Free Pipeline Economics Audit

A free audit of your pipeline economics — pulled from your real CRM and ad data

You hand over read-only access to your CRM and your ad accounts. We model your funnel — lead-to-opportunity, opportunity-to-bid, bid-to-close — and surface the exact dollar gap between what your marketing is producing and what your sales team is closing.

  • Read-only, no integrations to install

    A scoped read-only view of your CRM and ad platforms. We never touch live data, never change your workflows, and never keep access after the audit ships.

  • Funnel math, not vanity dashboards

    Lead count, cost-per-lead, opportunity rate, win rate, and average contract value — computed on your real numbers, not industry benchmarks dressed up as yours.

  • You own the output

    The audit deck is yours to keep, share with your team, or hand to a vendor. No NDA, no follow-up pressure, no obligation to engage us after you read it.

What you get

A pipeline audit, in three concrete steps

No discovery workshops. No three-week scoping process. Read-only access in, a single-page audit out — usually inside ten business days.

01

Read-only access to CRM + ad data

You grant a scoped, read-only connection to your CRM and ad accounts. We pull the last 12 months of lead, opportunity, and revenue events — never the contact records themselves.

02

A funnel model built on your numbers

We model lead → opportunity → bid → close on your real data. Win rate, average contract value, and cost-per-acquisition computed end-to-end — not cherry-picked slices.

03

The dollar gap, surfaced in a single page

The audit deliverable: where leads leak, what each stage costs you, and the cleanest two or three fixes. A single page your sales lead and your CFO can both read.

Pipeline review

Tell us about your business

We'll follow up within one business day with a tailored scoping conversation: your service area, the facility types you target, and the bid cadence you can absorb.

Industry-exclusive targeting — no shared leads

Verified budget + decision-maker on every delivery

No long contracts — month-to-month after the first 90

Request a pipeline review
Takes 60 seconds. We'll map a 12-month plan.
Step 1 of 5Facility type
What kind of facility needs cleaning?
Pick the option closest to the building you'd like serviced.

No contracts. No setup fees. Just a conversation about growing your pipeline.

Prefer email? clearpipeline-marketing@polsia.app