How I work Revenue Trace Audit About Book a free call
Marketing, Sales & Systems Advisor

Your leads are going in.
Your revenue isn’t coming out.

I work at the intersection of marketing, sales, and systems. Most founders focus on doing more. I focus on fixing what’s not working. My strength is pattern recognition across your entire growth system and turning that into clear, actionable direction.

Book a free 15-min call
Free · 15 minutes · No pitch · See if we’re a match
Where revenue goes missing

The leads exist.
The revenue doesn’t match.

Every company with a broken growth system thinks their problem is unique. It is almost never unique. There are five places where lead-to-revenue breaks. Most companies have at least two of them running simultaneously, which is why adding more campaigns, more tools, or more headcount does not fix it.

The break is in the system. Not the team.

01
Lead Quality
Marketing is generating volume but the wrong people. Sales is getting leads they cannot close because the ICP was never properly defined in the tools. The CRM is full of noise that looks like pipeline.
02
Handover Failure
Leads are generated but the data does not travel with them. Sales has no context about what the lead did before they arrived. The handover was never designed. It was assumed.
03
Attribution Blindness
Nobody knows which campaigns or channels produced the leads that actually closed. Budget keeps going to what looks active, not what is working.
04
Tool Fragmentation
The CRM says one thing. The MAP says another. The analytics platform says a third. Sales and marketing are looking at different numbers and making decisions from different realities.
05
No Feedback Loop
Sales outcomes never travel back to marketing. Closed-lost reasons never inform targeting. The system only flows forward. It never learns.
The Revenue Trace Audit
Most consultants audit your tools. I trace your leads.

That is a different thing entirely.

A tool audit tells you what you have. A revenue trace tells you what is actually happening to the people moving through your system — where they come from, where they slow down, where they disappear, and why the ones that should close are not closing.

The problem is almost never the tools. It is what happens between them.

How I work
1
Free · 15 minutes
Discovery call
You describe where things feel broken. I ask specific questions about your lead flow. By the end we both know which break pattern you are dealing with and whether this is the right fit.
2
$1,500 AUD · Two sessions
Revenue Trace Audit
$1,500 AUD
Two sessions. I map your lead flow from first touch to closed deal. I find where data disappears, where handovers fail, where attribution stops working. You receive a written report with a priority fix list ranked by revenue impact.
3
$6,500 project · $4,500 per month
Company Advocate
$6,500 project / $4,500 per month
For companies that need more than a report. I work on your behalf with your vendors, your team, and your implementation partners until the system works.
What clients say
We had nine tools and couldn’t tell the board what any of them were producing. Neha found the root cause in the first session.
CMO, B2B SaaS, Series B
Revenue Trace Audit
First advisor I have worked with who could sit with the CTO and the finance team and translate between both.
CEO, 180-person technology company
Advisory
The audit paid for itself before we even started fixing things. We retired three tools in week one.
VP Marketing, E-commerce, $40M revenue
Revenue Trace Audit
Neha Bhatia
About

I have been on both sides of every table in the room.

I am Neha Bhatia. Engineer by training. Twenty years in growth, marketing, and operations across multiple ventures. I operate at the cusp of marketing, sales and AI systems.

That combination means I can sit in a room with your CTO, your CMO, and your CFO and translate between all three. Most advisors speak one of those languages. The problems live in the gaps between them.

I have built stacks from scratch, inherited broken ones, and seen what happens when marketing and sales stop speaking the same language. I know what is in that room. And I know where the real problem usually is.

I do not implement. That is deliberate. You get clear independent thinking at the top, and trusted partners for everything that needs to be built.

BackgroundEngineer, Sales, Growth marketer and AI systems
Experience20 years across multiple ventures, markets, and growth stages
ApproachPattern recognition across the full system. Fix the break, not the symptom.
BasedAdelaide, Australia. Working globally.
Connect on LinkedIn →

Common questions

You tell me where things feel broken. I ask specific questions about your lead flow, your stack, and where revenue is getting lost. By the end you know whether working together makes sense and what the right first step is. No pitch, no pressure.
Two sessions. I map your lead flow from first touch to closed deal and find every point where data disappears, handovers fail, or attribution breaks. You receive a written report and a priority fix list. Most clients find at least two of the five breaks in the first session.
A Martech audit looks at your tools. The Revenue Trace Audit follows your leads. One is a technology review. The other is a revenue investigation. The finding is usually not about the tools at all — it is about what happens between them.
No, and that is deliberate. I stay at the strategy and diagnostic layer. Implementation goes to trusted delivery partners. You get independent advice without the conflict of interest that comes from an advisor who also charges for the build. On retainer engagements, I work alongside those teams to oversee delivery and keep the work aligned.
Companies between 20 and 500 people where the gap between marketing activity and sales revenue has become a real problem. Usually they have 5 or more tools, a team that is working hard, and leadership that cannot see why the output does not match the effort.
The audit typically surfaces 2 to 3 immediate fixes that reduce waste from week one. The attribution fixes take longer, usually 4 to 8 weeks depending on complexity. I will tell you what to expect before you commit to anything.

Let’s find out
if we’re a match.

15 minutes. Free. No pitch. You tell me what is broken, I tell you what I see. If it makes sense to go further, we will. If not, you leave with something useful.

Book a free 15-min call
Free · 15 minutes · No pitch · No obligation