Revenue & Behavior Audit
Find the revenue your metrics are smoothing away.
I run focused audits for B2B platforms where the metrics look healthier than the revenue feels. I find where customer behavior and dashboard reporting disagree, show where that gap is costing you, and give your team the few moves most likely to close it.
Your platform's biggest competitor is a phone call.
B2B platforms rarely lose users to a rival platform. They lose them one task at a time, to the phone. A dealer tries to find an order, hits page eleven of the history, and calls a rep. A dealer builds a cart, cannot confirm freight, and calls a rep. The order still happens. It just stops showing up as self-service, and the cost moves to your support queue.
Your dashboard reports the order. It does not report the attempt that failed first. That attempt is where the audit starts.
The gap problem.
Most teams do not have a traffic problem, a dashboard problem, or a UX problem in isolation. They have a gap problem. The system reports one thing, the customer does another, and the business makes its decisions from the summary in between. The revenue leaks out of that difference.
What I look for.
- Tasks that start on the platform and finish on the phone.
- Averages that describe almost nobody: accounts that are fully digital or not digital at all, hidden inside a stable adoption rate.
- Cart and checkout behavior that is being read as abandonment when it is pricing verification.
- Modules with heavy dealer activity and no orders, which is a progression problem rather than an acquisition problem.
- Tracking that reports confidently on events it is not actually capturing.
Who it is for.
B2B platforms and dealer networks. Product, digital, and analytics teams that suspect their numbers are telling a cleaner story than the customer experience deserves.
What you get.
- Three to five prioritized findings.
- The behavior behind each finding, with the friction signal that surfaced it.
- Data checks your team can validate in your own tools.
- Revenue, account movement, or support cost tied to each gap.
- A thirty-minute walkthrough with your team.
How it works.
A short intro call.
We talk through where your metrics and customer behavior might be diverging, and whether there is a fit.
Scope and quote.
If there is a fit, I scope the audit to your platform and quote a flat fee. A contained scope, a flat fee, and no retainer.
Written findings in five business days.
Each finding includes the plain how-you-would-know check and the move.
A walkthrough.
We go through it with your team so they can see the pattern in their own data.