Request Your Audit Invoice

A few quick details, then we'll send an invoice to your finance team. Your intake form follows once payment is received.

Your Details
The person or department that approves payments.
Business Case

Help your finance team understand why this audit is needed. Choose an option below.

Our Pre-Written Case (as reference): As our clinical research operations have grown, our Salesforce workflows may not fully reflect how the full lifecycle — from prospecting and feasibility through contracting, site/service activation, startup, recruitment, and enrollment — now operates, which can create visibility gaps, manual work, and slower decision-making across active and upcoming studies. A $2,500 Clinical Research Salesforce Workflow Audit will provide a stage-by-stage gap analysis, object and field-level recommendations, an automation opportunity map, an AI-readiness score, and a 30-day prioritized roadmap within 48–72 hours. Completing this audit before any larger advisory or implementation spend gives Finance and Operations a low-cost way to clarify what should be improved first, reduce timeline and revenue risk, and avoid investing in changes without a practical roadmap.
Keep it concise (2–3 sentences). Finance will see this in the invoice email.
Additional Options
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Invoice on its way.

We've sent an invoice to . We've also CC'd you at .

What happens next

  • Once payment is received, you'll get an email with a link to your intake form. Depending on the payment method, this can take a few business days to clear (bank/ACH payments are slower than card).
  • Complete the intake form (about 20 minutes, at your own pace)
  • Your audit report will be delivered within 48–72 hours

Questions? Email j.sprankle@greenlightadvisory.io