Forty-five questions about how you sell. At the end: a number on what you're losing, your top five leaks, and what to fix first.
The free WHALE Code shows you how you sell. The Self-Audit shows where you're losing money — and what it costs you. Among the paid tools, most start here.
USD $497. Instant and digital — go at your own pace, re-download any time through Your Vault.
Most people feel money slipping away between the first meeting and the close — but can't say where. So nothing gets fixed.
The Self-Audit ends the guessing. It runs Vault's Revenue Leak Audit on your own selling — and gives the leak a name, a number, and a next move.
Work through 45 HARVEST questions across the seven stages — Hunt, Attract, Research, Value, Engage, Secure, Tend. No prep, no homework. Just answer honestly.
A number on what your current way of selling is likely costing you — plus your top five leaks, ranked, so you know what to fix first.
The report reads your result and points you to the right next step on the Vault ladder — most often the Foundation. What you do with it is up to you.
Not a one-line score. A full report on your own selling — the numbers, the priorities, and the path — ready the moment you finish.
Don't take it on faith. We publish a complete sample report — every page, exactly as you'll receive it — for a worked example named Sarah Chen.
Read it before you buy.
The free WHALE Code shows you how you sell — in a few minutes, at no cost.
The Self-Audit goes deeper: 45 questions, and a number on where you're losing money and what it costs. Most people take the free read first, then buy this to size the gaps.
Anyone who suspects money is leaking and wants it named and counted — private bankers, family-office leads, brokers, advisers, sales leaders.
Instant and digital. Start the moment you pay, go at your own pace, and your 23-page report arrives when you finish.
Re-download any time through Your Vault — membership is free for your first year with any purchase.
The Self-Audit · USD $497 — 45 questions · ~40 min · a 23-page report · instant digital delivery
Not ready yet? Take the free WHALE Code — it shows you how you sell, in a few minutes.
About forty minutes for all 45 questions. Pause and come back any time — your report is ready the moment you finish.
A 23-page report: your answers across the seven stages, a number on what you're losing, your top five leaks in order, the SIGNAL Buyer Read with the six buyer profiles, and your recommended next step. Want to see one first? Read the full sample →
The free WHALE Code shows how you sell — in a few minutes, at no cost. The Self-Audit goes deeper: 45 questions, and a number on where you're losing money and what it costs. Most take the free read first.
The report points you to the right next rung on the Vault ladder — most often the Foundation ($1,997), where you learn the full HARVEST and WHALE Code™ method and fix the leaks the Self-Audit found. The choice stays yours.
Instantly. Access the moment you pay, finish at your own pace, download your report at the end. Re-download any time through Your Vault — membership is free for your first year with any purchase. Nothing to schedule.
Learn the whole HARVEST + WHALE Code™ method behind the audit — self-paced, with two live trainer calls and your certification.