You're Walking Past $50,000 a Year.
I Find It.
Most service businesses walk past $50K-$200K every year without knowing it. Slow follow-up. Dead leads. No-shows with no recovery. The audit finds it. The system keeps it.
The Problem
Three places your revenue is leaking right now
None of this requires new customers. It requires capturing what your existing pipeline is already trying to give you.
Speed-to-Lead Failure
A prospect who fills out your form at 10am and hears from you at 3pm has already signed with someone else. Speed-to-lead is the game.
The math: 20 leads/month, 15% close rate, $5K avg. A 4-hour response delay loses 8-10 leads. That's $40K-$50K per year sitting unanswered in your inbox.
The CRM Graveyard
Your CRM has people who raised their hand, got busy, and fell off. They're not gone. A two-touch reactivation sequence routinely unlocks revenue you've already half-earned.
The math: 500 dormant contacts, 3% reactivation rate, $3K avg. That's $45K sitting in a database you already paid to build.
No-Show Drain
Every no-show is a slot you held, a spot you could have filled, and an hour you won't get back. A proper reminder sequence cuts this by 60-80%.
The math: 4 booked calls/week, 25% no-show rate, $4K close value. That's 52 lost appointments per year. Over $50K evaporating from your calendar.
"The average professional services business has $40K-$120K sitting in these three buckets. Most never look."
The Approach
We don't sell you tools.
We find your money.
- Most consultants show up with a product to sell.
- I show up with a flashlight.
- The Revenue Recovery Audit maps exactly where your pipeline bleeds.
- We put a dollar amount on each leak.
- Then we patch them.
- You don't need more leads. You need to stop leaving the ones you have on the table.
The Performance Guarantee
If I can't find $50K in leaked revenue, you don't pay.
If the math doesn't work out, I eat the cost of the audit. Not marketing language. Standard operating procedure.
Audit Your Pipeline
We map where inquiries enter, where they stall, and where they die. No assumptions. Just a clear picture of your actual flow.
Quantify the Leak
We attach dollar amounts to every gap. Speed-to-lead failures, dormant contacts, no-show patterns. Each one gets a specific number.
Build the Capture System
We fix the leaks. Fast follow-up triggers, reactivation sequences, appointment confirmation flows. Everything runs without you lifting a finger.
Verify the Results
We track what changes. Revenue recovered is documented. You see exactly what moved, what it's worth, and what's still on the table.
Timeline: 2-4 weeks
From first call to full audit with implemented fixes. Not a 6-month engagement. Not a retainer trap. A focused sprint that pays for itself.
Who This Is For
You're good at what you do.
Your infrastructure hasn't kept up.
This isn't for businesses that are broken. It's for businesses that work well and lose significant revenue because the operational layer hasn't scaled with the expertise.
The revenue recovery audit is designed for professional services businesses with proven expertise and leaky pipelines.
Financial Advisors
You close well when you're in front of someone. Getting in front of them is where revenue is leaking.
CPAs and Tax Firms
Referrals come in waves. The ones who don't convert immediately usually disappear. They don't have to.
Insurance Agents
You write policies. Renewal campaigns and lapsed-contact reactivation are where the real margin lives.
Consultants and Coaches
Your discovery close rate is strong. The problem is the 40% who don't book, the 25% who don't show, and the warm leads going cold.
Good fit if you...
- Doing $500K-$3M in annual revenue
- 5 to 30 employees
- You handle inbound leads manually or semi-manually
- Your follow-up system is you or your assistant
- You know money is leaking but haven't had time to find it
Probably not a fit if you...
- Pre-revenue or under $300K/year
- E-commerce or product businesses
- You want a tool subscription, not a result
- You need someone to manage your ad spend
Beyond the Audit
What if your expertise
could compound
while you sleep?
The Revenue Recovery Audit finds your leaks. But what happens when your knowledge becomes a system that works without you in the room?
Not a FAQ chatbot. An intelligence layer built from your specific expertise that handles first contact, qualification, and follow-up exactly the way you would.
"I built mine in four days. It changed everything."
The AI Co-Founder Concept
This isn't a tool you buy and manage. It's an intelligence layer built into your specific business. It knows your clients, your objections, your process.
Timeframe
Operational in 4-7 days
63%
Revenue growth
10+
Years in the field
$35M+
Revenue overseen
100+
Team members managed
About Max
Recovering restaurateur.
Now I help experts make their
knowledge unreplaceable.
I spent a decade running restaurants up to $5-8M in annual revenue with teams of 100+. Not owning them from a distance. Running them: operations, staffing, systems, numbers.
When I scaled one location 63% in a single year, it wasn't from better marketing. It was from fixing the infrastructure that was silently killing revenue. The same leaks that kill professional services businesses just look different in a restaurant.
Now I do the same thing for financial advisors, CPAs, insurance agents, and consultants. I look for the money you're walking past, then help you pick it up.
"I've watched business owners leave six figures on the table every year because they were too busy delivering great work to notice what their pipeline was leaking. That's the problem I was built to solve."
Track Record
Numbers that don't need spin
Ten years of operations experience. The patterns repeat. The leaks are the same. The math always works.
63%
Revenue increase
Single location, single year, no new ad spend
$50K+
Guarantee threshold
If I can't find it, you don't pay
2-4 wks
Audit to implementation
Not a 6-month engagement. A sprint.
100%
Transparency
Every dollar identified is documented
"The average professional services business I work with identifies between $40,000 and $120,000 in recoverable revenue during the initial audit. Most of it was sitting in plain sight."
Max Kyllonen, SummitPath Advisors
Book a Call
Let's find your money
30 minutes. No pitch deck. No pressure. I look at your pipeline, identify the three biggest leaks, and tell you exactly what it's costing you. Then you decide if it's worth fixing.
What to expect
- 130-minute revenue diagnosis call
- 2I identify your top 3 revenue leaks
- 3You get a dollar estimate on each one
- 4No obligation to move forward
- 5If we're a fit, I'll tell you the next step
Remember the guarantee
If I can't identify $50K in recoverable revenue, the audit is on me. You risk nothing but 30 minutes.