Free 3-minute scorecard
How healthy is your client pipeline?
Answer 10 quick questions about how you find, reach, follow up with and close clients. You'll get a score out of 100, your three biggest leaks, and what to fix first.
What it checks
- Find: who you target and where leads come from
- Reach: how many conversations you start, and how
- Follow up: what happens when nobody replies
- Close: calls, proposals and conversion
- AI and routine: whether the system runs every week
Your score is ready
Where should I send your results?
Your score and action plan appear on the next screen. I'll also send you one practical tip a week for filling your pipeline.
Your pipeline score
Score by stage
Your three biggest leaks
These are the answers that cost you the most points. Fix them in this order.
Your best next step
Start with the system: The AI Client Playbook + Kit.
Your score says the foundations need work first: who you serve, a weekly outreach routine and a simple follow-up habit. The Playbook walks you through all of it, step by step, and the Kit gives you the prompts, scripts and follow-up sequences to do it this week.
See what's inside →The AI Client Playbook + Kit
$29
19-page guide plus 110 prompts, 30 outreach scripts, 5 follow-up sequences and a pipeline tracker.
Get the Playbook + KitYour best next step
Plug the leaks, then put them on autopilot.
You've got a working base. What's costing you clients is the day-to-day: messages that take too long, follow-ups that slip, proposals that wait. The Playbook + Kit gives you the scripts and sequences to fix that this week, and 20 AI Agents That Pay for Themselves shows you how to set up agents that draft your follow-ups and proposals for you, every day.
See the 20 agents →The Complete AI Bundle
$59
The Playbook + Kit and 20 AI Agents That Pay for Themselves. Saves $19.
Get all three Just the Playbook + Kit, $29Your best next step
Get an expert eye on it: the Client Pipeline Audit.
You're past the basics, so generic advice won't move the needle. In the audit I review your offer, outreach, follow-up and sales calls, then hand you a prioritized plan and the AI workflows that will save you the most time.
How the audit works →Client Pipeline Audit
1:1
Start with a free 20-minute discovery call.
Book a discovery call Or start with the $29 Playbook + Kit