Find where your revenue is leaking — and map how to get it flowing again.

We call this method the PowerShot10 - the quick boost you need to get revenue flowing.

Revenue problems aren't mysterious. They're just invisible.

Not because the data isn't there — it usually is. Because nobody has organized it in a way that shows where customers are slipping through the cracks, where deals are dying quietly, or where perfectly good accounts are slowly disengaging before anyone notices. Sadly, most marketing teams are incentivized on campaigns & tactics so revops design is again-pushed aside. 

That's where the PowerShot10 comes in. In 10 business days, we go from "something feels off" to "here's exactly what's happening and here's what to do about it."

Here's how it works.

Step 1: The Revenue Goals Alignment Session

Before we look at a single data point, we sit down with you and ask the questions most consultants skip: What does success actually look like for your revenue team? Not what some podcast guru or LinkedIn trend SAYS you should be doing... What does a great customer look like at 30 days, 90 days, one year? Where do you think you're leaking — and where are you afraid to look?

This conversation does two things. First, it tells us what to measure. Second, it surfaces the gap between what your team believes is happening and what the data is about to show us. That gap is almost always where the most important work lives.

We also identify your trigger properties — the specific data points that signal meaningful motion through your customer journey. Not vanity metrics. Not "they opened an email." The signals that, in your experience, actually predict whether a customer is moving forward, stalling out, or quietly heading for the door.

Step 2: The Data & Systems Diagnostic

This is where we get into the engine.

We look at how your data and systems are — or aren't — supporting the goals you just described. This isn't a HubSpot audit (though I speak HubSpot fluently). It's a revenue diagnostic. We're asking: does the data you have actually allow you to do what you're trying to do?

Specifically, I'm looking for breaks — places where bad, missing, or misunderstood data is quietly undermining your results. Common culprits include:

• Contacts you can't reach — bad emails, missing phone numbers, unsubscribed records that were never cleaned up
• Contacts you can't segment — records missing the core data points you'd need to send the right message to the right person
• Personalization that can't happen — automations that reference fields that are empty, making your "personal" communication feel generic at best, broken at worst
• Reporting you can't trust — dashboards that look complete but are built on incomplete or inconsistent data, so the story they're telling is wrong
• Data the breaks something — an automation, an email, a report... 

We're also looking upstream at your sales motion and downstream at your retention signals — because leaks don't just happen at one stage. They happen throughout the entire customer lifecycle.

Step 3: The Dashboard

Once we know where the breaks are, I make them visible.

For HubSpot clients, I build this directly in your platform — a dashboard that shows you, at a glance, the state of your data health and where your revenue journey is breaking down. For teams on other platforms, I deliver an equivalent visual report.

The point isn't just to show you what's broken. It's to give you and your team a shared picture of reality — so that instead of debating opinions about why deals are slipping or customers are churning, you're looking at the same data and making decisions from the same starting point.

A good dashboard also becomes a management tool. It tells you not just what happened, but what's likely to happen — which accounts are at risk, which leads are stalling, which new customers haven't hit the engagement milestones that predict long-term retention.

Step 4: The Roadmap

The diagnostic and dashboard tell you what is broken. The roadmap tells you what to do about it — in order of impact.

From critical to cosmetic - not everything needs to be fixed immediately (heck you've probably been at a data deficit for so long already, you can hang on for just a bit longer on some of these items. The PowerShot10 roadmap prioritizes the work by revenue impact, so your team knows exactly where to start and why.

Depending on what we find, the roadmap might include recommendations around:

• Data governance — what data to collect, how to collect it consistently, and how to keep it clean going forward
• Onboarding design — how to structure the new customer experience so that early engagement becomes habitual, not accidental
• Retention triggers — how to build early warning systems so you know a customer is at risk before they decide to leave
• Expansion signals — how to identify accounts that are ready to go deeper, and create the conditions for that to happen naturally

The roadmap is yours to take and run with — whether you implement it with your internal team, with me, or with someone else entirely.

What you walk away with

At the end of 10 business days:

• A diagnostic dashboard showing your revenue health across the full customer lifecycle
• A clear picture of where you're losing deals, losing customers, and leaving expansion revenue on the table
• A prioritized roadmap of what to fix first, second, and why

No open-ended retainer required. No vague deliverables. A clear picture and a concrete path forward.

Who this is for

The PowerShot10 works best for companies that are growing — but feel like something is off. Revenue looks okay on paper, but churn is higher than it should be. The pipeline looks full, but close rates are inconsistent. New customers are coming in, but they're not sticky.

If your gut is telling you you're leaving revenue on the table and you just can't see where — that's exactly what this is built to surface.

It's time to stop trusting online "experts" and implementing what works for them and start understanding what truly drives your business forward.   

I'm currently working with a small number of case study clients to run the full PowerShot10 process. If this sounds like what your team needs, reach out and let's talk.