Your best work comes from referrals. Do you know which ones pay?
We build a pipeline that tracks proposals, referral sources and follow-on work, without losing the personal touch.
Founder-led. Gage Staruch scopes, reviews and stands behind every engagement.
Does this sound like your business?
If two or more of these are true, work and money are leaking every week.
- Proposals and RFP responses tracked in inboxes
- Referral sources nobody records
- Several partners working one client with no shared view
- Signed work that's slow to kick off or invoice
- Renewals and follow-on work spotted late
- Next quarter's forecast living in one person's head
What does it look like?
Here's an example (a made-up company, not a client): Example Advisory Partners closes on relationships. Proposals live in several inboxes, and nobody knows which referrals pay.
What changes when it's fixed?
Your team follows up on time, and leadership can trust the numbers.
- Every proposal on one shared list, with an owner and a next step
- Referral sources recorded, so you can see which ones turn into revenue
- One client view across partners
- A clean handoff from signed to kickoff to invoice
- Follow-on work and renewals flagged early
Who is this for?
Professional Services operators doing roughly $10M to $100M a year. It doesn't matter which CRM you run, or if you're still on spreadsheets. We work in the systems you already have.
Where do we start?
Every engagement starts with the Revenue Systems Audit. It shows where work and money leak, what it's costing you, and what to fix first. From there, a monthly retainer is where we build the fixes. Pricing is on the services and pricing page.
Audit credit: The full $3,500 audit fee is credited toward your retainer if you start within 30 days of delivery. It can be spread across your first three months. Unused credit has no cash value and ends if the retainer is cancelled.
Why trust us with this?
We put our rules in writing.
- Founder-led. Gage scopes and reviews every engagement.
- Fixed prices, approved before work starts.
- No software resale, referral fees or commissions.
- A recorded walkthrough for every significant change.
Straight answers.
How do you track proposals?
Every proposal and RFP response goes on one shared list with an owner and a dated next step, not in someone's inbox.
Can we see which referral sources pay off?
Yes. Referral sources get recorded on each opportunity, so you can see which ones turn into signed work.
How do you catch follow-on work?
Signed clients get follow-on and renewal dates flagged early, so new work is spotted before it's missed.