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 →

6x+

return on ad spend

10 years

running the same system, no restarts

60%+

engagement rate, up from the mid-teens

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.

How it works

In three months, you'll have this.

Months 1 to 3

What fixing your marketing is worth in dollars, with the math shown. And a plan for which changes come first.

Customer Journey Map current state · gaps · suggested journeySample company

The opportunity, in dollars

Compounded, fixing the journey is worth +$2,193,430 a year, a 31% lift before a dollar of paid media.

Leads / yr900×1.12

Close rate22%×1.09

Avg job value$24,000×1.03

Repeat1.5×1.04

Revenue / yr$7,128,000→ $9,321,430

+$2,193,430added revenue / year

+$877,372added gross profit / year

The plan

Prioritized roadmap

Phase 1

Seafoam-ledTrack every lead to its source

First, because nothing after it can be measured without it.

Seafoam-ledClean up the CRM

One record per customer, so sales and marketing see the same thing.

Client-ledName three proof stories

You confirm which customers we can name.

Phase 2

Seafoam-ledRebuild the website around your best customer

Built on what the customer interviews found.

Seafoam-ledSearch and AI answer pages

So you show up when buyers ask Google or ChatGPT.

JointQuote follow-up within a day↳ needs CRM cleanup

4 in 10 quotes never get a second call today.

Seafoam-ledPaid search on your best-margin services↳ needs lead tracking

Widens volume only after tracking is fixed.

Phase 3

Seafoam-ledEmail to past customers

They hear from you twice a year today.

JointReferral program

We build the ask and the tracking. Your team makes the introductions.

Seafoam-ledAI for reporting and lead scoring↳ needs CRM cleanup

Once the data is clean enough to trust.

After that, you can check this any day.

Month 4 on · month to month

Our senior team carries out the plan, with no long-term contract. Your playbook shows what marketing brought in, what you spent, and where the money came from. Including what didn't work.

Tell us what's going on →

Marketing Strategy Playbook updates itselfSample company

01 · What it's earning

Money from marketing

This monthLast 90 daysThis yearLast 12 months

How much did marketing bring in, Aug 13 to Nov 10?

$452,000

▲ 22% vs $370,500 the same dates last year$452,000 from 19 new customers

Spent on ads$31,400

Back for every ad $1$2.92$91,600 in sales from ads

Where the new-customer money came from

Google searchfree results · 8 new customers

$212,400

▲ 31% Growing

Referralsword of mouth · 6 new customers

$148,000

Steady

Google Ads5 new customers · $24,800 spent · $3.69 back per $1

$91,600

▲ 18% Growing

LinkedIn Ads0 new customers · $6,600 spent · $0.00 back per $1

Nothing yet

What the numbers say: Google search brought the most new-customer money. LinkedIn Ads: $6,600 spent and no sales from it in these dates.

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.