Relationship-Led Pipeline Audit
Find where valuable relationships are getting lost before they become revenue.
Through stakeholder interviews and a review of your current growth activity, I uncover the gaps between marketing, sales, and business development. We’ll examine your goals, what’s currently driving pipeline, what isn’t working, which capabilities are missing, and where opportunities are falling through the cracks.
Then, we’ll bring those perspectives together to diagnose the real problem and determine the right solution—with everyone’s insights, priorities, and expertise informing the path forward.
You’ll leave with a shared understanding of the problem, prioritized recommendations, and a clear direction your team believes in and can act on together.
Who This Is For
The Audit is ideal if you:
Have multiple stakeholders involved in the decision-making
Service-based businesses between $25M and $100M in revenue.
Ready to connect marketing, business development, and sales into one streamlined system.
Want clarity before investing time and too much money into execution
Prefer expert-led strategy instead of figuring it out as you go
This is not a coaching call. This is a strategy build.
What’s Included
1. 90-Minute Stakeholder Interview
We start with a 90-minute working session with all relevant internal stakeholders.
This is where I:
Extract real insights (not surface-level opinions)
Identify gaps, misalignment, and opportunities
Get clear on the actual goal—not just the stated one
You don’t need to prepare a deck or presentation.
I’ll guide the conversation and ask the questions that matter.
2. Done-for-You Strategy Build
After the session, I take everything we uncovered and build:
Interviews with key stakeholders across marketing, sales, business development, operations, and leadership
A review of your current growth activities, systems, and pipeline drivers
Clear visibility into what’s working, what isn’t, and what’s missing
Identification of gaps, duplicated effort, unclear ownership, and lost opportunities
A collaborative session to diagnose the core problem and determine the best solution.
Prioritized recommendations shaped by your team’s collective insights
A clear, actionable path forward everyone understands and can support
This is a practical, usable document—not a theoretical framework.
3. Strategy Review & Refinement Session
We reconvene for a review session where we:
Walk through the strategy together
Refine language, positioning, or priorities
Ensure everything feels accurate and aligned
Discuss recommended next steps
You’ll leave knowing exactly what to do—and why.
If you choose to move forward within 30 days, your Relationship-led Pipeline Audit will be credited 100% to your execution project.
What happens after the Relationship-led Pipeline Audit?
Explore the full suite of relationship-led growth services—from aligning marketing and business development around one pipeline strategy to creating event experiences that turn the right conversations into lasting relationships.
Download the deck to see each engagement, what’s included, and which one fits the gap in your growth system.