On this page: The engagement model
  1. The engagement model
  2. The full stack
  3. Inside a retainer
  4. Fit check
  5. Book the diagnosis
Business & sales consulting

We find the choke point.
Then we fix it with you.

Not slides. Not frameworks. We pull your numbers, sit with your team, and build the systems that turn your sales operation into a repeatable machine — then hold everyone to the number, including ourselves. Weekly. In writing. No excuses.

Industry-wide
insurance home services solar finance legal real estate medical automotive B2B and yours
The engagement model

Free diagnosis. Straight plan. Scoped retainer.

You know exactly what you're getting before a dollar changes hands — because the diagnosis happens first, for free.

FREE

The revenue diagnosis

We come in and tear apart your current model. No surface-level questions — your actual numbers. The blow-by-blow of what happens when we open your books is published, and the revenue leak quiz gives you a rough read in two minutes if you want one before you call.

  • Lead flow: volume, cost, quality by source
  • Funnel: call handling, close rates, drop-offs
  • Offer: why people aren't buying, or only on price
  • Team: who's producing vs. coasting
  • You keep the scorecard either way

The plan

A straight verdict on where you're bleeding or capped, and what we'd do about it. Every fix is ranked against the same scoreboard we describe in how we measure the work.

  • The choke point, named and quantified
  • Fixes prioritized by revenue impact
  • What's a quick win vs. a rebuild
  • Scope options — from one fix to the full stack

The retainer

Scoped to the nature of your business and how deep the work goes. Nothing one-size-fits-all. What the work costs, and how the number gets set, is on the pricing page.

  • Weekly working sessions with you and your team
  • Systems built inside your CRM, not in a deck
  • We sit in on calls and adjust daily
  • Monthly numbers review — same scorecard, every month
"We come in, we audit your business — free of charge. We sit with your team, digest your workflow, and pinpoint where we can help your business grow astronomically."
Michael Catoggio & Constantino Lardi, co-founders — meet the operators →
The full stack

Seven places we go to work

Our business and sales consulting services start where your choke point is and expand as the numbers move.

Revenue diagnosis

Where you're bleeding or capped. We pull your numbers and tear apart the current model — lead flow, conversion funnel, offer positioning, and team performance. A real consultant doesn't ask surface-level questions; they find the choke point. If you are weighing us against a traditional firm, how to use a consulting firm to improve sales is the comparison we would want you to read first.

If you want a rough read before you book anything, the revenue leak quiz scores the same five systems in ten questions →

Source-by-source lead mathFunnel drop-off mapOffer & price-sensitivity readProducer vs. coaster report

Sales process engineering

We build or fix your sales infrastructure — turning a team that's winging it into a repeatable machine with a number on every step. When the fix is wiring rather than coaching, that build sits on the sales automation side — and what a sales consultant actually does covers the rest of the job description.

Scripts, rebuttals & call structureCRM workflows & follow-up sequencesPipeline stages so nothing leaksKPIs: contact → quote → close → retention

Lead generation strategy

We won't just say "spend more" — we'll show you where to spend and why it converts. Improve the channels you have, or open new ones. The done-for-you version of this is lead generation services; if you are stuck a step earlier, start with the five levers for getting more clients.

Meta, Google & referral tune-upAffiliates, partnerships, outboundLower CAC, higher lead intentAttribution — know what's actually working

Conversion optimization

Where the money is made. Small lifts here are massive revenue swings: taking a 20% close rate to 30% is a 50% revenue increase — without buying a single extra lead. The two numbers that decide whether any of this math works are broken down in CAC and LTV.

Tighten the pitchFix call flowSpeed-to-lead in minutes, not hoursKill friction in enrollment & checkout

Team buildout & accountability

A performance-driven environment, not a loose collection of reps. We help you hire, structure, and hold the team to numbers. Owners who need a sales leader but not a full-time one should read when a fractional sales manager works and when it is a band-aid.

Hiring & team structureQuotas & comp plansTracking dashboardsReps accountable to numbers, not vibes

Scaling strategy

Once things work, we make growth predictable instead of lucky — this is where consulting earns its keep. Most of the headcount relief comes from marketing automation — follow-up that runs whether or not anybody remembers it.

Budget allocation across channelsNew markets & statesProduct mix toward higher-LTV clientsAutomation to cut headcount dependency

Exit positioning

For owners thinking past growth. We built our own agency to run without us — the thing a buyer actually prices — and we help you make the business more sellable at a premium. What we built on the way here is documented in the FreedInsure case study.

Clean financialsEBITDA opticsValuation multiplesM&A conversation prep

The execution arm: digital services

When the plan calls for hands-on-keyboard work, we do that too — Meta & Instagram Ads, Google Ads, web design, e-commerce storefront builds, and SEO & content. Same team, same scorecard. See digital services →

Meta & Instagram AdsGoogle AdsWeb designE-commerce storefrontsSEO, AEO & content
Inside a retainer

What working with us actually looks like

Operators, embedded. Not a monthly phone call and a PDF. What you should get for the money — from us or from anyone — is laid out in sales strategy consulting.

  • We sit in on real callsLive call reviews with your reps — what's said, what's missed, what changes tomorrow.
  • Systems land in your toolsScripts, sequences, and dashboards built inside your CRM — yours to keep if we part ways.
  • Adjusted daily, reviewed monthlyEvery month, the same scorecard from your diagnosis — moving or not. Every miss gets a reason and a fix, in writing. No hiding.
  • Scoped to your businessA solo producer and a 20-rep floor don't need the same engagement. Pricing follows the nature and extent of the work — set after the free diagnosis.
Revenue
More closed business from the pipeline you already pay for.
Efficiency
CAC down. LTV up. Better math at every step.
Systems
A machine that produces without you pushing it.
If we're not moving these three, we're overhead. Fire us.
That's the standard we sign up for.
Fit check

Who this is for — and who it isn't

Good fit

You should book the diagnosis if…

  • You're plateaued and don't know why
  • You want to scale faster without guessing
  • Your team needs structure and accountability
  • You know you're leaving money in the funnel
  • You'll share real numbers and let us in the room
Bad fit

Don't book it if…

  • ×You want a motivational speaker, not an operator
  • ×You want a deck of frameworks to admire
  • ×You won't open your numbers — we can't fix what we can't see
  • ×Nobody on the team will actually change how they work
  • ×You want your ego managed — we only manage numbers

Start where every engagement starts.

Book the free revenue diagnosis. Your real numbers, a straight verdict on the choke point — even if the verdict is "you don't need us."

Get your free diagnosis
No charge. No obligation. You keep the scorecard.
Get your free diagnosis