a methodology but reps aren't using it, managers don't inspect against it, and the CRM doesn't enforce it.
✓
Cross-functional misalignment
Sales, Marketing, and CS operate with different metrics, different handoffs, and different definitions of success.
✓
Ready to fix the system
Leadership is done patching quarter-to-quarter and wants to invest in the infrastructure that revenue runs on.
✓
Want a partner who embeds
You need someone who works inside your CRM and talks to your people, not someone who emails a slide deck.
Not quite there yet?
If you're pre-revenue or need a quick gut-check before committing, start with a 1:1 Strategy Session. Your investment applies to future services if you continue.
Common Questions

Before You Book.

What does the investment look like?
The 90-day engagement is a fixed-scope project, not an open-ended retainer. We'll discuss exact investment on the discovery call once I understand your situation and scope. Expect a meaningful commitment that reflects the depth of this work, starting at $24K.
How much of my team's time does this require?
Stakeholder interviews (30 to 60 min each for key leaders across Sales, Marketing, CS, and Finance), access to your CRM and reporting tools, and periodic check-ins as the diagnostic progresses. The heavy lifting is on me. Your team provides context, I do the analysis.
What if we already have a sales methodology in place?
I'll audit its adoption and assess its efficacy. Most companies have a methodology on paper that isn't being used in practice. I'll identify where execution breaks down, evaluate whether the methodology is the right fit for your sales motion, and make specific recommendations to either improve adoption or transition to a methodology that better matches how your team actually sells.
What do I get when it's over?
A comprehensive findings report covering all eight audit workstreams, with every issue ranked by impact and urgency. Plus a detailed implementation roadmap with specific steps, timelines, and decision frameworks your leadership team can act on immediately. Not a consultant deck. A real playbook for what to fix, why, and exactly how.
Can you help implement the recommendations?
Yes. Many clients use the audit as a starting point and then engage me for implementation through GTM Advisory (ongoing strategic support) or On-Location Intensives (concentrated on-site work with your sellers and leadership). The audit is designed to stand on its own, but I'm available to help execute if your team needs it.
Do you work on-site or remotely?
The 90-day audit is primarily remote. I work inside your CRM and tools, conduct stakeholder interviews via video, and deliver the readout to your leadership team. If you want me on-site for the final readout, stakeholder sessions, or to work directly with your team on implementation, that's available as an On-Location Intensive.
Ready to Start?

Let's Map Where Your
System Is Breaking.

A 30-minute discovery call is enough to identify your top three revenue system failure points. No pitch, no pressure. Just a clear picture of what's happening and what it would take to fix it.

Book a Discovery Call Responds within 24 hours · No commitment required
Free 30-min call No sales pressure Real diagnosis