Proposals sent, then silence? Fix the follow-up, not the pitch.
Consultants and small agencies usually have enough conversations. Revenue slips in the gaps afterward: the proposal nobody answers, the retainer that ends without a renewal conversation, the invoice that is thirty days late.
The leaks we look for first
Proposals with no follow-up
A proposal is rarely rejected outright; it just goes quiet. We check whether a follow-up sequence exists, who owns it, and what it says.
Discovery-call no-shows
No-shows cost billable hours. We look at reminders, the confirmation message, and what you do after a no-show.
Retainers that end silently
The best new client is often an existing one. We look at whether renewal and expansion conversations are scheduled before an engagement ends.
Late invoices
Cash flow suffers when invoices go out late or reminders are inconsistent. We map the path from delivered work to cash.
Referrals that are never asked for
Satisfied clients usually refer only when prompted. We check whether you ask, and when.
Findability in search and AI assistants
Buyers research providers in Google and in AI assistants before they reach out. We review how your expertise shows up there.
What the $997 audit does with that
The audit is a two-hour working call. We map how work and leads move through your business today, and we write down where revenue is slipping out. You get four things back:
- A revenue-leak and process map: where leads, estimates, and invoices stall.
- An SEO and AI-search visibility review: how you show up when someone searches for what you do, and what to fix first.
- An automation opportunity map, ranked by expected return so the cheap, high-value fixes come before the expensive ones.
- A prioritized 90-day plan, delivered within 48 hours of the call.
For a consulting practice, the call covers the pipeline from first conversation to signed proposal, the delivery-to-invoice-to-renewal cycle, and how prospects find you before they ever contact you.
What you pay and what you get
A two-hour working call, then a written, prioritized 90-day plan within 48 hours. The full $997 is credited toward any implementation package if you hire BizSuite to build it. If the plan is not useful, you can ask for a refund within 7 days.
The most useful preparation is a list of your last ten proposals and what happened to each.
Fix part of this yourself first
If you would rather start with a do-it-yourself version, these guides cover the same ground with templates you can copy.
Common questions
I sell to businesses, not consumers. Does the audit still fit?
Yes. Longer sales cycles make follow-up discipline more important, not less. The audit looks at your proposal and renewal path specifically.
Will you tell me which CRM to buy?
Only if you need one. Many practices do fine with a simple pipeline in tools they already own; the plan says what is actually missing.
Does the audit include SEO?
It includes a visibility review covering how you appear in search and AI assistants and the highest-value fixes. Ongoing SEO work is a separate engagement.
What happens after the 48 hours?
You own the plan. You can implement it yourself, hand it to your team, or hire BizSuite to build it, with the $997 credited toward that.