The Revenue Recovery Audit: Find Missed Money
A Revenue Recovery Audit is a structured look at where money is leaving the business without anyone noticing. It checks two places: opportunities that almost converted, and supplier operations that quietly leak.
On the lead side
- ·Volume of enquiries, consultations, and quotes per month
- ·Percentage that go quiet after first contact
- ·Time-to-first-follow-up after each opportunity type
- ·Channels used to follow up and channels missed
- ·Where the conversation drops in the funnel
On the supplier side
- ·Sample of recent invoices vs delivery notes vs agreements
- ·Pricing drift between agreement and invoice
- ·Missed or unverified rebates and discounts
- ·Duplicate or near-duplicate invoices
- ·Patterns of leakage by supplier and category
What the audit returns
A Recovery Audit returns numbers, not adjectives: euros recoverable from leads, a prioritised list of where to start, and a realistic estimate of how much of it comes back with a structured follow-up.
The questions the audit really answers
Most owners feel the leak without being able to name it. The audit turns that feeling into specifics. How many enquiries actually got a call back, and how fast. How many consultations ended without a clear next step. How many quotes were sent and never followed up. How many old leads are sitting in the system, warm enough to reopen but cold from neglect. Each of those is a number, and each number is a euro figure once you know the average value of a booking.
- ·Count last month enquiries, consultations, and quotes from your records
- ·Mark how many received a follow-up within two days
- ·Estimate the conversion you would expect with a prompt second touch
- ·Multiply the gap by the average value of a booking
- ·Start with the opportunity type that shows the biggest recoverable figure
From audit to recovered revenue
An audit only matters if it changes what happens next month. The point is not to admire the leak but to close it: set a follow-up rule for the opportunity type that loses the most, let it run, and watch the recovered bookings show up in the same report. Delta Fuji turns the audit findings into live campaigns so the gap the audit found starts closing the week after you see it.