AMYN
Revenue Audit™
Prepared exclusively for
Élan Habitat
Premium residential renovation · France
Date5 October 2026
Prepared byAmine Kammour — AMYN
Sample Audit — Fictional CompanyÉlan Habitat does not exist. The observations, figures and sources in this sample are invented to show the format of a Revenue Audit — it is not work carried out for a client.
01Executive summary
Executivesummary.
Élan Habitat receives a high volume of enquiries for a four-person sales team. The challenge is not attracting more enquiries, but handling better the ones that already arrive.
Revenue Infrastructure Score
Partial assessmentCoverage: 6 of 7 areas assessed
45/ 100
- Foundational
- Developing
- Strong
- Advanced
AssessmentDevelopingThe basics exist; several stages still depend on individual effort.
Calculated on 6 of 7 categories (85 assessable points). A category without enough information does not lower the score. The score covers only the areas assessed; it does not summarise the whole business.
Strongest area
Lead Capture
Form reachable from every page, a well-kept business listing, several entry channels. Inbound calls are not logged consistently.
Highest-priority opportunity
Structured qualification at enquiry
Capture project type, budget, timeline and property before the first call.
Primary recommendation
Structure response and qualification from the moment of enquiry, then give every proposal a visible next action.
Reading this audit
- ObservedVerified by AMYN from an external source or a document provided.
- ProvidedInformation supplied directly by the company.
- HypothesisWorth investigating; not confirmed.
02Assessment
Seven dimensions,scored on evidence.
Each score rests on observations or provided information, cited alongside.
Coverage: 6 of 7 areas assessed · Partial assessment
Lead Capture
11 / 15 points
Response Infrastructure
7 / 15 points
Stated call-back time of 48 working hours; no personalised acknowledgement, no out-of-hours response.
Based on O2
Qualification
6 / 15 points
Follow-Up
8 / 20 points
CRM & Commercial Handoff
Excluded from the score
Not enough information
CRM access not yet shared: not enough information to score this dimension.
Reactivation Infrastructure
2 / 10 points
Management Visibility
4 / 10 points
03Current journey
From discoveryto customer.
The journey as we understand it today, stage by stage.
- Verified
- Needs validation
- Potential opportunity
Discovery
Verified
Website and business listing observed.
Enquiry
Verified
Quote form observed; calls not observed.
Response
Potential opportunity
Stated time: 48 working hours.
Qualification
Potential opportunity
No structured qualification at enquiry.
CRM
Needs validation
CRM access to be obtained.
Follow-up
Potential opportunity
Follow-up without a shared rule (provided).
Meeting
Needs validation
Home consultation (provided).
Proposal
Needs validation
Proposal timing and follow-up to measure.
Customer
Needs validation
Handover to the build team outside observed scope.
04Observations
What wefound.
Each observation states its nature, its source and our level of confidence.
Quote intake
The website's primary quote form currently asks for name, email, telephone and a free-text project description. No field captures the type of work, budget, timeline or property.
- Evidence
- S1 “Request a quote” page · Websiteelan-habitat.example/devis
- Confidence
- High
- Potential commercial implication
- The sales team may need to perform additional manual qualification after enquiry.
- AMYN recommendation
- Consider introducing structured qualification while keeping the initial experience friction-light.
Stated call-back time
The page shown after submitting the form reads: “We will get back to you within 48 working hours.”
- Evidence
- S2 Confirmation page after form submission · Websiteelan-habitat.example/devis/merci
- Confidence
- High
- Potential commercial implication
- An enquiry sent on a Friday evening may wait until Tuesday; in the meantime, the prospect may contact other companies.
- AMYN recommendation
- Acknowledge immediately and start qualification at enquiry, including outside business hours.
Enquiry volume and sources
The company reports around 225 enquiries per month: 55% via the website, 25% by phone, 20% from referrals and trade shows.
- Evidence
- S5 Revenue Audit questionnaire completed by the company · Company-provided
- Confidence
- Medium
- Potential commercial implication
- For four advisors, this volume would mean more than 50 enquiries per person per month, before any qualification.
- AMYN recommendation
- Sort and prioritise enquiries as they arrive, so advisors spend their time on high-intent projects.
Proposal follow-up
The sales director reports that proposal follow-up is left to each advisor's judgement, with no shared rule or deadline.
- Evidence
- S4 Preliminary conversation with the sales director · Interview
- Confidence
- High
- Potential commercial implication
- A proposal can be left without an identified next action, without anyone noticing.
- AMYN recommendation
- Define a shared follow-up sequence, with reminders and an alert for at-risk opportunities.
Historic enquiries
The company keeps around 3,240 enquiries since 2019, split between a spreadsheet and CRM exports.
- Evidence
- S4 Preliminary conversation with the sales director · Interview
- Confidence
- Medium
- Potential commercial implication
- Some of these enquiries may concern postponed projects that could become relevant again.
- AMYN recommendation
- Segment the history and prepare approved reactivation workflows, configured according to the permissions that apply to each contact.
Online presence
The business listing is complete (hours, service area, project photos) and reviews receive regular replies.
- Evidence
- S3 Online business listing · Public listing
- Confidence
- High
- Potential commercial implication
- Discovery is a strength: the difficulty would lie after the enquiry, not before.
- AMYN recommendation
- Keep this foundation; no priority work on acquisition.
Management tracking
Sales tracking is consolidated once a month in a spreadsheet, from information sent by each advisor.
- Evidence
- S4 Preliminary conversation with the sales director · Interview
- Confidence
- High
- Potential commercial implication
- Management would see gaps up to a month late.
- AMYN recommendation
- A dashboard fed continuously by the CRM, focused on next actions and at-risk opportunities.
Information provided
- M1Inbound enquiries per month
- ≈ 225
- Provided S5 · Company estimate
- M2Average project value
- €18,500
- Provided S5
- M3Sales team
- 4 advisors
- Provided S4
- M4Historic enquiries
- ≈ 3,240 since 2019
- Provided S4
- M5Enquiry sources
- Website 55% · phone 25% · referrals and trade shows 20%
- Provided S5
Hypotheses to validate
Leads, not findings: none of them supports any statement in this audit until verified.
- H1HypothesisQualification
Qualification on the first call
Qualification may mainly happen during the first call, using advisor time on early-stage enquiries.
How to validate · Review twenty recent enquiries with the team, and the time spent before the first appointment.
- H2HypothesisFollow-Up
Proposals without a next action
Some proposals unanswered after seven days may have no planned next action.
How to validate · Export from the CRM the proposals of the last 90 days and their latest activity.
- H3HypothesisCRM & Commercial Handoff
Information lost between phone and CRM
Some information gathered by phone may not be entered in the CRM.
How to validate · Compare, with the team, a sample of calls and the matching CRM records.
05Opportunity map
Where to actfirst.
Priority = impact (counted twice) + confidence + commercial relevance − implementation complexity.
High priority3
Structured qualification at enquiry11
Capture project type, budget, timeline and property before the first call.
ImpactConfidenceRelevanceComplexityInstant response, including out of hours11
A personalised acknowledgement and the first questions within seconds.
ImpactConfidenceRelevanceComplexityBased on O2
Proposal follow-up discipline9
A shared sequence, reminders, an alert at day 8.
ImpactConfidenceRelevanceComplexity
Medium priority2
06Economic model
A model,not a promise.
Every assumption can be changed live. Values provided by the company and working hypotheses are labelled as such.
Assumptions
- Provided
Questionnaire (S5)
- Provided€
Questionnaire (S5)
- Hypothesis%
AMYN hypothesis, to validate from the CRM
- Hypothesis%
AMYN hypothesis, to validate from the CRM
- Provided
Conversation (S4)
- Provided%
Not provided
Levers per scenario
| Conservative | Central | Upside | |
|---|---|---|---|
| Qualification (+ pts) | |||
| Close rate (+ pts) | |||
| Database reactivated (%) |
Illustrative scenario, not a forecast or revenue guarantee.
Baseline
Projects won / year
244
Modelled revenue
€4,505,490
Conservative
Projects won / year
259
Modelled revenue
€4,787,708
Difference vs baseline
+€282,218
Additional gross margin
Margin not provided
Central
Projects won / year
274
Modelled revenue
€5,077,917
Difference vs baseline
+€572,427
Additional gross margin
Margin not provided
Upside
Projects won / year
307
Modelled revenue
€5,682,312
Difference vs baseline
+€1,176,822
Additional gross margin
Margin not provided
Margin not provided.
Projects won per year = leads × 12 × qualification × close rate; in a scenario, a share of the historic database is reactivated and won at the same rate.
07Recommended architecture
The recommendedRevenue OS.
Only modules justified by the observations are recommended. The others stay visible, and are marked as such.
Capture
- Lead captureNot recommended at this stage
- AI receptionCritical
- QualificationCritical
- RoutingMedium
Convert
- CRM automationHigh
- Follow-upCritical
- CalendarHigh
- Proposal workflowHigh
Steer
- ReactivationMedium
- Sales copilotFuture
- Management dashboardMedium
Recommendations, module by module
AI reception
Critical- What AMYN would implement
- Instant acknowledgement and first exchanges in Élan Habitat's name, on the website and by email, within the tone and limits set by the team.
- Operational impact
- Every enquiry gets a reply within seconds; advisors pick up conversations already under way.
Qualification
Critical- What AMYN would implement
- Conversational qualification questions and a structured record: project, budget, timeline, property, availability.
- Operational impact
- Advisors know, before calling, which enquiries to handle first.
Follow-up
Critical- What AMYN would implement
- Shared follow-up sequence, approved messages, advisor reminders and a day-8 alert.
- Operational impact
- No proposal left without a visible next action.
CRM automation
High- What AMYN would implement
- Records created and updated automatically from conversations, with the source of each piece of information.
- Operational impact
- Complete records without re-typing; a reliable history for follow-up and reactivation.
Calendar
High- What AMYN would implement
- Advisors' real availability offered in the conversation, with automatic confirmation and reminder.
- Operational impact
- Fewer back-and-forths between enquiry and consultation.
Proposal workflow
High- What AMYN would implement
- Tracking of every proposal: sent, opened, followed up, status, at-risk opportunities.
- Operational impact
- A clear view of open proposals, by advisor.
Routing
Medium- What AMYN would implement
- Assignment by territory, specialisation and each advisor's workload.
- Operational impact
- A faster, more balanced distribution.
Management dashboard
Medium- What AMYN would implement
- Management dashboard: enquiries, qualification, appointments, pipeline, next actions, risks.
- Operational impact
- Management sees gaps day by day.
Reactivation
Medium- What AMYN would implement
- Segmentation of the history and approved reactivation workflows, configured according to applicable permissions.
- Operational impact
- Postponed projects identified and re-engaged at the right time.
Sales copilot
Future- What AMYN would implement
- Pre-meeting briefs and post-consultation summaries.
- Operational impact
- Better-prepared consultations.
08Roadmap
Ninetydays.
Sized by the recommended scope; refined during the architecture session.
01 · Weeks 1–2
Revenue architecture
- Hypotheses validated
- Process mapping
- Data and tooling review
- Target architecture signed off
02 · Weeks 3–8
Implementation
- AI reception
- Qualification
- Follow-up
- CRM automation
- Calendar
- Proposal workflow
03 · Weeks 9–10
Deployment & QA
- Real-world test scenarios
- Team training
- Progressive go-live
04 · Weeks 11–13
Optimization
- Measurement and adjustments
- Rules and messages refined
- Routing
- Management dashboard
- Reactivation
After 90 daysSales copilot
09Investment
Investment.
AMYN Revenue OS™
Custom implementation
From
€25,000
Indicative starting amount. The final amount and the applicable VAT treatment are set out in the proposal.
The final investment depends on system complexity, integrations, automation scope, data architecture and implementation requirements. It is set after the architecture session, before any commitment.
10Next step
Book a Revenuearchitecture session.
60 minutes with AMYN.
- Validate findings
- Map internal processes
- Model economics
- Define implementation
- Determine whether Revenue OS makes commercial sense
If the economics do not justify the engagement, we'll tell you.
contact@amyn.agency
11Sources & method
Sources& method.
This audit separates what we observed, what the company told us and what remains to be verified. We accessed no internal system without permission; no figure was estimated on the company's behalf without being labelled as a hypothesis.
- S1Website“Request a quote” pagehttps://elan-habitat.example/devis2026-09-29
- S2WebsiteConfirmation page after form submissionhttps://elan-habitat.example/devis/merci2026-09-29
- S3Public listingOnline business listing2026-09-29
- S4InterviewPreliminary conversation with the sales director2026-09-30
- S5Company-providedRevenue Audit questionnaire completed by the company2026-10-01
Élan Habitat does not exist. The observations, figures and sources in this sample are invented to show the format of a Revenue Audit — it is not work carried out for a client.