Role I
The Diagnostic
Shows where revenue is leaking — stage by stage, with a dollar estimate — and the three to five leaks to fix first.
For the person who suspects a leakEvery Vault engagement starts here. The Audit finds where your revenue is escaping and tells you what it costs you — built on HARVEST, our seven-stage method, with the WHALE Code™ on top. From the $497 Self-Audit to the Forensic, led personally by Marcus.
Most firms give the diagnosis away free. We charge for it — because a report you pay for is a report you act on.
Shows where revenue is leaking — stage by stage, with a dollar estimate — and the three to five leaks to fix first.
For the person who suspects a leakEvery leader carries a private theory of what is broken. The Audit proves it with evidence — or shows, politely, that the theory is wrong.
For leaders who need proofSome audits lead to a bigger piece of work with Vault. That comes later — and only if the findings call for it.
For whatever comes nextHARVEST is Vault’s own method, built over twenty-five years with the world’s wealthiest buyers at Crown, Las Vegas Sands and The Star. Name the stage, and you can fix the leak.
Choosing who to chase. Mistakes here cost the most, because every later stage pays for them.
Making the right buyers come to you. Weak here, and too few of the right buyers ever hear of you.
Knowing the buyer before you meet. Walk in generic, and the deal is lost before it starts.
Saying clearly why you — and what the buyer’s future looks like with you. Hedge here and your price shrinks.
The rhythm of meetings and follow-up. Miss the window, or push faster than the buyer wants, and the deal drifts.
Asking for the decision. Discounting before you’re asked, or folding at the first objection, leaks money at the last step.
Looking after the client after the deal. Skip this and you lose the repeat business and the referrals — the deal was a starting line, not a finish line.
Each of the forty-five HARVEST questions is scored one to five. A 5 is what the very best do as standard. A 3 is average. A 1 is a serious leak.
How often do you actually do this?
How much does the gap cost?
Can you see the gap yourself — or is it a blind spot?
Is it a 30-day fix, a 6-month fix, or a deeper one?
Does the fix suit how you naturally work? That decides whether it sticks.
HARVEST reads your side: how you sell. The WHALE Code™ reads the other side: who your clients are, and whether the right person is sitting across from each one. A firm can score well on everything else and still lose money because the pairings are wrong.
Most firms are told the fix is “train the salespeople”. Often the real problem is the pay structure, the targets, or the culture. Train your way at a culture problem and the gain lasts 90 days, then snaps back. The Audit names the true category — even when it isn’t the one you expected.
You are chasing the wrong buyers, or standing for the wrong thing. Coaching cannot fix this — the set-up itself has to change.
Missed follow-ups. Unreliable records. No learning from lost deals. No referral ask when a deal closes. Process, not personality.
The plan and process are right; the person needs sharper skills for the buyer in front of them. The fastest leaks to fix once named.
Everything else is right, but the firm rewards the wrong behaviour. The slowest to fix, the most lasting once fixed — and the most often misdiagnosed as a training problem.
One tier for individuals, three for firms. Prices are fixed — no discounts. Prices in USD; corporate fees are shared in the first conversation.
For private bankers, family-office leads, premium estate brokers, hospitality directors and advisors. It reads your own practice — and what to fix first in the deals you’re working on.
Do it yourself, online. Forty-five HARVEST questions, about 40 minutes. You get a leak estimate in dollars, your top five fixes, and the Vault programme that fits your score.
For private banks, family offices, integrated resorts, luxury operators, premium estate firms and high-end advisers. It reads the whole organisation — and gives a board solid evidence.
Three days inside your firm. A quick read across all seven stages, with a dollar value on each leak. The right first step when you need a solid baseline before spending more.
The full audit, over 2–4 weeks. We review your records and lost deals, interview your people, and run the WHALE Code™ on your top 20 clients. Every leak found, scored and ranked. Strong enough to put in front of a board.
The deepest audit, led personally by Marcus over 4–6 weeks. It also looks at how the firm is structured, paid and led — for firms where the leak looks Cultural or Strategic, not surface-level.
Every audit ends in a report that stands up to hard questions — from a CFO, a board, or your own future self twelve months on.
A worked example — the person is illustrative, the method is real. Full reports run 18–25 pages and include a 90-day fix plan.
Download the Specimen Report (PDF)Every finding carries a label. High Confidence is a finding we’d stake our name on. Medium is our best read. Indicative is a hunch worth testing. People who audit numbers for a living know the difference — so we label it.
Several independent sources agree — the records, the interviews, and what we saw with our own eyes.
One strong source of evidence, nothing contradicting it. Reasonable to act on — and labelled honestly.
Our trained eye, but no hard data yet. Labelled as a read — something to test before you make big decisions on it.
Every corporate audit carries the same promise: twelve months on, we come back and measure again. If the main leak has not clearly narrowed, 60% of the audit fee is credited back. Payment is 50/50. The clause holds us to the standard we sell.
Start with a thirty-minute call. Open conversation, no pressure — just a frank first read on where you might be leaking.
Begin the Audit ConversationOr find your hook first — the free WHALE Code™ diagnostic, 30 quick questions · about 5 minutes.