Your Business May Not Need More Leads. It May Need a Revenue Rescue.
Before you invest in another campaign, platform, salesperson, or AI tool — find out where opportunities are already slipping through the cracks.
The Soltzu Business Revenue Rescue Audit takes a focused, strategic look at five connected areas of your revenue system — from the moment someone discovers your business to the moment they become a customer. Then we turn what we find into a clear, prioritized plan.
Paid engagement · Fixed scope · Written findings · No long-term contract
See Exactly What the Audit Includes ↓THE PROBLEM
You May Be Closer to More Revenue Than You Think
Your team may already be generating leads. Your marketing may already be attracting attention. Your CRM may already contain years of valuable relationships. Your salespeople may already be working hard.
But hard work does not automatically create a reliable revenue system. Sometimes:
A contact form works, but the right person is never notified.
A salesperson makes one call, leaves one message, and moves on.
A proposal is sent without a follow-up task.
A valuable lead is placed in the wrong pipeline stage.
A past customer is never contacted again.
A campaign generates activity, but nobody can connect it to revenue.
A workflow was built months ago but is no longer firing correctly.
Everyone assumes someone else is handling the next step.
These Are Not Five Separate Problems.
They are symptoms of one larger problem: your revenue systems are not working together.
ONE REVENUE PROBLEM. FIVE CONNECTED SYSTEMS.
Revenue Rarely Disappears in One Place.
It disappears in the hand-offs — from marketing to sales, from the CRM to the salesperson, from the proposal to the next follow-up. That is why we examine five connected areas.
Revenue Flow & Opportunity Leakage
We take a strategic look at how leads, prospects, proposals, customers, and referrals move through your business — and where opportunities may be stalling, losing ownership, or quietly disappearing.
CRM Health & Pipeline Integrity
Your CRM should tell your team what is happening and what should happen next. We examine whether it supports those decisions — or makes them more difficult.
Lead Follow-Up & Sales Systemization
Most leads don't disappear because they were never interested. They disappear because the next step was unclear, inconsistent, delayed, or forgotten.
Marketing-System Alignment
Marketing should not end when someone clicks or fills out a form. That's where the revenue process begins. We look for the disconnects that prevent marketing activity from becoming measurable opportunity.
AI & Automation Readiness
AI is most valuable when it supports important work — not when it becomes another disconnected tool. We identify where automation could help capable people work faster and follow a more consistent process.
Important Distinction
The Business Revenue Rescue Audit is a focused diagnostic review across all five areas — not five complete technical audits bundled into one. The audit identifies which area deserves deeper attention, which problems appear most urgent, and what should be corrected first.
WHAT YOU WILL RECEIVE
Your Business Revenue Rescue Package
Not a generic 40-page report built to collect dust. A practical decision tool you can understand, your team can use, and that helps you move forward.
Revenue Rescue Executive Summary
A clear, plain-language overview of what was found, what it means, and what should happen next.
Revenue Systems Scorecard
A structured evaluation across all five connected revenue areas — scored, ranked, and explained.
Revenue Leak Register
Every identified gap documented with evidence, estimated revenue impact, urgency, and recommended owner.
CRM & Data Health Assessment
A detailed look at data quality, pipeline integrity, ownership gaps, and reporting reliability.
Lead Follow-Up Assessment
An honest review of response time, assignment rules, overdue follow-ups, and accountability gaps.
Marketing Journey Assessment
Where marketing activity connects to sales results — and where the handoff breaks down.
AI & Automation Opportunity Map
Specific, practical places where automation or AI could reduce manual work and improve consistency.
Five Immediate Recovery Priorities
Not an overwhelming list — the five issues that deserve attention first, ranked by revenue impact.
30/60/90-Day Action Plan
A phased, realistic roadmap: what to fix now, what to build next, and what to optimize over time.
Implementation Recommendations
Specific guidance on what your team can handle internally and where outside expertise makes sense.
WHY IS THIS A PAID SERVICE?
Free Calls Create Conversation.
This Creates a Decision-Ready Plan.
A free consultation can be useful for introductions and general questions. That is not what this is. With the Business Revenue Rescue Audit, Soltzu reviews your business context, examines selected information from your systems, connects issues across multiple functions, documents the findings, and develops a prioritized path forward.
You are not paying for a sales presentation. You are paying for:
Experienced outside perspective
Cross-functional business analysis
Pattern recognition across systems
Clear prioritization of what matters most
Practical, actionable recommendations
A written action plan your team can use
At the end of the engagement, you own the findings. You may implement the recommendations internally, share them with your current vendors, or ask Soltzu to help. You are under no obligation to purchase an additional service. You are buying clarity before committing more time, money, or people to the wrong solution.
"The best thing I have ever done in 20+ years of business."
Richard Jones — CEO, Comfort Solutions Inc.
137% increase in net profits in the first year following the engagement.
COMMON ISSUES THE AUDIT IS DESIGNED TO SURFACE
Does Any of This Sound Familiar?
New leads that never received timely follow-up
Opportunities sitting in the wrong pipeline stage
Estimates or proposals without a scheduled next step
Contacts without clear ownership
Past customers who have never been re-engaged
Marketing campaigns disconnected from sales reporting
Forms that capture incomplete or unusable information
Automated workflows that no longer behave as intended
Follow-up processes that change from one employee to another
Valuable data hidden in notes, inboxes, or spreadsheets
Repetitive work that could be assisted by AI or automation
Software the company is paying for but barely using
The audit does not assume every one of these problems exists. It gives your business a structured way to find out.
HOW IT WORKS
Five Steps to Clarity
Reserve Your Audit
Complete your purchase and select an available kickoff time. You'll receive a focused intake questionnaire to help us understand your business, current systems, and most important concerns.
Give Us the Right Context
Depending on your systems, we may request selected reports, screenshots, exports, or a guided screen share. We don't need unrestricted access — just enough to identify patterns and meaningful warning signs.
We Connect the Dots
Soltzu reviews your information through the five Revenue Rescue lenses — looking beyond individual tools to understand how information, responsibility, and opportunity move through the business.
Receive Your Revenue Rescue Plan
You receive your findings, scorecard, priorities, and recommended action plan. Clear. Practical. Yours to keep.
Choose Your Next Move
Implement internally, work with your existing vendors, engage Soltzu for one specific improvement, or build a larger plan. The decision remains yours.
IS THIS RIGHT FOR YOU?
This Audit Is Designed for Leaders Who Know Something Isn't Working — But Don't Want to Keep Guessing.
You are generating leads but conversion is inconsistent.
Your team no longer trusts the CRM.
Follow-up depends on individual habits and memory.
Marketing activity is difficult to connect to revenue.
Sales and marketing work from different information.
Proposals and estimates are not followed consistently.
Valuable leads are sitting untouched.
You want to use AI but need a practical business case.
Growth has stalled despite continued effort.
You want an experienced outside perspective before approving a larger investment.
Soltzu has particular experience with home builders, home-service companies, contractors, and construction-related businesses — and the same approach supports professional services, real estate, healthcare, manufacturing, and other lead-driven businesses.
CHOOSE CLARITY BEFORE COMPLEXITY
Business Revenue Rescue Audit
Limited to the first 5 engagements or through August 14, 2026 — whichever comes first. Regular investment: $1,500.
YOUR ENGAGEMENT INCLUDES
Implementation services are optional and quoted separately.
Paid in full at booking · No long-term contract · Limited monthly availability
$250 Revenue Rescue Activation Credit — Apply toward any implementation engagement of $3,000 or more started within 14 days of your audit debrief.
WHAT HAPPENS IMMEDIATELY AFTER YOU PURCHASE
No Waiting. No Wondering.
Here is exactly what happens from the moment you complete your purchase.
Within minutes
Confirmation & Welcome Email
You receive a confirmation email with your receipt, a welcome note from Pat, and a link to schedule your kickoff call. Everything you need is in that first email.
Before your kickoff call
Short Intake Questionnaire
A focused intake form arrives — company background, current systems, team size, and your biggest suspected revenue problem. Takes about 10 minutes. This is the only homework we ask for.
Kickoff call (30–45 min)
We Align on Context & Access
Pat reviews your intake, confirms your business goals, maps the lead-to-revenue journey, and establishes read-only access to the relevant systems. Your team's involvement ends here until the debrief.
5–7 business days
The Audit Is Conducted
Soltzu reviews your CRM, follow-up processes, marketing systems, automation layer, and revenue flow through the five Revenue Rescue lenses. You won't be interrupted. We work from what you've provided.
Debrief session (60 min)
You Receive Your Full Findings
Pat walks you through the Revenue Rescue Executive Summary, Scorecard, Revenue Leak Register, Five Immediate Priorities, and your 30/60/90-Day Action Plan. You leave with a clear picture and a real plan.
After the debrief
You Decide What Happens Next
Implement with your internal team, work with existing vendors, or engage Soltzu for one or more implementation services. The findings belong to you. The decision is entirely yours.
Minimal burden on your team.
One kickoff call. One intake form. One debrief session. That is the full extent of your team's involvement. We keep the process focused so you can keep running your business.
PRICING & IMMEDIATE NEXT STEPS
The Revenue Rescue Audit
Stop managing by memory. Get the definitive snapshot of your revenue systems.
INVESTMENT
$997
Fixed rate. No hidden fees.
What Happens Immediately After Purchase?
FREQUENTLY ASKED QUESTIONS
Questions Worth Asking
Is this a financial audit?
Is this just a sales call?
How deeply will you examine each area?
Do I need all four Soltzu implementation services?
Do we need to use HubSpot or GoHighLevel?
Does the audit include implementation?
Can we implement the recommendations ourselves?
Is this only for home builders?
Will this disrupt my sales team's daily work?
Can you accidentally break our current automations?
What if we don't hire you to fix the problems?
NOT READY FOR THE FULL AUDIT?
Let's Make 15 Minutes Useful.
Bring one revenue, CRM, follow-up, marketing, or automation challenge to a free 15-minute Revenue Strategy Session. We'll help you frame the problem, identify the most likely bottleneck, and determine the most sensible next step.
This is not a substitute for the Business Revenue Rescue Audit. It is a focused conversation designed to give you direction.
BOOK MY FREE 15-MINUTE STRATEGY SESSIONFree · 15 minutes · One focused challenge · No written report
STILL THINKING IT THROUGH?
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