Revenue Bottleneck Diagnosis
Identify what’s limiting revenue — and what to change first — before you waste another quarter on the wrong levers.
In 10 business days you’ll get:
Bottleneck identified (what’s actually limiting revenue)
A decision-ready plan (what to change first, next and why)
Evidence-based. No agency pitch.
Instant decision
Not a fit if…
If any of these are true, this won’t be the best use of your time or money.
- You’re under $5M and still testing fundamentals
- You want execution first (“just run ads /rebuild the funnel / do outbound”)
- You can’t (or won’t) share basic data access
- You’re not the decision-maker
- You’re shopping vendors rather than trying to make a decision
This is for you if…
If most of these sound like you, this will be a high-leverage use of your time.
- You’re Founder/CEO (or you own the growth spend decision)
- You’re roughly $5–20M in revenue
- Growth is flat, choppy, or harder than it should be
- You’ve tried reasonable moves (spend, hires, agency changes, offer tweaks) and results didn’t follow
- You want clarity and tradeoffs more than more ideas
- You can share basic pipeline/revenue information and make time for a few short interviews
The problem this solves
Most stalled-growth companies don’t have an effort problem.
They have a misdiagnosis problem.
They increase activity—channels, spend, hires, initiatives—while the real bottleneck stays untouched. That’s how you lose a quarter without learning anything.
This engagement exists to prevent that.
What you get
1) Revenue Bottleneck Findings + Resolution Plan
A clear, evidence-backed explanation of what’s limiting revenue and what to do about it:
- The primary bottleneck limiting revenue right now
- The evidence supporting it (not opinions)
- What’s not the problem (so you stop wasting effort)
- The resolution sequence (what to change first, second, third)
- Options with tradeoffs (so the decision is defensible)
Important: “Resolution Plan” means sequence + tradeoffs + validation metrics — not an implementation project.
2) 30-Day Scoreboard (Leading Indicators)
3–5 measurable indicators that validate whether we’re right—before revenue lag confuses the picture.
- Definitions + how each metric should move if we’re right
- A simple cadence to review (weekly)
3) Executive Readout (60–90 minutes)
A live decision session to align on:
- what’s true
- what changes first
- what gets paused
- who owns what next
How it works
Step 1 — Evidence capture
Founder interview + collection of key inputs (pipeline, conversion, retention, what’s been tried).
Step 2 — Bottleneck validation
We test a small set of hypotheses and isolate one primary bottleneck (plus one secondary, max).
Step 3 — Findings + Resolution Plan
You receive the Findings + Resolution Plan and Scoreboard, and we walk through the sequence and tradeoffs in the readout.
Client requirements (so this stays fast and real):
- Founder interview (60–90 minutes)
- Two team interviews (30–45 minutes each; usually sales + marketing or delivery)
- Basic access to pipeline/revenue numbers (exports are fine)
Scope
Included
- Up to 3 interviews (Founder + 2)
- Review of core sources (CRM/pipeline + revenue trend + supporting inputs)
Focus on one business unit / primary offer (unless agreed otherwise)
Not included
- Execution, channel plans, campaign builds
- Tool migrations, tracking rebuilds, or “deep analytics projects”
- Ongoing advisory unless you choose it after the diagnosis
If complexity prevents a confident conclusion within scope
You’ll get two options:
- a paid extension (time-limited), or
- a directional conclusion + what must be validated next
Investment
Revenue Bottleneck Diagnosis is a paid, 10-business-day engagement.
Typical Investment: $5,000 – $15,000 depending on complexity and access.If this isn’t in range, don’t apply—you’ll be better served by a different approach right now.
Apply for fit
This isn’t a funnel. It’s a filter.
Because I only run 2 diagnoses per month, the application is the fastest way to see if there’s an opening and whether this is the right next move.
Apply in 3 minutes. If you’re a fit, you’ll be invited to a short fit call to confirm readiness and timeline. If you’re not, you’ll get a clear “no” and what would need to change for this to be worthwhile.
FAQ
Is this a free audit?
No. This is a paid diagnosis designed to prevent expensive misdiagnosis.
Will you tell us exactly what to do next?
You’ll get a clear resolution sequence, options with tradeoffs, and what to validate first. Implementation can follow—but only after the bottleneck is confirmed.
We already have an agency. Does this replace them?
No. This helps ensure the next quarter of work isn’t built on the wrong assumption.
How fast can we start?
Once paid and interviews/access are scheduled, delivery is typically 10 business days.
Trusted by founders when growth decisions matter
From Our Clients
Trusted by founders when growth decisions matter
“David provided an organized approach and delivered a final product that exceeded expectations.”
“Dave was extremely thorough—even when it wasn’t what I wanted to hear.”
“Dave helped me create a clear path forward for my business.”
“Not Just a Marketing Vendor—A True Business Partner”
“Dave has been a true business partner for us—not just a marketing vendor. He stepped in midstream, quickly understood the business, and took ownership.”
“He’s hands-on, direct, and deeply invested in outcomes.
We don’t make many meaningful decisions without thinking through how they connect to our marketing strategy—and Dave has earned that trust.”