Stage 01 of 05
Diagnose before prescribing
Score the whole business before touching anything. Seven weighted areas, examined together and evidenced rather than assumed.
Most businesses carry four or five problems at once, and the repair order decides whether effort compounds or cancels out. Fixing conversion before pricing just sells the wrong offer faster.
What happens
- Seven business areas scored and weighted
- Leakage mapped from enquiry to collection
- Measurement gaps recorded as findings
What you get
- Business Score with category breakdown
- Repair sequence ranked by revenue impact
- A 90-day plan you can run yourself
Stage 02 of 05
Architect the revenue
Break the target into weekly, owned numbers - and prove the model can carry it before anyone is asked to chase it.
Where the arithmetic says the target is unreachable at your current ticket, conversion and capacity, that is the finding. We fix the constraint instead of asking the same team to try harder against the same maths.
What happens
- Target split to quarter, month, week, person
- Activity model built on your real rates
- Capacity, ramp curve, break-even per head
What you get
- Board-ready plan, assumptions stated
- Base, stretch and downside scenarios
- Hiring plan tied to revenue triggers
Stage 03 of 05
Package and price it properly
Rebuild who you sell to, what you refuse, and how the offer is priced so it's easy to buy and hard to discount.
Ambiguous scope is what erodes margin, delays closing and makes discounting feel inevitable. It is almost always fixable on paper long before it is fixable in a negotiation.
What happens
- Ideal customer profiles by trigger and buying unit
- Disqualification rules - who you decline
- Tiers named by outcome, not deliverable count
What you get
- Minimum ticket policy and approval matrix
- Line-level margin visibility
- Proposal, agreement and rate card templates
Stage 04 of 05
Build the demand and conversion engine
Install channels measured to cost per closure, then remove the variance between one salesperson and another.
Most conversion gain comes from three unglamorous places: replying faster, following up more times, and qualifying harder at the front so closer time goes only to enquiries that can convert.
What happens
- Channel mix rebuilt on closure economics
- Sales process documented with stage criteria
- Response-time standards installed and enforced
What you get
- Attribution from spend to collected revenue
- Objection library and follow-up sequences
- Weekly pipeline review with a fixed agenda
Stage 05 of 05
Compound what you already have
Protect margin in delivery, automate the repetitive layer, and turn the existing client book into your cheapest acquisition channel.
Closing is the beginning of revenue, not the end of the sale. In most businesses retention and referral are the largest untapped source of growth - and almost never operated deliberately.
What happens
- Delivery chain mapped, handoff delay removed
- Repetitive operational work automated
- Account health scoring and review rhythm
What you get
- Shorter lead-to-cash cycle time
- Expansion path mapped per tier
- Referral engine with timing and attribution
