# Lead-to-Cash Workflow Audit

> A diagnostic sprint mapping intake, qualification, follow-up, handoffs, and reporting to identify where revenue slows down and where automation creates lift.

- **Provider**: Rundax (https://rundax.com)
- **Format**: 30-day assessment & architecture sprint
- **Target Audience**: Lean B2B teams, founders, and operators with revenue workflow drag

## What It Covers

1. **Intake & Qualification Mapping**: Identifying drop-offs between initial lead generation and sales qualification.
2. **Follow-Up & Handoff Analysis**: Reviewing communication latency between marketing, sales, and operations.
3. **Tool & Data Fragmentation**: Auditing CRM, email sequences, spreadsheets, and manual copy-pasting.
4. **Human vs. Automated Allocation**: Deciding what customer touchpoints must remain human and what can be safely automated.

## Deliverables

- **Tool Spend Cut List**: Clear audit of overlapping or underutilized SaaS subscriptions to eliminate.
- **Workflow Risk Map**: Identification of critical failure points, privacy boundaries, and review steps required before automation.
- **30-Day Rollout Plan**: Prioritized roadmap of implementation steps for high-leverage workflows.

## The No-Bloat Guarantee

If the audit concludes that automation or AI is not the right solution for your current stage, Rundax provides an explicit "no-build" recommendation.

Canonical URL: https://rundax.com/#services
Book an Audit: https://zcal.co/hantok/30min