When you get busy, your pipeline goes quiet.
Most boutique firms don't lose revenue because they can't find new leads. They lose it because the business they've already earned the right to slips away: the prospect who said yes and never got booked, the good meeting that ended with no next step, the past client nobody followed up with, the referral partner nobody stayed in front of. Right now you're the only thing keeping the pipeline alive, and it shows whenever client work takes over.
The audit finds where the money is leaking before you spend another dollar trying to pour more in.
Five places revenue falls out.
Intake and stall
Where leads enter and where they stop, including the people who said yes and never booked.
Follow-up cadence
What actually happens after the first conversation, and where the gold gets left in the stream.
Meeting to next step
Calls that happen and then die without a booked next action.
The dormant list
Past clients, old leads, and the "not now" pile nobody recontacts.
Referral-partner activation
The trusted partners who could send you business and don't, because no one is staying in front of them.
A map you keep, not a sales call.
A one to two page Pipeline Leak Map: each of the five points scored for your firm, ranked by how much revenue is leaking, at least one specific observation drawn from your own numbers, and the single highest-value fix to make first. Delivered within 48 hours of the working session, yours to keep whether or not you go further with us.
Light on you, fast to a finding.
Send the data
A short pull: your pipeline or CRM export, recent calls, and your past-client and referral-partner lists. Absence of a file is itself a finding.
One working session
Forty-five to sixty minutes. We walk the five points using your real, specific last cases, not your general policy.
Get the map
Within 48 hours, your ranked Leak Map and the one fix worth doing first.
$1,500, and it credits toward what comes next.
One-time, fixed scope. If you decide to move into a Phase 1 engagement within 30 days, the full $1,500 credits toward it. The audit is a real deliverable priced like one, not a discovery call in disguise.
A fit, and an honest not-a-fit.
For
Boutique professional services firms that already have some flow, referrals, a network, past clients, and a sense they're leaving business on the table.
Not for
Firms with no existing pipeline looking to manufacture demand from a standing start. If that's you, the audit will say so, and we'll tell you what to do instead.
Find the leak before you pour in more.
A short audit will tell you where your money is actually falling out, and what to fix first.
Book your Pipeline Leak Audit