The Self-Audit lets you run Vault's Revenue Leak Audit on your own book. A self-administered diagnostic — 45 HARVEST questions, about forty minutes — that returns an automated estimate of what you're leaking, your top-five priorities to fix, and a clear recommendation for what to do next.
The free WHALE Code tells you how you sell. The Self-Audit quantifies where you're leaking — and what it's costing you. Most start here among the paid tools.
USD $497. Instant digital delivery — complete it at your own pace, re-download anytime through Your Vault.
Most operators never find out which leak is actually costing them — or what it's worth. They feel revenue slipping somewhere between the first meeting and the close, but it stays a hunch. So nothing gets fixed, because nothing got named.
The Self-Audit ends the guessing. It runs the same Revenue Leak Audit Vault deploys at the firm level — against your own book — and gives the leak a name, a number, and a next move. You stop suspecting you're losing deals and start seeing exactly where, why, and what it's worth to close the gap.
Work through 45 HARVEST questions across the seven stages of the method — Hunt, Attract, Research, Value, Engage, Secure, Tend. Honest, structured, and mapped to where revenue actually leaks. No prep, no homework; just your real book in front of you.
The diagnostic returns a quantified leakage estimate — what your current method is likely costing you — and your top-five leaks, prioritised. Not a generic score: the specific stages where you're bleeding most, ranked so you know what to fix first.
A pull-through recommendation matrix reads your result and points you to the right next rung on the Vault ladder — most often the Foundation. You finish with the leak named, the cost quantified, and a clear, unforced decision about what to do about it.
Not a one-line score. A worked diagnostic of your own book — the questions, the numbers, the priorities, and the path — delivered the moment you complete it.
You don't have to take it on faith. We publish a fully worked specimen — a complete Self-Audit report, end to end, for a worked example named Sarah Chen. Every section the diagnostic produces, exactly as you'll receive it: the questions, the leakage estimate, the prioritised top-five, the SIGNAL read, and the recommended next step.
Read it before you buy. It's the clearest picture of what your $497 actually returns.
They answer different questions. The free WHALE Code profiles how you sell — your handler style and how to read your buyer — in a few minutes, at no cost.
The Self-Audit goes deeper and gets quantitative: 45 questions instead of a quick read, and an output that puts a number on where you're leaking and what it's costing you. It's the paid, deeper sibling of the free read — the natural next step once you know your style and want to know your gaps.
An individual operator or a team lead who suspects revenue is leaking and wants it named, quantified, and turned into a clear next step — without commissioning a firm-level audit.
Private bankers, family-office leads, premium brokers, advisors, sales leaders — anyone carrying real relationships who'd rather see the gap on paper than keep guessing at it.
Instant and digital. You receive the diagnostic the moment you purchase, complete it at your own pace in about forty minutes, and get your 23-page report on completion.
Your report is re-downloadable anytime through Your Vault — the complimentary first-year membership that comes with any Vault purchase. Nothing to schedule, no waiting.
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 tells you how you sell, in a few minutes.
About forty minutes to work through all 45 HARVEST questions. It's self-paced, so you can pause and come back — and your leakage estimate and report are generated the moment you finish.
A 23-page report: the 45 HARVEST questions across the seven stages, a quantified leakage estimate, your top-five leaks prioritised, the SIGNAL Buyer Read with the six buyer profiles, and a pull-through recommendation matrix that points you to the right next step. Want to see it first? Read the full worked specimen →
The free WHALE Code tells you how you sell — your handler style and how to read your buyer — in a few minutes at no cost. The Self-Audit is the paid, deeper sibling: 45 questions that quantify where you're leaking and what it's costing you, with a prioritised plan and a recommended next step. Many operators take the free read first, then buy the Self-Audit to put a number on the gaps.
The report's pull-through matrix reads your result and 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 named. The recommendation is yours to act on or not; nothing is gated.
Instantly and digitally. You get access the moment you purchase, complete it at your own pace, and download your report on completion. It's re-downloadable anytime through Your Vault — the complimentary first-year membership included with any Vault purchase. No call to schedule, nothing to wait for.
Learn the whole HARVEST + WHALE Code™ method behind the audit — self-paced, with two live trainer calls and your certification.