The Pipeline Fixer
// After the yes · Automate the alerts

Things fall through the cracks between people.

// The answer, first

Why do leads and deals fall through the cracks?

Because noticing is a job on top of someone’s job. A lead waits, a won deal sits, a quiet deal goes cold, and no rule exists to say so.

What does fixing it cost?

Automate the alerts is $1,700, flat, and takes about a week. The cap is one pipeline and tools I support; over it, the extra is agreed in writing before work starts.

01 · What it looks like

If this is yours, you’ll recognise it.

  • A lead sits unassigned for a day.
  • A won deal reaches delivery on Thursday.
  • A deal has been quiet for three weeks and nobody noticed, because noticing was someone’s job on top of their job.
02 · What I hand over

Built in your tools, tested in mine.

  • Lead routing rules with the exceptions tested: out of office, unknown region, duplicate
  • Handover triggers from sales to delivery
  • Stale-deal alerts with an escalation path
  • Documentation for whoever maintains it

Seen it fixed: applications, 2–4 months to 1–4 weeks →

03 · The Monday after

The system nags before you do.

04 · How it goes

Hold it, then thirty minutes.

The guaranteeThe guarantee starts at handover. If your team isn’t running it thirty days later, I do another thirty days at no charge to find out why and put it right.

The holdThe price holds for 14 days, no deposit. You pick a time for the call; a copy of your sheet follows by email, usually within a day.
The call ends one of three ways
  1. It’s what you ticked, and we start.
  2. The cause is different, so the fix is swapped at its listed price.
  3. You’re over the cap, so the extra goes in writing before anything starts.
PayingOne invoice, paid before work starts.Half before week one, half when it’s done. Access, documentation and your data are handed over the day the second half clears.
05 · Often built with

Two fixes together share the setup.

Taken together, one kickoff and one handover do for both, so the second fix comes off $130. Where the two share real work, that comes off as well, on its own line.

// Not sure it’s this one

Can’t name it? Start with the Leak Cost Check.

Ten questions and four numbers, no email, a figure on it. If that still doesn’t settle it, Find the leak is seven days in your own CRM for $1,550, and it goes toward the fixes you start inside 30 days.