What you told us
Your words about what’s getting in the way, so the plan stays about your business.
Clarity Check
Find out where clients slip through, in one free call.
The Clarity Check is our diagnostic. It starts with a free 30-minute call with Sadé and ends with a one-page Snapshot of what to fix first, sent the same day.
Free 30-minute call. You’ll get a one-page Snapshot of what to fix first, the same day.
The free call
What happens on the call
We talk through how your agency wins, onboards and keeps clients today. Sadé asks a short set of questions, like these:
- Where do leads come in, and how fast do they hear back? What happens after a proposal goes out?
- How does a new client get started: intake, agreement, assets, access and kickoff?
- Where do projects and tasks live, and how do you know what’s late?
- How do reporting, renewals and check-ins happen, and how do past clients hear from you?
- Which tools do you pay for, and which ones does your team actually use?
You don’t need any special software to book. Whether you run on ClickUp, HubSpot, monday.com or an inbox and a spreadsheet, that’s a fine place to start.
After the call
What’s in your Snapshot
One page, written for you, that you can share with a co-owner or your team.
Where clients and time are slipping
The top places leads, new clients, projects and hours are getting lost today, in plain language.
What it’s costing you
An estimate of the hours and the clients at stake, worked out from the numbers you give us.
The best first step
The one change that would make the biggest difference first, whether or not you do it with us.
Clarity Check Snapshot · Sample
What you told us
“Every new client starts differently, and we spend the first two weeks chasing logins and brand files.”
Where clients and time are slipping
- Onboarding steps live in one account manager’s head.
- Assets, access and approvals are chased by email.
- Nobody can see which projects are running late until the client asks.
What it’s costing you
About 6 hours of chasing for every new client, and kickoff that starts about two weeks late.
The best first step
One onboarding intake that collects the signed agreement, assets and access, with automatic reminders, then a kickoff checklist in ClickUp.
If you want to go further
What the Revenue Clarity Session adds
The free call shows you where to look. The Revenue Clarity Session goes into your real systems and gets the first gap fixed.
- 60 minutes, working on your actual CRM, inbox or project tool.
- We count what’s slipping: unanswered inquiries, proposals with no follow-up, and past clients you haven’t contacted in 6 months or more.
- We estimate what it’s worth, using your own average client value.
- We agree one quick fix (up to 90 minutes of setup), and we set it up for you after the session. Bigger fixes become a build.
- You get a 90-day Roadmap: what to do first, next and later.
- Your quick fix and 90-day Roadmap arrive within 2 business days.
The fee counts toward your project
The fee is credited in full toward a build started within 30 days.
Who it’s for
For agencies of about 10 to 40 people
Marketing, digital, SEO, web and creative agencies that win clients through inquiries and proposals, then onboard and deliver work for them. We also work with owner-led service businesses and accounting, tax and bookkeeping firms, usually by referral.
We don’t run ads or lead-generation campaigns. We help you get found, then make sure every inquiry turns into a client and every client gets a smooth experience from onboarding to renewal.
Free 30-minute call. You’ll get a one-page Snapshot of what to fix first, the same day.
Questions and answers
Questions about the Clarity Check
What happens on the free Clarity Check call?
It’s a 30-minute call with Sadé. We ask how leads and proposals get followed up, how new clients get started, how projects are tracked, and how reporting and renewals happen. The same day, you get a one-page Snapshot: what you told us, in your words; the top places clients and time are slipping away; what that’s costing you, estimated from your own numbers; and the best first step. It’s yours to keep, whether or not you work with us.
What is the Revenue Clarity Session?
A paid, 60-minute working session. We go through your CRM, inbox or project tool with you and count what’s slipping: unanswered inquiries, proposals with no follow-up, and past clients you haven’t contacted in 6 months or more. Together we agree one quick fix (up to 90 minutes of setup), and we set it up for you after the session. Your quick fix and 90-day Roadmap arrive within 2 business days. The fee is credited in full toward a build started within 30 days.
What if our team doesn’t use what you build?
We train the people who do the work and check in after launch. If your team isn’t using a build 30 days after launch, we run one more training session at no charge. It covers Book It, Build It and Scale It (the Agency Client Delivery System and the Revenue Engine), when your team has done the agreed training and the build is still set up the way we delivered it.
Who do you work with?
Agencies of about 10 to 40 people: marketing, digital, SEO, web and creative. We also work with owner-led service businesses and accounting, tax and bookkeeping firms, usually by referral. We don’t run ads or lead-generation campaigns. We help you get found, then make sure every inquiry turns into a client and every client gets a smooth experience from onboarding to renewal.
Ready when you are
Book your free Clarity Check.
Free 30-minute call. You’ll get a one-page Snapshot of what to fix first, the same day.
Prefer email? hello@smjbconsulting.com