Samples · Fictional business, sample numbers
Sample audit report: Northstar Academy
What a Pipeline Audit hands you: every leak found, a dollar estimate for each, one fixed during the audit, and the 90-day plan.
Summary
Northstar Academy runs two webinar launches a year and an evergreen quiz funnel. We found 4 leaks worth an estimated $4,500 a month plus $3,800 a launch. We fixed the webinar reminder leak during the audit.
| Leak | What we saw | Estimate | Fix |
|---|---|---|---|
| Webinar sign-ups get one reminder | Only one email goes out before the live session, and none after for people who missed it. | $3,800 a launch | Add 3 reminders and a 48-hour replay sequence. |
| Quiz leads all get the same emails | The quiz sorts people into 4 types, but every type gets the same welcome sequence. | $1,900 a month | Write one 5-email welcome per type. |
| No second-purchase flow | Course buyers hear nothing until the next launch, 4 months later. | $2,600 a month | A 30-day post-purchase flow with the next offer. |
| CRM has 3,100 duplicates | Leads from Kajabi and the quiz tool arrive twice, so open rates and sources are wrong. | Hidden cost: bad decisions | Merge, tag sources and add one dedupe rule. |
The 90-day plan
- Days 1 to 14: welcome sequences by quiz type, CRM dedupe.
- Days 15 to 45: post-purchase flow, launch reminder and replay set.
- Days 46 to 90: win-back for quiet subscribers, monthly report live.
Sample for a fictional business. Estimates show the method, not a promise.
$1,500, credited to your first month if you start within 14 days. Refunded if we don't find 3 fixable leaks.