ADVISE DISCOVERY TOOL
SüRJ
Live Sales Intelligence
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Monthly Leak
$0
identified
● auto-saving
Stage A — Attract
How are new opportunities finding you?
Map every lead source and how they're captured. This is the top of the funnel.
Lead Sources
Where do your leads come from — and roughly what % from each?
Lead Capture
When a lead comes in, where does it go?
CRM
Spreadsheet
Email Inbox
Paper / Notes
Phone Only
Nothing Formal
Follow-Up
When a new lead comes in, how do YOU follow up?
Automated
Manual Calls
Text Back
Email Only
Inconsistent
No System
Lead Filtering
How do you filter out tire-kickers or people who aren't a real fit?
Additional Notes
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Stage D — Diagnose
Where is the sales process leaking?
Enter the real numbers. Every dollar of identified loss starts here.
Monthly Leads
Total inbound / month
Quotes Sent
Proposals / month
Deals Closed
Converted / month
Avg Deal Value
Per job / ticket
$
Gross Margin
Enter as whole % (e.g. 30)
Annual Revenue
Gross / year
$
Qualification
How do YOU separate serious buyers from people just shopping around?
Proposal Presentation
When you present a quote — how does that actually happen?
Live Walkthrough
Email Only
Multiple Options
Just Sends Numbers
Objections
What objections come up most often — and how do YOU handle them?
Post-Quote Follow-Up
What happens to quotes that don't close right away?
Automated Reminders
Manual Follow-Up
One Shot Then Drop
Nothing — Waits
Additional Notes
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Stage V — Visualize
What does the client experience look like?
Map the fulfillment process and retention gaps.
Onboarding
The moment someone says yes — what happens next?
Automated
Manual Process
Phone Call Only
Informal / Varies
No Formal Process
Client Communication
How do clients know what's happening at any given moment during a job?
Process Consistency
Is delivery consistent across every client — or does it vary?
Fully Documented SOPs
Mostly Consistent
Varies by Person
No SOPs Exist
Reviews & Referrals
How systematically are YOU capturing reviews, referrals, and repeat business?
Automated Requests
Manual Asks Sometimes
Referral Program
Hopes They Come Back
Differentiation
What sets YOUR delivery apart from the competition? What do clients praise you for most?
Problem Areas
What delays or the same problems keep coming up on your end after a sale?
Additional Notes
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Stage I — Impact
The cost of staying the same.
Two more inputs — then the full picture appears.
Owner Hours / Week
Total hours IN the business per week
Referral & Repeat Revenue
What % of YOUR revenue comes from referrals or repeat customers?
50%+ Strong
25–50%
10–25%
Under 10%
Missed Revenue
If nothing changes in the next 3–6 months, what's that going to cost you?
Scalability
Is your current model scalable — or are you maxed out and stuck?
Personal Cost
Honestly — what is all of this costing you personally? What do you WANT to be working on that you can't get to?
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Stage S — Shift
The decision point.
Work through each step. Right panel shows the prospect their own numbers.
Step 11 — Review Together
Let's review what you've shared — and make sure we have this right.
Walk through the summary on the right together. Then ask: "Would you agree these are the gaps costing your business?"
Step 12 — Ownership
Is this something you want to fix?
Or are you comfortable continuing to manage it the way it's been going?
What would change in 30 days if this was solved?
What's at risk if nothing changes in 90 days?
Step 14 — Select Plan
Right panel shows all three tiers. Recommended tier is highlighted based on their profile.
Call Notes
INTERNAL — Call Outcome
Verbal Yes
Needs to Think
Send Agreement
Not Ready
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Stage E — Execute
Here's what happens next.
Brief is ready. Review on the right, then generate the shareable link.
What Happens Next
We don't throw tech at you and disappear — we walk this out with you step by step.

We send over a clear service agreement. Once signed, we schedule your onboarding session. After that, we build. You'll see exactly where leads drop off, where deals stall, and where money is being left on the table.
Final Notes
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FLOW MAP
SCORECARD
IMPACT
SHIFT
Business Health Scorecard
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ESTIMATED MONTHLY PROFIT LEAKING OUT
$0
every single month
💸 Cost of waiting — ticking up since this call started
$0.00
Conversion Gap
$0
monthly / unclosed quotes
Annual Leak
$0
if nothing changes
Per Wasted Lead
$0
cost per unconverted lead
0%
leak rate
Enter KPIs in Stage D to see gaps...
Owner Time Cost
Time you're spending IN the business instead of ON it
$0
Referral Gap Cost
Revenue you're not getting from repeat customers and referrals
$0
YOUR BUSINESS — AS YOU DESCRIBED IT
Monthly Leads
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Quotes Sent
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Deals Closed
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Quotes Going Nowhere
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Owner Hours/Week
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Monthly Leak
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Based on everything you just shared, you are leaving money on the table every single month — not because business is slow, but because the gaps in your system are quietly costing you.