Find Where Your Deals Actually Leak
Most businesses don’t have a lead problem. They have a follow-up problem. Let’s find where your deals leak, and plug it.
You’re generating leads. So why isn’t revenue growing the way it should?
Usually it’s not the top of the funnel. It’s what happens after. Leads sit too long. Follow-up is inconsistent. Nobody agrees on what a good lead even looks like. Deals leak out of the middle, quietly, every week.
What This Is
This is sales consulting for owners and small teams. I map how a lead becomes a customer in your business, find where it breaks, and build a repeatable process to fix it.
Marketing and sales should work as one system. When they don’t, you pay for leads twice: once to generate them, again when they fall through the cracks.
Sound Familiar?
A quote goes out and nobody follows up until the prospect calls back, if they ever do. Every salesperson runs their own playbook, so results depend on who answers the phone. The CRM is either empty, a graveyard, or a rumor. Marketing says the leads are good. Sales says the leads are bad. Nobody can prove either. You closed a big month once and still cannot say exactly why.
None of that is a character flaw. It is what happens when a business grows past the stage where the owner could hold the whole pipeline in their head. The fix is not more effort. It is a process.
What Gets Built
A shared definition of a good lead. So marketing and sales stop arguing and start agreeing on what to feed the pipeline.
Pipeline stages that match reality. The five or six steps a deal actually moves through in your business, so anyone can look at the board and know what is real.
A follow-up cadence. Who reaches out, through what channel, how many times, and when to let go. Written down. Followed.
CRM discipline that does not require a nag. Your existing CRM is a goldmine when it serves the process, with the two-minute habit that keeps it current. If you do not have one, we pick a simple one. You need a CRM your team will use, not an enterprise platform.
The marketing-to-sales handoff. The moment most deals quietly die. We define it, time it, and measure it.
A scoreboard. Response time, follow-up completion, stage conversion, close rate. A handful of numbers that tell you the truth every week.
Who It’s For
- Businesses getting leads that don’t turn into enough sales.
- Owners whose sales process lives in their head, not on paper.
- Teams where marketing and sales blame each other.
- Anyone who wants predictable revenue instead of a good month followed by a slow one.
Who It’s NOT For
- Businesses with no leads at all yet. Start with marketing first.
- Owners who won’t hold their team to a process.
- Anyone looking for a scripted, high-pressure sales gimmick.
What to Expect
- The audit. I trace your last 20 or 30 leads from first touch to close or loss. The leaks show up fast. They are usually not where you think.
- The map. Your current path from lead to customer, drawn honestly, with the break points marked.
- The fixes, in order. We plug the biggest leak first. Not everything at once. The two or three changes that recover the most revenue soonest.
- The install. Stages, cadence, CRM setup, handoff rules. Built with your team so they own it.
- The proof. A 90-day check against the scoreboard we set on day one. If a number did not move, we find out why and fix that.
Most engagements pair well with training, because a new process works best when the team is trained on the conversations inside it.
Common Questions
Is this cold-calling and hard-sell training?
No. This is about process and alignment, not pressure. The goal is to make it easy for good-fit buyers to say yes.
How is this different from marketing consulting?
Marketing fills the pipeline. This makes sure the pipeline turns into revenue. They work best together, and I do both.
Do you train the sales team too?
I can. Process first, then coaching to make it stick.
What if we don’t have a formal sales team?
That’s common in small businesses. Often the owner is the sales team. We build a process that fits how you actually operate.
How long does it take?
Mapping and quick fixes happen fast. Building a process your team runs on its own takes a few months of consistency.
Do we need to switch CRMs?
Almost never. The problem is rarely the tool. It is the missing process around the tool. We make yours work before we talk about replacing anything.
How does pricing work?
Project-based for the audit and build, with an option for ongoing support after. Tell me your team size and lead volume and I will give you a straight number.
Proof It Works
Strategy is what turned a New Hampshire auto body shop into a $15 million truck equipment retailer, and kept that client for eight-plus years. See the full story on the Results page.
Not sure where your deals are leaking?
Let’s find out.