Wide Margin
eight stages, one loop
A five minute check
You have already paid for a commercial engine. How much of it is working?
Salespeople, relationships, repeat customers, a way of winning work. Most owner-led businesses have the parts. The leaks are in the gaps between them. Sixteen tick boxes, five minutes, and you will see where yours leaks first.
Why it is drawn as a circle
The standard sales funnel runs left to right and stops at the sale. That suits software companies with renewal dates. It does not suit a business that grows on repeat work and introductions.
In a business like yours, work comes back round because somebody says you should talk to these people. So the engine is a circle of eight stages, and most of the money you have already spent sits in the half after the sale.
The stage that gets missed
Promote sits between keeping a customer and growing one. It is the moment a satisfied customer says so, out loud, to somebody who could buy. It is the only stage that pays twice: forward into more work from them, and round into work from people you have never met.
most businesses have earned it and never asked for it
What you get
No score out of ten. No chasing. Sixteen questions about things that either happened or did not, then five about the business. You will need a work email to see the read.