Sample data — illustrative only. These findings are fabricated to show the audit's output. They are not from any account and no scan has run.

See a sample audit finding

This is what the audit produces — before you connect a workspace. Every value below is synthetic, but the shape is exactly what you get on your real client accounts.

What you get

A per-finding audit of missed leads and follow-up gaps across the client accounts you select — unanswered inbound conversations and stale opportunities.
Each finding carries a severity, a confidence, and the evidence behind it — so you can judge it in seconds.
You review every finding before anything is shared with a client. The audit never messages anyone.

What a finding looks like

Low severity

Stale Opportunity

Sample

90%Confidence

Opportunity reference: sample01…

Real findings show a SHA-256 prefix of a hashed identifier — never a name or contact detail.

First detected 12 days ago · last seen today

Reason codes

opportunity_stale
age_over_3d
via_last_stage_change

Evidence

sourceField	`last_stage_change`
ageDays	`5.2`
thresholdsUsed	`{ high: 14, medium: 7, low: 3 }`
statusObserved	`open`
pipelineId	`«hashed»`
pipelineStageId	`«hashed»`
stalenessAnchorAt	`2026-01-12T14:05:00Z`

Medium severity

Unanswered Inbound

Sample

90%Confidence

Inbound conversation reference: sample02…

Real findings show a SHA-256 prefix of a hashed identifier — never a name or contact detail.

First detected 3 days ago · last seen today

Reason codes

inbound_no_reply
age_over_8h
via_primary

Evidence

lastInboundAt	`2026-01-20T16:40:00Z`
ageHours	`14`
thresholdsUsed	`{ high: 24, medium: 8, low: 2 }`
viaFallback	`false`

Unanswered-Inbound output is shown here for illustration; a real-account example is pending the first connected workspace.

Why this is safe to connect

Read-only. The audit reads your CRM data; it makes no changes to contacts, conversations, opportunities, or pipelines.
Never sends. No SMS, email, or message is ever sent on your behalf.
Metadata only — no PII stored. Findings keep hashed identifiers and non-PII evidence; never a name, email, phone, or message body.
Agency-level & agency-reviewed. You connect at the agency level, choose which client accounts to audit, and review every finding before sharing.

Run this on your real client accounts

Connect your workspace to audit the client accounts you select — the same shape as above, on your real data.

Connect your workspace

First, see the exact scope of access we request — and what we will not touch.