See where your orders slip away, measured on your own records.
We look at how a lead becomes a quote and a quote becomes an order in your business today. You get findings you can check, baseline numbers to measure against and a 90-day plan ranked by what should pay back first.
Nothing, if you decide not to go ahead. If you start a pilot with us, the audit fee is spread across the pilot invoices instead of being billed up front.
A short report and a findings meeting
You keep the report whether or not we work together.
Where deals stall
The handoffs where leads and quotes stop moving, shown with examples from your own records.
Baselines
Response time, quote follow-up, quote-to-order rate and lead sources, measured now so any pilot has a number to beat.
Priority leaks
The problems worth fixing first and a rough sense of what each one costs you, with estimates marked as estimates.
90-day plan
What a pilot would do, who does what on each side, and the milestones we'd hold ourselves to.
Six things we measure
We review a sample of your leads, quotes, campaigns and CRM entries, and we interview you and the people who handle sales.
How long a new inquiry waits
Time from a web form, email or call to the first reply, and who does the replying.
Who owns each lead and quote
Whether every open opportunity has one named person and a next step with a date.
What happens after a quote goes out
How many recent quotes got a second call, and how many went quiet with no answer either way.
What "qualified" means to your team
Whether your pipeline stages have clear entry rules that everyone applies the same way.
Where recent orders came from
Referrals, repeat customers, the website, trade shows or outreach, as far as your records can show.
Who you could be selling to
Who buys from you now, and which accounts in BC and beyond look like your best customers.
When a number is an estimate and not a count from your records, the report says so.
Four levels of how firms win new business
The audit places your business on this scale. Many firms sit between two levels, and the plan moves you up one level at a time.
Referral-led
Little web traffic and no social presence. New business comes through referrals and the owner's network.
Visible
A website people find, an active social presence and some networking online. Referrals still do most of the work.
Prospecting
Targeted outreach to chosen accounts, plus paid ads that bring in leads.
Systematic
Account-based outreach, paid ads and a CRM that follows up with every lead until it's ready to talk.
- 01
A 20-minute call
We check whether the audit fits your business and agree which records we'll look at.
- 02
Records and interviews
You give us access to a sample of leads, quotes and CRM data. We talk with you and your sales lead.
- 03
Findings meeting
We walk you through what we found, the baselines and the 90-day plan, and answer your questions.
- 04
Your decision
Run a three-month pilot with us, or keep the report and the plan and carry on yourselves. If you don't go ahead, there's no charge.
The audit works best when
- You sell to other businesses from a base in British Columbia.
- Annual revenue is somewhere around $1M to $5M.
- You have room to take on more customers.
- The owner, president or GM will join the first conversation.
- Someone on your team owns technical scoping, quotes and closing.
Twenty minutes, by phone or video
We'll ask how you win work today and tell you on the call whether an audit is worth doing for your business.
- Bring a rough count of the quotes you sent last quarter.
- The owner, president or GM should be on the call.