TURN SYSTEMS INTO SALES
In 60 minutes, get a clear blueprint to stop leaks in leads, follow‑up, and revenue.
TURN SYSTEMS INTO SALES
In 60 minutes, get a clear blueprint to stop leaks in leads, follow‑up, and revenue.
An Introduction To
In this free assessment, we trace your end-to-end flow and show exactly where time, leads, and revenue are leaking—then give you a simple plan to fix it.
Lead capture → closed-won map
Speed-to-lead + follow-up audit
Pipeline hygiene & task automation
Segmentation + field/tag cleanup
Booking flow & hand-off checks
Reporting that shows real ROI
You’ll leave with a one-page OPS 20 Action Plan with priorities for the next 14 days.
An Introduction To
In this free assessment, we trace your end-to-end flow and show exactly where time, leads, and revenue are leaking—then give you a simple plan to fix it.
Lead capture → closed-won map
Speed-to-lead + follow-up audit
Pipeline hygiene & task automation
Segmentation + field/tag cleanup
Booking flow & hand-off checks
Reporting that shows real ROI
You’ll leave with a one-page OPS 20 Action Plan with priorities for the next 14 days.
Why This Works
Proven Infrastructure, Not Theory
This assessment is modeled after the internal audits used by 8–9 figure teams—and informed by real deployments, not guesswork.
12+ Years
Building growth systems and CRMs that actually get used.
400+ Companies
Deployed across 11 countries and multiple industries.
Operator’s Advantage
Plug-and-play CRM, automations, campaigns, training.
Weekly Support
Office hours + resources so nothing stalls after the plan.
No fluff. Clear next steps you can execute immediately.
Why This Works
Proven Infrastructure, Not Theory
This assessment is modeled after the internal audits used by 8–9 figure teams—and informed by real deployments, not guesswork.
12+ Years
Building growth systems and CRMs that actually get used.
400+ Companies
Deployed across 11 countries and multiple industries.
Operator’s Advantage
Plug-and-play CRM, automations, campaigns, training.
Weekly Support
Office hours + resources so nothing stalls after the plan.
No fluff. Clear next steps you can execute immediately.
How The Assessment Works
60 minutes. Clear next steps.
Here’s exactly what we cover—and what you’ll leave with.
01
Recon
Map your journey end-to-end
(lead → deal → delivery).
Pull key numbers: speed-to-lead, close rate, stage flow, handoffs.
02
Expose Friction
Find the leaks that slow momentum.
Flag unworked leads, messy tags/fields, and gaps in reporting.
03
Action Plan
Walk away with a 14-day
OPS 20 Action Plan.
This will include quick wins, automations, metrics to track, owners, and deadlines.
No pitch.
Implement solo—or ask us to help if it’s a fit.
How The
Assessment Works
60 minutes. Clear next steps.
Here’s exactly what we cover—and what you’ll leave with.
01
Recon
Map your journey end-to-end
(lead → deal → delivery).
Pull key numbers: speed-to-lead, close rate, stage flow, handoffs.
02
Expose Friction
Find the leaks that slow momentum.
Flag unworked leads, messy tags/fields, and gaps in reporting.
03
Action Plan
Walk away with a 14-day
OPS 20 Action Plan.
This will include quick wins, automations, metrics to track, owners, and deadlines.
No pitch.
Implement solo—or ask us to help if it’s a fit.
What You’ll Walk Away With
Your OPS 20 Action Plan
A simple, prioritized plan you can execute in the next 14 days.
Journey Map
A clear visual from first touch → closed-won → handoff to delivery.
We’ll flag speed-to-lead, stage drag, and shaky handoffs so you see exactly where momentum dies.
Comes with simple notes on what to tighten and why it matters.
Fix-First Priorities
Your top 3–5 moves, ranked by impact vs. effort so you know what to do first.
Each item has an owner and deadline, plus any light assets (e.g., follow-up template, stage rule).
Quick wins you can deploy the same week.
Automations & Metrics
Recommended OPS 20 automations for alerts, follow-up, and pipeline hygiene—without adding chaos.
We’ll define the five numbers to watch weekly (speed-to-lead, booking rate, stage conversion, time-in-stage, pipeline health).
Includes a simple check-in cadence so progress stays visible.
You’ll also get:
One-page PDF blueprint
Links to any sample templates we reference
A suggested review date to keep momentum moving
Frequently Asked Questions
What is OPS 20?
OPS 20 is our own little reference to the many activities required to make a business run smoothly. It’s also the name of our business suite of CRM tools.
Is this really free?
Yes—60 minutes, no card, no pitch. You leave with an OPS 20 action plan.
What do I get after the call?
You’ll get your OPS 20 Action Plan and we’ll talk about how you could implement it—on your own, or with help from my team if it’s a fit.
Do I need OPS 20 to benefit?
No. We assess your current stack. If OPS 20 is a fit later, great—if not, you still have the plan.
Is this only for online businesses?
Nope. Whether you’re online or brick-and-mortar, the customer journey matters. This will be tailored to your business type.
What should I prepare?
Your offer(s), a pipeline snapshot, and your top three bottlenecks or goals.
Lock a Slot
60 minutes to diagnose the journey, then you leave with an OPS 20 plan.
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Every business is unique, with its own strategies, structure, and offerings. As a result, individual outcomes will vary. Your results will depend on multiple factors specific to your business, including (but not limited to) your content approach, business model, and the products or services you provide.