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GTM Process Audit

A funnel-level diagnostic, not a record-level fix. Surfaces where contacts get stuck between lifecycle stages and where conversion rates cliff between them, revealing systemic breakdowns in your GTM motion that no single deal or record check would catch on its own.

Any CRM

The problem

Funnel dashboards show conversion rates by stage but rarely show where contacts actually get stuck between them.

How it works

  1. 01Maps every lifecycle stage transition in your CRM
  2. 02Calculates conversion rate cliffs between adjacent stages
  3. 03Surfaces the specific transitions losing the most volume

Questions about GTM Process Audit

Does this check individual deals or the whole funnel?

The whole funnel. It's a systemic diagnostic, not a record-level fix. Pair it with Handoff Mapper or Field Standardization for record-level issues.

What CRMs does it work with?

Any CRM with lifecycle stage history on contacts or deals.

Runs against your CRM using your own credentials, through your own AI instance. We don't copy, store, or retain your data.

Related tools

Revenue Infrastructure BuilderCompetitive BattlecardICP List Builder
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