See what to fix first.
We mystery-shop your business as a new customer, review your CRM, follow-up and tracking, fix one leak on the spot and hand you a ranked 90-day plan. If you start a retainer within 14 days, the fee comes off month one.
$1,500, credited to month one
Works with
- HubSpot
- GoHighLevel
- Boulevard
- Klaviyo
- GA4
- Zapier
What we do.
Good fit if: you want an outside view before committing to a retainer.
- Mystery-shop your phone, forms, chat and DMs as a new customer
- Review your CRM data, pipeline stages and follow-up
- Check tracking and what each tool costs you
- Rank every leak by the money it's costing
- Fix one leak during the audit
- Walk you through the 90-day plan on a recorded call
One price, one plan.
Pipeline Audit
Credited to month one if you start the Patient Recovery System or any monthly service within 14 days.
- Mystery-shop your phone, forms, chat and DMs as a new customer
- Review your CRM data, pipeline stages and follow-up
- Check tracking and what each tool costs you
- Rank every leak by the money it's costing
The audit guarantee. If the audit doesn't find at least three fixable leaks, each with a dollar estimate, we refund the full $1,500.
Fair questions
Is it really credited?
Yes. The full $1,500 comes off month one of any monthly retainer you start within 14 days of the walkthrough.
What if you find nothing?
If the audit doesn't find at least three fixable leaks, each with a dollar estimate, we refund the full $1,500.
How long does it take?
About two weeks from access to walkthrough. We need read access to your CRM and booking tool.
Where most owners start.
Fractional Marketing Ops Lead
A senior marketing ops lead who owns your plan, tools and freelancers.
From $5,000/moEmail and newsletters
Campaigns and lifecycle flows written in your voice and sent on schedule.
From $2,500/moLaunch management
Webinar, course and product launches run from plan to replay.
From $6,000 per launch
See what we'd fix first.
Send your website. Within two business days Jerome or Effie sends you a 60-second screen recording of the three leaks we'd fix first. Free, and you won't be added to any list.
We take on 2 new clients a month.
Your free teardown
A 60-second video of your site, recorded by a founder.