This audit document will set the foundation for the start of our relationship. Please take the time to complete it as thoroughly as possible.
It is not uncommon that you don't have some of the data points needed in this document. If that's the case, please leave blank and submit what you can.
We'll send you a link so you can save your progress and pick up where you left off — from any device, anytime. No password needed.
The basics — who you are and where to find you online.
Only data attributable to the offer we'll be selling. Skip any rows you don't have.
| Month | Deals closed | Cash collected | Total contract value | Gross margin % |
|---|
The numbers above the close. Estimates are fine.
| Month | New leads | Booked calls | Qualified calls | Show rate | Ad spend |
|---|
Headcount, commissions, and costs running today.
Every channel that produces leads. Add, edit, or remove freely.
Bullet points are perfect — we'll dig deeper on the call.
Links so we can audit what's already running.
The biggest unlocks usually hide here.
Be honest, be ambitious. We work backwards from these numbers.
Your intake has been submitted. Someone from the Net Revenue team will review it and reach out within 24 hours.
Please email your CRM access to scott@netrevenue.io