HOW WE WORK

Our deep-dive investigations are powered by a multi-faceted approach, meticulously designed to leave no revenue leak undiscovered. We deploy a combination of specialized intelligence streams to dissect your sales ecosystem from every angle, providing a complete, unbiased operational picture.

Undercover Shopping / Shadowing

We either pose as qualified leads in your sales process or analyze real sales calls through shadowing. Both methods reveal firsthand where deals quietly fall apart—like weak discovery, inconsistent messaging, or missed steps that cost revenue without warning.

Best Used When

  • You're unsure how your team is showing up in front of prospects

  • You want real evidence of how sales plays out rather than internal stories

  • You suspect buyer friction but can’t pinpoint where it happens

  • You’ve never heard your own pitch from the outside

Interrogations

Our Interrogations are targeted interviews with reps, leaders, and even lost customers—built to uncover what data alone can’t. We cut through polished answers to expose blind spots, misalignments, and breakdowns hiding beneath the surface.

Best Used When

  • You’re hearing different stories from different team members

  • Performance issues exist, but no one can explain why

  • Your leadership thinks they know the root cause, but you want confirmation

  • You need qualitative insight to back up what the numbers are suggesting

CRM / Data Analysis

We dig into your CRM and sales metrics to uncover hidden patterns, leaks, and inconsistencies. From conversion drop-offs to rep activity gaps, we reveal where revenue is slipping through the cracks—and how to fix it.

Best Used When

  • You suspect there’s a gap between what’s being reported and what’s really happening

  • Forecasts are often off and no one knows why

  • You want to quantify stage drop-offs, conversion gaps, or ghosted deals

  • Your CRM is cluttered, incomplete, or inconsistent across reps

Best Used When

  • You want an outside perspective on how your sales org stacks up

  • You’re unsure what foundational elements your team might be missing

  • You’ve never done a full inventory of your sales systems, processes, or tools

  • You want a no-frills report you can reflect on or use to plan future improvements

Audits

Our audit benchmarks your sales systems, processes, and tools against high-performing teams. We identify what’s in place, what’s incomplete, and what’s absent—giving you an objective view of your gaps with zero fluff.

Is Your Missing Revenue Hiding in Plain Sight?

The most significant sales threat isn't failure—it's the insidious erosion of undetected revenue. Many organizations leave substantial funds on the table by not questioning their true potential. Our intelligence consistently reveals this pattern of unchallenged underperformance.

  • When immersed daily within the operational landscape, critical vulnerabilities and inefficiencies become imperceptible. Our external perspective provides the objective lens necessary to expose these inherent blind spots.

  • Organizations often assess performance against historical data, failing to calibrate against true market potential or industry-leading operational capabilities. This obscures genuine growth opportunities.

  • Operational decisions, and beliefs regarding deal outcomes, frequently remain unchallenged. Without forensic validation, untested assumptions can silently drain revenue for years.

  • Focusing solely on obvious symptoms can obscure the deeper, systemic leaks. Critical, smaller inefficiencies and overlooked wins quietly diminish overall revenue potential.