A 35-minute call + written report that shows you exactly where leads slip through – and what to do about it.
Full amount credited if we work together afterward
"I'll follow up tomorrow"
Tomorrow turns into next week. Next week turns into never. The lead goes cold.
"It's all in my head"
Until it isn't. Key details get lost. Opportunities fall through the cracks.
"We have a CRM – somewhere"
Expensive software nobody uses. The team tracks deals in spreadsheets anyway.
This isn't a sales pitch for software. It's a focused session where I learn how your sales process actually works – and where it breaks down.
Whether you're running everything in spreadsheets, struggling with a CRM nobody uses, or not sure what you need – you'll walk away knowing exactly what to fix first.
Pick a time that works for you. US time zones available.
I ask questions about your current process. You talk, I listen and dig deeper.
Delivered within 5 business days. 5-10 pages of concrete recommendations.
The specific gaps in your process that cost you revenue
Low-effort changes with immediate impact
So follow-ups happen automatically instead of getting forgotten
Based on your situation, not what's trending
Maybe you don't need a CRM. Maybe you need a better process first. You'll know.
Pay $499 for the analysis. Get a written report with actionable recommendations.
If you decide to work with me afterward – on implementation, CRM setup, process optimization – the full $499 gets credited toward that project.
Either way, you walk away with clarity.
I spent years at Europe's largest IT security company, working with sales teams and the systems they rely on – or fight against.
Now I help business owners and sales leaders get their customer management under control. Not by selling software, but by figuring out what actually fits how you work.
Just a rough idea of your current setup and what's frustrating you. No documents needed.
That's fine. The analysis shows you what you actually need – which might not be a CRM.
That's one of the most common problems I see. The report shows why and what to do about it.
Within 5 business days after our call.
I schedule sessions that work for US time zones – mornings or early afternoons Eastern/Pacific.
That's what the credit is for. The $499 gets applied to any follow-up project.
Book your CRM Potential Analysis. 35 minutes of your time, 5-10 pages of clarity.
Full amount credited toward any follow-up project