Complimentary · 60 minutes · No pitch
In one working session, we identify your biggest acquisition leaks — and hand you a customized Client Certainty Blueprint for your firm. Whether or not we work together.
Watch: what to expect on your Acquisition Audit
2:14
Grab a time that works.
Our calendar embeds here — pick any slot in the next two weeks.
Open the calendarYou'll receive a confirmation email + a short intake form. No spam. Ever.
What we'll cover
The single constraint quietly capping your monthly consultations — and the fastest way to release it.
The specific point in your intake process where high-intent prospects go cold and disappear.
A written roadmap showing what to build, in what order, and what to expect at each stage.
Included
Working session. Not a sales pitch.
Agenda
No slides. No warm-up. We're working inside your practice from minute one.
We map your current sources, intake process, and follow-up flow — and mark the constraints holding growth back.
We look at where authority is missing, where you're invisible to high-intent prospects, and how referral concentration is exposing the practice.
You leave with a written roadmap: what to build, in what order, expected outcomes, and what a fully installed system would look like for your firm.
Fit check
Prep · 5 minutes
Roughly how many new clients you took on, where they came from, and which channel produced the best ones.
One prospect who reached out and didn't convert. We'll walk through the timeline together.
A rough sense of how many new clients you want per month over the next four quarters.
Nothing to prepare in advance — a napkin's worth of notes is enough. We'll do the heavy lifting on the call.
Before you book
Yes. The audit is complimentary. We do this because the firms who become clients almost always come from these sessions — and the ones who don't still leave with a useful Blueprint.
60 minutes on the call. Roughly five minutes to loosely gather the three items above. Nothing to prepare beyond that.
If we decide to work together, most firms are fully launched within 30 days of kickoff — content foundation, ad account, funnel, CRM automation, and reporting dashboard installed.
The decision-maker for growth — usually the founding advisor or managing partner. Bring your marketing lead if you have one; it's not required.
Yes. Whether or not we ever work together, the roadmap is yours to hand to any team you like.
No pitch. If, at the end, it's obvious there's a fit, we'll tell you and offer a follow-up conversation about scope and pricing. That's it.
Ready when you are
Book your complimentary Acquisition Audit and leave with a written Client Certainty Blueprint for your firm.
Book my Complimentary Acquisition Audit