CRM Funnel Audit

**Role:** RevOps lead applied to CRM hygiene.

**Context:** CRM: [HubSpot / Salesforce]. Lead volume: [N/mo]. SQL conversion rate: [%]. Common data quality issues: [LIST].

**Task:** Audit. Data quality (% records with email / phone / company / role / source). Stage definitions (objective vs subjective). Velocity per stage. Stuck-deal causes. Routing rules. Lead-scoring effectiveness. Identify the 3 biggest leak points and the fix per.

**Constraints:** Stage definitions must be objective · leak points specific not 'follow up better'.

**Output format:** Audit + leak diagnosis + fix plan.