The FI Audit is your first step.
Before you invest in a follow-up system, you need to understand exactly where your momentum is being lost. The FI Audit reveals the hidden costs in your business and the specific points where small changes create massive revenue recovery.
Four critical areas of your business are examined in depth
We map every way a lead enters your business and measure what happens in the first 60 minutes, the most critical window.
We calculate how fast interest fades in your specific market and identify the exact gap between your response time and the moment the window closes.
We walk through Timing, Ownership, Coverage, Continuity, and Orchestration to find where your business is most vulnerable to momentum loss.
A systematic diagnostic that uncovers exactly where your business is losing deals
We learn how your business actually operates, from first lead to closed deal. Where do leads come in? Who touches them? What happens when someone doesn't respond?
We analyze your follow-up system against the Five Vanishing Points. Every gap gets measured. Every assumption gets tested.
You receive your Vanishing Point Scorecard, Momentum Flow Map, and Momentum Tax™ Number, with a clear picture of where revenue is disappearing and why.
Three deliverables that give you clarity and a path forward
A detailed scoring of your business across all Five Vanishing Points, showing where you're strong and where momentum is most exposed.
The quantified revenue you're losing each month due to unprotected lead momentum, your wake-up number.
A clear roadmap showing which Vanishing Points to fix first for maximum impact and fastest revenue recovery.
The FI Audit is designed for business owners and leaders who:
Invest in marketing. You're generating real leads, spending real money, but your revenue should be higher than it is.
Have no follow-up system. Whether you're a solo operator or managing a team, there's no designed process for what happens after a lead comes in. No structure, no rhythm, no accountability.
Know you're losing deals. You feel it. Leads go quiet. Opportunities slip away. But you can't point to exactly where or why.
A simple five-step process
A 30-minute call to discuss your business and see if the FI Audit is right for you.
We learn how your business operates from first lead to closed deal and identify where leads fall through the cracks.
We analyze your follow-up system against the Five Vanishing Points. Every gap gets measured.
You receive your Scorecard, Momentum Tax number, and Priority Map with a clear picture of what's happening.
Implement on your own using the Priority Map, or work with us to build your custom FI Blueprint.
You just saw five ways revenue disappears before you ever know it's gone. The question is, which ones are costing you? Book a call and let's talk about what's happening in your business.
Schedule a Conversation