Audit Dossier | B2B SaaSSpecimen | Redacted
Brownfield | Not rip-and-replace

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

SpecimenClient redacted
Scope | Lead to Renewal
Subject | Acme SaaS | $9.4M ARR
DEMANDCAPTUREROUTINGDEMOCLOSEEXPANDWebsiteWordPressIntent signalsGA onlyContentWordPress CMSPaidLinkedIn/GoogleFormTypeformLead in CRMHubSpotRoutingHubSpotCold outreachSalesloftDemo setCalendlyDemo heldGongQuotePandaDocClosed WonStripeClosed LostHubSpotOnboarding/usagePendoExpansionGainsightRenewalHubSpot010203040506
01

Only basic intent sources. No competitor, review-site, or hiring signals. The accounts already in-market stay invisible.

02

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.

03

Sales says 'not enough leads' while a third of inbound is never worked. Routing is by memory, not by system.

04

While a quote sits unsigned, nothing tailored goes back. No comparison, no answer to the objection that is actually holding the deal.

05

Closed-lost disappears. The pipeline most likely to convert next quarter is the one nobody re-works.

06

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.

System of recordConnected toolLeak | keyed to fix #
Fig. 01.A | Workflow

Priority Roadmap

Fig. 01.B | Deliverable 03 of 04

10 items
#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
Usage risk early-warning
RETAIN
$82K
M
MED
07
Inbound enrichment and routing
CAPTURE
$64K
S
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

$1.12M

Within 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

7
MarketoPardotActiveCampaignCustomer.ioMailchimpKlaviyoBraze

ABM/Intent

8
6senseDemandbaseTerminusZoomInfoClayLeadfeederLead ForensicsBombora

Ads/Retargeting

7
Google AdsLinkedIn AdsMeta AdsMicrosoft AdsReddit AdsStackAdaptAdRoll

Forms/Capture

5
TypeformGravity FormsHubSpot FormsMarketo FormsJotform

Events & Webinars

5
Zoom WebinarsGoldcastBizzaboLumaON24

Tier 03 | Sales & Revenue Loop

Sales & Revenue Loop

Where the deal moves

Sales Engagement

7
OutreachSalesloftApolloLemlistReply.ioInstantlySmartlead

Conversational/Chat

5
DriftIntercomQualifiedHubSpot ChatZoho SalesIQ

Demo/DSR

5
StorylaneNavatticWalnutDemostackReprise

Revenue Intelligence

5
GongChorusClariAvomaTerret

Sales Enablement

5
HighspotSeismicShowpadMindtickleGuru

Tier 04 | Close, Retain & Support

Close, Retain & Support

Signature to renewal

Contracts/Billing/CPQ

6
PandaDocDocuSignIroncladStripeChargebeeMaxio

Customer Success

5
GainsightVitallyCatalystChurnZeroPlanhat

Support/CX

4
ZendeskIntercomFreshdeskHelp Scout

Partners/Channel

4
PartnerStackCrossbeamAllboundImpartner

Tier 05 | Data, Analytics & Glue

Data, Analytics & Glue

What ties it together

PLG/Onboarding

5
PendoAppcuesUserflowWalkMeChameleon

Data/Enrichment

5
CognismLushaUserGemsClearbitApollo

Product Analytics/CRO

8
AmplitudeMixpanelPostHogHeapHotjarMicrosoft ClarityVWOGoogle Analytics

Voice of Customer

3
QualtricsUserTestingSprig

Automation/Data Sync

7
ZapierMaken8nWorkatoTray.aiHightouchCensus

Tier 06 | Site Layer

Site Layer

CMS/Site

7
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 50 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.

~50

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."

Eight years building revenue 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.

8+

Years building revenue systems

100+

GTM tools instrumented in production

5

Businesses audited

Goran Carevic

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 call? Send your domain instead. I'll send back a teardown of your visible buying flow, top three leaks named, no call required.

Get the GTM Teardown →

cal.com/stratumops | 15 min

goran@stratumops.com