Revenue Audit for Small Businesses
Find where revenue is stuck. Pick one fix and we start there.
At a glance: Provider: Dalai Group. Led by: Pilar Lazzati, 4X founder with two exits. Audience: small businesses. Output: the biggest revenue break, ranked fixes and one clear first move.
A revenue audit, sometimes called a revenue operations audit or GTM audit, shows where a company loses revenue between marketing, sales and delivery. Dalai Group's Revenue Audit finds the biggest break, ranks the fixes by money recovered, and gives a founder one clear first move.
Every business has bottlenecks
You built the business. Growth slowed, or it got expensive, or it depends on you. The cause is rarely effort. It is usually one or two places where leads, deals or customers get stuck, and nobody has looked at the whole path at once.
What the Revenue Audit covers
- Lead sources and what each one really returns
- Handoffs between marketing and sales, and where deals stall
- Pipeline, follow-up and conversion, stage by stage
- Pricing, offers and retention
- Your tools and data (CRM, ads, analytics) and whether the numbers can be trusted
- Where AI and automation can take work off your team and where they would only add noise
What you get
- A plain-language map of where revenue is stuck
- A ranked list of fixes. Pick one and we start there
- A 30-day plan with owners and measures
- A working session with Pilar to walk through it
How it works (the Revenue System Diagnostic)
01Fit conversation, 20 minutes, free
02Revenue System Diagnostic, paid, fixed scope
03AI Revenue Workflow Sprint, if you want the fix built
04Fractional Growth Leadership, if you want ongoing leadership
You can stop after step 02 and keep the plan.
Who it is for
Small companies, roughly 10 to 200 people, with revenue to protect and a leader who can say yes in one call. Fintech, financial services, payments, martech and adtech, and PE-backed portfolio companies are a particular fit, as are small B2B services, SaaS, ecommerce and consumer brands, and healthcare services.
Why Pilar
Pilar Lazzati is a 4X founder with two exits. She co-built MailCreations and sold it to Livedoor, a public company, for more than $6 million. She grew 1001 Consejos from under $1,000 to 20 million visitors a month with no ads, pure SEO. She ran Dalai Group for 21 years with brands including HBO, Citi, Nestle, eBay, MTV, Johns Hopkins, Volvo, AT&T, Bank of America, Disney, Oracle, 3M, PayPal, Marriott, Adidas and McCormick, and has led HubSpot and Salesforce migrations. For the last three years she has built AI revenue systems for her own business.
Questions founders ask
What is a revenue audit?
A structured review of how a company gets, keeps and grows revenue, to find where it leaks. This is not a tax audit.
How is a revenue audit different from a RevOps audit?
A RevOps audit looks at systems and process. The Revenue Audit starts from the money and then looks at systems, people and offers.
How long does it take?
7 to 10 days.
What do you need from us?
Read access to your CRM and analytics, and two or three conversations with the people who run sales and marketing.
Do we have to hire you afterwards?
No. The audit and the plan are yours to keep. You can hand them to your own team, hire us for the first fix, or never talk to us again.
Next step: if the audit shows you need ongoing leadership, see Fractional CMO for Small Businesses, or read how much a fractional CMO costs.