No black box. It comes down to four ideas, each simple enough to check against your own business before we ever talk. If one of them doesn't hold up for you, I'd rather hear it on the call.
Every company that sells has these five parts. What's usually missing is the wiring between them, and the loop at the bottom that sends what you learned back to the start. That loop is the difference between a funnel and an engine.
Strategy, then revenue operations, then AI. Not because it's tidy, but because each layer only works on top of the one below it. Most of the expensive mistakes I see are this order done backwards: AI or ads bought first, on a funnel nobody has measured.
Same AI, four times the result. The difference is the work underneath it.
65% of support tickets deflected for Goldie Locks®, by an agent built on their own product and policy documentation, integrated with Shopify and their internal dashboards.
Why the order matters, in full →Every funnel has one step that converts far worse than it should. Fixing that step is almost always cheaper than buying more traffic, because everything above it is already paid for. The audit exists to find that one step, with numbers, in two weeks.
Same traffic, same ad spend. Usually a follow-up, qualification or offer problem, which costs time to fix, not media budget.
Twice the cost, fewer deals, and the leak is still there, now leaking twice as much.
Illustrative numbers. The point is the arithmetic, which holds for any funnel.
$3.3M online for NWOT Outlet at a consistent 6 to 8× ROAS. Paid was scaled against real ROAS, not guesses.
How the audit finds the leak →Most sales teams work leads newest-first, which is really sorting by the clock. I score every lead on two questions instead: are they the kind of company you win (fit), and are they acting like a buyer right now (intent)? The CRM does the sorting, so it happens every day without anyone deciding to.
30,000 contacts a month worked by a small team at Gold Tier Structures, with deals from $15K to $250K+. That volume only works when the CRM decides who gets called first.
How Fit × Intent scoring works →The usual setup is an agency for marketing, a consultant for the CRM, a web shop for the site and an AI vendor on top. Each one is good at their part. The revenue gets lost between them, at the handoffs, where nobody owns the result. That includes the website: I build it as the first stage of the engine, with tracking and the CRM wired in from day one.
Three vendors means two handoffs. If each one passes along 80% of what matters, you're down to 64% by the end. With one owner there's nothing to hand off.
80% is illustrative. Pick your own number; it compounds the same way.
275% average YoY growth at Gold Tier Structures: positioning, storefront, CRM automations and outbound, all built by me. Solo founder to a 20+ person team.
Why one owner beats three vendors →A method is only as good as what it produces, so here's what you'll actually have in hand, and by when. No status decks in between.
A written plan of what's leaking, ranked by impact and effort.Yours to keep, whether or not we keep working together.
A reporting view of your real funnel numbers.The 10,000 → 5 picture above, but yours.
Scoring live in the CRM and the first AI agents in production.The top-right box gets called first, automatically.
Attribution live, and budget scaling against measured ROAS.Then we decide what's next together.
20 minutes. Bring your rough numbers and I'll show you where I think the leak is. No pitch deck.