Trusted by 500+ Companies building and scaling revenue operations with Twopir Consulting
Most Revenue Leaks Are Invisible. An Audit Makes Them Visible.
Your CRM is running. Your automations are live. But the data coming out of your revenue stack is still unreliable — and you know it. A TwoPir audit finds what is costing you pipeline, conversion, and time right now. Not in a report two months from now.
Three Audits. One Architecture That Holds Up.
Each audit is designed to go deep where your revenue infrastructure is weakest — and give you a clear, prioritized path to fix it.
Salesforce Audit
Most Salesforce environments carry years of accumulated CRM debt — duplicate workflows, degraded data quality, broken automations, and adoption patterns that bear no resemblance to the original design intent. The result is a system that is technically live but commercially unreliable. We go inside the org, map what is actually happening, and show you exactly what to change.
Every issue we find is documented, categorized by severity, and ranked by revenue impact. You leave the engagement knowing what to fix, in what order, and why — not with a list of observations your team has to interpret.
- Data quality review
- Automation audit
- User adoption analysis
- Custom action plan
HubSpot Audit
Portal sprawl is silent. Contacts with no lifecycle stage, pipelines that no one actually works, campaigns generating activity but not revenue, and integrations that pass data in one direction — these are the patterns that make your HubSpot reporting look active while your conversion rates stay flat. We audit the full portal and show you where your revenue is disappearing.
This is not a health score dashboard review. We go inside your pipelines, contact segmentation, workflow logic, attribution model, and integration layer — and tell you what is broken, what is misleading you, and what to fix first.
- Portal health check
- Pipeline review
- Campaign performance audit
- Integration check
AI Readiness Audit
Most organizations overestimate their AI readiness by two to three years. The gap between AI ambition and operational reality is almost always the same — fragmented data, undocumented processes, tech stacks that cannot be orchestrated, and teams that have not been set up to work alongside AI-powered workflows. We assess where you actually are and build a roadmap that is grounded in operational reality, not vendor promises.
This audit is for organizations planning AI investment, evaluating AI tools, or trying to understand why their existing AI deployments are underperforming. We give you a clear, evidence-based view of where you stand and what needs to happen before you commit further budget.
- Data readiness check
- Process automation opportunities
- Tech stack assessment
- AI adoption roadmap
What You Don't Know Is What's Costing You
The firms and 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 is actually working as designed.
Revenue Gaps Hiding in Your Current Setup
Bad data, broken automations, and misaligned pipeline stages are not obvious from inside the system. They become obvious when deals stall, forecasts miss, or ops teams spend hours reconciling numbers that should reconcile automatically. An audit finds them before they compound further.
An Unbiased Outside Perspective on Your Architecture
Internal teams are too close to the configuration they built or inherited. An external audit introduces a fresh set of eyes that are not anchored to past decisions — and are free to identify what is structurally wrong, not just what needs patching on the surface.
A Prioritized Action Plan, Not a List of Problems
The output of a TwoPir audit is not a spreadsheet of issues. It is a ranked, structured plan that tells you what to fix first based on revenue impact, effort, and dependency. Your team knows exactly where to start and what sequence to follow.
Faster ROI with a Clear Fix Sequence
Unstructured optimization is expensive. Teams work on low-impact changes while high-impact problems sit unaddressed. An audit compresses the time between identifying the right problem and seeing improvement — because the fix sequence is defined before any work begins.
What Executives Say After Their Audit
Real results from revenue leaders who stopped guessing about their CRM and started operating with clarity.
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. "
★★★★★ Salesforce AuditTheir team quickly understood our complex processes, identified critical gaps across our Hubs, and provided clear, actionable recommendations that transformed our marketing and sales alignment. A knowledgeable and dependable partner. "
★★★★★ HubSpot AuditThe AI Readiness Assessment gave us a clear picture of where to start. Within 3 months, we automated 60% of our content workflow. A team that truly understands both the technical and business sides of AI adoption — our operations team is now 40% more efficient. "
★★★★★ AI Readiness AuditWe Are Not an Auditor. We Are an Architectural Partner.
We Audit the Operating Model, Not Just the Platform
A CRM audit that only looks at configuration misses half the problem. We audit how your revenue motion actually works — how leads move, where handoffs break, and which processes are creating the data problems you are living with.
We Deliver a Fix Sequence, Not a Findings Document
Most audits produce reports. We produce roadmaps. Every issue we find is ranked by revenue impact, fix complexity, and dependency order — so your team knows exactly what to prioritize and why.
We Cover the Full Revenue Lifecycle
We do not audit your CRM in isolation. We look at how your pipeline connects to your marketing data, your reporting, and your financial outcomes. Revenue infrastructure problems are rarely contained to one platform.
We Have Built the Systems We Are Auditing
Our architects have designed, built, and scaled enterprise Salesforce and HubSpot environments across SaaS, FinTech, manufacturing, and services verticals. We know what good architecture looks like — and we know how it breaks under operational pressure.
We Stay Engaged Beyond the Report
If you need support executing the audit recommendations, we can move directly into implementation. You are not handed a document and left to figure out the rest.
"The problem is rarely that an organization lacks tools. The problem is that the infrastructure underneath their revenue motion was never designed to work under real operational pressure — and no one has looked at it honestly since it was first deployed."
Common Questions About Our Audits
How long does an audit take?
What access do you need from us?
Will this disrupt our team or operations?
What is the output at the end of the audit?
Can we get all three audits together?
How is this different from a free assessment other firms offer?
How much does an audit cost?
Not Sure Which Audit Is Right for You?
This is a strategic conversation, not a sales call. Tell us where your revenue infrastructure is breaking down — we will tell you which audit addresses it directly, and whether you need one or all three.
