by Bill Poole | Feb 19, 2026 | Sales, Strategy
The Symptoms I Ignored for Too Long
I knew something was wrong with my referral system for a long time.
On paper, everything looked right. I had strong relationships. There was real goodwill. There was alignment. The right kinds of people were in my network.
But I wasn’t getting the introductions I should have been getting.
I was having solid conversations. People respected the work. They said it made sense. They said they’d keep me in mind.
But the referrals didn’t materialize at the level they should have.
Given the strength of the relationships, I should have seen more movement.
I didn’t.
That forced me to look deeper.
Where I Found the Real Breakdown
The breakdown wasn’t in my network.
It was in my design.
When I stepped back and looked at the actual handoff point — the moment someone should have made an introduction — I saw the flaw.
There wasn’t a real step.
There was polite language.
“Let me know if you’d like an intro.”
“Maybe we should connect sometime.”
“Happy to pass along your name.”
It sounded generous.
But it wasn’t designed.
And without design, nothing advances.
Most of my “first steps” were actually commitments — a strategy call, a sales conversation, a meeting with implied expectations.
And connectors hesitate to create commitments.
They protect their relationships.
They protect their credibility.
They protect their time.
If the first step feels like a leap instead of a step, people hesitate — even when they trust you.
That was my blind spot.
I didn’t have a relationship problem.
I had friction sitting at the top of my funnel.
Why I Built the Referral Clarity Workshop
Once I saw the friction, everything changed.
If I wanted referrals to advance consistently, I had to reduce that friction. I had to make it easier — and safer — for connectors to move someone forward.
That meant getting clear on who is a fit, what situations should trigger a referral, how to describe what I do simply, the safest way to introduce me, and most importantly, the clear first step.
If advancing into my world felt heavy, referrals stalled. If it felt natural and low-pressure, they moved.
That’s why I built the Referral Clarity Workshop.
Not as another sales tactic.
As a deliberate first step.
I needed something valuable on its own. Short. Easy to attend. Safe to share. Designed specifically for professionals who rely on referrals.
In other words, a step — not a leap.
The workshop helps referral-dependent professionals see where friction is slowing their system down. Even if nothing else happens, they leave clearer than they came in.
That changed the dynamic.
Instead of asking, “Do you know anyone who needs sales help?” I could say, “If you know someone who relies on referrals and wants to tighten their system, this workshop could help.”
That feels helpful. Not extractive.
And helpful gets shared.
The System I Now Rely On
Over time, I realized goodwill isn’t enough. If I want referrals to become predictable, I need a system.
For me, that system includes:
- Clear referral triggers.
- Simple positioning language.
- A defined introduction pathway.
- Forwardable assets.
- And a compelling first step.
Most professionals have one or two of these pieces.
Very few have all five.
Without a compelling first step, the rest underperform. Even with clarity and strong positioning, if the next step isn’t obvious and valuable, opportunities hesitate.
That hesitation is friction.
And friction is the hidden breakdown.
How I Pressure-Test My System
Now I regularly ask myself:
- Do my top connectors know my clear first step?
- Is it genuinely valuable on its own?
- Is it easy to describe in one sentence?
- Does it feel safe to share?
- Does it logically move someone forward?
If not, friction is creeping back in.
If you rely on referrals for your livelihood and you’re not getting the introductions your network should be producing, the issue may not be your relationships.
It may be your design.
The Referral Clarity Workshop is how I removed that friction from mine. It’s short. It’s practical. And it may help you uncover the hidden breakdown in yours.
by Bill Poole | Feb 3, 2026 | Sales, Strategy
I’ve never loved the advice to “just ask for referrals.”
Not because it never works — it does, sometimes — but because it misunderstands how relationships actually work in B2B services. Especially for seller-doers. Especially for people who care about trust, reputation, and long-term relationships.
Over the years, I’ve watched smart, well-intentioned professionals do all the “right” things: great work, strong relationships, solid networks — and still feel frustrated by how inconsistent referrals are. When they do get advice, it usually comes back to some version of ask more confidently or be more direct.
That advice always felt incomplete to me. Now, after a lot of trial, error, and uncomfortable moments, I’m convinced the real issue isn’t confidence or technique.
It’s orientation.
The Problem With “Just Ask for Referrals”
When we lead with asking, we subtly shift the relationship.
Even when it’s polite.
Even when it’s well-timed.
Even when the other person genuinely wants to help.
An ask turns the relationship inward. It puts the spotlight on my needs, my pipeline, my goals. It relies on the other person to figure out how to help me, when to help me, and whether they should help me at all.
That’s a lot to put on someone you supposedly respect, isn’t it?
For seller-doers especially, this approach creates friction. It can feel self-serving. It can feel awkward. And over time, it can make otherwise strong relationships feel transactional in ways we never intended.
The issue isn’t that asking is wrong.
The issue is that asking is a withdrawal.
The Emotional Bank Account (and Why This Matters)
Years ago, I was introduced to the concept of the Emotional Bank Account by Stephen Covey. The idea is simple: every relationship has deposits and withdrawals. Trust is built through deposits. Requests draw against that balance.
A referral ask is a withdrawal.
Again, that’s not inherently bad. But here’s what I’ve learned the hard way: most referral asks fail not because people don’t want to help. They fail because the account is either underfunded or undefined.
Worse, in many professional relationships, there’s no shared understanding of what a deposit even looks like.
We assume goodwill counts.
We assume past work counts.
We assume “let me know if I can help” counts.
Sometimes it does. Often it doesn’t.
And when the deposits aren’t clear or intentional, asking feels heavy — even to people who like you.
The Shift That Changed Everything for Me
The biggest shift in my thinking came when I stopped asking, “How do I get more referrals?” and started asking a different question:
“How am I intentionally helping the people I trust in ways that actually matter to them?”
This is where the “help first” idea really clicked for me. Not as a slogan. Not as a personality trait. But as a deliberate approach to relationships.
Books like The Go-Giver capture this philosophy well: value comes first, influence follows…what often gets lost is that helping only works when it’s intentional.
Random generosity doesn’t compound.
Vague offers don’t scale.
Good intentions fade without structure.
Helping works when it’s clear, mutual, and sustainable.
What “Helping First” Actually Means (and What It Doesn’t)
Helping first does not mean saying yes to everything.
It does not mean over-giving.
It does not mean keeping score or performing favors.
In practice, helping first looks like clarity.
Clarity about:
- Where I genuinely add value
- How I like to collaborate
- What kind of support I can offer consistently
- What kind of support actually helps me in return
Without that clarity, relationships rely on memory, momentum, and hope. And hope is a terrible system.
When helping is undefined, referrals feel random. Sometimes they show up. Often they don’t. And no one is quite sure why.
Why Good Intentions Aren’t Enough
Most referral “systems” aren’t really systems at all. They’re a loose collection of relationships fueled by goodwill.
Good people.
Strong reputations.
Friendly conversations.
But no shared expectations. No explicit understanding of how help flows. No way to notice when things quietly stop working.
Over time, even good relationships stall. Not because trust is broken but because it’s never translated into something intentional.
Goodwill is real.
But goodwill alone doesn’t compound.
The Question That Actually Moves the Needle
In my experience, the most productive question isn’t:
“How do I get more referrals?”
It’s:
- Where is my current referral approach unclear?
- What am I assuming instead of defining?
- Where am I relying on goodwill when clarity would help?
Those questions are uncomfortable, but they’re honest. And they’re where real progress starts.
Why Clarity Comes Before Fixing Anything
This is exactly why we created the Referral Clarity Workshop.
Not to teach people how to ask better.
Not to hand out scripts or tactics.
Not to tell anyone what they should be doing.
The purpose of the workshop is much simpler. More important.
It’s to help people see where their current referral approach falls short. Where things are undefined. Where expectations are assumed. Where a help-first mindset exists but isn’t translating into consistent outcomes.
You can’t improve what you haven’t named.
You can’t strengthen what you can’t see.
Referrals Follow Clarity
The biggest lesson I’ve learned is this: referrals don’t come from asking harder. They come from relationships where helping is intentional and expectations are clear.
When people know how to help you — and why it matters — they usually do.
Stop asking people to remember you.
Start being intentional about how you help.
That’s where referral momentum actually comes from.
Register now for the Referral Clarity Workshop!
by Bill Poole | Jan 13, 2026 | Resources, Sales, Strategy
How My Referral Approach Was Quietly Shaping My Quality of Life
For a long time, I didn’t think much about my referral system.
Like a lot of seller-doers, my business grew because of relationships. Referrals came in. Some months were great, others less so, but overall, things were moving forward. On the surface, nothing seemed broken.
What I didn’t realize at the time was that the way I was getting referrals was quietly shaping my quality of life. My income, my time, and my energy were all being affected in ways I hadn’t fully connected yet.
What It Looked Like When My Referral System Wasn’t a System
I was doing what most relationship-driven professionals do.
I took a lot of calls.
I went to networking events.
I said yes to introductions that felt “worth exploring.”
My calendar stayed full, which made it feel like I was doing the right things. But if I’m honest, a lot of those conversations weren’t going anywhere. Eight hours of Zoom coffees had me jittery and wired, but my revenue was stagnant.
I had plenty of relationships, but very few of them were actually positioned to refer me well. Instead of a small group of strategic connectors, I had a wide circle of people who vaguely knew what I did.
That led to a lot of shallow conversations. I found myself explaining my business over and over, hoping something might come of it.
The Part No One Talks About
The biggest cost wasn’t obvious at first. It wasn’t revenue. It was time and energy.
It was the midday call where, five minutes in, you already know this isn’t going anywhere. You’re nodding along, staying polite, mentally scanning for a clean exit. You don’t want to be rude, but you’re painfully aware that this conversation isn’t going to turn into anything meaningful.
You hang up feeling drained. Or worse, with a vague sense of false momentum, telling yourself that maybe something will come of it, even though deep down you know it probably won’t.
Then there are the networking events. The ones in the evening. You show up, have a dozen conversations, exchange cards, and do a lot of smiling. On the drive home, you replay it in your head and realize that none of those conversations are likely to turn into real referrals.
That drive home is quiet. And it’s either a little deflating, or filled with false hope that maybe one of those conversations will turn into something, even though again, you know they likely won’t.
Over time, this kind of activity starts to add up. It crowds out billable work. It bleeds into personal time. It creates a low-level pressure that never quite goes away.
And maybe the most frustrating part? It just isn’t very fun.
There’s nothing energizing about conversations you can’t wait to get out of. The ones where you’re mentally hitting the eject button while trying to stay engaged.
What Finally Clicked for Me
At some point, I realized the problem wasn’t referrals.
It was that I didn’t have a system.
I was relying on effort, goodwill, and hope instead of intention and focus. I hadn’t defined who should actually be referring me, how those relationships should work, or how much time and energy I could realistically invest.
When I stepped back and got more intentional, something interesting happened.
The number of referrals didn’t suddenly spike.
But the quality changed dramatically.
By focusing on fewer, more strategic connectors, people who were truly positioned to transfer trust, the referrals I did receive were much warmer. Conversations started at a higher level. Conversion rates improved. Deals moved faster.
Fewer referrals. Deeper trust. Better outcomes.
The Financial Impact Became Hard to Ignore
Once I looked at this honestly, the financial impact became clearer.
Lower-quality referrals take more time. They convert at lower rates. They create more drag in the sales process. When you add it up, an unsystematized referral approach quietly costs far more than most people realize. Not just in lost revenue, but in how much effort it takes to get any results at all.
Improving the system didn’t mean working harder. It meant working with more intention. That created more predictability, both financially and personally.
Why I’m Sharing This Now
I see this same pattern constantly with other seller-doers and founders in relationship-driven businesses.
They aren’t doing anything wrong. They’ve simply never stepped back to evaluate their referral approach intentionally so they keep doing more of what feels responsible, even when it’s inefficient.
That’s why I created the Referral Clarity Workshop.
It’s a short, practical session designed to help you understand where your referral system is actually working, where it’s costing you time, energy, and money, and what to focus on next.
Before the session, participants complete a Referral System Self-Assessment. During the session, we walk through the core elements of an effective referral system so you can look at the results of your assessment and see clearly where to make adjustments.
This isn’t a sales presentation. It’s a diagnostic conversation meant to give you clarity.
Click here to learn more & register for the next session!
by Bill Poole | Nov 13, 2025 | EOS, Sales, Strategy
If you’re a B2B services founder, you likely built your company the way most strong firms do: through relationships, trust, and referrals.
Your reputation opened the first doors.
Your early clients told their peers.
Your network carried you farther than any marketing strategy possibly could.
But now you’re running on EOS®, looking at your 3-Year Picture, and you can see the gap between where you are and where you need to be. Your referral engine got you this far—but you’re not convinced it can carry you to the next stage.
That’s the moment when many founders make a sharp pivot:
They shift attention and budget away from referrals and go all-in on inbound marketing.
And while inbound is absolutely part of the long-term solution, abandoning referrals too early is a growth-stalling mistake.
There’s a smarter way to scale—and it starts by optimizing the engine that already works.
The Three Primary Channels to Grow a B2B Services Firm
Every B2B services company ultimately grows through just three channels. Each one plays a different role in supporting your long-term growth plan.
| Channel |
Strengths |
Weaknesses |
| Referrals & Strategic Partners |
Highest trust, fastest close rate, lowest cost of acquisition |
Not easily scalable, inconsistent volume |
| Outbound / Sales Outreach |
Targeted, controllable, fast feedback loop |
Labor-intensive, requires skill and discipline |
| Inbound / Marketing |
Scalable, builds brand authority, creates future pipeline |
Slow ramp-up, capital-intensive, requires consistent investment |
Most founders shy away from outbound because it requires sustained effort and sales discipline—skills that don’t always come naturally to relationship-driven leaders. As a result, they often skip straight to inbound, assuming it’s the next logical step.
When a founder realizes their referral engine won’t get them to their 3-Year Picture, it’s tempting to look at these options and conclude:
“Inbound is scalable—let’s shift all our energy there.”
But here are the hidden truths most founders don’t realize:
-
Inbound is expensive.
-
Inbound is slow to ramp.
-
Inbound must be funded.
If you take your focus off referrals too early, you end up weakening the engine that’s currently producing the highest-trust, lowest-cost opportunities.
That’s how growth stalls.
Why the “All-In on Inbound” Pivot Fails
When referrals slow down—or feel maxed out—founders often respond by putting all their attention into inbound strategies:
-
SEO
-
Content
-
Email campaigns
-
Paid ads
-
Lead magnets
-
Social media
These are all valuable long-term investments. But none of them produce significant volume in the short term. Most inbound programs require 6–12 months of consistency before results appear.
Meanwhile, the referral engine (which was never formalized or systematized) begins to slow down because it’s no longer receiving intentional attention or nurturing.
The founder ends up with:
-
A referral engine that is losing momentum
-
An inbound strategy that’s months away from producing
-
A pipeline that becomes unpredictable
-
A 3-Year target that suddenly feels even further away
This is the “valley of disappointment” many B2B firms enter—not because inbound is wrong, but because the sequence was wrong.
The Better Strategy: Intensify Referrals to Fund the Inbound Engine
If your business grew through relationships and referrals, you already possess something many companies spend years trying to create: trust-based access to your market.
The issue isn’t referrals—it’s the lack of intentionality behind them.
When founders treat referrals as passive (“we get them when we get them”), they feel unpredictable.
But when you make referrals a system, everything changes:
A well-designed referral system includes:
-
Ideal Connector Profiles
-
Referral rhythms and communication cadences
-
Enablement tools for partners
-
A clear, compelling first-step offer
-
A tracking method for referral activity
-
Recognition and follow-up structure
Intentional referrals produce near-term revenue, which can then be used to fund the long-term inbound engine.
That’s the foundational idea of this entire strategy:
- Strengthen and systematize referrals.
- Use that revenue to invest in inbound.
- Build a balanced, scalable go-to-market engine.
What This Looks Like in Practice
Here’s the sequencing most successful B2B services firms follow:
Phase 1 — Optimize Referrals
Systematize what has been informal.
Support your strategic connectors.
Clarify your messaging and your first-step offer.
Create repeatability.
Phase 2 — Fund Inbound
Use referral-driven cash flow to invest in:
-
Content
-
SEO
-
Thought leadership
-
Email automation
-
Lead magnets
-
Website upgrades
You’re building the pipeline of the future while still feeding the pipeline of today.
Phase 3 — Layer in Outbound
Outbound becomes your control lever for targeting the right companies at the right time.
Phase 4 — Evolve Your Mix Over 24–36 Months
A healthy, scalable mix often shifts like this:
This is how you move from founder-driven to system-driven growth.
The Bottom Line for Founders
Referrals aren’t the problem.
A passive referral system is the problem.
The biggest mistake founders make is abandoning relationships and referrals in pursuit of inbound—when they should be doubling down on referrals first to produce the revenue necessary to fund inbound.
This is sequencing.
This is leverage.
This is Traction® at work.
If you optimize referrals and invest intentionally in inbound, you don’t just hit your 3-Year Picture—you build a scalable, reliable growth engine that isn’t dependent on founder heroics.
Next Step: Evaluate the Strength of Your Referral System
Before you shift into inbound, you need to know one thing:
How intentional and effective is your current referral system?
Take the Referral System Self-Assessment to diagnose where you’re strong, where you’re passive, and what you need to improve to generate the revenue that funds scalable growth.
Click here to take the Referral System Self-Assessment NOW!
by Bill Poole | Oct 22, 2025 | Resources, Sales, Strategy
There’s a shift that every founder faces: at first, your personal drive, relationships, and intuition carry the business. Over time, though, those strengths become constraints if the company still depends on you to win every deal or intervene in every pipeline.
In fast-growing companies, this tension usually shows up in one of two ways:
- You’ve hired salespeople, but you can’t seem to let go of control.
- You’re still doing most of the sales yourself and you’re being stretched thin.
Below are the top observable signs that your business is hitting capacity limits, with their operational causes laid bare. Use this as a diagnostic framework for when it’s time to build a scalable, transferable sales system.
When You’ve Delegated Sales But Still Can’t Fully Let Go:
1. Deals Still Depend on the Founder’s Involvement
Effect: Prospects ask to “talk to you before deciding,” or deals only close reliably when you intervene.
🔹Operational cause: The team lacks credibility, messaging, or autonomy to close without founder escalation.
2. You’re the Bottleneck for Approvals or Proposals
Effect: Deals stall waiting on your sign-off for pricing, terms, or custom proposals.
🔹Operational cause: There’s no deal-approval framework or clarity on what reps are empowered to decide.
3. There’s a Backlog of Proposals That Haven’t Closed
Effect: A pile of open proposals sits unanswered, and deals lose momentum.
🔹Operational cause: Discovery wasn’t robust; reps send proposals prematurely, and coaching or process enforcement isn’t consistent.
4. Forecasts Are Unreliable
Effect: Sales predictions don’t match outcomes; surprises at month’s end are common.
🔹Operational cause: CRM data hygiene is poor, and there is no rhythm for holding the team accountable for pipeline accuracy.
5. Sales and Marketing Operate in Silos
Effect: Marketing hands off leads without clarity; you become the middleman deciding who is “ready.”
🔹Operational cause: No shared lead definitions, no feedback loop, and weak alignment on lead quality.
6. Clients Still Default to the Founder
Effect: Post-sale, clients bypass account owners and reach out to you directly.
🔹Operational cause: Handoff communication is weak, and clients assume you still “own” things by default.
7. Coaching Is Reactive, Not Routine
Effect: You only step in when deals are in danger; coaching happens by exception.
🔹Operational cause: No structured coaching cadence, no process for pipeline reviews or rep skill development.
8. Your Calendar Is Still Full of Sales Tasks
Effect: You’re still in calls, writing follow-up emails, fixing decks, or jumping into negotiation.
🔹Operational cause: Role boundaries are vague, trust isn’t built in the team, and the reps haven’t been fully empowered.
9. You Tweak Messaging Mid-Deal
Effect: You rewrite sales decks, email scripts, or proposals midstream.
🔹Operational cause: There is no controlled process for messaging updates or version control; feedback is ad hoc.
10. The Team Needs You to Create Momentum
Effect: When you step away (vacation, travel), the pipeline slows down.
🔹Operational cause: The system is dependent on founder energy, not institutional accountability or culture.
When You’re Still Doing the Majority of Selling Yourself:
1. Lead Response Time Is Too Long
Effect: Leads go cold before you can get to them. Data suggests that responding within five minutes can yield ~8× better conversion rates. (InsideSales)
🔹Operational cause: You have no dedicated intake or SLA for lead follow-up; inbound volume has exceeded your capacity.
2. Proposals Fall Behind or Don’t Get Sent
Effect: Prospects disengage because proposals come too late or aren’t timely. Studies show proposals delayed beyond 48–72 hours tend to convert at much lower rates.
🔹Operational cause: You’re juggling too many priorities; proposal development lacks templates or delegated ownership.
3. New Business Is a Roller Coaster
Effect: Some months are great; others, there’s crickets.
🔹Operational cause: Sales only happens when you make time. There is no consistent pipeline rhythm or dedicated role for new business.
4. High Win Rates from Low Volume
Effect: Your win rate looks great, but you only close a handful of deals.
🔹Operational cause: You rely on personal networks and referrals rather than marketing or prospecting engines.
5. Lead Sources Are Growing Beyond Your Network
Effect: Marketing, content, or referrals produce leads you didn’t originate, but they’re not being converted.
🔹Operational cause: There’s no system or team to qualify and respond to inbound leads at scale.
6. Big Strategic Priorities Are Getting Dropped
Effect: Hiring, partnerships, product work, or vision projects get sidelined while you chase deals.
🔹Operational cause: Founder energy remains concentrated in sales execution rather than leadership and growth.
Common Thread: Dependency Overlines
In all these cases, the effect (the sign) is a visible symptom: bottlenecks, stalled pipelines, inconsistent cycles. What’s underlying is a dependency on the founder whether through control, authority, or capacity. Until that dependency flips so that process, role clarity, and accountability become the drivers, your business will continue to scale in fits and starts.
What To Do Next
- Compare which signs feel most acute in your business.
- Audit whether the operational cause is present in your structure or team.
- Start with your weakest area and put guardrails in place: clear deal approval thresholds, a basic coaching rhythm, response SLAs, and messaged handoff policies.
- Use this as your basis for a blueprint: move from founder dependency to repeatable system.
If many of these signs resonate, take the Sales Readiness Checkup to see where your system is porous and where closing the leaks could unlock your next phase of growth.
by Bill Poole | Oct 1, 2025 | Sales, Strategy
Why You Need a Scalable Message (Even If You’re Not “Doing Sales”)
You’ve grown your business through expertise, relationships, and results.
You’re not making cold calls, and you may not even think of yourself as a salesperson.
But the truth is, sales still depends on you.
Whether you’re stepping into deals, managing the team, or being the only one who can clearly explain your value, you’re still in the sales seat. Until you step out of that role, the business can’t scale and it won’t be ready to sell.
The Hidden Sales Bottleneck
Many founders think they’ve delegated sales, but when they step away, results often stall.
The problem isn’t effort. It’s messaging.
Specifically, your message isn’t scalable yet.
When only you can tell the story, only you can sell. That limits growth and puts your valuation at risk.
What Is a Scalable Message?
A Scalable Message is a story the whole business can share with clarity and consistency.
It’s not just a tagline or a slide deck. It’s the foundation of your go-to-market strategy: what you say, who you say it to, and why it matters.
It includes:
- Ideal Client Profile (ICP): Who you’re built to serve (and who you’re not)
- Value Story: A narrative that resonates with prospects, told in their language
- First Step Offer: A simple, low-friction way to engage and build trust with both prospects and referral partners
When your message is scalable, your team can sell with confidence. Marketing becomes more effective. And the business stops relying on you to make the case.
When the Message Isn’t Scalable
If the message only lives in the founder’s head, things start to break down—even if you’ve hired salespeople.
- Sales cycles stall or go off track. Reps don’t know how to position the offer, so they either lean on price or use vague generalities that don’t close deals.
- The wrong opportunities show up. Referral partners, marketing, or even your team aren’t aligned on who your ideal client is.
- New sales hires fail. Without a clear and tested message, salespeople struggle to ramp up, and hiring turns into an expensive cycle of turnover.
- The founder gets pulled back in. Because only the founder can close, they remain stuck in the sales seat or become the bottleneck.
- Valuation suffers. Investors or acquirers discount businesses where growth still depends on the founder.
The Payoff of Getting It Right
A scalable message doesn’t just make sales easier. It makes growth possible.
With a scalable message, you can:
- Equip your team to sell consistently and confidently
- Attract the right clients through focused marketing and referrals
- Support a sales hire or team that can succeed without your involvement
- Build enterprise value and improve exit readiness
- Free up your time to focus on growth, strategy, or succession
Want to Know Where You Stand?
You don’t need a full audit. Just a quick checkup. Take our Sales Readiness Checkup here.
Book a Call to Review Your Sales Readiness Checkup
This free 10-minute assessment gives you a snapshot of how well your current sales system supports scale and where your message may be holding you back. Once you’ve completed it, we’d love to talk through your actionable next steps with you.
In our review session with you, we’ll walk through:
- Where messaging may be creating drag
- Simple next steps, whether you do it yourself or work with us
If you’re looking to scale or prepare for exit, this is the place to start.
Book Your Checkup Review