A scored diagnostic of your business development function, delivered in two weeks with a prioritized 90-day action plan.
Start Your AuditMost firms don't know what's broken in their BD function. They only know it isn't producing what it should. The Pipeline Audit gives you a clear, structured answer in two weeks, delivered as a written scorecard with a prioritized list of what to fix first.
You get the kind of clarity normally reserved for firms paying six figures for a strategic review, at a fraction of the cost.
A 60-minute intake call with your leadership team to map your current BD activity, pipeline, contact data, messaging, and tools.
We independently review your contact data, messaging, and BD assets, then build your written scorecard and prioritized recommendations.
A 60-minute presentation call walking your leadership team through findings and the recommended next step.
The full $1,000 Pipeline Audit investment is credited toward any larger Bartlett Strategies engagement when you move forward within 30 days.
The Pipeline Audit is built for professional services firms who want a clear, honest assessment of their business development function before committing to a larger engagement. CPA firms, IT and managed services providers, law firms, consulting practices, financial advisory firms, and specialized agencies.
A free consultation gives you a sales conversation. The Pipeline Audit gives you a scored, written diagnostic of your business development function with prioritized recommendations you can act on whether or not you continue working with us. The audit is a real piece of work, not a pre-pitch.
Ashley Bartlett leads every audit personally. The diagnostic, the scoring, and the recommendations are not outsourced.
You keep your written scorecard and your 90-day recommendations. We part as friends. No pressure, no follow-up cycle, no upsell pitch. The audit stands on its own as a finished deliverable.
Approximately two hours from your team across the two weeks: a 60-minute intake call at the start, and a 60-minute presentation call at the end. The independent review work in between happens on our side without pulling on your time.
Yes. If you engage in the Pipeline Engine, the 100-Day Pipeline Program, or the Pipeline Office within 30 days of your final report, your $1,000 audit fee is fully credited against your engagement investment. No paperwork, no hoops.
Schedule a 30-minute fit conversation. We'll talk about your firm, your goals, and whether the Pipeline Audit is the right starting point.
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