Pipeline Intelligence

The EffiZoom
Pipeline Audit

A data-driven deep dive into your agency's operational health. We find the hidden revenue leakage and workflow bottlenecks in your system.

No credit card required • 60-90 minute session

Our Mission: Education First

We believe independent agencies thrive on clarity, not sales pitches. If nothing else, we'll give you ideas to fix the pain.

Zero Pressure

If your system is clean, we will tell you exactly that. No manufactured problems.

Audit IS the Product

We focus on delivering immediate value in the moment, not selling future promises.

No Hidden Agendas

We do not discuss retainers, software subscriptions, or fees unless you explicitly ask.

Security Protocol

The "Discarded Key" Architecture

We didn’t build a system to 'collect' information—we built an engine to protect it while finding your missing revenue. Our connection lasts only as long as the work does.

  • We Never See Your Password

    You authenticate via a secure OAuth link.

  • 90-Minute Self-Destruct

    Access tokens are permanently deleted after the audit.

  • Read-Only Access

    Our AI agents diagnose issues but cannot change data.

  • Bank-Grade Encryption

    AES-256-GCM encryption for all data processing.

90:00
Time to Live

After 90 minutes, all access tokens are cryptographically shredded.

The Audit Process

From connection to actionable intelligence in under 20 minutes.

Phase 1: Connection

2 Minutes

Secure OAuth login. We see a green checkmark; not your credentials.

Phase 2: Contextual Setup

3-5 Minutes

We capture your 'Agency DNA' (Team Profile, Brand Voice) to ensure relevance.

Phase 3: The Deep Dive

5-10 Minutes

Background analysis of last 60 days. Identifying stalled leads and revenue leakage.

Phase 4: The Findings

Immediate

Live Pipeline Intelligence Report highlighting 'Pain to Dollars' and recovery strategy.

The Deliverable

You walk away with the data. 100% Free.
We give you the full roadmap to fix your pipeline.

  • Revenue Leakage SummaryExact dollar amount stuck in your pipeline.
  • Bottleneck AnalysisWhere deals are dying and why.
  • Recovery Task ListSpecific tasks to save the deals. We give you the list to execute manually.

Want to start learning now? Try our free Zoomy Chat — your 24/7 AgencyZoom expert. No credit card required.

Schedule Your Free Audit

Let's Find Your Hidden Revenue

Tell us about your agency and we'll get you scheduled with a founding team member.

Agency Information

Pick Your Available Times

📅 Select 2-3 specific times that work for you

Pick actual dates and times from your calendar. Gray/crossed dates are weekends or past dates. Red dates are fully booked.

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Additional Context

By submitting, you agree to receive communications from EffiZoom about your audit.

Ready to see what your pipeline is hiding?

No pitch. No pressure. Just data.

EffiZoom Support

How can we help you today?

Welcome to EffiZoom Support!

Ask us anything about our automation platform.