Clarity Comes First, Consistency Comes Next
Discover exactly where your revenue is leaking, and what to fix first.
Most founders don’t have a sales problem. They have a visibility problem.
Data lives in too many places. Teams are busy but not aligned. Effort is high, but outcomes are inconsistent.
The Profit Levers Workshop gives you clarity before commitment, a practical, low-risk way to uncover your biggest growth opportunities and build a focused 30-day plan to fix them.
Why This Comes First
Before you invest in leadership, systems, or sales hires, you need to know what’s really driving or stalling growth.
The Profit Levers Workshop pinpoints the exact actions that will move the needle fastest, without guesswork or wasted spend.
It’s:
Specific — focused on data, not opinion.
Low risk — short, structured, and immediately valuable.
Actionable — you walk away with a plan, not a proposal.
By starting here, you gain confidence in your next step, and set up every dollar and decision for maximum impact.
What We'll Cover
Together, we use the Four Profit Levers Framework to map your growth potential across:
Lead Generation — How consistent and qualified is your demand?
Conversion — Where are deals slowing or dropping off?
Deal Value — Are you maximizing each opportunity or leaving margin on the table?
Retention & Lifetime Value — What would happen if you improved expansion or renewal rates by just 10%?
Each lever exposes hidden opportunity and uncovers the real reason growth has stalled.
How It Works
Pre-Workshop Discovery
We start by gathering insight, short surveys, CRM data, and team input — so our session is based on facts, not assumptions.
The Workshop (2 × 90-min online or 1 × 3-hour in-person)
Together, we diagnose where revenue is leaking, map untapped opportunities, and define a focused action plan.
Your 30-Day Implementation Plan
You’ll leave with a tailored roadmap showing:
1. The top 3 revenue opportunities in your business.
2. The exact steps to capture them in the next 30 days.
3. Clear metrics to measure early progress and momentum.
Hiring Full Time Is Expensive, Staying Stuck Is More Expensive. You Get All The Benefits At A Fraction Of The Cost.
You'll Walk Away With
Clarity — You’ll know exactly where to focus for maximum impact.
Alignment — Your leadership team unified around clear growth priorities.
Action — A concrete plan to create momentum in 30 days.
Confidence — Data-backed insight into what’s working and what’s not.
Who Is It For?
Founders and CEOs doing $1M–$20M+ in Healthtech or Medtech.
Businesses with traction but inconsistent sales performance.
Teams ready for structure, not another campaign or consultant.
If you’ve outgrown founder hustle but aren’t ready for a $250K CRO, this is your bridge, clarity, confidence, and direction in one step.
What Happens Next...
After the workshop, most founders choose to move straight into the 30-Day Implementation phase — where we install the systems, dashboards, and Sales Co-Pilot support that bring your plan to life.
There’s no pressure. Just clarity.
You’ll know exactly what to do next — whether you choose to do it yourself or with our help.
