1:1 with Denise
The Client Pipeline Audit
I review how you find, reach and close clients, then give you a clear, prioritized plan, including the AI workflows that will save you the most time.
What I look at
Your whole path from stranger to client.
Offer and positioning
Is it clear who you help and why they should pick you? Is your pricing leaving money on the table?
Lead sources
Where your best clients actually come from, and which channels are worth more of your time.
Outreach and follow-up
Your messages, response rates and follow-up habits, with rewrites for what isn't working.
Sales calls and proposals
How you run discovery calls, present pricing and handle “let me think about it.”
Tools and AI workflows
Where AI can take research, drafting and admin off your plate, set up for your business.
Your numbers
The handful of metrics that tell you if your pipeline is healthy before your calendar empties.
How it works
Simple, focused, and done in about two weeks.
Discovery call
A free 20-minute call to see if the audit is a good fit for where you are.
Questionnaire
You share your offer, current outreach, a few sample messages and your numbers.
Review
I go through everything and build your prioritized plan and AI workflows.
Strategy call
We walk through the plan together, and you leave with exactly what to do next.
Why work with me
An operator's eye on your sales process.
I've led sales, marketing, client success and operations teams, and helped scale a coaching and consulting company from about $5M to $16M in annual revenue at 35% net margins. I know what a healthy pipeline looks like, and how to build one without burning out.
For larger businesses, I also run full operations and profit audits at RevOpsAudit.ai.
Ready for a steadier pipeline?
Book a free discovery call. If the audit isn't the right fit, I'll point you to what is.
Book a discovery call