Page 1 of 11

Revenue Infrastructure Audit — Client Intake

Let's get under the hood.

Your Revenue Infrastructure Audit is officially underway.

Before I start digging into your systems, I need to understand how people currently discover your business, become leads, become customers, and what happens afterward.

Don't worry if your systems are messy, disconnected, or mostly manual. That's part of what we're here to uncover.

For this audit, we're focusing on ONE primary offer and ONE primary customer journey.

Answer based on how things actually work today—not how they're supposed to work.

Estimated time: 10–15 minutes.