How It Works

From leaking pipeline to compounding revenue in 30 days

A fixed process with fixed deliverables. You always know what we’re testing, what we’re building, and what it’s worth.

The Timeline

What happens, and when

0

Fit call · 20 minutes

We confirm your size, sales motion and stack, and tell you whether a single Quick Fix covers it. If it does, that’s what we recommend.

1

Pipeline Audit · Days 1–10

With read-only access to your CRM, dialer, DNS and sending tools, we run live tests and score every layer.

  • Spam-label check on every outbound number
  • Inbox placement test on every sending domain
  • Live speed-to-lead test: we submit a lead to each source and time the response
  • CRM data quality and stage-conversion scan
2

Readout · Day 10

A 60-minute session with your leadership team. You get the Revenue Leakage Map: every failure, its dollar impact, and the fix order ranked by return. Keep it and run it yourself, or have us deploy it.

3

Build · Days 11–30

We rebuild the CRM, remediate numbers and set up branded caller ID, fix email infrastructure, and launch your automated playbooks. Weekly progress check-ins; nothing goes live without your sign-off.

4

Handoff · Day 30

Rep training, admin documentation and a before/after scorecard on the same metrics we measured in the Audit.

5

Managed · Ongoing

Optional. We monitor number labels and domain health, maintain the CRM, ship new automations every month, and review performance with you on a fixed cadence.

What We Measure

Revenue metrics, not vanity metrics

Every engagement is scored on the numbers that move closed revenue. We baseline them in the Audit and report against them after.

  • Outbound answer rate and connect rate
  • Share of numbers carrying a spam label
  • Median speed-to-lead, by source and by rep
  • Inbox placement and reply rate
  • Duplicate and incomplete record rate
  • Stage-to-stage conversion and pipeline velocity
  • Revenue recovered against the Leakage Map
Your Side

What we need from you

We do the work. You make the decisions.

Access

Admin or read-only access to your CRM, dialer or phone provider, DNS and sending tools. Everything stays in your accounts.

One decision-maker

A single owner on your side who can approve changes to pipeline stages, routing and sending.

About an hour a week

For check-ins and sign-offs during the Sprint. Less on managed plans.

Ready to see your numbers?

Book a 20-minute fit call. If a $1,500 fix solves it, we’ll tell you.