A
Tool stack recommendations
What’s working, what’s getting in the team’s way, and the specific swaps or additions worth making, with the reasoning and budget considerations for each.
Systems & lifecycle audit
A two-week audit of every process from lead-to-customer retention.
The deliverable is efficiency of the team’s time spent, where AI can help without killing customer trust, and a 6 month plan for what to fix first to make staff more efficient and optimize conversions throughout the lifecycle.
$1,200
Two-week audit
$1,200
Credited to month one
$0 net
If you continue with Revductive
01 / The short version
Two weeks, one plan.
01
The whole lifecycle
A two week audit of your systems and processes across the whole customer lifecycle.
02
Where AI can pull its weight
A clear evaluation of efficiency of your team’s limited time and where AI can actually help without hurting customer trust.
03
A 6 month plan
What to fix first to make staff more efficient and optimize conversion through the lifecycle.
If you keep working with Revductive after the audit, the whole $1,200 comes off month one.
02 / What’s included
Systems deep dive
A hands-on look at the current stack and how data actually moves through it. Marketing, CRM, billing, onboarding, support, and anything else touching the customer journey.
The focus is the handoffs and the customer experience between systems, because that’s where things break.
Team interviews
One 30 to 45 minute chat with a key person within each function.
- Sales
- Marketing
- Customer Success
- Support
- Product
03 / Deliverables
Three things delivered at the end.
B
The heart of the audit
Lifecycle Scorecard
Every stage of the customer lifecycle gets rated on three things: staff efficiency, AI opportunity, and documentation. It takes a pile of notes and turns it into a clear picture of what’s solid and what needs work.
C
6 month plan
A prioritized list of what to tackle and in what order, built around two things: less manual work for the team and better conversion through the lifecycle. Meant to be a roadmap for a future engagement, or for your team to take on themselves.
04 / The scorecard
Every stage, rated on the same three things.
Staff efficiency and documentation read higher is better. AI opportunity reads higher means more to gain.
Sample scorecard · your scores come from your audit
Efficiency & documentation
AI opportunity
| Lifecycle stage | Staff efficiency | AI opportunity | Documentation |
|---|---|---|---|
| Lead capture | Staff efficiency: High | AI opportunity: Low | Documentation: Medium |
| Qualification and scheduling | Staff efficiency: Medium | AI opportunity: High | Documentation: Medium |
| Sales and CRM | Staff efficiency: Medium | AI opportunity: Medium | Documentation: Low |
| Signup and billing | Staff efficiency: Low | AI opportunity: High | Documentation: Low |
| Onboarding handoff | Staff efficiency: Low | AI opportunity: High | Documentation: Low |
| Support | Staff efficiency: Medium | AI opportunity: Medium | Documentation: Medium |
| Retention and CS | Staff efficiency: Low | AI opportunity: Medium | Documentation: Low |
05 / Timeline
Week one01
Systems deep dive and team interviews
How data actually moves through the stack, plus a chat with a key person on each critical team.
Week two02
Analysis, scorecard and 6 month plan
Turning the notes into the Lifecycle Scorecard, the tool stack recommendations, and the 6 month plan.
Wrap-up call at the end to go through everything together
06 / Investment
$1,200
Flat · for the two weeks
Comes off month one in full if you keep going with a fractional engagement.
The maths
$1,200
− $1,200 credit
= $0 net
07 / Next steps
Three things and we’re moving.
1
2
Sign the audit agreement.
3
We lock the two week window and set up the team interviews.
Let’s go through the audit in detail.
Book a call and we’ll walk the scope, the timeline, and whether it fits what you’re dealing with.