Make the audit 10x more useful.

A 5-minute prep that turns a generic call into a sharp diagnostic. Bring these and we will skip the warmup and go straight to where your system is leaking.

Bring these to the call

Your top 3 lead sources Where do most of your inbound enquiries come from today? Web form, LinkedIn DMs, referrals, paid ads, etc. List the volume per source if you know it. Why we need it. To map where the value enters your business.
The 3 to 5 tools you currently use CRM, email, spreadsheets, Slack, anything where lead or client data lives. Even if it is just a Google Sheet, list it. Why we need it. To see where data is fragmenting.
Your current first-response time On average, how fast does someone hear back after they submit a form or send a DM? Best guess is fine. Why we need it. The number one predictor of conversion is speed to reply.
The single biggest manual task What do you or your team retype most? Lead handoffs, follow-ups, status updates, invoicing? The thing you wish would do itself. Why we need it. This is usually the highest-leverage automation.
One bottleneck you have already tried to fix What did you try? What worked, what did not? Tell us the truth, even the embarrassing parts. We have seen worse. Why we need it. So we don't suggest something you have already ruled out.

Optional. Even better if you have them

A live screenshot of your CRM contact list Just the columns showing, blur out names if needed. We learn a lot from how your data is structured.
One example email or message thread you wish was automated A real one. From the last 30 days. The thing you keep typing variations of.
Your monthly recurring or pipeline number For context, not for sales. We tier our recommendations by stage.
A specific question you want answered Most calls drift. If you bring 1 specific question, the call gets sharper.

Time check.

If you have less than 5 minutes, just bring the 3 lead sources and the biggest manual task. Everything else we can dig into during the call.

What happens on the call

20 minutes, three things.

Step 01 . 5 mins

Map current state

You walk us through your prep doc. We listen, ask 2 to 3 sharp questions. No pitch, no preamble.

Step 02 . 10 mins

Diagnose the leak

We share screen and draw your current flow. Then we draw the leak. Where deals are dying or hours are evaporating.

Step 03 . 5 mins

Hand you the diagram

We send the diagram and a written one-pager. Yours to keep. Use it with us, with another agency, or in-house. No strings.

Have not booked yet?

Pick a slot, fill in the prep, show up. That is the whole flow.

Book the 20-minute audit