We started with a hypothesis, not a diagnosis.
No internal workflow, AMS, CRM, or inbox access.
Intake, handoff, and post-quote follow-up cadence.
Is this worth confirming with the real workflow?
Decide whether the leak is worth confirming.
The likely leak sits between roles, not inside one person.
The question is where the opportunity actually stalls.
Who owns the next client touch?
Where can leadership see status without asking?
When does a stalled quote become obvious?
Your AMS may track the work. It may not guarantee follow-through.
A focused diagnostic of quote follow-up leakage.
The real quote and follow-up workflow.
The 3–5 actual leakage points.
The first pilot build worth installing.
We move from suspicion to proof.
Where ownership blurs in the real process.
Where quotes, missing info, or renewals stall.
The highest-leverage workflow to install first.
A clear first move, not a pile of recommendations.
Current-state flow from quote request to follow-up.
3–5 prioritized breakdown points.
Tools, roles, access, and success metrics.
One recovered commercial account can pay for the audit.
The real value is not one save. It is building a follow-through layer so the same leak does not repeat.
Diagnose before building.
No broad implementation before the leak is confirmed.
No AMS replacement. No CRM replacement.
The first build is scoped around the real highest-value gap.
Quote Follow-Up Leak Audit.
Standard price: $2,500
Business days after kickoff. Credited toward pilot if started within 14 days.