The Financial Fragility Diagnostic

A 45-minute strategy call. No deck. No pitch.

A working session with a partner. We diagnose where your marketing system is leaking revenue, walk you through what a rebuild looks like, and tell you honestly whether we can help — or whether you'd be better off elsewhere.

Book your call

45 minutes. No pitch.

The Financial Fragility Diagnostic is a free 45-minute working session for $1M–$20M founders. We'll review your current revenue system and identify the 2-3 highest-leverage fixes.

✓ Free for $1M–$20M founders
✓ 45 minutes, no pitch
✓ Walk away with 2-3 specific recommendations

The 45 Minutes

What happens on the call.

0-10 Min

Diagnose

Where you are right now. Revenue stage, current marketing stack, what's working, what's clearly leaking. We ask hard questions early so the rest of the call is useful.

10–25 Min

Find the leak

We walk through where your system is losing money — attribution gaps, lifecycle breakage, AI invisibility, forecast unreliability — and how much that's likely costing you per quarter.

25–40 Min

Map a path

If we can help: what an engagement would look like — sequence, scope, timeline, investment range. If we can't: who can, and what to look for. Either way, you leave with clarity.

40–45 Min

Decide together

Next steps, mutual fit, timing. Nothing closes on this call. If we both want to move forward, we'll send a written proposal within 72 hours. If not — no follow-up, no pitch sequence.

Exhibit G · Founder FAQ

Common questions, blunt answers.

No. Hubspot is the operational layer we build on, but the product is financial clarity. We tie Hubspot to paid media, AI visibility, and executive reporting — so you don't have eight tools and zero answers. We're an operational consultancy, not an agency.

A fractional CMO advises. We architect and build. You get strategy plus the actual revenue system — CRM, attribution, paid feedback loops, AI visibility, and reporting — running by the time we hand off. Think RevOps CTO, not strategy-only advisor.

Buyers are increasingly asking AI engines (ChatGPT, Perplexity, Google AI Overviews) for recommendations before they ever visit a site. AEO is how you become the answer — through structured data, answer-first pages, and entity clarity that AI engines can parse and cite. The output: qualified pipeline, not impressions.

Pre-revenue startups, local businesses under $1M, product companies without a service-based revenue engine, and founders looking for cheap agency execution. We work best with scaling founders and VC-backed service businesses in healthcare, SaaS, and education who need profitability and clarity — not more activity.

When your marketing is producing results but you can't explain why. When Hubspot feels like a liability instead of an asset. When paid media spend is climbing without clear ROI. When buyers are finding competitors first in AI search. When your investor story needs to be tighter than it is today.

45 minutes. We diagnose where revenue is leaking — Hubspot, attribution, paid media, or AI visibility — and you leave with a clear read on your Financial Fragility Score, what's working, what's broken, and what to fix first. No pitch deck. No discount games.