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GTM Health Score

Twelve questions. Your weakest domain, a dollar estimate of the leak, and the system that fixes it.

GTM74
Sales61
CS38
Rev Int70
Weakest: CS OperationsTake the score (12 min)
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GTM AI Systems/Sales Operations/2 systems

A pipeline your CRO can trust. A forecast your board can defend.

A forecast is only as good as the records under it. This domain is about the records, not the spreadsheet on top of them, on read-only access to your Salesforce or HubSpot until you say otherwise.

Start Your Leak ReportSee the systems
The operational problem

The forecast is not the problem. The records under it are.

Close dates slip without anyone flagging them. Stages mean different things to different reps. The forecast is rebuilt by hand every week, and it still misses.

The instinct is to add a dashboard. The fix is upstream: catch the record that has gone stale before it reaches the roll-up, and stop asking a person to remember.

42 hrsmedian first reply to an inbound lead
$1.6Maverage revenue leaked per company each year (Artemis GTM, 127 audits)
42%of paid tool capability actually gets used
The deal execution layer

A deal either clears its gates, or it does not.

Every system in this domain sits on one of these checks. The audit names which one is costing you the most.

The deal execution layer: record created, stage criteria, close-date check, staleness watch, roll-up, defensible forecast
01Record created
02Stage criteria
03Close-date check
04Staleness watch
05Roll-up
06Defensible forecast
The systems

Two named systems. Each one carries a limit, in writing.

Working software an engineer builds inside your stack and hands over. The audit decides which of the two comes first.

1

Pipeline Hygiene Sentinel

A close date nobody challenged
Every stale record flagged the day it slips

It reads the pipeline continuously and raises the records that have gone quiet: a close date already in the past, a stage that has not moved, an owner who left the company. The rep hears about it while the deal is still winnable.

What gets built. A daily list of records that need a human decision, each with the reason it was raised and who owns it.

Its named limitIt flags and escalates. It never edits a deal, changes a stage or moves a close date.
2

Forecast Assistant

A spreadsheet rebuilt by hand each week
A forecast built from the records themselves

It builds the number from what the CRM actually holds, and shows what moved since last week and why. The board conversation stops being about the spreadsheet and starts being about the deals underneath it.

What gets built. A weekly forecast with the deltas attached: what moved in, what moved out, and which records drove the change.

Its named limitIt reports what the records say. It does not adjust a number to make a quarter look better.
How it is proved

Nothing here goes live until it passes on your data.

Each system is graded against about twenty real cases from your own history, run twice, before it acts on anything. Its freedom widens only while the numbers hold, and narrows automatically when they slip.

85%pass mark

Below it, or on any unsafe action, it does not ship, and we tell you exactly why. You get the score as a document. The fee buys the truth, not a pass.

Read-only until you say soGraded on your own casesAutonomy earned in writing
Read how the proof gate works
Where this connects

A clean pipeline starts before the deal exists.

GTM Operations

Where the lead arrives

A pipeline is only as clean as what enters it. Speed-to-Lead, Handoff Orchestrator and Signal Outbound.

See the domainRevenue Intelligence

Where the forecast is reconciled

A defensible number still has to survive the board meeting. Board Report Engine and Revenue Answers.

See the domain
The Revenue Leak Report: measurement modules on a rail
Where everyone starts

Start with the Revenue Leak Report.

Three weeks on read-only access to your Salesforce or HubSpot. It ends with artefacts, not a deck, and every finding states the assumption behind it so your team can argue with the method.

  • Every leak in dollars, not in adjectives
  • An Operating Map, naming which system fixes what
  • A prioritised sequence, with the assumption behind each call
  • Yours to keep, whether or not you build with us
Start Your Leak ReportWhat is in the report
Start with the diagnosis

Which of the two first?

The Revenue Leak Report answers that. Three weeks on read-only access, every leak quantified in dollars, and the one system that stops the biggest one named. Yours to keep either way.

Forward-deployed, not advisoryNo pressure, just clarityBuilt for scale from day one
  • Three weeks, fixed scope
  • Read-only Salesforce or HubSpot
  • An Operating Map you keep
Start Your Leak Report

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