Polymath RevOps Wizard™Automated CRM & Marketing Platform Audits

Your consulting details

This appears as the letterhead on every report you generate — your clients see your brand, not ours.

Client to audit

Pick whatever currency the client's own bills are in. This drives the math below -- amounts you paste in a DIFFERENT currency (e.g. a "CA$" line when you picked USD) are flagged and left out of the total rather than silently added in as if they matched.

✨ Copy & paste your statements — Polymath sorts it out for you.

No need to look up plan names or dig through invoices field by field. Paste your CRM, ecommerce, SMS/email, and any add-on billing info below in whatever form you have it — a quote, an invoice, a pricing page, an email — and we'll automatically identify and sort each platform for you.

Don't have exact numbers for something? Leave it out — we'll note it as unconfirmed and estimate from public pricing where needed.

Your license

From your Lemon Squeezy purchase confirmation email.

Polymath RevOps Wizard™ is proprietary software © 2026 Drew W. Smith. All rights reserved.

This software is licensed, not sold. This copy is licensed for use by a single named
consultant or organization ("Licensee") identified in the tool's configuration. The
Licensee may use this software to generate audit reports for their own clients, and may
brand the OUTPUT reports with the Licensee's own company name and contact information.

The Licensee may NOT: (a) copy, reproduce, or distribute the software itself to any
third party; (b) resell, sublicense, rent, or lease the software; (c) reverse engineer,
decompile, or attempt to extract the source code beyond what is provided; or
(d) remove or alter this notice or the embedded ownership credit in generated reports.

Unauthorized reproduction or distribution of this software, or violation of these
terms, may result in termination of the license and legal action.

Polymath RevOps Wizard™ © 2026 Drew W. Smith. All rights reserved.