Your Pipeline Drowns You in Data.Your Team Needs Insights.
The Precision Pipeline Diagnostic turns your revenue operations stack into an intelligence system. 10 days to audit, fix one critical gap live, and map out the rest.
For $500K-$5M agencies that know they need RevOps but don't know where to start.
Works with Attio, HubSpot, Pipedrive—whatever you're already using.
What Founders Say
“I thought I knew Clay really well and just needed someone to execute. Max didn't just execute—he built infrastructure I didn't know was possible.”
What Happens in 10 Days
$1,500
We Audit Your Revenue Stack
I dig into your CRM, project management, and workflows—wherever you're managing revenue operations. The goal: find 3-5 specific "Revenue Rocks" where you're bleeding revenue, profit margin, or opportunities.
We Fix One. Live. During the Diagnostic.
Not a recommendations doc you'll never implement. I pick the highest-impact leak and build the fix while we're working together. You see it work before we're done.
You Get a 6-Month Roadmap
A prioritized plan for fixing the other leaks. Not "implement AI" or "optimize your funnel"—actual tactical fixes ranked by ROI. What to build, in what order, and why.
Proof It Worked
5-minute video showing the fix in action, the metrics that drove the decision, and what it means for your pipeline. You can show this to your team or board.
Revenue Rocks We've Actually Fixed
These are the highest ROI gaps I've found and closed for agencies like yours.
The Problem
You're doing outbound (or know you should be), but you're spending hours hunting for high-intent leads. Meanwhile, your ideal clients are posting about the exact pain you solve right now—complaining about competitors, asking for recommendations, showing buying intent. You just don't have time to track it all manually.
The Fix
Automated social listening that monitors keywords and target accounts on LinkedIn/X → enriches high-intent prospects in Clay → creates qualified opportunities in your CRM. Tier A prospects get pushed to your pipeline immediately. Tier B/C go into nurture sequences.
The Result
Creative agency books 20 qualified demos per month from social signals they would've missed entirely. Close rate is 20% higher than cold outbound because these prospects are already in pain.
The Problem
You find out a client is unhappy when they don't renew or ghost you mid-project. By then there's no time to course-correct.
The Fix
Multi-source health scoring: Slack message sentiment + invoice payment patterns + project check-in frequency → one predictive score (0-100) that updates weekly in your CRM. Drops below 70? Your team gets alerted before the client even thinks about leaving.
The Result
Spot at-risk clients 52 days before they churn instead of 0 days after. $2M branding agency saved $180K ARR by catching unhappy clients early enough to turn them around.
The Problem
Your account managers do 10-15 client calls per week. Every call has signals: upsell opportunities, scope changes, satisfaction drops, churn risk. But nobody has time to analyze patterns or even remember what was discussed two weeks ago.
The Fix
Auto-analyze Fireflies/Gong recordings → extract action items, scope changes, upsell signals, and sentiment → push structured insights into your CRM with the client record.
The Result
Your team walks into every client conversation with full context. They catch upsell signals they'd normally miss. One creative agency spotted $45K in expansion opportunities from existing clients just by analyzing what clients were already asking for in calls.
Ready to Find Your Revenue Rocks?
I only work with 5 clients at a time. Bespoke engagement over volume.
Deep technical work over surface-level consulting.
Right now: 3 of 5 spots filled.
The Precision Pipeline Diagnostic: $1,500
10 days. One live fix. A roadmap for the rest.