Your CRM buries revenue.
We surface it.
We analyze your HubSpot or Salesforce export and show you exactly which leads, deals and customers went quiet, what they are worth, and how to get them back.
Five days. No integration. Ten deterministic checks, every number computed from your own data and verified by an analyst before you see it.
Free pipeline leakage diagnosis · upload any HubSpot or Salesforce export · see exactly what is worth following up.
Three of 10 findings shown. Select a row to inspect the records behind it.
Four questions your CRM cannot answer today.
- 01How many leads from last quarter were never contacted at all?
- 02Which open deals have not moved in 45 days, and what are they worth?
- 03How much closed-lost pipeline is old enough to reopen?
- 04Which past customers have not heard from anyone in a year?
In five days, you will have all four answers in writing, with the records attached.
No CRM ships a report called “the leads nobody touched.”
Dashboards report activity, not absence
Your CRM is very good at telling you what happened. It has no view for what never happened: the lead nobody called, the deal nobody reopened.
The gaps live between two teams
Leakage concentrates in the handoff. Marketing has delivered, sales has not yet started, and neither dashboard treats the record as theirs.
Nobody is paid to go looking
Finding buried revenue is an audit, not a job description. Without someone running the query, the records simply age in place.
What you actually get to click on.
Every finding opens to the records behind it
Each finding lists the affected contacts and deals, why each one was flagged, and what it is worth. Approve or dismiss with one click.
Value concentration across your findings
- Closed-lost eligible to revive$158.0k
- Stalled open opportunities$147.6k
- Dormant customers$131.0k
- Unworked MQLs$36.0k
Three scenarios, with the formula shown
Conservative, expected, optimistic — with the arithmetic printed underneath so your team can argue with the math instead of the messenger.
$236,300 · $472,600 · $708,900expected = 2 × conservative · optimistic = 3 × conservative
Weeks 1–4, sequenced by what is live
Deterministically assembled from released findings, each action tagged Small, Medium or Large effort.
- Week 1Stop the bleedingSmall
- Week 2ReviveMedium
- Week 3Work the backlogLarge
- Week 4Fix the processMedium
All figures shown are sample data.
Export. Analyze. Recover.
Export
About 15 minutes of your team's time. You export contacts and deals from HubSpot or Salesforce and upload the files. No integration, no credentials, no IT project.
Analyze
Ten deterministic checks run against your data. Every count, date and dollar figure is computed in code — never estimated by a model — then reviewed by a human analyst before release.
Recover
You get an executive report, a prioritized findings list, and a 30-day recovery plan, walked through live in a 45-minute readout.
One document. No translation required.
- A CEO-ready report you can take into a board meeting without translating it first.
- Prioritized findings, each naming the pattern, the affected records, and what it is costing you.
- Recovery scenarios with every assumption written down.
- A 30-day action plan sequenced by week, with effort tags.
Meridian Advisory Group
732 contacts · 198 deals · 10 checks
“$236,300 is conservatively recoverable across 304 records. Most of it is sitting in deals you already created and then stopped working.”
Sample report · sample data.
No finding reaches you unreviewed.
Software finds the patterns; a person decides what is worth your attention. Every finding, every number and every recommendation in your report is checked by a human analyst before release. If a finding cannot be defended with your own data, it does not ship.
Before you book.
- What does the pilot diagnostic cost?
- The pilot diagnostic is $2,500, delivered in five days. If we surface less than $50,000 in conservatively recoverable pipeline, you don't pay.
- What is a pipeline leakage diagnostic?
- A structured review of your HubSpot or Salesforce export. We run deterministic checks to find patterns like stalled deals, unworked leads, dormant customers, missing owners, and close-date gaps. Each finding names the affected records, why they were flagged, and what they are worth.
- What does the executive report include?
- A CEO-ready PDF plus an interactive findings list and a 30-day recovery plan. The report shows what was found, what it is worth under conservative, expected, and optimistic scenarios, and the specific actions to take in weeks 1–4.
- Do you need access to our CRM?
- No. You export contacts and deals to CSV and upload the files. There is no integration to install and no credentials to share.
- How do I know the numbers are real?
- Every count and dollar figure is computed from your export with 10 deterministic checks. AI writes the narrative only. The math is shown alongside each finding so you can reproduce it.
- What happens to our data?
- Your data is isolated to your organization at the database level, is never used to train AI models, and can be deleted by you at any time from your settings page.
- Who reviews the findings?
- A human analyst reviews every finding before it is released to you. Nothing reaches your report unreviewed.
Over $1,000,000 in buried pipeline recovered across two decades of revenue operations for founder-led firms — reactivated leads, revived closed-lost deals, re-engaged customers. Resurface is that method, turned into software.
- Row-level isolation, attack-tested.
- Your data is never used to train AI models.
- Delete your data at any time.
- Every finding is human-verified before release.
- Works without phone numbers; personal details can be masked.
Find out what’s below your waterline.
Pilot diagnostic · $2,500 · five days · if we surface less than $50,000, you don’t pay.