How does the findings guarantee actually work?
Findings are valued against your own data at the readout. Under your tier's floor ($10,000, $25,000, $50,000) the fee returns to your card, and you keep the report.
FAQ · 19 questions
Everything you'd ask before booking.
Fixed fee. 5 to 7 working days. $10k to $50k of findings, or your money back.
19 questions
No matches. Write to audits@marginfix.ai and we answer directly.
01
Most asked
The three questions every fit call opens with, and who the audit is not for.
The guarantee Data access Who exactly sees our data?
Read only access, scoped to the accounts in scope, never used to train models. Revoked at readout, deleted within 30 days of close.
Timeline How long does it really take?
5 to 7 working days from kickoff to a live readout, with an interim findings call on day 3. The week is mapped day by day on the how it works page.
Candor This audit is not for you if…
You spend under $10k a month, you have no first party revenue data, or you want a new agency rather than a read on the current one.
Cite this figure
A MarginFix audit costs $1,450 to $5,950, delivers findings in 5 to 7 working days and carries a $10k to $50k findings guarantee, or your money back.MarginFix, marginfix.ai/faq/
02
The process
How long does the audit take?
5 to 7 working days from kickoff and data access to your executive readout. The clock starts once read only access is granted, and most clients manage that inside a day.
What do you need from us to start?
Read only access to your analytics, ad accounts and revenue data, plus one 30 minute kickoff call. No workshops and no homework. On Audit + Sprint, your auditor also runs short 1:1 sessions with your team so the brief reflects the real pain points.
How can AI agents audit as well as consultants?
Our orchestrated analysis agents run the same strategic, financial, creative and operational frameworks a consultancy would, but exhaustively, over your full data rather than a sample. Seven human gates mean a senior auditor reviews and signs off every finding before it reaches your report. AI does the coverage; humans do the judgment.
What exactly do we receive?
A boardroom ready report: executive summary, every finding with evidence and dollar impact, a 90 day action plan sequenced by ROI, industry benchmarks, and a 60 minute readout call. See the sample report →
Do you implement the fixes too?
The audit is deliberately implementation agnostic: your team or agency can execute the plan directly. Where clients want help, we scope a separate fixed fee implementation sprint after the readout. No retainer, ever.
03
Data and security
Is our data safe?
NDA before anything is shared. Access is read only and scoped to the accounts in the audit. Audit files stay in our local working environment, anonymized information is processed through the Claude API to assist analysis, client data is not used for model training, and access is revoked at readout. The full security page →
Can you sign our NDA?
Yes. We routinely work under NDA and will sign yours or send ours before any data is shared.
Will our data be used to train AI models?
No. Client data is not used for model training. Anonymized audit information is processed through the Claude API to assist analysis, a senior auditor reviews and approves every finding, and working data is deleted within 30 days of engagement close.
04
Pricing and the guarantee
What does the guarantee actually promise?
Each tier guarantees a minimum dollar amount of identified, actionable margin or savings: $10,000 (Diagnostic Check), $25,000 (Strategic Audit), $50,000 (Audit + Sprint). If your delivered report identifies less, you receive a full refund to your original payment method within 5 business days. No forms, no argument. Identified findings means quantified line items in your report, each with a dollar impact and an implementation step, not vague suggestions. Mechanics on the pricing page →
What is the implementation credit?
100% of your audit fee becomes a credit toward an implementation engagement booked within 30 days of delivery. Book a $2,950 Strategic Audit, decide to have the roadmap executed, and your first $2,950 of implementation is already paid.
Why is this so much cheaper than a consultancy?
The Orchestrator automates the analysis that consumes weeks of consultant time. Humans focus only on judgment and sign off, so you get consultancy grade depth at a fraction of the cost. See pricing →
Are there any ongoing fees?
No. One fixed fee per audit. Some clients audit again twice a year; that is a new fixed fee each time, never a subscription.
Can the fee be split?
On Audit + Sprint, yes: $2,950 when you book and the remaining $3,000 only when your audit is delivered, card or ACH for both. The Diagnostic Check and the Strategic Audit are one fixed fee at booking.
What if we are too small, or too big?
We generally work with teams spending $10k to $250k a month on marketing. The published Diagnostic Check tier is best suited to $15k to $25k a month; if you spend less, we check fit before proposing a tier. Above $250k a month, we scope a custom engagement. If we are not the right fit, we say so before you pay.
05
Working together
We already have an agency. Is this awkward?
It is common, and healthy. The audit is an independent second opinion, not a pitch to replace anyone. Many agencies use the findings as their next quarter's roadmap. We never sell media management, so there is no conflict of interest.
Who actually works on our audit?
A senior auditor owns your engagement start to finish, the same person on your kickoff and your readout. The agents do the heavy analysis; your auditor validates, prioritizes and presents it.
What is not covered?
Three things. No media management and no implementation retainer, so there is no incentive to find problems only we can fix. No dashboard: you get a decision document with an owner and a deadline per finding, nothing to log into. No auto renewal: one fixed fee, one deliverable, and an audit next year is a new decision.
Is there a call before we pay?
Yes. A 15 minute fit call with one auditor, no pitch. Bring the numbers you have and leave with the next step, whether that is a tier or a reason we are not the right fit. Book the fit call →
What happens after the readout?
You own the report and the plan. Most teams execute the top five findings in the first month. We check in at day 30 and day 90, included, not billed.
06
In their words
What clients said after the readout. Every statement sits on a published case; open the case for the audited figure.
60 client statements · approved in writing · role and case onlyAll 60 client statements →
DTC / ECOMMERCEApproved Feb 2025
$134k a year found in 6 days
Contribution margin on the two top campaigns: −7% → +9%
“Revenue grew and cash didn't. Victoria rebuilt margin per order after shipping, returns and payment fees, and our two biggest prospecting campaigns were losing money on every sale. We stopped scaling them.”
Founder & CEO · DTC · Beauty & personal care
Written approvalUnder NDA6 days to findings
Victoria MillerSenior Auditor · signed this audit offMANUFACTURINGApproved Feb 2025
$118k a year of wasted spend cut in 7 days
Rebates paid on volume never actually earned: 19% → 1%
“Rebate expense outran distributor volume and we could not see why. Cristian reconciled rebates paid against volume actually shipped and paid for, tier by tier: accruals had run off gross purchase orders. Quarterly true ups now catch it.”
VP of Supply Chain · Manufacturing · Water pipe producer
Written approvalUnder NDA7 days to findings
Cristian BragauSenior Auditor · signed this audit offFINTECHApproved Oct 2024
$96k a year of wasted spend cut in 7 days
App installs that funded a real account: 24% → 63%
“Installs looked great and funded accounts stagnated. David followed sign ups through to funding, and the bonus was buying registrations from people who claimed it and never transacted. Incentives now pay on activation, not the download.”
VP of Growth · Fintech · Consumer
Written approvalUnder NDA7 days to findings
David JacksonSenior Auditor · signed this audit offB2B SAASApproved Aug 2025
$92k a year found in 7 days
Enterprise deal margin lost to quarter end: 5 pts lost → 0 pts lost
“Bookings hit target while margin slipped. Cristian split our discounting by timing and rep: concessions spiked in the last days of every quarter because buyers had learned to wait. Approval thresholds fixed it without losing deals.”
CRO · B2B SaaS · Enterprise
Written approvalUnder NDA7 days to findings
Cristian BragauSenior Auditor · signed this audit offRETAILApproved Mar 2026
$88k a year of wasted spend cut in 7 days
Paid social proven to lift store visits: ~1 in 3 → 9 in 10
“Our CFO doubted that online ads drove store visits. David's matched market geo lift test proved the doubt right: footfall barely changed where the ads were off. The budget moved to markets and channels that passed the test.”
VP of Marketing · Retail · Omnichannel
Written approvalUnder NDA7 days to findings
David JacksonSenior Auditor · signed this audit offFINTECHApproved Aug 2026
−27% risk adjusted CAC in 7 days
Risk adjusted acquisition cost per loan: $540 → $400
“Our cheapest channel was our worst credit. David split default rates by acquisition source: the low CAC channels brought borrowers who defaulted materially more often. Budget now follows risk adjusted cost per loan, not just CAC.”
CRO · Fintech · Lending
Written approvalUnder NDA7 days to findings
David JacksonSenior Auditor · signed this audit offPHARMAApproved Nov 2024
$88k a year of wasted spend cut in 7 days
Congress spend with a tracked return: 8% → 88%
“Six figures a year in congresses and KOL sponsorships, renewed on habit. Leslie tried to connect it to share of voice, engagement or prescribing and found no instrumentation at all. The unmeasurable part now funds engagement we can track.”
Head of Commercial Strategy · Pharma · Biopharma
Written approvalUnder NDA7 days to findings
Leslie MartinSenior Auditor · signed this audit offFINTECHApproved Aug 2025
$83k a year of wasted spend cut in 7 days
Referral rewards on genuine, nongamed volume: 67% → 98%
“Referral payouts grew faster than real users. David examined the volume behind the rewards: self referrals through second accounts, circular trades, wash volume. Integrity checks now run before any payout; gamed rewards were clawed back.”
Chief Risk Officer · Fintech · Exchange
Written approvalUnder NDA7 days to findings
David JacksonSenior Auditor · signed this audit offFINTECHApproved May 2025
$83k a year found in 7 days
Interchange margin on the worst channel: +0.4% → +2.4%
“Every channel cost the same per merchant, so we treated them as interchangeable. David split profitability down to the interchange line: some channels brought merchants who earned us a fraction. Budget now follows margin, not just CAC.”
VP of Risk · Fintech · Payments
Written approvalUnder NDA7 days to findings
David JacksonSenior Auditor · signed this audit offMANUFACTURINGApproved Jan 2025
$79k a year found in 7 days
Contract margin vs live input costs: 9% → 16%
“Volume was stable and contract margin kept eroding. Cristian compared resin, board and energy cost movements against the surcharges we actually passed through, and the lag was costing us every month. An indexed pass through fixed it.”
VP of Sales · Manufacturing · Packaging
Written approvalUnder NDA7 days to findings
Cristian BragauSenior Auditor · signed this audit offPHARMAApproved Dec 2025
$78k a year of wasted spend cut in 7 days
High intent visitors paid for twice: ~1 in 3 → ~1 in 30
“Two teams, two search programs, one visitor bought twice. Leslie looked at branded and disease awareness search together for the first time: about one high intent visitor in three was paid for twice. Shared negatives and one plan ended it.”
VP of Marketing · Pharma · Rx brand (DTC)
Written approvalUnder NDA7 days to findings
Leslie MartinSenior Auditor · signed this audit offB2B SAASApproved Dec 2025
$74k a year of wasted spend cut in 7 days
Share of all impressions hitting no convert inventory: 40% → 6%
“Forty percent of our impressions landed where buyers never convert. Cristian's delivery teardown found placement, dayparting and geo settings untouched since launch on a seven figure budget. We rebuilt them.”
VP of Demand Generation · B2B SaaS · Vertical
Written approvalUnder NDA7 days to findings
Cristian BragauSenior Auditor · signed this audit offMARKETPLACEApproved Feb 2026
$74k a year of wasted spend cut in 7 days
Courier bonuses paid into already full zones: 22% → 3%
“Incentive spend rose while service levels stayed flat. Alex matched bonus payouts against real time courier availability by zone: in dense areas we paid couriers who would have worked anyway. Bonuses now fire only where coverage is short.”
VP of Supply Growth · Marketplace · Food delivery
Written approvalUnder NDA7 days to findings
Alex PopSenior Auditor · signed this audit offFINTECHApproved Sep 2024
$72k a year found in 7 days
Portfolio margin across the product mix: 11% → 17%
“One flat commission across very different products steered brokers to the wrong mix. David set commission against each product's margin and loss ratio; thin lines were being sold near unprofitable. Commission now follows the margin band.”
VP of Risk & Growth · Fintech · Insurtech
Written approvalUnder NDA7 days to findings
David JacksonSenior Auditor · signed this audit offMANUFACTURINGApproved Jul 2026
$72k a year found in 7 days
Landed margin on the flat pack lines: −1% → +6%
“We held prices for two years and freight did not. Cristian rebuilt landed cost from current carrier invoices: oversized carton surcharges had erased the margin on every flat pack line. We repriced and redesigned the worst packaging.”
Head of Operations · Manufacturing · Kids furniture
Written approvalUnder NDA7 days to findings
Cristian BragauSenior Auditor · signed this audit offRETAILApproved Apr 2025
$71k a year of wasted spend cut in 7 days
Loyalty program margin vs its liability: −8% → +6%
“Loyalty was untouchable, so nobody had priced it. David set our accrued point liability against the incremental margin the program drove, and it was underwater. We restructured earn and burn without gutting the rewards members value.”
VP of Customer Loyalty · Retail · Grocery
Written approvalUnder NDA7 days to findings
David JacksonSenior Auditor · signed this audit offPHARMAApproved Jan 2025
$71k a year of wasted spend cut in 7 days
Acquisition cost vs reimbursement per test: 122% → 78%
“Acquisition and reimbursement sat with different teams, so nobody compared them. Cristian reconciled cost per patient against reimbursement per test: several high volume tests lost money on every patient we marketed in. We capped those.”
CFO · Pharma · Diagnostics
Written approvalUnder NDA7 days to findings
Cristian BragauSenior Auditor · signed this audit offB2B SAASApproved Nov 2025
$70k a year found in 6 days
Billable usage actually invoiced: 92% → 99%
“I expected a slide deck. Alex reconciled metered usage against invoices and found a whole category of overages recorded for analytics but never billed. A config fix, no price change, and customers expected to pay for it anyway.”
Head of Growth · B2B SaaS · Usage based
Written approvalUnder NDA6 days to findings
Alex PopSenior Auditor · signed this audit offRETAILApproved Oct 2025
$69k a year of wasted spend cut in 7 days
Online margin once its returns are charged in: 2% → 9%
“Online looked as profitable as our stores, which felt wrong. David charged returns processing to the channel that generated each return, and online's margin fell from flattering to honest. We stopped scaling the wrong channel.”
Head of Ecommerce Logistics · Retail · Fashion
Written approvalUnder NDA7 days to findings
David JacksonSenior Auditor · signed this audit offMANUFACTURINGApproved May 2025
$69k a year of wasted spend cut in 7 days
Co-op budget spent promoting rival brands: 28% → 3%
“Our co-op money was promoting our competitors. Cristian reviewed what distributors actually spent it on: campaigns featured rival brands next to ours, sometimes more prominently. Reimbursement now needs proof of brand presence.”
Director of Distribution · Manufacturing · HVAC components
Written approvalUnder NDA7 days to findings
Cristian BragauSenior Auditor · signed this audit offDTC / ECOMMERCEApproved May 2026
$68k a year found in 6 days
Full price sell through: 61% → 78%
“Our best customers had learned to wait for a code. Victoria showed that a large share of discounted orders would have happened at full price anyway. We moved to a tiered structure for new customers and bigger baskets, and volume held.”
CMO · D2C · Food & beverage
Written approvalUnder NDA6 days to findings
Victoria MillerSenior Auditor · signed this audit offMARKETPLACEApproved Apr 2025
$66k a year of wasted spend cut in 6 days
Paid clicks the site already won organically: ~1 in 3 → ~1 in 30
“We were bidding on terms we already ranked for. Alex paused paid search on those terms in a test and bookings barely moved. Roughly one paid click in three we would have won for free. That spend now goes where paid actually adds demand.”
Head of Performance Marketing · Marketplace · Travel & experiences
Written approvalUnder NDA6 days to findings
Alex PopSenior Auditor · signed this audit offPHARMAApproved Jun 2025
$64k a year of wasted spend cut in 7 days
Detailing spend that moved no prescribing: 28% → 4%
“Reach and call counts looked healthy. Leslie matched detailing and samples to prescribing change per HCP, and 28% of the effort landed on physicians it never moved. Field time now follows responsiveness, not coverage targets.”
Head of Commercial Operations · Pharma · Generics
Written approvalUnder NDA7 days to findings
Leslie MartinSenior Auditor · signed this audit offPHARMAApproved Jan 2026
$64k a year of wasted spend cut in 6 days
Budget lost to the two teams overbidding: 22% → 3%
“Our HCP and patient agencies were bidding against each other for the same impressions. Cristian examined both programs together for the first time and merged audience planning. Reach held, and the internal premium was gone.”
Director of Commercial Operations · Pharma · Medtech / device
Written approvalUnder NDA6 days to findings
Cristian BragauSenior Auditor · signed this audit offMANUFACTURINGApproved Apr 2025
$64k a year found in 6 days
Dealer margin on the engineered range: 14% → 20%
“One dealer discount across the whole catalog felt simple. Cristian set it against margin at product level: commodity fittings got a generous cut while our engineered range subsidized them. Discount tiers by margin band fixed it.”
VP of Global Sales · Manufacturing · Water systems
Written approvalUnder NDA6 days to findings
Cristian BragauSenior Auditor · signed this audit offMARKETPLACEApproved Sep 2025
$63k a year of wasted spend cut in 6 days
Supply incentives hitting a real shortage: 35% → 94%
“Our onboarding bonus solved a shortage we no longer had. Alex checked every incentive against current supply by category, and we were still paying to recruit providers in saturated ones. We kept bonuses only where supply is genuinely short.”
Head of Marketplace Supply · Marketplace · Services
Written approvalUnder NDA6 days to findings
Alex PopSenior Auditor · signed this audit offSUBSCRIPTIONApproved Sep 2024
$63k a year found in 6 days
Active users actually being billed: 93% → 99%
“Expansion lagged what we saw inside accounts. Victoria reconciled active users against billed seats: many customers used more seats than they paid for. Automated true ups now capture it, and nobody pushed back.”
VP of Finance · Subscription · B2B software
Written approvalUnder NDA6 days to findings
Victoria MillerSenior Auditor · signed this audit offSERVICESApproved May 2025
$62k a year found in 6 days
Qualified inbound calls that became bookings: 2 in 3 → 9 in 10
“Marketing hit every target and revenue stalled. Leslie followed our qualified calls into intake and about a third were dropped at busy times or never followed up. Fixing staffing and call handling converted demand we had already paid for.”
Managing Partner · Services · Legal
Written approvalUnder NDA6 days to findings
Leslie MartinSenior Auditor · signed this audit offDTC / ECOMMERCEApproved Nov 2024
$61k a year found in 6 days
Net margin on hero ASINs, fees & returns in: −2% → +6%
“ACoS looked efficient while our hero ASINs lost money. Victoria rebuilt contribution per ASIN with FBA fees, storage, referral fees and returns loaded in. We repriced and repacked the affected lines.”
Head of Marketplace Operations · Ecommerce · Amazon seller
Written approvalUnder NDA6 days to findings
Victoria MillerSenior Auditor · signed this audit offFINTECHApproved Oct 2025
$61k a year found in 6 days
Support cost vs fee on small accounts: 140% → 85%
“Small accounts used as much planner time as large ones for a fraction of the fee. David modeled cost to serve by tier: below a certain balance the support ran at a loss. Human planning now sits with the tiers whose fee covers it.”
Head of Product · Fintech · Wealth & robo
Written approvalUnder NDA6 days to findings
David JacksonSenior Auditor · signed this audit offPHARMAApproved Feb 2026
+26% media efficiency in 7 days
Media weight landing in real demand windows: 45% → 88%
“Our flighting calendar was older than our customers' habits. Cristian compared spend timing against when the category actually converts: our heaviest weight landed in weak windows. Same budget, real demand windows, efficiency up 26%.”
Brand Director · Pharma · OTC consumer health
Written approvalUnder NDA7 days to findings
Cristian BragauSenior Auditor · signed this audit offDTC / ECOMMERCEApproved Jan 2026
$59k a year found in 6 days
Contribution margin on the three bestsellers: −2% → +7%
“The more our bestsellers sold, the flatter profit looked. Victoria rebuilt landed cost from the supplier invoice up, and our three top SKUs were priced below cost after freight and packaging. We repriced in stages and volume held.”
Founder & CEO · Ecommerce · Pet
Written approvalUnder NDA6 days to findings
Victoria MillerSenior Auditor · signed this audit offMARKETPLACEApproved Feb 2025
$58k a year found in 6 days
Effective take rate after the old waivers: 9.5% → 12.5%
“Our effective take rate sat below our stated one for years. Alex traced it cohort by cohort to launch era fee waivers that had never been switched off. We retired them on matured cohorts and kept relief only for new participants.”
Head of Operations · Marketplace · Gig & freelance
Written approvalUnder NDA6 days to findings
Alex PopSenior Auditor · signed this audit offRETAILApproved Mar 2026
$58k a year found in 6 days
Margin on big ticket orders, delivery in: −1% → +6%
“Free delivery and assembly were eating our biggest orders. David rebuilt the true cost with two person crews, vehicle time and failed deliveries, and some lines were near break even. Tiered service pricing on the largest items fixed it.”
Head of Ecommerce · Retail · Furniture
Written approvalUnder NDA6 days to findings
David JacksonSenior Auditor · signed this audit offPHARMAApproved Jul 2025
$58k a year of wasted spend cut in 6 days
Media spend outside eligible patient windows: 24% → 2%
“Reach looked healthy, but a quarter of our media reached people who could not act on it. Leslie compared delivery against the eligible population and its windows: 24% of spend fell outside them. Flighting now follows eligibility.”
Brand Director · Pharma · Vaccines
Written approvalUnder NDA6 days to findings
Leslie MartinSenior Auditor · signed this audit offSUBSCRIPTIONApproved Jul 2025
$57k a year found in 6 days
Annual discount vs the churn it prevents: 1.8× over → right sized
“We were discounting loyalty we already had. Victoria compared the annual discount against the churn it actually prevented: a large share of members taking it would have stayed anyway. We right sized it and kept the deep offer for real churn risk.”
VP of Growth · Subscription · Fitness
Written approvalUnder NDA6 days to findings
Victoria MillerSenior Auditor · signed this audit offMANUFACTURINGApproved Oct 2024
$57k a year found in 6 days
Margin on the smallest orders: −3% → +6%
“Our smallest orders cost more to pick, pack and ship than they earned. Cristian rebuilt handling cost per order and set a minimum that covers it. A small order charge and consolidation incentives did the rest.”
CFO · Manufacturing · Industrial fasteners
Written approvalUnder NDA6 days to findings
Cristian BragauSenior Auditor · signed this audit offMANUFACTURINGApproved Jan 2025
$57k a year found in 6 days
Margin on configured upsell orders: −3% → +8%
“Configured orders always carried thinner margins than manual quotes. Cristian priced real configurations down to installed cost: default discounts were selling premium finishes at a loss on every order. A margin floor in the tool ended it.”
VP of Product Strategy · Manufacturing · Modular kitchens
Written approvalUnder NDA6 days to findings
Cristian BragauSenior Auditor · signed this audit offRETAILApproved Apr 2026
$54k a year found in 6 days
Fulfillment margin on click and collect orders: −2% → +5%
“Click and collect was never free. David rebuilt the cost of a collection order, the picking, staging and handover labor hiding in store payroll, and on many order types it matched the delivery it replaced. We repriced those.”
VP of Merchandising · Retail · Home improvement
Written approvalUnder NDA6 days to findings
David JacksonSenior Auditor · signed this audit offSERVICESApproved Mar 2025
$54k a year found in 7 days
Retainers priced below their delivery cost: 6 of 34 → 0 of 34
“Our blended margin said every account was fine. Leslie broke it apart account by account: six of thirty four retainers were priced below delivery cost, funded by the profitable ones. We repriced or exited them, our own advice.”
Managing Director · Services · Agency
Written approvalUnder NDA7 days to findings
Leslie MartinSenior Auditor · signed this audit offDTC / ECOMMERCEApproved Jun 2026
$53k a year of wasted spend cut in 7 days
Incremental ROAS: original campaign vs replacement channels: 0.2× → 2.1×
“Our agency's hero campaign was the biggest loser. Victoria ran a geo holdout and sales barely moved when it was off. Two years of attributed revenue, almost none of it caused by the ad. The budget now goes to channels that pass that test.”
CMO · Ecommerce · Home & living
Written approvalUnder NDA7 days to findings
Victoria MillerSenior Auditor · signed this audit offB2B SAASApproved Mar 2025
$52k a year found in 6 days
Free account cost vs the plan revenue it earns: 130% → 78%
“Free felt cheap until Alex modeled cost to serve. Support tickets, infrastructure and engineering time made a free account cost more than our entry plan earned. We reset free tier limits and repriced the entry plan.”
VP of Finance · B2B SaaS · Dev tools
Written approvalUnder NDA6 days to findings
Alex PopSenior Auditor · signed this audit offSUBSCRIPTIONApproved Sep 2026
$52k a year found in 5 days
Involuntary churn from failed payments: 4.1% → 1.6%
“A slice of our churn was never churn. Victoria split voluntary from involuntary and found expired cards getting one token retry before we wrote the subscriber off. Smarter retries and a card updater cut involuntary churn from 4.1% to 1.6%.”
CFO · Subscription · Digital media
Written approvalUnder NDA5 days to findings
Victoria MillerSenior Auditor · signed this audit offSERVICESApproved Aug 2025
$52k a year found in 6 days
Margin on the fixed fee engagements: 9% → 17%
“Busy, revenue holding, and profit per partner hour falling. Leslie reconciled logged hours against every fixed fee package: complexity had pushed many below cost. We repriced and rescoped them, with a scope trigger so it stays fixed.”
Partner · Services · Accounting & tax
Written approvalUnder NDA6 days to findings
Leslie MartinSenior Auditor · signed this audit offRETAILApproved Oct 2025
$49k a year found in 6 days
Stock marked down before demand softened: ~40% → ~8%
“Our markdown calendar was cutting prices on lines still selling at full price. David compared markdown timing against each SKU's real demand curve. Discounts now trigger on live sell through instead of a date, and clearance still clears.”
Head of Merchandising · Retail · Electronics
Written approvalUnder NDA6 days to findings
David JacksonSenior Auditor · signed this audit offPHARMAApproved Nov 2025
$49k a year found in 6 days
Margin on the thin vet channel lines: −2% → +5%
“One discount for the whole range looked competitive. Leslie checked it against margin by product line, and on our thinner lines it pushed them below cost. Discount tiers now follow margin band, and the channel kept its competitive pricing.”
Director of Commercial Channels · Pharma · Animal health
Written approvalUnder NDA6 days to findings
Leslie MartinSenior Auditor · signed this audit offMANUFACTURINGApproved Dec 2024
$48k a year found in 5 days
Catalog margin after the dead SKU tail: 11% → 16%
“A broad catalog felt like an asset. Cristian ranked every SKU by velocity against the cost it carried, and a long tail of dead products was dragging the whole range's margin. We retired them and set a velocity threshold to stay listed.”
Director of Supply Chain · Manufacturing · LED lighting
Written approvalUnder NDA5 days to findings
Cristian BragauSenior Auditor · signed this audit offDTC / ECOMMERCEApproved Oct 2024
$47k a year found in 5 days
Orders shipped free below break even: 1 in 3 → ~1 in 20
“One order in three shipped free at a loss. Our threshold was set years ago and never revisited, and the cost sat in logistics where nobody looked. Victoria reset it, and average order value went up, not down.”
Head of Ecommerce · DTC · Apparel
Written approvalUnder NDA5 days to findings
Victoria MillerSenior Auditor · signed this audit offB2B SAASApproved Dec 2024
$47k a year of wasted spend cut in 6 days
Referral fees paid on self sourced deals: ~24% → ~2%
“Partner fees grew faster than partner pipeline. Alex reconciled partner attributed deals against their true origin: many were sourced by our own team with a partner tagged late. Fees now require documented sourcing.”
VP of Global Channels · B2B SaaS · Channel
Written approvalUnder NDA6 days to findings
Alex PopSenior Auditor · signed this audit offSUBSCRIPTIONApproved Jun 2025
$47k a year found in 6 days
Would be pauses lost to a full cancel: ~4 in 10 → ~1 in 10
“Pause was buried and cancel was one tap away. Victoria mapped the pause, skip and cancel journeys and about four in ten would be pauses ended as full cancellations. We rebuilt the flow and offer pause first inside the cancel journey now.”
Head of Retention · Subscription · Meal kit
Written approvalUnder NDA6 days to findings
Victoria MillerSenior Auditor · signed this audit offSERVICESApproved Sep 2025
$47k a year found in 6 days
Delivery hours actually billed to clients: ~80% → 98%
“Every project ran thinner than its day rate. Leslie reconciled real effort against billing and found travel, kickoff and early onboarding absorbed as goodwill. Those hours are written into every scope now.”
VP of Client Success · Services · Implementation
Written approvalUnder NDA6 days to findings
Leslie MartinSenior Auditor · signed this audit offDTC / ECOMMERCEApproved Aug 2026
$44k a year of wasted spend cut in 5 days
Commissions paid on sales you already owned: ~29% → ~2%
“Affiliate revenue kept climbing and margin didn't. Victoria tested incrementality and coupon partners were collecting commission on customers who arrived through branded search and direct. We now pay for demand partners actually create.”
VP of Ecommerce · DTC · Footwear
Written approvalUnder NDA5 days to findings
Victoria MillerSenior Auditor · signed this audit offMARKETPLACEApproved May 2026
$44k a year found in 7 days
Take rate actually kept vs the 15% contracted: 11.1% → 14.0%
“Finance couldn't explain why we kept less than our contracted take rate. Alex traced every dollar from gross booking to net revenue and found it in refunds nobody owned. Clear rules and one accountable owner closed the gap.”
Chief Commercial Officer · Marketplace · Rentals
Written approvalUnder NDA7 days to findings
Alex PopSenior Auditor · signed this audit offSERVICESApproved Sep 2025
$44k a year found in 5 days
Job margin once callbacks are counted: −1% → +5%
“Jobs kept landing below what we quoted. Leslie loaded callbacks and warranty visits back onto the jobs that caused them, and the quoting model had never counted them. Quotes now price the whole job, not the first visit.”
Owner · Services · Field services
Written approvalUnder NDA5 days to findings
Leslie MartinSenior Auditor · signed this audit offB2B SAASApproved Jun 2025
$41k annual budget redeployment identified in 5 days
Share of all paid spend that was incremental: 28% → 82%
“Our safest lines were the least incremental. Alex showed brand term search and retargeting were intercepting demand from sales calls and word of mouth, then invoicing for it. We cut both to a defensive minimum.”
Head of Marketing · B2B SaaS · Series A
Written approvalUnder NDA5 days to findings
Alex PopSenior Auditor · signed this audit offSUBSCRIPTIONApproved Apr 2026
$41k a year found in 6 days
Shipping margin on the monthly cohort: −4% → +8%
“A flat shipping tier felt fair. Victoria mapped shipping cost against cohort value and our most loyal subscribers were subsidizing the least loyal ones. Tiers now follow order frequency, so loyalty stops paying for churn.”
Head of Subscriber LTV · Subscription · Box
Written approvalUnder NDA6 days to findings
Victoria MillerSenior Auditor · signed this audit offRETAILApproved Mar 2025
$41k a year found in 5 days
Promo discount covered by vendor funding: 78% → 96%
“The vendor pays for it, we assumed. David reconciled every cofunded promotion against the support we actually received, and the discounts routinely ran deeper than the funding. Renegotiated terms and promo guardrails closed it.”
Director of Trade Marketing · Retail · Beauty
Written approvalUnder NDA5 days to findings
David JacksonSenior Auditor · signed this audit offMANUFACTURINGApproved Jul 2025
$41k a year of wasted spend cut in 6 days
Trade show spend tied to a booked order: 6% → 90%
“Six figures a year on trade shows because we always had. Cristian traced the spend to booked orders and found no link at all; in our specifier led category the events reached the wrong buyers. The budget now follows traceable pipeline.”
VP of Marketing & Sales · Manufacturing · Underfloor heating
Written approvalUnder NDA6 days to findings
Cristian BragauSenior Auditor · signed this audit offSERVICESApproved Nov 2025
$39k a year of wasted spend cut in 5 days
Search cost per click across the clinics: $2.40 → $1.78
“Our cost per click climbed with no new competitor in sight. Leslie found the competitor was us: clinics bidding against each other on the same keywords in the same auctions. One geo partitioned account structure ended it.”
Operations Director · Services · Dental group
Written approvalUnder NDA5 days to findings
Leslie MartinSenior Auditor · signed this audit offB2B SAASApproved Dec 2024
$36k a year of wasted spend cut in 7 days
Content spend with a traceable path to revenue: 9% → 92%
“Eighteen months of content, not one sourced opportunity. Cristian traced the program forward through the funnel and could not connect it to pipeline. We kept the assets sales actually used and moved the rest of the budget to demand capture.”
CRO · B2B SaaS · Mid market
Written approvalUnder NDA7 days to findings
Cristian BragauSenior Auditor · signed this audit off07
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