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.

Week one, what it looks like
PE

Renewal at risk: champion left, competitor in the room

New

Planet Express / $184,200 arr at risk / Sep 24

SC

Champion changed: relationship reset in progress

Sterling Cooper / $96,500 arr, relationship reset / Sep 24

SI

Deal slipping: new CFO, frozen budget, silent buyer

Stark Industries / $237,000 deal value / Sep 21

Two weeks. Five steps. One report.

  1. 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.

  2. Establish the baseline

    Context builds a timeline for each account in the subset: people, activity, usage, and the outside events already on record.

  3. 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.

  4. Observe for two weeks

    Pulse watches inside and outside every account in the subset and raises Revenue Events as combinations of change appear.

  5. 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.

SI

Stark Industries

$237,000 open opportunity / Targeting Q4 close

  1. Baseline established

    Aug 5

  2. ZoomInfo

    New CFO appointed

    Aug 19 / ZoomInfo

  3. Salesforce

    Close date moved twice

    Aug 30 / Salesforce

  4. Gong

    Budget freeze on call

    Sep 9 / Gong

  5. Deal slipping

    Sep 21

  6. Salesforce

    Moved to Q1 commit

    Sep 22 / Salesforce

SI

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.

Fixed engagement

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
If it earns its keep

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.