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Audits

Without Clarity, Progress Slows

Continuing without an expert review means leaving performance untapped and problems unresolved. Teams keep pushing forward - but without direction.

But with the right audit, you unlock a precise understanding of your current position, a clear view of what’s holding you back, and a confident roadmap to move forward faster.

The smartest growth journeys begin with smarter insight.
Let’s get yours started today.

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Do You Really Know What’s Holding Back Your Revenue Growth?

You know results need to improve, but without a clear, objective view of your current situation, any plan to fix things is built on assumptions.

If you’re a CRO, CEO, or a sales or marketing leader, the pressure to perform is real. But without understanding what’s working, what’s underperforming, and what’s missing, your teams are left reacting instead of strategically improving.

An audit done right uncovers truth, identifies opportunity, and provides the clarity needed to move forward with confidence.

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Full Revenue Transformation Audits

Is Your Revenue Engine Running at Full Capacity?

Our RevOps audit examines how your people, processes and technology work together to identify bottlenecks, reduce friction, and create a seamless operation that drives sustainable growth. Get a clear roadmap to optimise your current tools and unlock hidden revenue opportunities.

The Types of Audits We Offer

Where could we start?

Innovation Visual delivers deep-dive, tailored audits to equip your business with the insights you need to drive smarter revenue decisions. In addition to our Full Transformation Audits, we offer:

AI Opportunities Audit

Feeling overwhelmed by AI hype whilst your competitors move ahead? Our AI Opportunities Audit cuts through the noise to show you exactly what AI could do for your revenue-driving functions. Get a practical roadmap tailored to your business, not another vendor pitch.

Data Connection (Integration) Audits

Frustrated by disconnected systems and data that doesn't tell the whole story? Our data connection audit reveals how to build a true single source of truth that eliminates silos, reduces manual work, and fuels smarter decisions.

Technology Stack Audits

Drowning in software costs and disconnected systems? Our tech stack audit helps you identify redundancies, optimise integrations, and build a streamlined ecosystem that actually supports your revenue goals instead of hindering them.

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HubSpot Portal Audits

Is your HubSpot investment not delivering the results you expected? Our free portal audit digs deep to uncover unused features, data issues and automation opportunities that could transform your ROI and make HubSpot work harder for you.

Automation Opportunity Audits

Feeling overwhelmed by manual tasks that eat up your team's time? Our automation audit identifies exactly where clever automation can eliminate repetitive work and help your business scale without adding headcount.

Competitor Content Audits

Watching competitors outrank you in search but not sure why? Our competitor content audit reveals exactly where they're beating you and provides a practical roadmap to close the gaps and win back valuable search visibility.

Each audit has its own purpose, scope, and focus and its own dedicated page for more detail. If you already know where the challenge lies, we invite you to explore these pages now.

What You Want:
A Clear Starting Point—and a Smarter Path Forward

Leading businesses understand that better decisions start with better information. You want more than just a sense of how things are going—you want a fact-based assessment of how your systems, tools, and strategies are performing compared to best practice and competitive benchmarks.

You want to:

  • See where your revenue generation systems stand today
  • Understand where you’re falling short—and why
  • Know what improvements will generate the greatest impact
  • Prioritise change based on evidence, not assumption
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Why Most Teams Struggle to Get a True Picture

Internal teams, no matter how skilled, often struggle to audit their own systems effectively. Bias, blind spots, and time constraints all get in the way. And even when audits are attempted, most teams lack the highly specialised, current knowledge required to spot the biggest gaps—or the biggest opportunities.

Without an external, expert lens, many businesses miss the chance to course-correct early or unlock fast wins.

What Needs to Change

You can’t transform your revenue performance if you don’t fully understand the current state of play. That’s where effective audits come in.

Too often, businesses push forward with new strategies, tech rollouts, or campaigns without first pausing to evaluate what’s really going on inside their systems. This leads to wasted spend, missed opportunities, and decisions made in the dark.

Here's what needs to shift:

Embrace Expert, External Perspective

Your internal team may be excellent at execution, but true diagnostics require distance and breadth of view. Our audits offer a neutral, knowledgeable lens, shaped by our experience across industries and technologies—not by internal politics or vendor self-interest.

Get Specialist Insight You Don’t Have In-House

Great audits require current, specialist knowledge—whether that’s in HubSpot, revenue operations architecture, or marketing automation. Most internal teams simply don’t have deep expertise in every required area, especially as technologies evolve rapidly. We do.

Evaluate Systems, Not Just Channels

Many audits focus only on isolated areas—like a single platform or campaign. We take a full-revenue-system view, looking at how tools, teams, and tactics interconnect. This helps uncover hidden inefficiencies and powerful opportunities.

Go Beyond Status Quo Benchmarks

Our audits don’t just identify where you fall short—they highlight where you can leap ahead. We benchmark not just against industry norms, but against what’s possible with the right action and investment.

Prioritise for Impact

With audit insights in hand, you can focus efforts on the highest-value changes. Whether that’s eliminating inefficiencies, deploying automation, or restructuring data flows, you’ll know exactly where to act and why it matters.

How We Deliver Clarity in Three Steps

  1. Discovery & Context
    We align on business goals, system usage, and challenges, so we audit with your strategic objectives in mind.

  2. Deep-Dive Audit Execution
    Our team conducts a rigorous, multi-dimensional analysis of the relevant area—evaluating performance, gaps, and future potential.

  3. Insights & Prioritised Action Plan
    We deliver a clear report of findings, opportunities, and actions—mapped against your goals and ranked by impact potential.
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Transform Your Digital Strategy

Unsure Where to Start Your RevOps Journey?

Our RevOps experts will guide you through proven approaches to help you align your people, processes, and platforms to create seamless revenue operations that drive sustainable business growth across your organisation.

Knowledge Hub

Looking for practical insights to boost your business growth?

Our Knowledge Hub is packed with expert guides, industry analysis and actionable tips to help you navigate the complex world of RevOps and digital transformation. Dive in to learn how to align your systems for maximum impact.

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