Pipeline Audit

Find out what actually happens to your enquiries.

We review your ads, pages, forms, response times, CRM and quote follow-up — then hand you the highest-value fixes, in order. No pitch until the diagnosis is done.

Complete pipeline review

The complete pipeline view

01 / 04

Demand quality

See which channels, services, locations, and campaigns create commercially relevant opportunities.

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Audit focus

What we review

  • Source and campaign visibility
  • Buyer intent, service fit, and geography
  • Lead volume compared with handling capacity

The complete pipeline view

01 / 04

Demand quality

See which channels, services, locations, and campaigns create commercially relevant opportunities.

What we review

  • Source and campaign visibility
  • Buyer intent, service fit, and geography
  • Lead volume compared with handling capacity
02 / 04

Speed and qualification

See how quickly new enquiries are acknowledged, contacted, qualified, and moved to a meaningful commitment.

What we review

  • Immediate acknowledgement and lead routing
  • Qualification questions and disqualification rules
  • Phone, email, WhatsApp, and booking journeys
03 / 04

Quote progression

Find where surveys, proposals, and active quotes lose ownership or a defined next action.

What we review

  • Stage definitions and pipeline ownership
  • Quote delivery and next-step commitments
  • Follow-up timing, messaging, and escalation
04 / 04

Revenue visibility

Connect source, opportunity value, outcome, and reason lost so commercial decisions are based on evidence.

What we review

  • CRM completeness and reporting accuracy
  • Won, lost, dormant, and reactivation outcomes
  • Conversion, value, and capacity by source
What we review

The complete route, not one isolated channel.

  • Campaign and lead-source quality
  • Website and landing-page conversion
  • Forms, calls, WhatsApp, and booking
  • Response time and qualification
  • CRM stages, tasks, and ownership
  • Quotes, follow-up, outcomes, and reporting
Audit output

A prioritised plan your team can act on.

  • A visual map of the current pipeline
  • The highest-value pipeline fixes
  • Immediate, 30-day, and 90-day priorities
  • Recommendations across pages, process, CRM, automation, and capacity
  • Clear measures for judging improvement
  • A recommended scope only where Tiqva is the right fit
01

Diagnose

Understand the demand sources, buyer journey, team workflow, systems, and commercial goals.

02

Map

Show the strongest route from first contact to qualification, quote, decision, and reporting.

03

Build

Install the pages, workflows, CRM stages, automation, scripts, booking, and visibility the route requires.

04

Operate

Review lead quality, response, quote movement, outcomes, and team adoption as the system goes live.

What happens next

We turn your answers into a focused first diagnostic.

We review your current demand sources, response process, quote volume, follow-up, CRM, service mix, and sales capacity. We then arrange a working session to confirm the most valuable problem, the evidence available, and the best next move.

Pipeline Audit

First, tell us about the business and demand you are building.

Frequently asked questions

Pipeline Audit questions

What does the Pipeline Audit cover?

It reviews demand sources, pages, forms, calls, response time, qualification, CRM stages, quote follow-up, outcomes, and reporting as one connected journey.

What will we receive?

You receive a map of the current pipeline, the highest-value gaps, immediate actions, and prioritised 30-day and 90-day recommendations.

Do we need a CRM before the audit?

No. The audit can review spreadsheets, inboxes, diaries, existing software, or an informal process and identify the simplest workable next state.

Is the audit only for Tiqva clients?

No. The audit is the starting point for deciding what needs to change and whether Tiqva is the right team to deliver it.

What does the Pipeline Audit cost?

Send the initial brief and Tiqva will confirm the scope, output, and any fee before the audit begins.

What happens after the audit?

Tiqva walks through the findings, agrees the strongest first move, and only proposes delivery where there is a clear fit.