Book a Discovery Call
A quick working session to pinpoint where pipeline breaks — targeting, messaging, routing, or follow-up — and map the fastest fix. If there’s a clear win, you’ll leave with a 2-week shipping plan (what to build first, in what order, and what to track). If it’s not a fit, I’ll tell you straight and suggest the most sensible next step.
- A clear starting lane (Outbound / Inbound / CRM / Workflows)
- 2 “first ships” that will move pipeline fastest (and what to ignore for now)
- A simple weekly scorecard so progress compounds (not vibes)
- Your ICP guess + where targeting currently goes wrong
- Where leads drop today (replies, routing, SLAs, follow-up)
- Your current stack (even if it’s messy)
We’ll find the leak, then pick the highest-leverage fix.
- Diagnosis: where pipeline breaks (and why it keeps breaking).
- First ships: the next 2 things to build to unlock momentum.
- Measurement: what to track weekly so you can see truth, not noise.
- B2B SaaS with a real sales motion (0–100)
- You want predictable meetings, not “campaign roulette”
- You care about clean handoffs + follow-up discipline
- ICP guess + rough ACV range
- One sentence: “pipeline breaks when…”
- No deck — just context
What happens after the call?
If there’s a clear win, I’ll send a simple written plan: starting lane, first ships, and a weekly scorecard. If it’s not a fit, I’ll tell you straight and suggest the most sensible next step.
Do you actually build, or just advise?
I can do either — but the default is shipping. Most teams want someone to implement inside their stack (HubSpot/Apollo/Instantly/HeyReach/Make, etc.) and leave behind a system they can run.
What’s the fastest way this goes wrong?
Usually one of these: messy lists, weak routing/follow-up, no reply handling, or CRM fields that can’t be trusted. We’ll spot which one it is and fix that first.