Revenue Friction Audit Pre-Qualification

Home
About Your Business
Revenue Friction Audit
Revenue Optimization
Let’s Work Together

Revenue Friction Audit Application

Before We Talk, I Need to Understand the Business.

The Revenue Friction Audit is designed for established businesses that are already generating opportunities but believe something in the buyer journey, positioning, sales process or follow-up may be limiting growth.

This is a $2,500 fixed-scope engagement.

These questions help me determine whether the audit is appropriate for what you're dealing with before either of us spends time on a call. This is not a free strategy session.

Business Information

Your Name

Company

Company Website

Business Context

1. Approximate annual revenue

2. Approximate value of a typical new customer or deal

What You're Seeing

3. Which of these best describe what is happening right now?
Select all that apply.

We're getting leads, but too few become customersLead quality is poorQualified prospects disappearSales cycles are taking too longProposals stall or go quietOur positioning or messaging is weakOur website is not convertingMarketing activity is up, but revenue is notSales and marketing disagree about the problemWe're not sure where the problem is

4. In your own words, what is the biggest problem you want solved?
Tell me what you're seeing and what you believe is getting in the way.

5. How long has this been a meaningful problem?

6. How urgent is it to address?

7. What have you already tried?
Briefly tell me what you've changed, tested or invested in so far.

8. If we identify the right problems, what would you want to improve over the next 3–6 months?

Decision & Timing

9. Are you the person who can approve this engagement?

10. Investment Readiness

The Revenue Friction Audit is a $2,500 fixed-scope engagement, paid upfront. If we both determine it is a fit, are you prepared to make that investment?

11. Why now?
What happened, changed or became important enough that you're looking at this now?

I personally review every request. If I believe the Revenue Friction Audit is appropriate for what you're dealing with, I'll contact you about the next step.