The full sample audit, page by page

Every audit I run follows this format. Tallis Fleet Technologies is made up, and so are its numbers. The structure, the method and the 16 stages are real.

The real audit is for companies above $10M in revenue with a sales team in place.

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Every page

Cover
Tallis Fleet Technologies: growth that pays for itself. The objective: $66.0M of ARR from about $54.0M, with payback on new ARR under 24 months.
0 · How the work was done
The interviews, working sessions and data behind the findings, and how each finding is graded: Strong, Moderate or Directional.
1 · Executive assessment
The core diagnosis, seven key findings and the plan on a page.
2 · GTM maturity score
All 16 stages scored. The gaps sit in Go-to-Market Fit and Scale: 192.5 points of GTM Debt across eight stages.
3 · The business at a glance
About $54.0M of ARR at the end of 2026, and the $16.3M of gross new ARR that 2027 needs.
4 · Market and competitor benchmark
A market growing faster than Tallis, and a rival that holds its discount near 10%.
5 · Price and discounting
New-business price down 22% in two years, discounts that buy nothing in return, and the actions that fix it.
6 · Pilots and proof of value
Pilots that run twice as long as planned and end without a measured result.
7 · Retention and expansion
Net revenue retention of 104% against about 120%, and why most customers buy one module.
8 · Pipeline, win rate and payback
A 20% win rate, close to typical, but new ARR that takes about 30 months to pay back.
9 · Sales team, managers and new lines
11 reps per manager, no written hiring bar, and a new product line with no owner.
10 · Recommendations
Ten, ranked by impact and effort. Four carry a revenue number, and two decisions come first.
11 · Revenue impact over 18 months
ARR with and without the plan, in three scenarios.
12 · Roadmap
Three phases, each with exit criteria to meet before the next begins.
13 · Board summary
The plan, the risks and the decisions asked of the board.
After the sample
Prices, and how to book a call.