Give me 30 days inside your business.
I’ll identify where agency growth and adoption are breaking down, uncover the highest-leverage opportunities to fix it, and give you a prioritized plan for what to change next — before you spend more money executing the wrong strategy.
Maybe you’re not attracting enough agencies in the first place.
Maybe agencies are finding you, but they’re not converting.
Maybe they sign up, poke around for a few days, and disappear.
Maybe individual users like the product, but they never bring in their team or start using it with actual clients.
Or maybe you’ve already tried changing the messaging, adding features, improving onboarding, sending more emails, or spending more on acquisition — and you still aren’t sure where the real problem is.
That’s what makes this difficult.
An agency growth problem can look like a marketing problem when it’s actually a positioning problem. An adoption problem can look like an onboarding problem when the wrong agencies are signing up in the first place. And a retention problem can start long before the customer ever thinks about canceling.
I don’t begin with the assumption that you need better marketing, better onboarding, more automation, or another feature. I look for the place where agency growth is actually breaking down.
Attract
I look at who you’re targeting, where your current opportunities are coming from, what promises you’re making, and whether your positioning is attracting the kind of agencies most likely to become valuable customers.
Convert
We look at your positioning, messaging, offer, sales experience, competitive alternatives, and how clearly your product connects to the problems agencies are actually trying to solve.
Adopt
I examine what happens between signup and real usage. Do they complete the actions that matter? Do they use the product with an actual client? Do they bring in their team? Where do they stall, get confused, or disappear?
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Getting an agency to try your software isn’t the end goal. The bigger opportunity is getting your product incorporated into client delivery, workflows, team processes, reporting, automation, or whatever makes it operationally valuable. That’s when switching it off becomes a business decision — not just canceling another subscription.
This isn’t a template, automated audit, or strategy call.
For 30 days, I get inside your business and look at your company through two lenses: the MarTech company trying to grow, and the agency deciding whether your product deserves a place in its business.
Depending on what’s happening inside your company, that can mean examining your positioning, messaging, traffic, acquisition, conversion, product experience, onboarding, activation, lifecycle communication, customer behavior, retention, or the way agencies actually use your product with their teams and clients.
The goal isn’t to give you more ideas. The goal is to determine what’s actually constraining growth — and what you should do about it.
You’ll know where the biggest friction exists across the agency customer journey — and, more importantly, what appears to be causing it. Instead of debating whether you have a traffic, positioning, product, onboarding, adoption, or retention problem, we’ll identify the areas most deserving of your attention.
I’ll evaluate how your product, positioning, and customer journey align with the way agencies actually evaluate and use MarTech — including the agencies you’re attracting today, the agencies you want to attract, and any disconnect between the two.
You won’t get a giant document filled with dozens of things you could do. You’ll get a prioritized plan showing what I believe should change, why it matters, and the order in which I recommend addressing it. The prescription follows the diagnosis — not the other way around.
Where your existing data allows it, I’ll model the potential business impact of the highest-priority opportunities. These are conservative projections, not promises, designed to help you decide where additional investment is justified.
You’ll leave knowing what needs to happen next: what your team can implement internally, what resources are already available, where capability gaps exist, and which changes should happen first.
Recommendations may involve positioning and messaging, acquisition strategy, sales or conversion, product experience, onboarding, activation, lifecycle communication, automation, customer success, agency workflows, retention, or other parts of the customer journey. The exact work follows the evidence in your business.
Where the data supports it, the opportunity model can help you think through questions such as: What could happen if more agency signups reached meaningful activation? What would improved conversion represent at your current traffic volume? What could a reduction in early churn mean for recurring revenue? What happens economically if more agencies begin using the product across multiple clients?
Most people looking at your growth problem are looking at it from one side. I’ve had the unusual opportunity to see both.
I started in tech support at ClickFunnels and eventually moved into consulting, working with and inside MarTech companies including Leadpages, Drip, MarketPlan.io, ConversionFly, ConvertPages, and others.
But I’ve also spent years on the other side of the transaction — as the marketer, consultant, agency practitioner, and person actually evaluating and using these products to deliver work.
Tell me about your company, product, current traction, agency audience, and where you believe growth may be getting stuck.
I’ll review your application and, if it looks like I can genuinely help, we’ll have a short conversation before moving forward.
Once we begin, I’ll gather the information and access necessary to understand the situation. That may include your product, positioning, marketing, customer journey, existing data, onboarding, lifecycle communication, agency usage patterns, customer feedback, and other relevant areas.
I’ll work through the business to determine where agency growth is breaking down, what appears to be causing it, and which changes have the strongest combination of impact and feasibility.
At the end of the 30 days, I’ll present my findings, prioritized recommendations, opportunity model where appropriate, and implementation roadmap. We’ll work through everything together during a private strategy session so you understand not only what I recommend, but why.
The Growth Leverage Diagnostic is a complete engagement on its own. There is no retainer, subscription, or long-term contract attached to it.
Once you have the plan, you may decide your existing team can execute everything internally. Great. You may discover that you need additional resources. Or there may be parts of the plan where it makes sense for me to stay involved.
Depending on what we uncover, I may be able to help with positioning, messaging, onboarding, lifecycle communication, automation, implementation, product recommendations, or ongoing strategic guidance.
I don’t sell you an implementation engagement before I understand what you actually need. First we diagnose. Then we decide what makes sense.
If the Diagnostic uncovers a meaningful opportunity and we both agree that I’m the right person to help execute the plan, I’ll put together a separate implementation engagement.
The scope depends entirely on what we find. I may work directly on certain parts of the implementation, collaborate with your existing team, or fill the gaps your current resources can’t cover.
For qualifying situations, we may also establish a specific measurable growth or adoption target for the implementation period — built around your actual team, data, and agreed outcome rather than a predetermined package.
It’s Likely a Strong Fit If
This Probably Isn’t the Right Fit If
I’m not coming in with a predetermined answer. I’m coming in to find the right one.
I’m not running your company through an automated checklist and generating a templated report.
Each Diagnostic requires research, analysis, product understanding, strategic thinking, and enough time inside the business to understand what’s happening beneath the surface. For that reason, I only take on a limited number of these engagements at a time.
If agencies aren’t choosing, adopting, or sticking with your product at the rate you expected, there is a reason.
The expensive part isn’t necessarily that something is broken. It’s spending another six months and thousands of dollars fixing the wrong thing.
I’ll get inside the business, find the highest-leverage constraints, show you what they may be costing you, and give you a prioritized plan for what to do next.