Our Services
Lead Conversion Audit
A focused review of your current sales and follow-up process.
We’ll look at:
How new leads enter your business
How quickly your team responds
What happens to missed calls
How estimates and quotes are followed up
How many times your team follows up
How sales opportunities are tracked
Common objections your team receives
Areas where leads may be getting lost
You’ll receive a straightforward action plan with the changes I believe could have the biggest impact
What’s included
60–90 minute consultation
Review of your current sales process
Customized recommendations
Follow-up action plan
30-minute follow-up meeting
Sales Process Setup
For businesses that need more than advice.
We can build or improve your actual sales process, including:
Lead response procedures
Phone scripts
Text and email templates
Estimate follow-up
Missed-call procedures
Old lead follow-up
Sales tracking
Employee expectations
Simple sales scorecards
This is customized around how your business actually operates.
Monthly Sales Coaching
$45 – 35min
Ongoing help for owners who want someone regularly looking at their sales operation.
Depending on your needs, monthly consulting can include:
Reviewing lead numbers
Tracking close rates
Employee coaching
Reviewing sales calls
Improving scripts
Working through objections
Improving follow-up
Identifying weak points in the sales process
Setting monthly sales goals
Owner accountability
You don’t necessarily need more leads.
Sometimes you simply need to get more value from the opportunities you’re already receiving.
How It Works
Step 1 — Talk
We start with a conversation about your business, your customers, and how you’re currently generating sales.
Step 2 — Diagnose
We look for places where leads, opportunities, and customers are being lost.
Step 3 — Build
We create practical systems your team can actually follow.
Step 4 — Measure
We track what changes and continue improving the process.