Can You Trust Your Forecast?

Your CRM contains a number. That does not mean the number is defensible. In 10 business days, the GTM Forecast Audit shows you what is real, what is at risk, and what leadership must change next.

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Know whether the number is defensible before the board discovers it is not.

Not another dashboard. Not a CRM cleanup. An independent assessment of the operating system producing the forecast.

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The Problem

Pipeline coverage can look healthy until quality is considered.

Opportunities move without buyer evidence. Close dates change without explanation. Marketing and sales report different numbers. A few large deals quietly carry the quarter. The audit distinguishes reported pipeline from defensible pipeline.

01 – FORECAST

Can leadership defend the number?

We test methodology, historical accuracy, category performance, bias and management overrides.

02 – PIPELINE

Is there enough qualified coverage?

We adjust reported pipeline for age, evidence, conversion rate and realistic deal closing timing.

03 – RISK

Where will the miss surface first?

We isolate concentration, slippage, weak qualification and dependencies before they become explanations.

What You Receive

A board-ready answer, not a generic audit deck.

The final memo turns pipeline data, leadership interviews and operating evidence into a clear executive conclusion: what can be trusted, what is at risk, and what decisions are required now.

Core Outputs

  • Forecast Confidence Score
  • Quality-adjusted pipeline analysis
  • Pipeline sufficiency assessment
  • Conversion, velocity and slippage findings
  • Concentration and founder-dependency analysis

Executive Decision package

  • Top five structural risks
  • 30-, 60- and 90-day correction plan
  • Board-ready GTM findings memo
  • 60–90 minute executive readout
  • Recommendation on the appropriate path forward

The Process

Ten business days. Four disciplined steps.

The delivery experience is intentionally concentrated. The analysis goes deep enough to support a consequential leadership decision without becoming an open-ended consulting engagement.

DAY 01

Establish the target

Align on forecast plan, board expectations, business context and business decisions the audit must support.

DAY 02 – 07

Examine the evidence

Analyze history, pipeline, stage integrity, conversion, timing, concentration and management cadence.

DAY 08 – 10

Establish the truth

Roles, SLAs, OKRs, and a weekly rhythm your team can run without me – by design, from day one.

Right Moment

Designed for consequential forecast pressure.

  • The board is questioning forecast confidence
  • A new CRO inherited an unreliable pipeline
  • The company is preparing to raise capital
  • A few deals determine whether the quarter succeeds
  • The CEO does not trust the CRM

FIXED INVESTMENT

$4,500 - $7,500

(based on organizational and date integrity)

The core audit covers one business unit and one primary sales motion. The Board and PE Edition supports multiple motions, additional stakeholder interviews and deeper scenario analysis.

See My Forecast Risk Profile

… before your next board meeting.

Do not take another forecast to the board that your team cannot defend.

Complete the short application. I will review the situation and tell you directly whether the audit is the right next step.

Start the 90-Second Application