Slow or missing first response
How long real people waited, and which leads got no useful reply.
01 / Fit
Who this is for
Teams already buying or generating leads, with enough history to diagnose a pattern.
- Roughly 100+ inbound leads a month
- A CRM plus message or call history
- An owner or sales lead who can explain deal value and grant lawful access
02 / Diagnosis
What we look for
Calls and handoffs that died
Missed calls, unanswered callbacks and leads passed between people without ownership.
Marketing without a joined outcome
Where campaign source disappears before the sale, so spend cannot be compared with results.
03 / Deliverables
What you receive
A loss map
Counts and examples for each break in the funnel, with a clear data-quality note.
An opportunity model
A range, not an invented revenue promise: assumptions, deal economics and what would change the result.
A first-fix blueprint
Prioritized actions, owner, effort, cost and an implementation specification for one pilot.
04 / Process
The ten-day sequence
01 · Scope and access
Agree one funnel and one primary channel. Review exports and remove data we do not need.
02 · Reconstruct and test
Follow a sample of leads across the systems, quantify the gaps and validate findings with your team.
03 · Decide what to fix
Review the numbers together. Leave with an ordered plan and a demonstration on sanitized examples.
05 / Evidence
Why I can do this
At an education business, I audited 1,956 CRM calls, examined 10,879 incoming messages over 60 days, rebuilt ad-to-lead attribution from 45% to 93.6%, and connected an AI sales agent to CRM events. Those are past project facts; they do not predict your result.
06 / Scope and fee
A bounded engagement
$5,000 fixed project fee
$2,500 to start, $2,500 after the agreed deliverables are reviewed. Final scope is written down before payment.
- One funnel, one CRM, one primary messaging or call channel, up to 30 days of history.
- Requires usable exports and a responsible person to answer operational questions.
- This sprint diagnoses and specifies a pilot. Production integration, ongoing operation and guaranteed revenue are outside its scope.
Ask for a fit call
Email me your company, monthly lead volume, CRM and the gap you suspect. If this service is not a fit, I will say so.
Ask for a fit call