Trusted by 500+ Companies building and scaling revenue operations with Twopir Consulting
Your CRM is running. Your automations are live. And the numbers coming out of your revenue stack still do not reconcile. A Twopir audit is a diagnostic engagement that goes inside the org, traces what is actually happening, and hands back a ranked fix sequence. Findings in 5–7 business days, not a proposal in two months.
Trusted by 500+ organizations — and the audit is run by the same architects who build the systems, not by an outsourced analyst pool.
Audited Across
The teams that scale cleanest are not the ones with the most tools. They are the ones that periodically stop and verify that the infrastructure underneath their revenue motion still works the way it was designed to. Every quarter you don't, the drift compounds.
Bad data, broken automations and misaligned pipeline stages are not obvious to the people who live in the system daily. They become obvious when deals stall, forecasts miss, or ops spends a day reconciling numbers that should reconcile themselves.
Marketing owns the portal, sales owns the pipeline, ops owns the integrations, finance owns the reporting. Each team can tell you their half works. Nobody is accountable for the seams between them, which is exactly where revenue disappears.
The people who configured the org, or inherited it, are anchored to the decisions already made. An external review is free to say the structure is wrong rather than that it needs another patch on top.
Most reviews produce a findings spreadsheet and leave the interpretation to your team. Knowing that eleven things are broken is not the same as knowing which one to fix on Monday and which can wait two quarters.
Unstructured improvement is expensive. Teams grind on low-impact changes while the high-impact problems sit untouched, because there was never a ranked sequence to work from in the first place.
Agents, scoring models and AI assistants inherit whatever data and process discipline already exists. Deployed onto a fragmented stack, they do not fix the problem — they scale it and make it harder to trace.
A Twopir audit is a fixed-scope diagnostic engagement in which certified architects inspect your live Salesforce org, HubSpot portal or AI data foundation and return a severity-ranked findings report, a revenue-impact assessment, and a prioritised fix sequence — typically within 5–7 business days of getting read access.
That is deliberately narrower than a free assessment and deliberately wider than a health score. Free assessments are scoped to surface-level discovery because their purpose is to generate a proposal. A health-score dashboard tells you a number without telling you what produced it. This goes inside the architecture: data quality at the field level, automation logic traced through every trigger and action, adoption measured against intended design.
It is for revenue leaders who already suspect something is wrong and need it named precisely enough to act on — before an AI investment, before a re-platform, after an acquisition, or when the forecast stopped being believable and nobody can say why.
Each one goes deep where your revenue infrastructure is weakest. They can be run independently or together — and where the platforms are integrated, running two at once is usually the only way to see the failures that live in the seam between them.
Most Salesforce environments carry years of accumulated CRM debt — duplicate workflows, degraded data quality, automations that fight each other, and adoption patterns that bear no resemblance to the original design intent. The result is an org that is technically live but commercially unreliable.
We go inside, map what is actually happening, and show you exactly what to change. Every issue is documented, categorised by severity, and ranked by revenue impact — so you leave knowing what to fix, in what order, and why. Not with a list of observations your admin has to interpret.
The boundary: this is diagnosis, not remediation. If you want the fixes implemented, that is a separate engagement you decide on after you have the report — and the report is yours either way. Where the org's problems turn out to be architectural rather than configurational, the report says so plainly.
Portal sprawl is silent. Contacts with no lifecycle stage, pipelines nobody actually works, campaigns generating activity but not revenue, integrations that pass data in one direction only. These are the patterns that make HubSpot reporting look busy while conversion rates stay flat.
This is not a health-score dashboard review. We audit pipelines, contact segmentation, workflow logic, the attribution model and the integration layer — and tell you what is broken, what is quietly misleading you, and what to fix first. On multi-Hub portals, most of the damage is in how the Hubs disagree with each other.
The boundary: portal and process, not creative. We assess how your marketing operations are wired and whether the revenue reporting can be trusted. We do not review campaign copy, brand or creative performance.
In most assessments we run, the gap between AI ambition and operational reality comes down to the same four things: fragmented data, undocumented processes, a stack that cannot be orchestrated, and teams that have not been set up to work alongside AI-driven workflows. Agents inherit whatever discipline already exists.
We assess where you actually are and build a roadmap grounded in operational reality rather than vendor promises — covering the data foundation that Agentforce, Einstein and HubSpot's AI features all depend on before any of them can produce a trustworthy answer.
The boundary: this assesses readiness and sequences the work. It is for teams planning AI investment, evaluating tools, or trying to understand why an existing deployment is underperforming. Building the agents and the data foundation is the engagement that follows, if you want it.
The three audits above are scoped by platform. These six layers are what we examine inside whichever platform you choose — and the failures that cost the most almost always sit in the handoffs between them.
Whether the objects, fields and relationships still match how the business actually sells — and how much of the data in them can be trusted.
Every trigger, flow, workflow and action traced end to end — including the ones that fire twice, the ones that never fire, and the ones that quietly overwrite each other.
What moves between systems, in which direction, on what trigger, and what happens when a sync fails at 3am and nobody is watching the error queue.
Whether stage definitions mean the same thing to every rep, whether the pipeline reflects reality, and whether the forecast can survive being questioned in a board meeting.
How the system is used versus how it was designed. Where reps have built shadow processes in spreadsheets, the gap they are routing around is the real finding.
Profiles, permission sets, sharing rules and record visibility — the layer nobody reviews until an auditor, a regulator or a departing employee makes it urgent.
Audits are non-intrusive by design. We work from read access and documentation, not from your team's calendar. Two touchpoints total: a short alignment call at the start and the results walkthrough at the end.
A short alignment call confirms scope, environment size and the questions you most need answered. You provision read access; we confirm a fixed price before any work begins.
Day 0 · ~45 min of your timeArchitects work through the six layers — data, automation, integrations, pipeline, adoption, governance — reading the live environment rather than a questionnaire about it.
Days 1–3 · No time from youEach finding is graded by severity and modelled against revenue impact, so a cosmetic issue and a forecast-breaking one never end up on the same line of the same list.
Days 3–5 · No time from youFindings become a ranked plan ordered by impact, effort and dependency — what to fix first, what it unblocks, and what can safely wait until next quarter.
Days 5–7 · No time from youA live session where the architects who ran the audit present the findings and answer questions directly. You keep the report whether or not you engage us to execute it.
After delivery · ~60 minReal feedback from revenue leaders who stopped guessing about their CRM — paired with the engagements where a diagnostic found the gap and the rebuild closed it.
We engaged Twopir Consulting to conduct a Salesforce audit, and their structured, insight-driven approach exceeded our expectations. Their team quickly understood our complex processes, identified critical gaps, and provided clear, actionable recommendations. The audit improved our data accuracy, streamlined workflows, and aligned perfectly with our digital transformation goals.
Diagnostics across CRM workflows and compliance processes found manual re-entry, missing audit trails and a commission model living in spreadsheets.
Twopir Consulting carried out a comprehensive HubSpot portal audit and delivered a structured review of our entire setup. They identified lifecycle stage gaps, improved our automation alignment, and provided clear recommendations that enhanced pipeline visibility and reporting accuracy across teams.
An attribution audit found that every phone lead was invisible to marketing. Closing that gap gave the client full call attribution and closed-loop revenue reporting.
The AI readiness engagement gave us a clear roadmap to operationalize AI across our processes. The team built intelligent 'Next Best Action' capabilities using scoring, engagement, and fit models, which significantly improved how we prioritize and interact with prospects. Their understanding of both CRM and AI-driven decisioning made a real difference in aligning our systems with business outcomes.
Scoring, engagement and fit models built on top of a cleaned data foundation — the work an AI readiness audit sequences before any of it can be trusted.
Anyone can produce a findings document. The difference is whether the people writing it have built the kind of system they are looking at, and whether they will stand behind what they find.
A review that only inspects configuration misses half the problem. We map how your revenue motion actually works — how leads move, where handoffs break, and which processes are producing the data problems you are living with.
Every issue is ranked by revenue impact, fix complexity and dependency order. Your team knows what to start on Monday and what it unblocks — which is the part most audits leave to you.
The audit is run by the same 40+ certified specialists who design and build these systems, and the people who wrote your findings are the people in the walkthrough call.
We do not audit the CRM in isolation. We look at how pipeline connects to marketing data, reporting and financial outcomes — because revenue infrastructure problems are rarely contained to one platform.
If you want help executing the recommendations we can move straight into implementation. If you would rather your own team runs it, the report is written to be handed to them. You are not handed a document and abandoned.
After 80+ enterprise audits we are confident enough to put this in writing: if the audit does not surface at least three significant gaps costing your business measurable revenue, we refund the audit fee in full. No questions asked. It is the same standard we would want applied to us.
Most audits are completed within 5 to 7 business days from the point we have the access we need. Larger or more architecturally complex environments may require additional time — we confirm scope and timeline on the intake call, before any work begins.
For a Salesforce audit we need read access to your org. For HubSpot, portal-level access. For AI Readiness we use a structured intake questionnaire alongside any relevant process and data infrastructure documentation your team can share. We do not need write access, and we do not need your team's active time during the assessment period.
No. Our audits are non-intrusive by design. We work from read-only platform access and documentation, not through your team's calendar, and we never write to your production environment. The only touchpoint during the audit period is a brief alignment call at the start; the results walkthrough happens after the report is complete.
Three things: a structured findings report with every issue categorised by severity and revenue impact, a prioritised action plan ordered by what to fix first, and a live walkthrough call where the architects who ran the audit present the findings and answer questions directly. The report is yours to keep and act on with your own team, whether or not you engage us for the remediation.
Yes, and where Salesforce and HubSpot are integrated it is usually the right call — issues in one environment routinely surface as symptoms in the other, and auditing only one half leaves you guessing about the seam between them. We also run full-stack reviews covering CRM, marketing platform and AI readiness together. Tell us your environment on the scoping call and we will recommend the combination that actually answers your question.
Free assessments are almost always scoped to surface-level discovery, because they are designed to generate a proposal rather than to deliver operational insight. A Twopir audit goes inside the architecture: we assess data quality at the field level, trace automation logic through every trigger and action, evaluate adoption patterns against expected behaviour, and map how your revenue operations design compares to what is actually running. The output is a working document your team can use, not a sales deck.
Pricing depends on environment size and audit scope, and we give you a transparent fixed quote on the scoping call before any work begins. There is no charge for that conversation and no surprise costs once the engagement starts. The guarantee: if the audit does not surface at least three significant gaps costing your business measurable revenue, we refund the audit fee in full.
This is a strategic conversation, not a sales call. Tell us where your revenue infrastructure is breaking down and we will tell you which audit addresses it directly — whether you need one, two, or none of them yet.
No commitment · No pitch deck · A focused conversation about your systems
