You review a small B2B company’s pipeline, CRM data, and sales calls over 2 to 4 weeks and hand the founder a ranked plan to fix where deals stall.
In small B2B companies, deals sit in the same stage for weeks, forecasts miss, and nobody can explain why. Salesforce surveyed 7,775 sales professionals and found reps spend 28% of their week selling, with the rest going to admin and deal management. Only 17% expected their teams to hit full quota that year.
Founders often built the process by feel and hired reps who each sell their own way. The CRM holds partial data, and everyone is too busy chasing this quarter’s number to step back and diagnose the system. A full-time sales operations hire is a big commitment for a company this size.
You run a 30 minute call to learn the sales motion, team size, and the metric that worries the founder most.
You send a fixed-fee proposal covering a CRM review, call reviews, rep interviews, and a 90 day fix plan.
You collect a deposit and read-only CRM access, then start rep interviews in week 1.
They carry the revenue target and see the missed forecasts first.
A fixed audit fee is small next to the salary of 1 underperforming rep, which makes the case easy to explain.
What buyers pay: Fixed-fee audits list at $5,000 (RevOps HQ) and from £8,000 (RevOps Consulting, UK); Upwork lists advanced sales consultants at $88 an hour.
They have enough deal history to analyze and no dedicated team to study it.
There are 4 places to start, in the order most people find their first buyers.
Contact former colleagues, customers, and partners who have moved into founder or sales leader roles.
Partner with fractional CFOs, CRM implementers, and sales recruiters who spot broken pipelines early.
Speak at founder groups, chambers of commerce, or trade associations about why small-team forecasts miss.
Share anonymized pipeline teardowns and short audit checklists on LinkedIn.
Every idea has weak spots. These are the ones to test before you spend money.
Define the audit as diagnosis plus a written plan and offer implementation as a separate paid phase.
Add call recordings and rep interviews to the scope so your findings rest on more than the CRM.
Tell the team you are reviewing the process, keep individual comments anonymous, and report themes.
Center your audit on selling behavior, deal reviews, and stage definitions that tool audits leave out.
Starts from this career
Start-up cost and time to first offer are our estimates. Prices come from the sources above and change over time, so check them before you set yours.
You bring your career history. You leave with 3 candidate directions of your own and the 4 tests that cut them down to one.
Questions about the toolkits, Plan A, mentorship, or whether any of this fits where you are right now. Send it here and a real person answers, usually within a day.
