# A two-week audit of every process from lead-to-customer retention. Source: https://revductive.com/revops/audit Summary: A two-week audit of every process from lead-to-customer retention. Lifecycle scorecard, tool stack recommendations, and a 6 month plan. $1,200, credited. Every page, and the topic files: https://revductive.com/llms.txt Systems & lifecycle audit 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 [Book a call about the audit →](https://revductive.com/contact) 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.** For context, almost nobody publishes what a diagnostic costs. RevOnyx charges a $3,500 one-time startup fee covering a CRM and GTM systems audit, on top of a $7,500 a month minimum, and it is the only other published diagnostic price I could find. [Every published RevOps price I could find, collected →](https://revductive.com/revops/setup-cost) 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. 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. 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 *A sample Lifecycle Scorecard. Each stage is rated low, medium or high on staff efficiency, AI opportunity, and documentation. These are illustrative scores, not results from a real audit.* | 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 one 01 ## 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 two 02 ## 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. 1 [Schedule a discovery call.](https://revductive.com/contact) 2. 2 Sign the audit agreement. 3. 3 We lock the two week window and set up the team interviews. [The RevOps engagement →](https://revductive.com/revops) [The AI engagement →](https://revductive.com/ai) ## 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. [Book a 30-min call →](https://revductive.com/contact)