Services/Pipeline check
Pipeline check
Not sure which fix comes first? Start here.
I review how work comes into your shop and where it leaks: 12 months of quotes, your contact list, your HubSpot portal and your show spend. You get a two-page finding with three numbers and the fix to do first. The fee is credited toward the project if you go ahead.
- Price
- $1,500–$2,500
- Credit
- Toward the project if you go ahead
- You get
- A two-page finding and a recommended first fix
- Best for
- 30–150 person companies deciding where to start
- Smaller shops
- Usually start with past-customer email
What I review
Four places work leaks out
- 12 months of quotes: what was quoted, what was won and what never got a follow-up
- Your contact list: who has bought, who has gone quiet and for how long
- Your HubSpot portal: pipelines, lead sources, scoring, routing and data quality
- Your trade show spend: what each show cost and what it produced
The finding
Three numbers, and what to do first
38%
of last year's quotes never got a follow-up
212
past customers with no contact in 12 months or more
$4,700
in show cost for each RFQ a show produced
Example numbers. Your finding uses your own.
You end with
A two-page finding with those three numbers for your shop, the fix to do first and what it would cost.
Questions
Before you book
What do you need from us?
Read-only access to HubSpot, an export of last year's quotes from your estimating system or spreadsheet, your contact list, and a call to walk through how you sell.
What if the answer is that you're not the right fit?
Then the finding says so. You keep it either way.
Other fixes
Tell me what's broken.
30 minutes on Zoom or Teams. You'll leave knowing which fix comes first, whether you hire me or not.
Or call 860-387-7357 or email js [at] aeromgrp [dot] com