Revenue Systems Audit
A focused review of your lists, donors, customers, inventory, archives, data, and follow-up gaps.
Revenue Systems Audit
Unlock the Value Already Inside Your Organization
Green River Group’s Revenue Systems Audit helps teams find overlooked lists, donors, customers, inventory, archives, relationships, and messy data — then turn the best opportunities into outreach, follow-up, cleaner records, and measurable next steps.
Many organizations already have useful assets they are not actively working. We identify the next best moves and help make sure someone follows through.
Services
What Green River Group Helps You Do
Find what is being underused, clean up the records behind it, assign the next steps, and train the people responsible for moving the work.
Data Cleanup & Readiness
Clean spreadsheets, customer records, donor history, inventory files, notes, and operating data.
Follow-Up Workflows
Turn scattered opportunities into owners, messages, due dates, approvals, reminders, and reporting.
Opportunity Recovery
Rework old estimates, past donors, inactive customers, referrals, sponsors, grants, and idle assets.
Speaking & Sales Training
Motivate teams, boards, fundraisers, and salespeople to follow up and act on what is already there.
Implementation Support
Build the rhythm, review the scorecard, fix blockers, and keep practical work moving week to week.
Practical workflow
We do not build novelty chatbots. We build practical workflows that research, organize, draft, track, update, report, and escalate — so work actually moves.
Examples
Overlooked Opportunities We Help Activate
The work usually starts with assets already inside the organization.
Old donor lists
Past supporters, board contacts, event attendees, and lapsed giving history.
Unworked customer lists
Past buyers, old estimates, referrals, renewals, and repeat-purchase opportunities.
Inventory and archives
Collections, documents, catalogs, media, content, and items that need prioritization.
Messy internal records
Spreadsheets, notes, CRM fields, files, and reports that are hard to use.
Manual follow-up gaps
Promising conversations that stall because no owner, message, date, or status is clear.
First step
Start With a Revenue Systems Audit
The audit shows what is being overlooked, which records need cleanup, and which follow-up actions are most likely to create movement quickly.
What you receive
- Opportunity map across lists, donors, customers, inventory, archives, content, and relationships
- Data cleanup priorities and workflow recommendations
- Follow-up plan with owners, next steps, and trackable milestones
- Optional implementation roadmap for deeper support
Speaking & training
Sales Training & Motivational Speaking That Leads to Action
Michael Fitzpatrick brings humor, storytelling, history, sales experience, and practical urgency to teams that need better follow-up and clearer next steps. His signature theme, The Golden Thread, reflects his belief that even hard chapters can reveal purpose, connection, and unexpected meaning.
Popular formats
- Keynote talk
- Sales training workshop
- Board or donor session
- Team motivation session
- Revenue recovery workshop
- Talk + Revenue Systems Audit
Next step
Find What Is Being Underused
Use the form to request a Revenue Systems Audit or ask about speaking, sales training, data cleanup, or implementation support.
Andrew Fitzpatrick
480-540-0277
inquire@thegreenrivergroup.com