Run your real funnel numbers through the same diagnostic I use with clients. No fluff, no 40-page ebook — just your numbers, your leaks, your plan.
Use your best estimates from the last 6–12 months. Rough numbers are fine — the leaks show up anyway.
Honest answers get you a useful score. Automating a broken process just breaks things faster.
This sets your recommended target account count and projects your pipeline using the funnel rates from Step 1.
Here's a preview of what's waiting on the next screen:
You'll also get the results by email plus occasional practitioner-level revenue & AI workflow breakdowns from Growth and Conversions. Unsubscribe anytime.
No data is ever perfectly clean — that's normal. The idea isn't to automate everything, it's to hand the repetitive, time-consuming parts to AI so your time goes to the conversations and decisions that need a human. Based on what you shared, here's where I'd start:
Ranges shown are illustrative, based on typical outcomes for this type of workflow — actual results depend on your starting point and how it's implemented.
Want the details on how any of these would work for your setup? Book a free strategy call →
I run free cohort sessions where we take your numbers — the ones you just entered — and build the fix together: target list, plays, and the first AI workflow. No pitch deck, we just work.
Claim a free cohort session →