Most companies are losing revenue two ways at once — money that left after they earned it, and money that never arrived because something was in the way. I find where it goes, and put a figure on it your CFO can check.
For companies between $10M and $100M. Nothing gets installed, and there is nothing to buy from me afterward.
Sound Familiar?
Any of these might be right. All of them cost money. Worth knowing what you are already losing before you spend more to make it up.
Why The Avoidable Part Survives
Everyone is being asked to do more with less. This is the version where nothing gets cut — the money is already yours, and you already paid to earn it.
Before Any Of It
Ask most companies a straightforward question about their own revenue and it takes a week. Ask again next quarter and the answer has changed, and nobody can say which one was right.
More than half of sales leaders say they lack confidence in their own forecast accuracy (Gartner, 2023). They run the pipeline reviews anyway. They submit the forecast anyway.
Everything after that — hiring, territory design, compensation, investment — gets decided on numbers the person reporting them privately doubts.
So that is where I start. The first thing I hand you is not a recommendation. It is a figure you can check.
The Most Common Reason
Loss analysis, stage conversion, rep performance, every AI feature your CRM is selling you — all of it sits downstream of that one choice. You don’t need new software to fix it. What is broken is not the tool. It is what you decided to make it record.
What Gets Examined
So it doesn’t leak from one place either. A review that only looks at your CRM will only find what lives in your CRM, and miss the rest.
Revenue you earned
What you keep
This shows where revenue leaks, not how much. A review that stops at the first one never sees the other two.
Twenty things in all. See all twenty →
What You Actually Get
Two lines from it, exactly as they appear in the report.
Licenses with no login in ninety days
An expense you can cancel. It is not revenue, and I will not call it that.
$145,000 a year
Direct cost · spend you stop
Ranked third because it pays back fastest — not because it is the biggest number. The biggest one sits sixth and will not report back for a year.
Your strongest people stopped raising problems early
Real, expensive, and I am not going to put a number on it.
No figure
No kind — there is no figure to classify
Putting a figure on this would be invention — and that would put every other number in the report in doubt. You get the finding, the evidence, and no number.
Illustrative — a fictional company, not a client result.
How Every Finding Is Labelled
Every priced finding also says what kind of money it is — spend you can stop, cash you can collect, hours you can redirect, or revenue you might win. They are different things, so they never get added together. And every finding says why it happened: a tool misconfigured, a tool misused, a process gap, or a leadership gap. That last column is usually the one worth the most.
Why Me
Which is the only reason the findings are worth reading.
Ask me what tool I would use and I will tell you. If you need someone to build it and have nobody in-house, I will make an introduction — and he keeps the entire fee. I just don’t earn anything either way. The fix happens in the software you already own.
The Credential · Out Now
The Everyday Losses Draining Your Profit
Thirteen patterns that quietly drain revenue from healthy companies — each one costed, each one with a fix. The book is where this method came from, and it is the fastest way to judge whether I am worth twenty minutes.
Out now on Amazon, paperback and Kindle. The book site also has a free workbook of its tables, set up for your own numbers.
"There will probably be moments where parts of it feel familiar in an uncomfortable way. I think that is part of what makes it useful."
Allen Padilla · CEO, The CSU Foundation · from the foreword
Who I Am
Fifteen years running retail floors and stores, where a lost sale never showed up on any report. Then B2B: I built a company’s first sales performance reporting, carried a number myself, led an inside sales team, then ran the analytics function that told a combined company whether any of its numbers were real.
Macy’s · Certiport · TestOut · CompTIA
Someone would ask a straightforward question. It took days, and the answer was soft. Nobody was hiding it. There was simply no one whose job it was to go looking.
Spend enough time inside a system and you stop seeing what you have learned to work around. That is why this is easier to find from outside.
Available for leadership sessions and workshops on the same material.
Start Here
A short conversation, no charge and no obligation. If I'm not the right person, I'll say so.
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