Revenue Change Audit
See what your revenue team may be missing.
Connect a subset of accounts read-only. Pulse establishes a baseline, backfills what your systems kept, and reports the events that were useful and non-obvious.
Renewal at risk: champion left, competitor in the room
NewPlanet Express / $184,200 arr at risk / Sep 24
Champion changed: relationship reset in progress
Sterling Cooper / $96,500 arr, relationship reset / Sep 24
Deal slipping: new CFO, frozen budget, silent buyer
Stark Industries / $237,000 deal value / Sep 21
Two weeks. Five steps. One report.
Connect read-only
Salesforce or HubSpot first, then call recordings, product analytics, and support if you have them. Nothing is written back during the audit.
Establish the baseline
Context builds a timeline for each account in the subset: people, activity, usage, and the outside events already on record.
Backfill what exists
Pulse pulls whatever history your source systems kept. Where a system never stored the past, the timeline starts at connection and says so.
Observe for two weeks
Pulse watches inside and outside every account in the subset and raises Revenue Events as combinations of change appear.
Review every high-priority event together
Two questions per event: was it useful, and did you already know. The written report counts only the ones that pass both.
What you get for every account in the subset.
A timeline from the baseline forward, the six revenue states as they stand today, and every Revenue Event with the evidence that produced it.
Stark Industries
$237,000 open opportunity / Targeting Q4 close / Owned by Rafael Quint
Baseline established
Aug 5
New CFO appointed
Aug 19 / ZoomInfo
Close date moved twice
Aug 30 / Salesforce
Budget freeze on call
Sep 9 / Gong
Deal slipping
Sep 21
Moved to Q1 commit
Sep 22 / Salesforce
Stark Industries
$237,000 open opportunity / Targeting Q4 close
Retention
Not a customer
Expansion
Not applicable
Relationship
Buyer silent 12d
changed 7d ago
Competition
Unknown
Adoption
Pilot active
Deal momentum
Slipping
changed 17d ago
The offer
A fixed scope now. A clear path after.
The audit
Read-only, time-boxed, and measured on one thing: whether the high-priority events were useful and not already being worked by the account team.
- 250 to 500 accounts you pick, or the renewals in the next two quarters
- Read-only connections, tenant-isolated, removed on request
- A fixed two-week window after the baseline
- Written findings with every event's evidence trail
After the audit
Pulse goes live on the full portfolio with the Context it already built. Forward Deployed Engineers come in only where your revenue logic needs custom events, decision packs, or agents that act.
- Pulse deployed across the portfolio, standard integrations included
- Revllama Context kept from the audit, nothing starts over
- FDE engagement only if your logic needs custom events or agents
- Flat monthly run, no seat pricing, no signal credits
We do not promise a historical audit where your source systems never stored the history.
FAQ
Questions about the audit.
Start the audit with a 30-minute call.
We will pick the account subset, confirm which systems to connect read-only, and set the two-week window. Findings come back in writing.
- Read-only connection to Salesforce or HubSpot first
- Baseline and backfill from whatever history your systems kept
- Every high-priority event reviewed with you at the end
No commitment. If Pulse finds nothing you did not already know, we will say so.