Revenue Stack Teardown
Find the handoff leak before you buy another revenue tool
If meetings happen but follow-up ownership, CRM notes, or execution keeps breaking, this teardown shows where pipeline signal is actually dying and what to keep, cut, or trial next.
Handoff scorecard + leak map.
Start from stack list, Loom, or screenshots.
Keep/cut/trial tied to the leak, not hype.
Common red leak
Meeting summaries exist, but the next step never becomes a named owner, due date, or usable CRM record.
What gets fixed first
The handoff between outbound, meetings, CRM notes, and task execution — before a new top-of-funnel tool masks the real issue.
Commercial angle
You leave with a 30-day action plan and a do-not-buy-yet call if the stack swap would only hide the leak.
What the teardown answers
- • where pipeline signal dies between outbound, meetings, CRM notes, and follow-up
- • whether the leak is process, tooling, or ownership
- • which tool stays, which tool waits, and which workflow needs cleanup first
- • which next-step standard would stop deals from stalling again
What you get
Current-stack snapshot
A plain-English map of what owns outbound, meetings, CRM notes, follow-up tasks, and delivery handoff today.
Red / yellow / green scorecard
We score each handoff so the team can see exactly where revenue signal is degrading first.
Keep / cut / trial guidance
Recommendations stay tied to the leak. If process fixes are stronger than a tool swap, that is the call.
30-day action plan
The first fixes, owners, and verification checks so cleanup turns into an operating loop instead of a one-off audit deck.
Sample proof from the teardown packet
Top 5 leak pattern
The strongest leak was not lead volume. It was the gap between captured conversations and owned next-step execution.
That showed up as red handoffs from meeting summaries into CRM fields and from call notes into visible task ownership.
Do-not-buy-yet call
The teardown explicitly deferred a new outbound vendor swap because changing prospecting tools would not fix the downstream handoff decay.
That kind of restraint is the point: fix the real leak first, then expand the stack only if the diagnosis supports it.
Fastest next step
Send four inputs and we can start from visible evidence
No discovery call required for the first pass. We only need the current stack, where deals stall most often, one short Loom or screenshots, and the package that fits.
Packages
Mini Teardown
$149
- • async intake
- • current-stack inventory
- • red/yellow/green leak map
- • top 5 handoff leaks
- • 30-day action plan
Implementation Teardown
$499
- • everything in Mini
- • workflow cleanup map
- • follow-up checklist
- • post-change verification notes
- • 45-minute review call
Operator Rollout
Custom
- • implementation support after teardown
- • SOP and routing cleanup
- • task-pipeline design
- • verification loop
Want to know whether the leak is the stack or the handoff?
The fastest answer is seeing the real handoff map first — before the team burns time swapping tools or adding more meetings.