Audit | The Close and Keep Co. | CRM Automation & Retention

Discover What’s Costing You Clients — and What to Do About It

Take the Close & Keep Audit™ and discover the hidden gaps in your sales and service systems.
In just a few minutes, you’ll answer 20 targeted questions covering your follow-up process, onboarding, client experience, and lead handling.

You’ll receive a detailed score — Low, Moderate, or High Risk — along with personalized insights and action steps to help you plug revenue leaks and keep more of the clients you’ve already worked hard to win.

Start Your Audit

auditor audit factory or annual assessment every year to ensure that activities are conducted in a correct way, not against the law and that there is a plan to meet the quality standards kpi target

engaging customers through personalized email communication

Full Audit:

20-Point Business Health Scorecard

Customer Churn Rate Estimation

Revenue Impact Calculator

Suggested fixes and service recommendations

Request a Full Audit

Discover What’s Costing You Clients — and What to Do About It

How It Works

Submit your form or schedule a call

You'll get tailored options: training, hiring, systems, or CX support

We'll analyze your gaps and send you a custom score + solution brief