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Revenue Diagnostic

Find out exactly where your revenue is leaking.

You know the business better than anyone. In three months, we learn it from every angle, start building the measurement system underneath your revenue, and hand you a prioritized roadmap with a dollar figure for what's leaking and where.

Tell us what's going on →See how it works ↓
  • $500M+ in client revenue impacted
  • 16 years in business
  • 95%+ client retention
  • 10 years running St. Louis Small Business Monthly award

1 in 4

free consultations became a paying client

Evidence / Professional services

The reporting was lying, politely. Measuring it changed the budget.

The firm's headline metric counted a brand-new prospect and a long-time client rebooking as the same event, so no channel could ever win or lose. Once we split that signal, the owner could see which marketing produced new business, and which didn't.

Read the story →Talk to us about yours →

Why it's different

Most audits are 40-page reports that get filed. This one gets run.

A revenue audit, not a marketing audit

Sales handoff, CRM plumbing, pricing, customer experience, unit economics, team structure. If it moves your revenue, we look at it.

Built from your own KPIs

The projections are your numbers, applied to the specific factors we identify as movable. Not industry benchmarks.

The same team runs the roadmap

The people who diagnose the business are the people who fix it and run it. Nothing gets handed to someone new.

There is no "we found it, now go hire someone else to fix it." We find it. We fix it. We run it.

What you walk away with

The most useful document anyone has produced about your business in years.

01 / The map

A full map of your revenue system

Every place revenue enters, exits, or leaks. Acquisition, conversion, retention, and expansion, in one picture.

02 / The plan

A prioritized roadmap, with the math

What to fix first, what to fix second, and why. Your own KPIs applied to what is movable: a 5% lift in close rate is worth a specific dollar figure, and you will know it.

03 / The foundation

Measurement, already in motion

Tracking cleanup, GA4 key events, and attribution setup begin during the diagnostic. The heavier RevOps build follows in Phase 2.

The first thing most diagnostic roadmaps call for is ICP & Customer Intelligence.

How it works

Four working sessions. A lot of work in between.

In the room

Working sessions

Four sessions with your leadership team, so you are in the room for everything that leads to the plan.

Between sessions

Fieldwork

We shop your company, review your sales calls, interview your customers, audit your tech stack, and run the CAC math your agency has never shown you.

At the end

A conclusion, not a reveal

By the end, we know the business the way you know it. When we present the plan, it is a conclusion you already helped reach.

Evidence / Industrial manufacturer

Ten years of compounding, without more traffic.

Traffic existed, but nothing could say which marketing produced which inquiry. We built the measurement and CRM connection first, then ran the system and kept sharpening it.

“If your traffic stayed flat next year, would your business still grow?”The question behind the work

See all three stories →

More than 2x

the historic conversion rate, on the same visit

6 months

now bring more inquiries than a full early baseline year

60%+

engagement rate, up from the mid-teens

How it works

One retainer. You start with the number.

One retainer, scoped to your business. The diagnostic is included.

Start here

Phase 1 / 3 months

Diagnosis & Strategy

Customer interviews, fieldwork, and a full audit of your funnel, turned into a prioritized roadmap and a dollar figure for what’s leaking and where.

Phase 2 / Ongoing

The system, running

We run your marketing day to day against the roadmap, adjust as the data comes in, and report against revenue every month.

As the system matures and runs leaner, the goal is to cost you less, not more.

Tell us what's going on →

Is this for you?

Who this works for, and who it does not.

A good fit if

  • You’re growing, but you couldn’t say which marketing is responsible.
  • Your agency reports on activity, and you want to know what it’s worth in dollars.
  • You suspect revenue is leaking somewhere between the first click and the closed deal.
  • You want a plan built from your numbers, not industry benchmarks.
  • You’re ready to look at the whole business, including the parts outside marketing.

Not a fit if

  • You’re a startup looking for your first customers.
  • You already have a strategic CMO in the seat.
  • You want more social posts or a single campaign.
  • You’re choosing on price alone.

Questions

What people ask before they start.

Can we hire you just for the diagnostic?

No, but not for the reason you might think. The diagnostic is the first phase of an ongoing engagement, and the value compounds from there. We’re confident enough in what we produce that we’re banking on a simple outcome: once you’ve seen what the diagnostic surfaces, you’re going to want us to be the ones who put it into action. If we’re wrong about that, the engagement ends. We have never been wrong about that.

What if the diagnostic uncovers something we aren’t ready to tackle?

That’s common. The roadmap sequences what matters most and what gets addressed early. Some initiatives wait until the foundation is in place. Some get deprioritized entirely if the business changes. The roadmap is a living document: we revisit it quarterly and reset it every year.

Is there a long-term contract?

No. We believe in the work we do, which is why after the three-month diagnostic and strategy period, everything is month to month.