Service · diagnostic
Revenue Leak Report
Ten business days, read-only, $3,500. We find what your HubSpot portal is quietly costing you, cost each finding from your own data with the range shown, and tell you plainly which ones you should fix yourself.
What you get
A costed findings list, and three things we give away
The findings
Every leak, costed with its range
Each finding shows the count, the multiplier, where the multiplier came from, and what would make the number wrong. Nine or so findings on a typical portal. Sometimes fewer, and we’d rather report four real ones than pad it to nine.
Free with it
The kill list
Workflows, properties, lists and integrations to switch off or delete. No cost attached and no work required from us, most portals carry years of things nobody has turned off.
Free with it
A 14-day quick start
The findings your team can act on immediately without us, sequenced. If you do only this and nothing else, the report has paid for itself.
Section nine
Who should fix what
Every finding allocated to a route: do it yourself, teach your team, have us do it, or rebuild it properly. The “do it yourself” column is real, and on most reports it’s the longest one.
What a finding looks like
Four example findings from one portal, shown the way we would show yours.
All four came from the same sample report.
Finding 02 · departed owners
$64,000 a year in deals owned by people who’ve left
Method. 38 open deals assigned to four deactivated users, the earliest inactive for 14 months. Valued at deal amounts on record, multiplied by your own win rate at each stage. Nobody is working these, and nothing in the portal will tell you that.
Finding 04 · stale pipeline
$118,000 a year in deals past their close date
Method. 61 open deals with a close date more than 30 days past and no logged activity since. Valued at the deal amounts on record, multiplied by your own historical win rate at each stage, computed from 412 closed deals over 18 months.
Finding 06 · missing close dates
$9,400 of uncertain and invisible opportunities
Method. 143 open deals with no close date set at all, worth $412,000 in total. We’ve costed only the small slice statistically likely to be lost through inattention, which is why the figure looks modest. The real cost isn’t leakage, it’s that none of these 143 deals appear in any forecast. Your pipeline reporting is currently blind to $412,000 of activity.
Finding 09 · lifecycle stages · not costed
We’re not putting a number on this one
What we found. Your lifecycle stages have stopped meaning anything consistent. Roughly 3,100 contacts sit in stages that contradict their deal status, and three teams are using the same stage names to mean different things.
Why we won’t cost it. This is almost certainly the most expensive thing in your portal. But costing it would require assuming what the stages are supposed to mean, and that’s a decision your business hasn’t made yet, not a measurement we can take. Any number we produced would be our assumption wearing your data as a costume.
What to do instead. Get the three teams in a room and agree what each stage means. That’s a two-hour conversation, not a project. Once it’s decided, we can measure the gap properly.
In a typical Revenue Leak Report, we include nine findings, each shown this way, then allocated to who should act on them. On most reports the longest column is the one that says do it yourself.
How it runs
Ten business days
- Day one, read-only accessA read-only private app scoped to CRM and workflow reads. We never hold write access to your portal at any point in this engagement.
- Days one to four, detectionWe run the scan, verify each finding by hand against your portal, and start costing from your closed history.
- Days five to nine, costing and writingEach finding costed with its band and method. The kill list and quick start assembled alongside.
- Day ten, walkthroughAn hour on the findings, live in your portal. You keep the document either way.
Fair warning
When this isn’t worth buying
- Your portal went live in the last twelve months. It hasn’t had time to drift yet.
- You already know what’s broken and just need it fixed. Buy the hours instead, not the diagnosis.
- You’re on Starter with a handful of contacts. There isn’t enough there to find.
- You want the report as ammunition in an internal argument. We’ll report what’s there, which may not help.
“Our reporting was so inaccurate we couldn’t make data-driven decisions. Given the intricacies of our complex CRM, thoughtful consideration of implications was crucial, and CogniOps’ approach shone through.”Angela WallaceMarketing Manager · Art of Mentoring · HR
See one finding before you buy nine
The FREE Revenue Leak Check is twenty minutes, and shows you one real number from your own portal with its method and its range. Then you’ll know whether the full report is worth it.