Open quotes disappear
An estimate is sent, everyone gets busy, and nobody owns the next follow-up.
30-Day Revenue Recovery Sprint
How much revenue is falling through the cracks?
I help owner-led businesses find missed leads, unfollowed quotes, dormant customers, and inconsistent follow-up—then put a simple system around them.
Practical implementation for growing businesses—not a generic consulting report.
The problem
Good opportunities get lost in ordinary operational mess.
Most growing businesses do not need a complicated new sales system. They need a reliable way to make sure the opportunities they already have receive attention.
Leads live everywhere
Website forms, inboxes, texts, notebooks, and job software never become one visible pipeline.
Old customers go quiet
Strong past accounts stop buying, but there is no routine for identifying or reactivating them.
The owner is the system
Follow-up depends on what the owner remembers, asks about, or personally handles.
Handoffs break down
Sales, office staff, technicians, and customer service each see only part of the customer picture.
Software is not visibility
A CRM or job system may exist without giving leadership a useful view of what needs attention.
The outcome
Move the process out of people’s heads and into a system they will actually use.
Before the sprint
- Leads scattered across tools
- Quotes without consistent follow-up
- No reliable list of next actions
- Dormant customers rarely contacted
- Owner chasing information
After the sprint
- One visible opportunity list
- Every quote has an owner and next step
- Simple follow-up cadence and templates
- Clear reactivation process
- Weekly owner visibility
The engagement
A focused 30-day sprint—not an open-ended consulting project.
The work is shaped around the company’s real process. We identify the highest-value leaks, fix the priority gaps, and help the team put the new process into use.
Diagnose
Map how leads, quotes, customer issues, and follow-ups currently move through the business.
Build
Create the minimum tracking, ownership, cadence, templates, and reporting the team actually needs.
Implement
Load real opportunities, assign next actions, launch outreach, train the team, and fix friction.
Stabilize
Review results, finalize the workflow, and leave ownership with a clear 60–90 day plan.
Revenue leakage findingsLead and quote trackerFollow-up cadenceDormant-customer processScripts and templatesSimple SOPsOwner dashboardImplementation support
A simple example
One recovered quote can pay for the entire engagement.
CompanyA local HVAC contractor sending dozens of replacement estimates each month.
What we findOpen estimates with no documented follow-up, past repair recommendations, and no single owner view.
What we installOne opportunity report, assigned next actions, a follow-up cadence, reactivation outreach, and a weekly 15-minute review.
What changesThe owner can see what needs attention, the team knows who owns it, and valuable opportunities receive a deliberate next step.
Fit
Built for owner-led businesses that have outgrown informal follow-up.
Strong fit
- Roughly 5–100 employees
- Meaningful inbound leads, RFQs, estimates, or proposals
- Repeat customers or account-management complexity
- Several people touching the customer
- Growth has outpaced internal processes
- The owner wants better visibility and accountability
Probably not a fit
- Very few leads, quotes, or repeat customers
- No willingness to share the current process or data
- The real problem is demand—not follow-through
- A mature sales-operations team already owns the process
- Leadership wants a report but not implementation
- The opportunity value cannot justify the work
About Connor
A sales and customer-experience operator—not a career consultant.
I’ve spent roughly nine years working across customer service, inside sales, sales management, marketing, CRM implementation, e-commerce, and outside B2B sales.
I currently manage a roughly $6 million book of business and regularly work with owners and senior decision-makers. My strength is seeing where commercial work breaks down—and turning it into a practical process people can follow.
9 yearsCommercial experience
$6MCurrent book managed
30 daysFocused implementation
Now accepting a small number of founding clients.
Founding engagements are offered at an introductory rate in exchange for candid feedback and permission to document the results. The first step is a short conversation to determine whether there is a valuable problem to solve.
Questions
What business owners usually want to know.
Is this a CRM implementation?
Not necessarily. The goal is a reliable commercial process, not buying software. We may improve an existing CRM, build a lightweight tracker, or use the company’s current job-management system more effectively.
Are you generating new leads?
The sprint primarily focuses on converting and retaining more value from opportunities the business already has: leads, quotes, past customers, service recommendations, and account relationships.
Will I just receive a report?
No. The diagnosis determines what should be fixed, but the engagement includes practical implementation support. The objective is to leave working processes—not a deck of recommendations.
Do we need to replace our existing software?
Usually not. The first priority is clarifying the workflow, ownership, and follow-up cadence. Technology should support that process, not complicate it.
What does the first conversation involve?
We spend 15 minutes comparing how the company handles leads, quotes, customer follow-up, and dormant accounts. If there is no meaningful gap, I will tell you. If there is, we can discuss a deeper review.