Where the record stops
Every handoff between your data vendor, sending tool, dialer and signal tool is a place a prospect arrives incomplete. We find the ones costing you conversations.
Free, and genuinely free
See where your outbound leaks. Then see what one system finds.
Send us the tools you run today and the accounts you are trying to reach. We map where prospect state falls through your current stack, and show you what an owned path returns against the same list.
- No connection or install
- Findings in one working day
- No obligation afterwards
What we look at
Four questions your current stack cannot answer about itself.
What your stack cannot see
We run discovery against your target accounts and show what the current tooling missed: contacts, org position, and the signals that explain why now.
What you are paying twice for
Credits, seats, warmup pools and per-number fees overlap more than most teams realise. We itemise the overlap against six owned layers.
Whether your sending can survive it
Domains, mailboxes and warmup state decide whether anything you send lands at all. We check what you are sending from before we look at what you send.
What you get back
Three things, and none of them is a deck.
01
A map of your current path
Every step from unknown company to booked conversation, with the vendor boundaries marked.
02
The leaks, named
The specific points where prospect state is lost, and what it costs in reconstruction time per rep.
03
A straight answer
Whether one owned system would actually help you, or whether your current stack is fine. Both are real outcomes.
How it runs
Four steps. Two of them are ours.
The audit is run the way the product is run: by us, on our infrastructure, with nothing for you to operate.
04 steps, all visible
- 01
You send two things
The tools you run today, and a segment or a short list of accounts you are trying to reach. That is the whole ask.
- 02
We run it ourselves
We put your accounts through the same path a Workloom customer's records take. Nothing for you to configure, connect or install.
- 03
We show you what came back
A working session, not a deck. We walk the output, the gaps, and where your current stack lost the thread.
- 04
You decide, or you do not
There is no obligation and no sequence waiting for you afterwards. Plenty of audits end with us saying your stack is fine.
Book it
Two answers and a list. That is the whole form.
The two fields that matter are the tools you run and the accounts you want reached. Everything else just helps us bring the right person to the walkthrough.
- We reply within one working day.
- A person who can answer technical questions runs the session.
- Your account list is used for the audit and nothing else.
Would rather just talk first? Book a call instead.
What does the audit actually cost?
Nothing. We run it because the fastest way to explain what owning the stack changes is to show it against accounts you already care about, rather than describe it.
Do I have to connect anything?
No. Workloom is fully managed, and that applies to the audit too. You send a list of target accounts and the names of the tools you run. We do the rest on our own infrastructure.
How long does it take?
We come back within a working day with the findings, and the walkthrough itself takes about forty minutes. If your list is unusually large we will say so before we start.
What happens to the account data I send?
We use it to run the audit and nothing else. It is not added to a contact database, not resold, and you can ask us to delete it at any point. The security page sets out how records are held.
What if the answer is that I should keep my current stack?
Then that is what we will tell you. An audit that always concludes you should buy is a sales call wearing a different name.
Free audit
Run it against your own list.
The fastest way to find out whether owning the stack matters is to point it at accounts you already care about.