Industries · B2B SaaS
The demo request came in Tuesday at 2 p.m. The reply went out Wednesday after lunch.
Founder-led SaaS leaks revenue in the gaps between tools: the demo request that sat in a shared inbox, the trial that expired without a conversation, the account whose usage flatlined a quarter before the cancel email. The Revenue Review reads your CRM, billing, and product data, then hands you a sequenced fix list and — in two weeks — a monthly dollar figure on every leak.
Or call +1 (202) 600-6027 — a person answers.
The pattern
You have probably seen all three of these this quarter.
01
The trial that died quietly
A VP of operations signs up, invites two teammates, and builds half a workflow on day one. Then she hits the integration step and stalls — and nothing in your stack tells anyone. The trial expires on day fourteen; a month later her team is live on a competitor.
02
The demo request nobody owned
The form fill lands in a shared inbox and pings a Slack channel eleven people have muted. You’re in back-to-backs until six, so the reply goes out tomorrow. The prospect booked with whichever competitor had a calendar link on the thank-you page.
03
The champion who left
Your best logo’s power user stopped logging in two months before renewal — she’d taken a new job. The signal was sitting in Mixpanel the whole time; nobody was assigned to look. The cancellation email was the first anyone heard of it.
What we price
The leaks that get a monthly dollar figure.
- Demo requests that wait more than a business hour for a human reply
- Trials that expire without a single human conversation
- Accounts flashing churn signals — flatlined logins, a departed champion — that nobody works until the cancel notice
- Expansion revenue parked in accounts that hit plan limits and never hear from you
- Failed payments and expired cards that dunning emails alone never recover
The records we read
We take read-only access to your CRM — HubSpot, Salesforce, or Pipedrive — your billing and subscription data in Stripe or Chargebee, and your product analytics in Mixpanel, Amplitude, or PostHog. We also read the shared inbox and Slack channels where demo requests actually land.
Three questions
If any of these takes more than a minute, that is the finding.
01
What’s your median time from demo-request form fill to a human reply — measured in minutes, not business days?
02
How many trials expired last quarter without a single conversation, and what were those companies worth as annual contracts?
03
How much ARR renews in the next ninety days inside accounts no one has spoken to since onboarding?
Not knowing them is not a failing — it is the exact gap The Revenue Review is built to close. More straight answers: fourteen of them, in writing.
If the numbers earn it
What gets built afterwards — in your terms.
- Revenue recovery →
- Working what you already paid to acquire: expired trials, closed-lost deals whose only objection was timing, and failed payments. In SaaS this list is long, timestamped, and almost always untouched.
- Client communication →
- Minutes-not-days response to demo requests, structured human touches inside the trial window, and renewal conversations that start before the auto-renew date — not after the cancel email.
- Numbers and alerts →
- Churn and expansion signals — login drop-offs, seat utilization, plan-limit hits — pushed to a named owner as alerts, instead of living in a dashboard nobody opens between board meetings.
Only what the arithmetic justifies — we do not prescribe what we have not diagnosed. The order comes from the Review, not from a brochure.
Who this is not for
We would rather say it here than on the call.
Pre-revenue or still searching for product-market fit. You don’t have leaks yet — you have experiments, and an audit would just price the noise.
Pure self-serve at scale with no sales-assisted motion. If no human ever touches a deal, your leaks live in code, not calendars — that’s a different engagement.
Founders whose churn strategy is that the product is too good to leave. We admire the conviction, but we can’t audit a belief.
Asked on almost every call
The two questions owners here ask first.
- We already run HubSpot and Mixpanel. What would you find that our dashboards don’t show?
- Dashboards show what you decided to measure; the Review reconstructs what actually happened. The leaks live between your tools — between the form fill and the first reply, between the usage drop and the renewal date — where no single system reports. We rebuild those timelines from your own records and put a monthly dollar figure on each gap. Most founders can name the problems; almost none have priced them.
- We’re about to hire our first real sales lead. Should we wait until they’re on board?
- Hire into a priced fix list, not a blank slate. The Review becomes the new hire’s first-quarter plan, with leaks ranked by dollar impact instead of by whoever complains loudest. It takes two weeks and read-only access, so it costs you almost no founder time while you finish the search. Start with the 20-minute call and we’ll tell you if the timing is genuinely wrong.
The next step
Tell us what isn’t getting followed up. We’ll tell you if we can help.
A 20-minute call about your numbers — no deck, and a straight answer either way, including “not yet” if that is the truth.
We call web forms back the same business day. Or skip the form — +1 (202) 600-6027.