AFTER ANALYZING
500+ GROWING BUSINESSES,
WE FOUND THE CRITICAL PATTERN
Beyond surface-level metrics, the Impact Audit™ analyzes 45+ critical business data points across marketing, sales, operations, and finance to reveal hidden profit opportunities and structural inefficiencies.
Client work takes all your time
You feel behind instead of proactive
You have ideas but don't take action
You're working late and missing out on life
Don't worry, we can help!
- Mark S
Manufacturing CEO
"The marketing channel analysis revealed we were overspending by $8,300/month on our lowest-converting channel while underfunding our best performer. Reallocation increased lead flow 47% within 60 days."
- Sarah T
Tech Founder
"Discovered our sales process had 3 hidden bottlenecks costing us $42K monthly in lost revenue. Fixed them, close rate jumped from 22% to 38%."
- John D
Professional Services
"The operational assessment uncovered $11,700 in monthly systematic waste. Implementing the recommended changes increased net margins by 4.2%."
REVEALED FIVE CRITICAL AREAS
Where it Began: I had consulted for numerous businesses, worked with dot-coms during the Y2K era, and flipped hundreds of houses. I thought I understood business, but something was always missing.
I believed that business success was about finding the right tactics - the perfect marketing strategy, the ideal sales process, the most efficient operations.
The Wall: Then I hit a critical realization: businesses are not complicated systems like machines, but complex systems like living organisms. Everything is interconnected. A problem in your business isn't just a business problem - it could be affecting your marriage, your health, your entire life.
Success isn't about finding a one-size-fits-all solution. It's about understanding the unique, interconnected nature of each business and each entrepreneur. My background in psychotherapy, spiritual healing, business, and personal development wasn't a random collection of skills - it was a holistic toolkit for true transformation.
Why the Impact Audit: I developed the Impact Audit - a comprehensive approach that looks at 45+ critical business data points across marketing, sales, operations, and finance. But more than that, it looks at the entrepreneur as a whole person.
By treating businesses as complex, living systems and entrepreneurs as multidimensional beings, I've helped countless business owners not just improve their bottom line, but fundamentally transform how they see themselves and their potential.
My journey to developing this methodology started in the late '90s after graduating business school. As a tech consultant during the dot-com era, I found myself in a unique position - watching some companies scale successfully while others plateaued or failed, despite having similar resources and market opportunities
This pattern continued as I built my own businesses. Over the next decade, I built and scaled multiple seven-figure companies, including flipping over 1,500 houses. But the real education came from what didn't work. My first business took 10 years to hit seven figures. The second? Just two and a half years.
The difference wasn't better systems or harder work - it was better insight.
I discovered that success itself often creates blind spots. The bigger your business grows, the harder it becomes to see the true bottlenecks holding you back. This realization led me to develop a systematic approach to identifying and breaking through these barriers.
Today, I help run two of the country's largest business masterminds, with over 600 members combined. This has given me unprecedented access to analyze hundreds of growing businesses, identifying the exact patterns that separate those that scale successfully from those that plateau.
The Impact Audit™ emerged from this unique combination of:
- Operating blind to true customer acquisition costs
- Hidden conversion bottlenecks
- Systematic waste in operations
- Unclear financial performance metrics
- Misaligned team structure
But what drives me isn't just business success - it's watching leaders transform as their businesses evolve. Every business owner who gains clarity on their next strategic moves becomes better equipped to create positive change in the world through their work.
That's why I've taken methodologies typically reserved for Fortune 500 companies and adapted them specifically for growing businesses ready to scale beyond seven figures.
Before Impact Audit:
- Operating blind to true customer acquisition costs
- Hidden conversion bottlenecks
- Systematic waste in operations
- Unclear financial performance metrics
- Misaligned team structure
After Impact Audit:
- 32% better lead quality, 47% lower acquisition costs
- Sales conversion rate improvements of 15-40%
- Operational waste reduction of 11% average
- Clear channel-specific ROI data
- Optimized team performance metrics
Our Proprietary Analysis Framework Includes:
Marketing Channel
Optimization Map
Sales Process
Efficiency Analysis
Financial Performance
Dashboard
Team Structure
Assessment
Strategic Growth
Roadmap
The Four Phases of Your Impact Audit™
Phase 1: (Days 1-3)
Comprehensive Analysis
- Marketing metrics deep dive
- Sales process evaluation
- Operations assessment
- Financial performance review
- Team structure analysis
Phase 2: (Days 4-5)
Strategic Mapping
- Custom SWOT development
- Growth opportunity quantification
- Resource optimization modeling
- Risk assessment
- Priority matrix creation
Phase 3: (Days 5-6)
Implementation Planning
- 90-day strategic roadmap
- Resource allocation plan
- KPI framework
- Action step sequencing
- Risk mitigation strategy
Phase 4:(Day 7)
Strategic Debrief
- 90-minute intensive strategy session
- Findings presentation
- Implementation guidance
- Q&A and clarification
- Next steps alignment
- Reduced marketing costs by 32%
- Increased sales conversion by 41%
- Improved operational efficiency by 27%
- Boosted net margins by 4.2%"
- Michael Chen, CEO ($4.2M/year)
1. KPI Dashboard Template
($997 value)
- Automated calculations and visualizations
- 12-month tracking system
- Custom Excel template for tracking critical metrics
2. Team Assessment Tools
($1,500 value)
- Proprietary role alignment framework
- Performance evaluation templates
- Compensation structure guidelines
3. Strategic Planning Framework
($1,200 value)
- 90-day implementation roadmap
- Resource allocation model
- Priority sequencing tool
Total Impact Audit™ Value:
Proprietary role alignment framework
- Team Assessment: $2,500
- Strategy Session: $1,500
- Implementation Framework: $1,500
- Bonus Package: $3,697
Total Value: $9,197
Your Investment: JUST $1,997
After implementing [specific solution or service], everything changed. We streamlined our [processes, lead nurturing, customer engagement, etc.], automated key areas of our business, and saw immediate improvements. In just [timeframe], we experienced a [specific result—e.g., 3x revenue growth, 50% increase in conversion rates, significant time savings].
Not only did [Company Name] provide the tools we needed, but they also guided us through the implementation, ensuring we maximized every opportunity. Today, our business is operating more efficiently, our revenue has grown, and we finally have a system that works
for us, not against us. If you're on the fence, take the leap—this is a game-changer!"
$1,997
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No contracts - cancel anytime
$2,394 total
(2 x $1,197)
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No contracts - cancel anytime
If after completing your Impact Audit™ and strategy session, you don't have absolute clarity on:
1. Your highest-leverage growth opportunities
2. Specific action steps to capture them
3. Exact metrics to track progress
We'll continue refining the analysis until you do, or refund your investment entirely.
Individual results may vary based on multiple factors, including implementation, effort, market conditions, and adherence to provided strategies. While we provide powerful tools, automation, and best practices designed to enhance business performance, success depends on the execution and commitment of each user. We do not guarantee specific financial outcomes, business growth, or performance improvements.
Any testimonials or case studies shared on this website reflect individual experiences and are not indicative of typical results. Your success with our solutions will depend on your unique circumstances, industry, and the effectiveness of your implementation.
- Step 3
Close
Get the power to close more deals. You'll know exactly where each potential client is in the buying process, so you can focus on the ones that are closest to closing. When they are ready to buy you can collect their payment right through the CRM.
A: The complete process takes 7 business days from start to finish. This includes data collection, analysis, strategic mapping, and your 90-minute strategy session. We've optimized the process to be thorough while respecting your time as a business owner.
A: That's completely normal and part of why the audit is valuable. Our process works with whatever data you have available. Often, identifying which metrics are missing is just as valuable as analyzing existing ones. We'll help you understand which numbers matter most for your specific business and how to track them moving forward.
A: The Impact Audit™ is specifically designed as a data-driven diagnostic tool, not ongoing coaching. We analyze 45+ specific business metrics across marketing, sales, operations, and finance to give you precise insights and action steps. While many coaches provide general advice, we deliver specific, quantifiable recommendations based on your actual business data.
A: Yes! If you decide to join our Strategic Growth Program within 30 days of completing your audit, your entire audit investment will be credited toward the program. Many clients find this valuable as the audit naturally reveals opportunities where ongoing support can accelerate implementation.
A: Most of our clients are successful businesses looking to scale further. Based on our analysis of 500+ companies, even well-run businesses typically find 3-5 significant optimization opportunities through the audit process. We guarantee you'll receive clear, actionable insights worth at least 3X your investment, or we'll refund the audit cost entirely.
The 5 Critical Metrics Most Growing Businesses Miss
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