The Revenue Unlock Compass

Description

Spot the money leaks and missed wins already inside your business.

Best for

Leaders who want a fast, structured way to review where revenue or cash may be slipping away.

Solves

• Revenue is slowing but root causes are unclear.
• Teams suspect pricing, pipeline, or collections problems.
• Leaders need practical direction before committing to a larger engagement.

Delivery format and timing

Self-guided digital toolkit with materials typically available as soon as 2–3 business days after purchase.

What is included

• Revenue leakage checklist.
• Pipeline friction worksheet.
• Pricing and proposal review prompts.
• Collections and receivables checklist.
• Cashflow action-planning worksheet.

Activities / approach

The consultant reviews the submitted context and provides the toolkit package for internal review and action planning.

Deliverables

• One digital toolkit bundle.
• One implementation guide.

Expected outcomes

• Better visibility into where revenue is delayed or lost.
• Faster prioritization of near-term cash improvements.

Possible add-ons / upgrades

• Add-on: Live Q&A or review session, 60 minutes (starting from $750).
• Add-on: Template customization for one business unit (starting from $1,000).
• Add-on: 3 and 5-year version of the planning templates (starting from $1,500).
• Add-on: Review of completed toolkit outputs with improvement recommendations (starting from $1,000).

Client responsibilities / assumptions

Client conducts the internal review using the toolkit.

Out of scope

• Data analysis services.
• Sales process redesign.
• Finance systems implementation.
• Fractional CFO work.

Pricing

Starting from $2,500.

FAQ

1. What happens after purchase?
   The client receives an intake form and then the toolkit package is prepared for delivery.
2. How quickly do we receive the toolkit?
   Materials are typically available as soon as 2–3 business days after purchase, provided intake details are submitted promptly.
3. Is this only for companies in trouble?
   No. Many organizations use it proactively to identify friction and improve cash discipline before problems become severe.
4. Can this be upgraded later?
   Yes. The toolkit can be upgraded into The Revenue Unlock Sprint or Program.