Growth & Revenue Audit

Why has growth stalled — and what will actually move the needle?

Investment
£4,500

Duration
2–3 weeks

Ideal For
CEOs, MDs, and boards of UK B2B and B2C businesses where revenue has plateaued, pipeline is unpredictable, or marketing investment is not converting to commercial outcomes.

The Problem This Solves

Revenue plateaus rarely have a single cause — and that is exactly why they are so difficult to break through without external expertise. The problem might be in the pipeline: too thin, too slow, or too dependent on a handful of relationships. It might be in marketing: spending is happening but qualified leads are not arriving. It might be in commercial strategy: the pricing model is wrong, the target market is too narrow, or the go-to-market motion is not matched to how buyers actually make decisions. The Growth & Revenue Audit is a structured, forensic review of your entire commercial engine — sales process, pipeline health, marketing effectiveness, and commercial strategy. In two to three weeks, a senior commercial director delivers specific, evidence-based recommendations for the changes that will have the greatest impact on revenue within 90 days.

What We Assess

  • ✔ Sales pipeline health — volume, velocity, conversion rates, stage distribution, and forecast accuracy across the full pipeline
  • ✔ Sales process effectiveness — qualification rigour, deal management discipline, and the alignment between sales methodology and buyer behaviour
  • ✔ Marketing channel performance — ROI by channel, cost per lead, cost per acquisition, and quality of inbound pipeline versus outbound conversion
  • ✔ Ideal Customer Profile and target market definition — precision of targeting, quality of account selection, and alignment with commercial strategy
  • ✔ Commercial strategy and pricing — value proposition clarity, pricing model appropriateness, and competitive positioning strength
  • ✔ Go-to-market alignment — how effectively sales, marketing, and product are aligned around the same commercial narrative and buyer journey

What You'll Receive

Commercial Performance Diagnostic

A detailed, data-driven assessment of your commercial function — covering pipeline metrics, conversion rates, marketing channel ROI, and commercial strategy coherence. Benchmarked against businesses at your stage and sector, with a frank identification of the specific weaknesses most directly responsible for the revenue plateau and the easiest wins available immediately.

Pipeline & Marketing Scorecard

A structured scoring of your pipeline health and marketing effectiveness across key commercial metrics. Identifies where pipeline is leaking, where marketing investment is generating the strongest return, and where the most significant opportunities for rapid improvement exist — giving the sales and marketing leadership team a clear, prioritised improvement agenda.

90-Day Revenue Acceleration Plan

A specific, executable plan for the highest-impact commercial changes achievable within 90 days. Covers process improvements, channel reallocation, targeting refinements, and team development priorities — all sequenced and weighted by their likely impact on near-term revenue, so the leadership team can act immediately without distraction.

Commercial Director Engagement Recommendation

A recommendation for the type and scope of fractional commercial leadership — Sales Director, CMO, or Commercial Director — best positioned to execute the revenue acceleration plan and build the commercial infrastructure for sustained growth. Includes a view on whether a multi-director Revenue Engine programme would deliver greater impact than a single-director engagement.

How It Works

Phase 1

Week 1 — Data Gathering & Discovery

The fractional commercial director reviews your CRM data, pipeline reports, marketing analytics, and financial data by revenue stream. Conducts structured interviews with the CEO, Sales Director or senior sales team, and any marketing leadership. Requests access to campaign performance data, channel reporting, and historical conversion metrics.

Phase 2

Week 2 — Commercial Analysis

Deep-dive analysis of pipeline health, conversion metrics, marketing channel performance, and commercial strategy coherence. Benchmarks performance against sector norms. Identifies the two to three highest-impact levers for revenue acceleration and the structural or process changes required to pull them. Develops the 90-day Revenue Acceleration Plan.

Phase 3

Week 3 — Report & Recommendation

Delivery of the full Commercial Performance Diagnostic and all supporting documents, followed by a structured presentation to the CEO and commercial leadership team. The session is practical and forward-looking — focused on the specific actions that will move the needle on revenue in the next 90 days, not an academic post-mortem of past performance.

Outcomes You Can Expect

  • → A forensic, data-driven diagnosis of exactly why revenue has plateaued — not guesswork, not intuition, but evidence
  • → A clear view of which commercial investments are generating return and which are consuming budget without conversion
  • → A specific 90-day Revenue Acceleration Plan with prioritised actions the team can begin immediately
  • → Identification of pricing, targeting, or positioning changes that could improve revenue without additional spend
  • → A recommendation for the commercial leadership engagement that will deliver the fastest and most sustainable route to growth
  • → A board-ready commercial assessment that provides the evidence base for commercial investment decisions

Frequently Asked Questions

What does the Growth & Revenue Audit cover?

The audit covers your sales pipeline health and conversion metrics, sales process effectiveness, marketing channel performance and ROI, Ideal Customer Profile precision, commercial strategy and pricing model, and go-to-market alignment between sales and marketing. The output includes a Commercial Performance Diagnostic, a Pipeline and Marketing Scorecard, a 90-day Revenue Acceleration Plan, and a specific recommendation for the fractional commercial director engagement best positioned to execute it.

The audit works best with access to your CRM data, marketing analytics, and financial reporting by revenue stream. If you do not have a CRM or your data is incomplete, the audit still delivers significant value — the absence or poor quality of commercial data is itself a critical finding, and the director will supplement data gaps with structured interviews and observation. We work with whatever commercial data exists and identify the reporting and analytics improvements needed as part of the recommendations.

Yes — channel-level performance analysis is a core component of the audit. The fractional commercial director will assess ROI by channel, identify where the funnel is breaking down, and give a view on whether underperformance is attributable to channel selection, targeting, creative quality, proposition weakness, or budget level. Specific channel-level recommendations are included in the 90-day Revenue Acceleration Plan, with a view on reallocation priorities.

No — the audit is applicable to B2B, B2C, and mixed-model businesses. The specific metrics and benchmarks used vary by business model: for B2B businesses, the focus is typically on pipeline metrics, sales cycle length, and account-based marketing effectiveness; for B2C businesses, it centres on acquisition cost, customer lifetime value, and channel attribution. The director is matched to your business model and sector to ensure the assessment uses the right commercial framework for your context.

People issues are addressed as part of the findings — but always in the context of structure, process, and leadership, not individual performance management. If the audit finds that underperformance is attributable to a mismatch between individual capability and role requirements, or to the absence of a senior commercial leader, that is reported clearly and the engagement recommendation reflects it. The fractional director is experienced enough to identify and report people-related commercial risks without creating unnecessary internal conflict.

Ready to begin?

The Growth & Revenue Audit concludes with a specific recommendation for the fractional Sales Director, CMO, or Commercial Director engagement — or Revenue Engine programme — that will turn the 90-day plan into sustained commercial growth. Most clients begin their engagement within five business days of the recommendation. The director already knows your pipeline, your marketing channels, and your commercial model. They start fast, and they own the outcome.