Find the constraint. Fix that stage first.
We audit leads generated, calls booked and deals closed, name the one capping your revenue, and fix that stage before touching the next.
Conversion optimization built around the one stage that caps you.
Revenue is capped by one stage at a time. Find it, fix it, then find the next.
Every business that sells a considered purchase has three counts: leads generated, calls booked and deals closed. One of them is holding the rest back. We audit your funnel, CRM and call data, name that stage, and fix it before spending effort anywhere else.
It is for businesses that already have leads and want more revenue from them. What changes is that every stage has an owner and a number. You see where prospects drop, we fix the stage capping revenue first, and then we move to the next one.
Audit first, then fix the one stage that matters.
Audit
We read your funnel, CRM and call data and name the single count capping revenue: leads generated, calls booked or deals closed.
Build
We fix that stage first: the funnel and booking flow, pre-call education and reminders, or pipeline and follow-up automation in the CRM.
Connect
Leads, bookings, calls and payments are wired into one pipeline in the CRM, with automations moving each lead between stages.
Measure
The live revenue dashboard goes on, attributing every dollar to its source. We review the three counts weekly and move to the next constraint.
Five parts, one system.
Constraint audit
We read your funnel, CRM and call data, measure leads generated, calls booked and deals closed, and name the one stage capping revenue.
- Baseline for the three counts
- Drop-off read at every stage
- The single bottleneck named
- Fix order for the stages after it
More leads into calls
When too few leads become booked calls, we fix the front end: a custom-coded page, a multi-step application and a booking page with prefill and UTMs carried through.
- VSL landing page
- Multi-step application
- Booking page
- Domain and DNS set up
More calls that show
When booked calls do not show, we fix what happens between booking and the call: a confirmation page, pre-call education based on the 7-11-4 principle, reminders and SMS.
- Confirmation page
- Post-booking and breakout video scripts
- Pre-call and no-show emails
- SMS reminders and rebook message
More deals closed
When calls happen but deals do not close, we tighten the pipeline: every lead on a clear stage, with follow-up automation inside the CRM.
- 14-stage pipeline
- Automations between stages
- Sequences fired by stage
- Integration with your current CRM
Live revenue tracking dashboard
A live dashboard that reads your ads, funnel and CRM, so every number is attributed and the next constraint is visible.
- Live funnel metrics
- Ad-attributed numbers
- Leads, calls booked and deals closed
- Private Slack and Notion portal
Built around your buyer.
Personal Brands
The call funnel and pre-call education behind both of our case studies.
Financial Services & Capital
Investor and borrower funnels with qualification built in, fixed at the stage that caps them.
Professional Services
Longer decisions supported by education and follow-up.
Software & Tech
A tracked pipeline from reply to demo to deal, with the weakest stage fixed first.
What the business has at the end.
The constraint named
You know which of the three counts is capping revenue, backed by your own numbers and not a guess.
One stage fixed at a time
Each fix is measured against the count it targets before we move on to the next stage.
Revenue attributed to its source
A live dashboard ties cash collected back to the ad, the email or the referral that produced it.
What you walk away with.
- The constraint audit and the three-count baseline
- The landing page, application and booking page
- The call confirmation page, reminders and SMS
- The CRM pipeline and its automations
- The revenue tracking dashboard
- The Notion portal holding every script and asset
Selected work.
Momentum Wealth Fund
A lead-form funnel and scripted marketing assets let an Iowa self-storage fund bring in accredited investors through paid acquisition.
Club KayaClub Kaya
An Olympic athlete with an audience and no product went from $5K to $50K per month in 30 days.
James León
The call structure and automations behind a 1M+ audience took monthly revenue from $10K to $45K.
Questions we get asked.
Can I buy this without a channel?
Yes, if you already have leads. We start by checking which of your three counts is capping you, then fix that stage.
Do you replace my CRM?
No. We build into the CRM you already run, or set up a pipeline if you need one.
What if the constraint is not conversion?
Then we say so. If you need more leads, the paid acquisition and outbound services are built for that.
Who writes the scripts?
We do. You read them to camera.
Does this work with leads from outbound or referrals?
Yes. Any lead that can book a call can run through the same pipeline and dashboard.
What do I need to provide?
CRM and calendar access, the onboarding form, and a few videos filmed to scripts we write.