A 30-day deep dive into your sales and messaging, with a clear plan for what to fix first and what to leave alone.
Most organizations don’t have a talent problem. They have a sales process that grew up piece by piece, a message that made sense three years ago, and a team that’s been told selling is somebody else’s job.
So the website says one thing, the sales calls say another, and the follow-up emails were written by whoever had time that week. Good leads slip through, prices stay lower than they should be, and everyone works harder for the same number.
The Revenue Diagnostic finds those leaks, tells you which ones are costing you the most, and hands you a plan to close them.
I review your sales process, offers and pricing, website and landing pages, email sequences, lead magnets, social media and any sales or webinar materials your team uses. I also talk with the people who sell, because the real story is never just in the documents.
At the end of the 30 days, you get a written report and walkthrough videos your whole leadership team can use. It’s an assessment and a plan, not a done-for-you service, so your team owns the work and keeps the wins.
Every part of your sales and marketing, scored on how well it’s working and whether it supports your goals.
What needs attention now, what can wait, and what’s already working, so nobody wastes a quarter fixing the wrong thing.
Step-by-step recommendations for reaching your revenue goals. I don’t just point at problems; I tell you what to do about them.
Some teams take the plan and go. Others want help putting it in place. If that’s you, I’m available for ongoing strategy and support to guide your team, sharpen the message and keep the plan moving.
One nonprofit consultant doing $1.5M a year started with the Revenue Diagnostic, then kept me on for months of sales strategy and support. As big deals came through, we drafted the messages and fixed the copy together, right when it counted.
I come from finance, I’ve been on thousands of sales and coaching calls, and I’ve spent years helping experts and organizations charge what they’re worth and sell without feeling slimy. I believe simple beats clever every time, which is why I can usually spot the exact place a sale is falling apart.
I’m direct, I’m warm, and I will tell you the truth about your numbers. Your team will actually enjoy working with me, which matters more than people think.
The Revenue Diagnostic is $5,500 and is completed in 30 days. If you’d like me in your corner while your team puts the plan to work, ongoing strategy and support is $3,500 a month with a six-month minimum.
Companies, firms and nonprofits with an established offer, real revenue and a team that sells, even if nobody’s title says “sales.” If you have at least a few people talking to customers and you know there’s more money on the table, this is for you.
Brand-new businesses, teams without a clear offer yet, or anyone looking for someone to run their marketing for them. This is strategy and a plan, not done-for-you work.
A written Revenue Growth Plan plus walkthrough videos covering your positioning, core message, offers and pricing, buyer journey, sales process and content. Your team can share it and use it right away.
Very little. I’ll need access to your materials and short conversations with the people who sell. I do the heavy lifting.
You decide. Run with the plan yourselves or keep me on for ongoing strategy and support to help put it in place.