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.
A clear breakdown of the gaps in your current process, based on what you told me, not generic assumptions.
Practical changes that don't require new software or a big project, just better execution.
Whether you need a CRM, a better process, or just a few tweaks, you'll know exactly what to do next.
If we work together on implementation afterward, the full $499 gets credited toward your project.
So this isn't a cost, it's an investment that pays for itself the moment you decide to move forward.
I've spent 15+ years in sales technology, most of that at Europe's largest IT security company, helping teams actually use their CRM instead of fighting it.
Now I help growing businesses figure out what they actually need to stop losing deals to chaos.
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