• Pipeline Clarity Audit

Your pipeline isn't stalled
because of price. It's stalled
because of clarity.

In 90 minutes, we find exactly where your messaging is costing you deals, rank what to fix first, and hand you a written roadmap you can act on immediately.

Book your audit — $1,200

Listen to Pipeline Clarity first

90 Minutes

One focused working session

5 Days

Written report in your inbox

15+ yrs

Inside the ERP channel

100%

Strategy. Nothing sold back to you.

The firms that lose deals aren't the ones without expertise. They're the ones no one can explain.

You're winning on referrals but can't explain why cold outreach never converts

You've tried agencies that didn't understand what an ERP VAR actually does

You know marketing is broken but every diagnosis leads to a different answer

Your website describes what you do. It doesn't make a prospect choose you.

Your competitors with worse implementation records are closing deals you should win

Your team is busy. But busy and building a pipeline are not the same thing.

The problem is almost never price, product, or people. It's that the market can't see what you already know you're worth.

How It Works

Three steps. One written output. No guessing.

This is a working engagement, not a free consultation dressed up with a price tag. You get my thinking, applied specifically to your firm, your vertical, and your sales cycle.

01

Intake form

Before we meet, you will complete a 15-minute intake. I will review it in full before the call. No repeating yourself, no warmup time wasted.

02

The audit call

We spend 90 minutes on your current positioning, messaging, and where the pipeline is actually breaking. I ask the uncomfortable questions. You get honest answers in real time.

03

The written report

Within five business days, you receive your Pipeline Clarity Audit Report. Not a slide deck. Not a generic playbook. A specific, written diagnosis with a ranked 90-day priority sequence.

What the report contains

Z
Where your messaging breaks down before the first conversation
Z
A ranked 90-day sequence: three moves, in order, with rationale
Z
Clear picture of what a retainer engagement would address, and what it wouldn't

Z
The single positioning shift with the most leverage right now
Z
Honest assessment of what is and isn't working in your current marketing
Z
Vertical-specific observations from inside the Acumatica, Dynamics, or Spire ecosystem

Investment

$1,200

One flat fee. No retainer required. No pitch at the end.

Book your audit

If after the call I don't believe I can find something specific and actionable for your firm, I'll tell you that on the call and refund the fee. I'm not interested in billing for time that doesn't produce real insight.

What you get	Generic agency	This audit
ERP/VAR-specific expertise	Rarely	Always
Written diagnosis, not just a call	Almost never	Every time
Ranked priority sequence	No	Yes
Retainer required to start	Usually	Never
Honest "this won't work" assessment	Almost never	If warranted



Pipeline Clarity

on Spotify

Not ready to book? Listen first.

Pipeline Clarity is a podcast for ERP VAR owners and sales leaders who know their marketing isn't working but can't pin down why. Every episode covers one real problem in the channel, with no vendor sponsorships and nothing to sell you.

Episode 4 goes inside what a real messaging audit finds in the first 30 days. Start there.

Listen on Spotify →

Find out where your pipeline is actually breaking.

One session. A written report you can hand to your sales team. Actionable before the ink is dry.