CAPTURE | Priority 01
Intent signal coverage
Only basic intent sources. No competitor, review-site, or hiring signals. The accounts already in-market stay invisible.
Your GTM stack is leaking revenue.
In 7 days I show you where, rank each leak by what it's costing you, and tell you which to close first.
Your GTM stack already runs 30+ tools. The revenue leak isn't in your AI. It's in the handoffs between those tools: the routing, the follow-up, the ownership nobody agreed on.
I draw the map your team has never had time to draw, then rank the top fixes by ROI, before you hire another engineer or buy another tool.
The Audit Plate
Ops map x Priority Roadmap | delivered on day 7
Scope | Lead to Renewal
Subject | Acme SaaS | $9.4M ARR
Fig. 01.A | Mobile reading path
Six visible workflow leaks, each keyed to its ranked fix.
RECOVERY | Priority 02
Closed-lost win-back
Closed-lost disappears. The pipeline most likely to convert next quarter is the one nobody re-works.
DEMAND | Priority 03
Demo objections to content
What buyers ask and object to in demos never reaches content. The team writes in the dark, and the best-performing piece never becomes an ad.
EXPAND | Priority 04
Expansion signal routing
The signal that an account is ready to expand reaches the owner too late, buried in a spreadsheet or lost in Slack, so the right resources arrive too late or never.
CLOSE | Priority 05
Pre-close resourcing
While a quote sits unsigned, nothing tailored goes back. No comparison, no answer to the objection that is actually holding the deal.
CAPTURE | Priority 06
Inbound enrichment and routing
Sales says 'not enough leads' while a third of inbound is never worked. Routing is by memory, not by system.
Continue to Fig. 01.B for the complete ranked roadmap.
01
Only basic intent sources. No competitor, review-site, or hiring signals. The accounts already in-market stay invisible.
02
Closed-lost disappears. The pipeline most likely to convert next quarter is the one nobody re-works.
03
What buyers ask and object to in demos never reaches content. The team writes in the dark, and the best-performing piece never becomes an ad.
04
The signal that an account is ready to expand reaches the owner too late, buried in a spreadsheet or lost in Slack, so the right resources arrive too late or never.
05
While a quote sits unsigned, nothing tailored goes back. No comparison, no answer to the objection that is actually holding the deal.
06
Sales says 'not enough leads' while a third of inbound is never worked. Routing is by memory, not by system.
System of recordConnected toolLeak | keyed to fix #
Fig. 01.A | WorkflowPriority Roadmap
Fig. 01.B | Deliverable 03 of 04
#FixAreaImpact/yEffConf
01
Intent signal coverage
CAPTURE
$320K
M
HIGH
02
Closed-lost win-back
RECOVERY
$190K
S
HIGH
03
Demo objections to content
DEMAND
$145K
S
HIGH
04
Expansion signal routing
EXPAND
$118K
M
HIGH
05
Pre-close resourcing
CLOSE
$96K
M
MED
06
Inbound enrichment and routing
CAPTURE
$64K
S
MED
07
Usage risk early-warning
RETAIN
$82K
M
MED
08
Lead verification (bounce)
CAPTURE
$47K
S
HIGH
09
Forecast signal validation
PIPELINE
$36K
L
MED
10
Reporting cadence
OPS
$24K
S
HIGH
Recoverable/year
$1.12MWithin 90 days
68%Fig. 01 | GTM workflow as audited | before fixes applied10 ranked fixes | 9 handoffs | 31 tools | 6 functions
02DIAGNOSIS
It's never the AI.
It's the handoffs.
The same few failure modes show up in almost every stack. These three cost the most. The audit names each one inside your stack, with the dollar figure attached.
I.SPEED x OWNERSHIP
Zombie Leads
Inbound demos and hand-raisers sit unrouted for hours. Marketing paid for the click, and the lead goes cold before anyone can work it.
~38%of inbound never touched in <1h
II.VISIBILITY x TRUTH
CRM Black Box
Pipeline data exists but doesn't reconcile with reality. Forecast is a story your CRM can't actually back up.
~22ppforecast accuracy gap
III.TIME x THROUGHPUT
Manual Glue
High-paid people copy-paste between tools, research by hand, and update sheets instead of selling or building. Every role does it, and none of it is the job they were hired for.
~14hwasted/rep/week
03STACK LEGEND
I work inside the tools
your team already owns.
No migration. No platform pitch. The audit works inside the stack you already pay for and ranks the gaps worth fixing first. These are some of the tools I see most. Yours is probably already here, and if it isn't, I still know it. The leaks live between the tools, not inside them.
FIG. 02 | STACK SURFACE AREA | A SAMPLE
Core | system of recordConnected layer
Tier 01 | Core
Core
Core truth layer
Salesforce
HubSpot
Pipedrive
Zoho CRM
Microsoft Dynamics
Close
Tier 02 | Demand & Reach
Demand & Reach
How pipeline gets created
Marketing Automation
7Marketo · Pardot · ActiveCampaign · +4 more
MarketoPardotActiveCampaignCustomer.ioMailchimpKlaviyoBraze
ABM/Intent
86sense · Demandbase · Terminus · +5 more
6senseDemandbaseTerminusZoomInfoClayLeadfeederLead ForensicsBombora
Ads/Retargeting
7Google Ads · LinkedIn Ads · Meta Ads · +4 more
Google AdsLinkedIn AdsMeta AdsMicrosoft AdsReddit AdsStackAdaptAdRoll
Forms/Capture
5Typeform · Gravity Forms · HubSpot Forms · +2 more
TypeformGravity FormsHubSpot FormsMarketo FormsJotform
Events & Webinars
5Zoom Webinars · Goldcast · Bizzabo · +2 more
Zoom WebinarsGoldcastBizzaboLumaON24
Tier 03 | Sales & Revenue Loop
Sales & Revenue Loop
Where the deal moves
Sales Engagement
7Outreach · Salesloft · Apollo · +4 more
OutreachSalesloftApolloLemlistReply.ioInstantlySmartlead
Conversational/Chat
5Drift · Intercom · Qualified · +2 more
DriftIntercomQualifiedHubSpot ChatZoho SalesIQ
Demo/DSR
5Storylane · Navattic · Walnut · +2 more
StorylaneNavatticWalnutDemostackReprise
Revenue Intelligence
5Gong · Chorus · Clari · +2 more
GongChorusClariAvomaTerret
Sales Enablement
5Highspot · Seismic · Showpad · +2 more
HighspotSeismicShowpadMindtickleGuru
Tier 04 | Close, Retain & Support
Close, Retain & Support
Signature to renewal
Contracts/Billing/CPQ
6PandaDoc · DocuSign · Ironclad · +3 more
PandaDocDocuSignIroncladStripeChargebeeMaxio
Customer Success
5Gainsight · Vitally · Catalyst · +2 more
GainsightVitallyCatalystChurnZeroPlanhat
Support/CX
4Zendesk · Intercom · Freshdesk · +1 more
ZendeskIntercomFreshdeskHelp Scout
Partners/Channel
4PartnerStack · Crossbeam · Allbound · +1 more
PartnerStackCrossbeamAllboundImpartner
Tier 05 | Data, Analytics & Glue
Data, Analytics & Glue
What ties it together
PLG/Onboarding
5Pendo · Appcues · Userflow · +2 more
PendoAppcuesUserflowWalkMeChameleon
Data/Enrichment
5Cognism · Lusha · UserGems · +2 more
CognismLushaUserGemsClearbitApollo
Product Analytics/CRO
8Amplitude · Mixpanel · PostHog · +5 more
AmplitudeMixpanelPostHogHeapHotjarMicrosoft ClarityVWOGoogle Analytics
Voice of Customer
3Qualtrics · UserTesting · Sprig
QualtricsUserTestingSprig
Automation/Data Sync
7Zapier · Make · n8n · +4 more
ZapierMaken8nWorkatoTray.aiHightouchCensus
Tier 06 | Site Layer
Site Layer
CMS/Site
7WordPress · Webflow · HubSpot CMS · +4 more
WordPressWebflowHubSpot CMSWixSquarespaceFramerContentful
Fig. 02 | Stack surface area | per categoryYours probably uses 12 of these
04DELIVERABLES | WHAT YOU RECEIVE
Four plates.
Seven days.
Everything the audit returns is something your team can act on the morning it lands. Fixed scope, and you own all of it. Delivered as diagrams, a written brief, a ranked plan, and a live model you can keep using.
Plate A01/04
Ops Map
The complete map of your revenue motion, lead to renewal, every handoff and owner named. The plate on this page is one corner of it.
Answers | Where the flow breaks
Plate B02/04
Operations Brief
Structured docs of process owners, tools of record, current automations, and known failure modes.
Answers | Who owns what
Plate C03/04
Priority Roadmap
10 highest-ROI fixes ranked by impact x effort x confidence, with the model your CFO can defend.
Answers | What to fix first
Plate D04/04
ROI Dashboard
Hours saved and revenue safeguarded per item, kept live as fixes ship.
Answers | What it is worth
05LIVE SYSTEMS PROOF
Built inside real
revenue motions.
I design and build the revenue systems, agents, and workflows that add millions in ARR and cut thousands of manual hours inside B2B SaaS. The problems, systems, and outcomes here are real, and each runs in a live environment today.
CASE A | INTENT
The accounts already in-market, surfaced
Monitors the signals that say an account is in-market right now, across sources most teams never watch, and surfaces a ranked short list every day. Sales stops guessing who to chase.
40+
sources monitored
Daily
opportunities surfaced
18%
reach a meeting
CASE B | ENABLEMENT
Demo intelligence, routed to the right person
Listens to about 20 demos a week, pulls the questions, objections, and signals, and writes a short brief for each function: the next step for the AE, the risk for the CSM, the content idea for marketing. Everyone gets only their slice.
~20
demos/wk analyzed
0
missed follow-ups
Rolebriefs
not raw notes
CASE C | RECOVERY
The pipeline already sitting in your CRM
Reads the CRM and surfaces what is already there: closed-lost worth a second look, deals gone quiet, accounts nobody has touched. Researches each one, ranks it, and hands back who to re-open and why. The answer was in your CRM the whole time.
$1.2M
surfaced
Monthly
ranked
0
new tools
CASE D | LIST INTELLIGENCE
Know who is actually still there
Audits outbound lists before send: checks which inboxes are safe, which contacts have left, which rows can burn deliverability, and who to suppress or replace. Turns a 'verified' list into a send-safe list before the campaign touches your domain.
31%
ghost contacts caught
-47%
bounce rate
22%
risky sends held
See where your stack leaks
Book a 15-min diagnostic →
15 minutes, and you'll know if an audit pays for itself
06PHASE 02 | POST-AUDIT
If the business case is there, I build it.
The audit tells you which one your revenue actually needs.
The audit hands your team a plan. If a single ranked fix has a strong enough case and your team would rather not staff it, Phase 2 turns it into a live system. Scoped tight. Inside your stack. Shipped in weeks, not quarters.
01Scoped to one revenue loop. Not a platform.
024 to 8 weeks. Measurable outcome on signoff.
03Runs inside your existing CRM and tooling.
04You own everything I build. No black box, no lock-in.
Module 01
TOP OF FUNNEL
Lead Triage Engine
Inbound captured, scored, and routed in under a minute. Ownership assigned by the system and the owner notified, so it is enforced, not assumed.
Measured outcomeCaptured and owned in under 60s
Module 02
POST-SALE
Expansion Signal Engine
The signals that say an account is ready to expand reach the person who owns expansion the moment they happen, with the resources already drafted. No more signals buried in a spreadsheet or lost in Slack.
Measured outcomeRight signal, right person, in time
Module 03
CUSTOMER SUCCESS
Churn Early-Warning
A usage drop or a hit limit surfaces as risk weeks before the next review, with the re-engagement play already drafted. The signal arrives while there is still time to act on it.
Measured outcomeRisk surfaced early
Module 04
FULL FUNNEL
Follow-Up Engine
Every demo, trial, and hand-raise gets its next touch, drafted from the conversation, approved by the rep, logged in the CRM. Nothing falls through because someone got busy.
Measured outcomeNothing dropped
07THE OPERATOR
AI is the easy part.
"My job is to find the highest-ROI move in your revenue motion before anyone writes a line of code."
5+ years building growth, revenue, and automation systems inside real CRMs, sequencers, billing platforms, and legacy enterprise workflows. The mistake most teams make is buying the build before anyone's proven it's worth building. The real cost isn't the tool. It's the months and budget lost building the wrong thing, when a hard look at the details up front would have caught it. So I learn how your revenue actually moves before I touch anything.
Half the job is knowing what not to automate.
5+
Years building growth, revenue, and automation systems
100+
GTM tools instrumented in production
5
Businesses audited
Goran Carevic
FOUNDER | STRATUMOPS
08NEXT STEP
Let's draw the map.
15 minutes on a call about your funnel and stack. By the end you'll know whether an audit pays for itself.
Book a 15-min Diagnostic→
Not ready for a full audit? Start with 10 companies already using your competitors, ranked by where your product has the strongest case to win.
Get my 10 opportunities →cal.com/stratumops | 15 min
goran@stratumops.com