Revenue Leakage Audit
Map the complete customer journey, reconcile the numbers and identify where revenue is being lost.
- Tracking and data review
- Lead journey analysis
- Contactability and handoffs
- Revenue matching
Revenue Systems Intelligence
Follow the revenue journey↓Find where your revenue is leaking. Fix the systems causing it.
ConvertIQ connects your marketing, CRM, calls, sales and revenue data to uncover where opportunities are being lost — then builds the intelligence and workflows that recover them.
Google Ads HubSpot CallRail GA4 Sales Data Revenue
- Read-only by default
- Evidence-backed
- Built around your existing stack
The commercial problem
Most businesses do not have a lead problem. They have a revenue system problem.
Marketing, CRM, calls, sales and finance often report different versions of the same customer journey. ConvertIQ connects those versions into one commercial view.
Before · illustrative totalsFragmented reporting
01Marketing1,000 website visits
02Website enquiries82 enquiries
03Calls69 conversations
04CRM51 contacts
05Sales12 opportunities
06Finance6 customers
07Revenue£31,200 matched value
No system explains the gaps between them.
AfterConnected commercial truth
One customer identityOne journeyOne revenue outcome
One source of commercial truth.
Click-to-cash intelligence
Follow every customer from click to cash.
See demand enter the system, move through conversations and pipeline, then become a customer and measurable revenue.
Illustrative revenue journey At-risk handoff Confirmed break Disconnected evidence
- Lead not created
- Call unattributed
- Response delayed
- Source lost
- Duplicate customer
- Revenue disconnected
01
What the system should doCreate measurable demand and retain the first source evidence.
Leakage to investigateCampaign context can disappear before the enquiry is captured.
Illustrative customerCIQ-DEMO-0142
DemandGoogle Ads click recorded with campaign and click identifier.
Revenue leakage diagnostic
Revenue leaks rarely appear in one report.
They exist between systems, teams and lifecycle stages. ConvertIQ reconciles the journey to show where paid-for opportunities disappear.
- 011,000Website visits
- 0282Enquiries
- 0369CRM contacts
- 0451Contacted
- 0527Qualified
- 0612Opportunities
- 076Customers
Primary issue
At-risk handoffLead not captured
- Affected stage
- Enquiry → CRM
- Source
- Website forms
- Records
- 13 records
- Time period
- Illustrative month
- Marketing value exposed
- £1,300
- Estimated opportunity value
- £6,500
Supporting evidenceForm events are present, but no matching CRM contact can be found.
Recommended investigationValidate the form-to-CRM handoff and replay failed captures.
Detect → diagnoseTrace the missing evidence before deciding what to automate.
Find the gaps in my revenue system Interactive revenue diagnostic
What could revenue leakage be costing you?
Use your own funnel assumptions to estimate the pre-contact opportunity that deserves investigation.
01
Your inputsModel the current journey
02
Your current journeyWhere the gap appears
Leads312100%
Contacted24177.2%
Qualified4619.1%
Estimated sales817.4%
Estimated leads not contacted71
Qualification is applied to contacted leads and close rate to qualified opportunities. Potential leakage is shown in amber; it is not assumed to be recoverable revenue.
The ConvertIQ system
One intelligence layer across your revenue stack.
Evidence moves through four connected layers—from diagnosis to controlled commercial action.
Revenue Data Infrastructure
Connect marketing, CRM, call, sales and revenue systems without replacing tools that already work.
- APIs and webhooks
- Identity resolution
- Source normalisation
- Custom integrations
Revenue Intelligence Layer
Turn fragmented activity into one view of demand, leads, opportunities, customers and revenue.
- Lead and call intelligence
- Attribution
- Pipeline performance
- Data quality monitoring
Revenue Systems
Build workflows that prevent leads from disappearing and return outcomes to acquisition systems.
- Lead routing and follow-up
- Lifecycle automation
- Conversion feedback
- Alerts and exceptions
Product architecture
Establish the truth. Find the leakage. Recover it.
LeadLedger, Operational Intelligence and RecoveryOS form one evidence-to-action operating sequence—not three disconnected dashboards.
Revenue journey diagnosis
See the moment fragmented evidence becomes commercial truth.
Follow one paid enquiry as ConvertIQ identifies the broken handoff, reconciles its evidence and reconnects the path to revenue.
Fragmented systems
Demand enters the system
Marketing creates an enquiry with campaign and click evidence.
Lost attribution
The journey breaks
The call exists, but source evidence is missing.
Leak detected
Revenue leak detected
The paid enquiry cannot be traced through the commercial journey.
Evidence reconciled
Evidence reconciled
Marketing, call, CRM and sales records are connected.
Commercial truth
Commercial truth established
The journey can now be measured from click to revenue.
Click → Enquiry → Conversation → Qualification → Opportunity → Customer → Revenue
Operational Intelligence Platform
See the whole commercial system, not isolated channel metrics.
ConvertIQ creates an operational intelligence layer across acquisition, leads, conversations, pipeline and revenue.
Active view
System observedExecutive overview
The complete click-to-cash position and the exceptions that need attention.
Website visits1,000100%Enquiries828.2%CRM contacts696.9%Contacted515.1%Qualified272.7%Opportunities121.2%Customers60.6%
Acquisition to revenueCommercial flow
May1 May15 May31 May
Revenue position£31,200 matched
72% coverage72%attribution
coverage
coverage
- Marketing spend
- £8,200
- Cost / enquiry
- £100
- Customer acquisition cost
- £1,367
PipelineOpportunity movement
12 open / wonDiscovery5
Evaluation3
Proposal2
Negotiation2
ExceptionsEvidence requiring attention
4 findings13 enquiries missing from CRMHigh
18 contacts not reachedHigh
7 calls without attributionMedium
4 customers disconnectedReview
All figures and records in this interface are demonstration data.
Commercial capabilities
Fix the system between marketing and revenue.
Each capability answers a commercial question and improves a measurable handoff—not another isolated dashboard.
Know which marketing actually produces revenue.
Connect campaigns, clicks, calls, contacts, opportunities and sales to the commercial outcome.
Campaign → customer → revenue
See what happens after the enquiry.
Understand whether leads were captured, contacted, qualified, progressed or lost.
Captured → worked → progressed
Turn conversations into measurable revenue signals.
Connect call source, outcome, duration, qualification and customer value.
Source → outcome → value
Make the CRM reflect the real customer journey.
Build lifecycle stages, properties, workflows and reporting around commercial reality.
Identity → lifecycle → owner
Stop paid-for leads disappearing inside your process.
Automate routing, follow-up, exception alerts, qualification and conversion feedback.
Exception → owner → action
Optimise for customers and revenue, not superficial conversion counts.
Connect acquisition cost to pipeline, sales, activation and revenue.
Spend → pipeline → cash
Integration ecosystem
Your revenue data already exists. It just does not work together.
ConvertIQ connects the tools that generate demand, capture enquiries, manage customers and record revenue.
ConvertIQ Intelligence LayerOne customer.
One customer.
One journey.
One source of revenue truth.
Identity · evidence · outcome
Selected evidence pathGoogle Ads → customer identity → CRM opportunity → revenueConversion outcome returned to the systems responsible for acquisition.
Marketing and enquiryCommercial outcomesConversion data returned to acquisition
Systems shown are examples of data sources ConvertIQ can work with. No official platform partnership is implied.
How we engage
Start with the evidence.
We retain what works, connect what is fragmented and rebuild only what is preventing commercial visibility or growth.
- 01Audit
Revenue Leakage Audit
A clear map of the customer journey, the data gaps and the commercial impact.
- 02Build
System Build
Connected data, corrected tracking, structured CRM workflows and operational intelligence.
- 03Improve
Optimisation
Ongoing monitoring, experimentation and improvement across acquisition, lead handling and conversion.
Built for commercially complex journeys.
ConvertIQ is best suited to enquiry-led businesses investing meaningfully in demand, using multiple systems and relying on assisted sales to convert opportunities into revenue.
Methodology, not manufactured proof
Evidence before automation.
When verified case studies are not available, the responsible proof is a transparent method and traceable evidence—not invented outcomes.
- 01Reconcile
marketing, CRM and revenue totals
- 02Trace
every lifecycle handoff
- 03Separate
tracking failure from sales-process failure
- 04Quantify
the commercial impact
- 05Prioritise
fixes by recoverable value
- 06Validate
the data after implementation
Illustrative audit artefact
Customer journey evidenceCIQ-DEMO-0142Trace complete
- Demand source
- Evidence captured
- Enquiry
- CRM record missing
- Contact outcome
- No activity found
- Commercial status
- Requires review
No real customer or personal data.
Revenue leakage starts between the reports
You are already paying for the leads.
The question is how many disappear before they become revenue.
Find My Revenue LeaksMarketingCRMCallsSalesRevenue