Self-serve instrument

Is your pipeline hiding your best leads?

12 diagnostic questions that expose exactly where your CRM is losing revenue. Used on real acquisition operations — not made up for a blog post.

TOOL-04 / input workspace Your inputs stay in this flow

12 diagnostic questions: Across 4 pipeline categories
Scoring system: Know how bad the leak actually is
Fix priorities: What to tackle first

Get the playbook

Enter your email and it ships immediately. No course login. No drip sequence to wait through.

Built from auditing and running real pipelines: service businesses, sales teams, and high-volume operations. The same checklist we run before touching any system.

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Keep diagnosing.

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Output / The rubric we use One email

The Deal Napkin

The assumption table and the method we use to run a first pass on a real estate deal. Seven asset classes, five steps, and a worked deal. Drops into Claude Code as a skill, or paste it into any AI assistant.

Run instrument

Output / Emailed report ~2 min to submit

Website Audit

Give us your website address and we will read it the way a first time visitor does, then send you what is working, what is missing, and the three things worth fixing first.

Run instrument