Executive Intake Portal — Commission a Diagnostic
Commission an Asymmetric Pipeline Teardown.
I do not conduct “sales calls,” and I do not pitch generic marketing retainers. I begin with a forensic audit of your market positioning, CRM intake workflows, and front-desk triage protocols.
Most expertise-based practices do not have a visibility problem; they have an intake architecture problem. Adding more traffic to a broken commercial system simply accelerates wasted spend and overwhelms your front desk.
If you are experiencing pipeline volatility, reliance on unpredictable referrals, or friction in your client onboarding, the first step is not a media campaign. It is a structural diagnosis of the digital assets and operational workflows that govern your revenue.
I am currently selecting 3 Founding Partners for a forensically documented, zero-risk architectural build. We begin with a bounded diagnostic that maps your exact structural constraints.
02 — The Engagement Protocol
The Diagnostic Protocol
The Asymmetric Assessment
Submit the Executive Intake Questionnaire below. I will personally review your current digital footprint, CRM automation, and observable intake bottlenecks.
The Peer-Level Video Breakdown
If your practice aligns with my capacity and expertise, I will reply within 48 hours with a brief, asynchronous video breakdown of your primary pipeline constraints.
The Bounded Diagnostic Scope
If we agree to proceed, I will issue the scope for the 7-Day Practice Leakage & Intake Audit. This is a paid, bounded engagement. You own the data, the architecture, and the recommendations—whether we continue to a long-term partnership or not.
03 — The Velvet Rope
Capacity Discipline & Explicit Disqualifiers
To maintain the integrity of the systems I build and to ensure I remain the lead Architect on every engagement, I strictly cap my core partnerships at six (6) firms per quarter. I do not work with direct competitors in the same geographic or digital market.
Do not submit this form if:
The Directory Addiction
Your primary growth strategy relies on buying leads from directory sites (Avvo, Houzz, etc.). Market data indicates directory-reliant firms exhibit a 34% higher 12-month churn and 2.1x administrative triage time, making systemic architecture mathematically unviable. This architecture is for practices that want to own their infrastructure, not rent visibility.
The AEV Floor
Your average engagement value is below $3,000. The blended Customer Acquisition Cost (CAC) and founder time-cost will destroy your margin; the unit economics of this system will not align with your practice.
The Commodity Seeker
You are seeking a “growth hacker,” a social media manager, or an agency to run monthly ad spend.
04 — The Executive Filter