Four kickoff slots available
Find one costly workflow leak and decide exactly what to fix first.
The 48-Hour Revenue Leak Kickoff is a focused paid diagnostic for owner-led businesses losing time or revenue between inquiries, quotes, CRM updates, documents, and follow-up.
What is delivered
One focused intake session around a real lead, RFQ, quote, CRM, or follow-up workflow
A revenue leak map showing where opportunities slow down, disappear, or require owner rescue
One current-state workflow diagram and one recommended workflow
The top three practical fixes ranked by urgency, effort, and revenue impact
A 30-minute findings review and implementation decision
Best fit
Quote or RFQ requests arrive through multiple inboxes, calls, forms, or reps
Follow-up depends on memory or an owner checking every active opportunity
CRM records lag behind the real conversation
Missing details create avoidable back-and-forth before work can start
Clear scope
This kickoff is a useful diagnostic and decision package, not a promise of revenue or a full implementation. If the leak is worth fixing, the findings become the build plan. If it is not, you still leave with a usable workflow map and prioritized next steps.