Optimize

Scope Includes:

• Lead source analysis
• Close rate evaluation
• Average deal value breakdown
• Funnel review
• CRM workflow review
• Follow-up timing assessment
• Identification of revenue gaps
• Execution flow assessment

Deliverable:

Revenue Performance Report

Design

We create a clear improvement plan to strengthen lead-to-client conversion.

• Messaging refinement
• Offer clarity improvements
• Funnel flow adjustments
• CTA optimization
• Follow-up logic refinement
• Revenue math validation
• Responsibility alignment for conversion steps

Deliverable:

Revenue Performance Refinement

Design is embedded within Install to simplify execution and remove strategic friction.

Implementation

We execute the improvements that move revenue forward.

• Funnel updates or rebuild
• CRM workflow optimization
• Lead routing improvements
• Automation setup
• Call tracking integration
• Tracking and reporting alignment
• Messaging updates
• Follow-up ownership clarification
• Communication flow refinement
• Decision pathway simplification

Install is not a website build. It is revenue performance infrastructure.

This is a monthly monitoring service recommended after Install.

Fee is custom and based on Install scope.

Scope Includes:

• Monthly KPI review
• Close rate tracking
• Conversion monitoring
• Funnel adjustments
• Continuous optimization