Revenue Audit

01

Before we build anything, we map where your motion is actually breaking.
Most health tech teams optimize what they can see — top-of-funnel volume and close rate. The breaks are almost always in between. We map all of it before a single system gets built.
WHAT WE LOOK AT

VOLUME

How many qualified opportunities are entering each stage — and where the flow is thinning faster than it should.

VELOCITY

How long each stage is taking, where deals are stalling, and what's creating friction between awareness and close.

CONVERSION

The rate at which opportunities move forward at every stage — from MQL to SQL, close to onboard, retention to expansion.
REVENUE AUDIT

Before we build anything, we map where your motion is actually breaking.

Two decades inside health systems, payers, and healthcare companies means we’ve had to speak your buyer's language before the first audit call. We know how a health system CFO evaluates vendor risk. We know why a regional health system responds to completely different signals than an academic medical center or FQHC.

That institutional knowledge is what makes the findings actionable — and what prevents the most common mistake: automating the wrong motion faster.

ICP and segmentation, sales enablement at each stage, product marketing — all of it gets mapped before a single system gets built. The result: AI deployed against the right problems, not the most visible ones.
Start a Revenue Audit
WHAT WE LOOK AT

A knowledge transfer, not a proposal.

01

One focused conversation

We walk your current GTM motion stage by stage. No homework, no prep deck required — just an honest account of how your pipeline moves today.

02

You’ll see your own areas to focus on

Where volume is thinning, where velocity is stalling, where conversion is degrading. Specific stages, specific problems — not a general critique of your GTM motion.

03

We tell you if we're the right fit

If the audit points to a problem we're built to solve, we'll tell you what we'd build first. If it doesn't, we'll say that too. The audit is useful either way.

revenue AUDIT

AFTER THE AUDIT

revenue
architecture

We scope the builds that matter most — in the right sequence, on infrastructure your team owns.

Learn about revenue architecture →

THE END RESULT

HC-Calibrated AI Execution

GTM Brain — the custom agentic architecture built on everything the audit and architecture phase uncovered.

See what gets built →