Thirty minutes with an operator. We walk through how revenue moves through your business, show you where it's leaking and tell you what we'd fix first. No pitch deck, no obligation.
A working session, not a sales pitch. Here's how the time gets spent.
You tell us what's going on: the numbers that worry you, what you've already tried and what "fixed" would look like.
We trace how revenue moves through your business together: from first touch through CRM, handoff and close.
Where revenue flows, where it leaks and the first three things we'd fix. If a tiger team makes sense, we'll say so. If it doesn't, we'll say that too.
No prep deck required. A little context helps us get further in thirty minutes.
— A rough sense of your funnel numbers
— The tools in your stack (CRM, ads, analytics)
— The one problem you'd fix tomorrow if you could
Screen-sharing your CRM is welcome but optional. We never ask for logins on the call.
— A clear read on where revenue is leaking
— The first three fixes, in priority order
— An honest answer on whether you need us
A short written recap follows by email within [CONFIRM timeframe].
Tell us what's going on in a few sentences. We'll read it, then reply with a time that works or a straight answer on whether we can help.
Replies within [CONFIRM: 1 business day]
Yes. No card, no catch. The Systems Check is how we find out whether we can actually help, and how you find out whether you want us to.
Only if there's something worth buying. If your problem is a quick fix your team can handle, we'll tell you how and wish you well.
Whoever owns the revenue problem, usually a founder, CEO, or head of marketing, sales or RevOps. Bring one more person if they live in the CRM day to day.
No. Screen-sharing helps if you're comfortable, but we never ask for logins on the call. Access only comes into play if we start a Diagnostic.
Then you still leave with a clear read on what's broken and what to fix first. If someone else is a better fit, we'll point you to them.
You get a short written recap. If it makes sense to go further, we'll propose a fixed-scope Diagnostic or Sprint with the price in writing. No pressure, no follow-up sequence.