GTM Data Audit

Find out who you actually win.

A fixed-scope audit of your own sales history, ending in a written Diagnosis Report.

Book a diagnosis to scope the audit

You'll talk to Marlon

Fixed scope, quoted after a 30-minute diagnosis

Diagnosis Report · extract

Quorvel Software

  1. Who you win 68% of won revenue: freight firms with 50–250 staff
  2. Where deals start 3 of 4 wins began with a referral or inbound request
  3. Market headroom 1,284 best-fit accounts, 61% never contacted Biggest opportunity
  4. Signal gap 0 of 20 recent wins were warmed before the first call
Recommendation Score the 1,284 best-fit accounts first, then add signals and warm the top segment.

How it works

Three years of deals, read the way a buyer would.

From CRM export to report

  1. Your CRM history

    Won and lost deals, exported or read in place.

  2. Read with SPICED

    Why each win happened, and what the losses share.

  3. Mapped on the Bowtie

    Where deals start, stall and close.

  4. Diagnosis Report

    Who you win, the headroom left and your signal gap.

    You get

Outcomes

What the report lets you decide.

Each finding ends in a decision your team can act on.

  • Where to focus the team

    The segments and buyers you win most, so reps stop working the whole list.

  • How much market is left

    A realistic view of the accounts still unworked, before you hire or buy more tools.

  • When to reach out

    Where buying intent shows up and your team misses it today.

  • What you can't see yet

    The reporting gaps between first touch and close, and what it takes to close them.

  • What data to fix first

    Which CRM fields and stages are usable, and the short list to clean up.

  • A plan you can run

    Prioritised next steps your team can act on, with or without us.

What we need

Four things from your side.

  1. A CRM export or read access, ideally with three or more years of won and lost deals.
  2. A 60-minute kickoff to agree the questions and the scope.
  3. Two or three short interviews with the people who sell.
  4. About 4 hours a week from your project lead.

Messy data is normal after three years. Part of the audit is telling you what's usable and what to fix.

Book a diagnosis to scope the audit

Questions

Before you scope it

What does the GTM Data Audit cost?

The audit is a fixed-scope project. We quote it after a 30-minute diagnosis, once we've seen how much sales history you have and where it lives. You'll have a written quote before any work starts.

How long does the audit take?

It's a fixed-scope project. We agree the scope and timing after a 30-minute diagnosis, once we know how much sales history you have and where it lives.

Who is the audit for?

It works best when you sell B2B SaaS, have a sales team, and have three or more years of won and lost deals in a CRM. Less history than that? The GTM Launch Programme starts from research instead. Not sure where you stand? The signal gap scorecard is a quick first check.

What happens after the audit?

The Diagnosis Report is yours to act on, with or without us. Your own team can run with it, or you can continue into the build and handover of the GTM Engineering Programme. There's no obligation to continue.

Resources

Next step

Start with what your sales history already knows.

In 30 minutes we'll look at how much sales history you have and where it lives, and scope the audit around it.

Book a diagnosis to scope the audit