When client work gets busy, your pipeline goes quiet.
For owner-led fractional executive practices, B2B agencies, and consultancies. We work every open lead with you, so the yeses get booked and good calls turn into clients.
You don't have a discipline problem.
If your pipeline runs hot and cold, the instinct is to blame your own follow-through. It isn't a character flaw. It's the predictable output of a missing system: outreach when you have time, silence when client work takes over, referrals on their own schedule instead of yours. Willpower was never going to fix a structural problem.
Most of what gets sold to you fixes it by changing who you are: the hustler, the daily poster, the cold caller. That's the wrong trade. Good work should be enough to grow a firm. Our job is to build the system that lets it.
Find the leak before you pour in more.
One firm we work with counted 120 people who had said yes to a conversation and never been booked, plus a dozen trusted referral partners nobody had contacted in months. Not a lead problem. A leak.
The Pipeline Leak Audit is a fixed-scope look at the five places owner-led firms lose booked revenue: the yes that never gets booked, the follow-up that never happens, the meeting that ends with no next step, the dormant list nobody reworks, and the referral partner nobody nurtures. You get a map of where the money is leaking and the one fix worth doing first, whether or not we work together. $1,500, credited toward your engagement.
Four things every owner-led firm needs and almost none have.
Disciplined follow-up
The money is in the follow-up. Everyone says it. Almost no one does it. We install the cadence and the habits that make it happen without depending on memory or willpower.
Conversion infrastructure
Generating meetings is one skill. Converting them is another. Most agencies stop at the meeting. We coach the conversion process so the meetings you do get actually become clients.
Clear targeting
A defined ideal client profile, drawn from the clients you've actually won, so you stop spending time on prospects who were never going to convert.
Documented operating system
Every engagement leaves you with a written record: the decisions and why we made them, the numbers week by week, and the playbook in your voice. If we stop working together, you keep all of it.
A simple path. You stay in the part you're good at.
We learn your ideal client
Operationally, not in adjectives. We define who you serve best from the clients you've actually won, so outreach targets the right firms instead of the easy-to-find ones.
We build your capture-and-conversion system
Disciplined follow-up, reactivation of dormant clients and leads, referral-partner activation, and tracked conversations, in your voice and on a system that doesn't drop the ball when you get busy.
You take the meetings
You do what you're already excellent at. We coach the conversion so the right conversations turn into clients.
It starts with the $1,500 Pipeline Leak Audit, credited toward what follows. From there, Phase 1 is six weeks, $4,000 flat, and Phase 2 is monthly follow-up and conversion work at $3,000 a month: the first three months, then month to month. Some clients continue to Phase 2; some run with the Phase 1 plan themselves. Either is a fine outcome.
Working with us, in their words.
"Eric has been an invaluable part of our team. What sets him apart is how hands-on he is and his genuine desire to see us succeed. He takes the time to truly understand our business, then steps in to analyze what we actually need, not what's trendy or theoretical. He has a unique ability to identify our points of weakness and take ownership of those areas, allowing the rest of our team to stay focused on what we do best."
"They have done a fantastic job with my LinkedIn campaign, marketing efforts, follow-up, tracking, and so much more. They take the time to learn your industry, find out the pain points of your prospects, and craft messages that compel a response from the people you want as clients."
If you're the only thing keeping your pipeline alive, find out what that's costing you.
The audit shows you where the money is falling out and the one fix worth doing first. $1,500, fixed scope, credited toward the engagement.
Start with the audit