MetrixDiagnosis

The Complete HubSpot Revenue Diagnosis

You don't need another audit. You need the full picture.

MetrixDiagnosis combines a forensic revenue audit, AI readiness assessment, rep performance analysis, and deal loss breakdown. Every finding tied to a verified dollar amount from your own data.

Everything in MetrixScan + MetrixAI
Results meeting with your leadership team
3-month follow-up scan included

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The real problem

An audit tells you what's wrong. A diagnosis tells you why you're leaving money on the table.

MetrixDiagnosis answers the hard questions other audits can't answer.

Where deals are actually dying
Which reps are performing and which aren’t
Whether your data is ready for AI
What it’s all costing you in real dollars

Finding the problems is step one. Walking out of a room knowing exactly what is happening inside your revenue operation, and what to do about it, is a different conversation entirely.

What we examine

Four pillars. Every corner of your revenue operation.

Pillar 1

Pipeline Acceleration

Stage design, lead speed, deal risk, and every gap slowing your pipeline down.

Pillar 2

Data & Forecast Integrity

Missing amounts, stale dates, duplicate records, and every number distorting your forecast.

Pillar 3

Deal & Customer Protection

Orphaned deals, renewal gaps, churn signals, and every at-risk relationship going undetected.

Pillar 4

Selling Time Recovery

Manual tasks, low adoption, AI tools going unused, and every hour your reps spend not selling.

What's inside

A complete picture of your revenue operations.

MetrixScan

HubSpot Forensic Revenue Audit

A forensic audit of your HubSpot instance across 4 revenue pillars — uncovering data gaps, process failures, and the exact points where pipeline health breaks down.

MetrixAI

AI Readiness Assessment

An evaluation of your CRM data, workflows, and team readiness across 5 key areas to determine whether your revenue operations are actually ready for AI adoption.

Rep Scorecard

True Rep Performance

An objective breakdown of each rep's performance — separating pipeline volume from actual closing ability so you know exactly who's driving revenue and who isn't.

Deal Loss Analysis

Where Deals Are Dying

Where in the pipeline deals are being lost and exactly how much revenue is leaving at each stage.

Results Meeting

Every Finding Walked Through

A dedicated session with your leadership team to walk through every finding, explain what it means for your business, and align on the highest-impact next steps.

Technical Blueprint

Step-by-Step Fix Guide

A prioritized, step-by-step remediation plan that tells your team exactly what to fix, in what order, and how — so findings turn into real revenue improvements.

Also included

3-Month Follow-Up Scan

We come back and run the same audit. You see exactly what moved, and what didn’t.

Choose your engagement

Every answer. Every dollar. Pick the depth that fits your operation.

Professional

$7,500

The full CRM checkup that tells you exactly what your HubSpot is costing you.

We look inside your HubSpot and tell you exactly what it’s costing you. In real dollars. Across every part of your sales motion.

Everything in MetrixScan + MetrixAI
MetrixAI — AI readiness across 5 examination areas
Rep Scorecard
Deal Loss Analysis
Results Meeting
Technical Blueprint

Start Your Audit

Enterprise

$10,000+

Everything in Professional plus governance and infrastructure.

Everything in Professional, plus a deep examination of the infrastructure and governance holding your entire revenue operation together.