Free tools

Find where your leads go cold

Checklists and tools you can run on your own business in a few minutes. Use them on the page or download the PDF for your team. No email needed.

  • Checklist

    Speed-to-lead checklist for service businesses

    For contractors, roofers, coaches, consultants and agency owners who get leads by phone, web form or DM.

    How fast new calls, forms and DMs get answered, what happens to missed calls, and how quotes get followed up.

    • 30 checks
    • 10 minutes
    • Free
  • Diagnostic

    The 2-minute pipeline diagnostic

    For owners who want a dollar figure on what slow follow-up costs them.

    Five questions about your leads, deal size and follow-up. You get an estimate of your annual revenue leak and a stage-by-stage scorecard.

    • 5 questions
    • 2 minutes
    • No email required

Rather have someone find the leaks for you?

In 30 minutes we’ll map your current sales process, identify the three biggest places you’re losing revenue, and outline what a fix looks like. No pitch. No pressure. Just clarity.

  • Pipeline gap analysis
  • Top 3 revenue leaks identified
  • Fix-it roadmap you keep