Businesses between $300K and $5M that are done guessing.
The chain is the same in every industry. The vocabulary isn't. Pick yours and I'll show you where businesses like yours usually break, and what I'd fix first.
Service businesses
The last customer needs to call again.Construction & contracting
General, remodel, and specialty. Usually broken at Follow-Up: the job ends and so does the relationship.
Healthcare & wellness
Clinics, dentists, therapists, chiropractors. Usually broken at Conversion: reviews and the profile people see before they book.
Legal
Solo and boutique firms. Usually broken at Message: every firm says "experienced" and "trusted."
Restaurants & food service
Independents, cafés, food trucks, catering. Usually broken at Channel: paying for delivery apps instead of owning the list.
Home services
Plumbing, electrical, roofing, landscaping, HVAC. Usually broken at Measurement: lead-gen vendors report leads, not profit.
Nonprofits
Small and mid-size organizations. Usually broken at Follow-Up: donors give once and never hear back.
Manufacturing & B2B
Small to mid-size makers and industrial suppliers. Usually broken at Who: selling to everyone with a purchase order.
Not on the list?
The chain still applies. Take the audit and I'll tell you where you stand.
Product businesses
The first order needs to become a second.E-commerce & DTC brands
Shopify, WooCommerce, marketplaces. Usually broken at Follow-Up and Measurement: ad spend goes up, repeat rate stays flat, and nobody knows the real cost of a customer.
What I'd fix first: post-purchase flow and CLV:CAC →Independent retail
Boutiques and specialty shops, in store and online. Usually broken at Channel and Conversion: social gets the discovery, but the Google profile and the email list get ignored, so nothing compounds.
What I'd fix first: profile, reviews, and the list →Spending or ready to spend $3K+/month on marketing. Has tried an agency and wants a plan. Willing to look at retention numbers, not just leads.
Under $300K in revenue or under $1K/month in marketing. That's not a knock; it means the books, videos, and community will serve you better than a retainer right now.
I work with US businesses first. If you're in Canada or sell into it, the compliance side is covered; ask.