WORKING WITH LEADSTRA

Move new business forward without carrying every step.

A working partnership that gives your firm clear priorities. We identify the priorities, do the agreed work, and help your team keep relationships moving.

Start with the Scorecard

See how we work together →

WHAT YOU CAN EXPECT

A clear priority, work your team can use, and metrics to see if it helped.

You bring the knowledge of your firm and the relationships you have earned. We help turn that foundation into a system that grows your business.

Know what matters next.

Focus your time and budget on the priorities most likely to improve how your firm wins new business.

Get useful work into use.

Buyer information, follow-up, and relationship-building efforts move from good intentions to something your team can use.

See whether it is helping.

Review what has changed in Sales Conversations, opportunities, and new clients, and use that evidence to choose the next move.

YOUR STARTING POINT

Start with what is happening in your firm.

The Scorecard shows where new business is getting stuck. Your Blueprint Report helps us decide where to focus. Together, we turn those priorities into a manageable 90-day plan.

Recognize the pattern

Take the free Scorecard to see where new business may be getting stuck. Use the result as a starting point for a conversation.

Choose your priorities.

Your Blueprint Report identifies the areas for attention. We agree on the outcomes that matter, the work needed, and what your team can support.

Put the plan to work.

A Growth Cycle normally focuses on two Action Tracks. A third may be included by agreement when the scope and capacity make sense.

Explore the Action Tracks

What happens during a 90-day Growth Cycle?

Each selected Track has a clear 90-day finish line. The plan makes it easier to see what you will receive, what decisions are needed, and how we will judge progress.

First, agree on the work. Set the selected work, the starting measures, who does what, and the materials or access needed to begin.

Then, build the work and put it in use. You review it before it goes out, so it fits your buyers and your firm.

Finally, review the finished work. You see what was delivered and what changed. You choose the next priority, or you stop.

THE NATURE OF OUR PARTNERSHIP

We bring expertise and execution. You provide perspective.

Here is how it breaks down.

Leadstra brings

The 90-day plan for the Tracks you selected.
Build the assets, write the messaging, and set up the automation.
Review, test, deploy, and measure.
Run the check-ins and keep the work on track.
Report what changed, and what the next cycle should cover

Your firm brings

Knowledge of your clients, services, and how you win business.
A point person for decisions and coordination.
Access to the agreed materials and information.
Timely review and feedback so approved work can move into use.

Before the cycle starts, we agree who owns each part, how often we meet, and what you need to approve.

Built for established professional services firms.

Owner-led businesses need results without losing time or their identity. We stay with it together and look at what changes.

MEASURING WHAT MATTERS

Connect the work to new business.

An activity count alone does not tell you whether the work is helping. We choose measures that fit each Track and follow them toward opportunities, clients, and revenue.

Relationships moving forward.

Which past clients, referral partners, or prospects are reconnecting or responding?

Buyers taking the next step.

Are the right people entering Sales Conversations and moving toward a decision?

Opportunities becoming business.

What is changing in proposal follow-up, conversion, client fit, and the revenue you can trace?

The sale often takes longer than 90 days. We track what moves now, and we keep the revenue in view.

Common Questions

Before we work together.

How much of my time will this take?

As the owner or founder, your role is critical to success. However, we realize your time is valuable. We prefer to meet every two weeks with our clients throughout a Growth Cycle. Those meetings can be delegated to a working team within your company to help make the most of your time. We do ask that you participate in our meetings at least once per month. The typical check-in meeting runs 45 minutes to an hour.

Can you work with our existing team?

Yes. The plan identifies who is responsible for each part of the work. We can coordinate with your team around the selected Tracks and build on the assets and relationships already in place.

Do we have to replace everything we already do?

Absolutely not. Our Blueprint will give you an idea of what is working and what needs to be adjusted. In many cases, the work you’ve done can be maintained or updated to achieve the results we need. If major adjustments to your marketing systems are required, we will lay out the specifics before we begin.

What happens at the end of 90 days?

Our Growth Tracks are segmented into 90-day cycles for two key reasons. First, they give a specific timeframe for completing the work required. Second, they help define the scope of work so the results are tangible and complete. If projects fall off track, our check-ins keep you informed, with the goal of no surprises. At the end of 90 days, we choose the next priority with your consultation and approval. While our initial engagement includes two 90-day Growth Tracks, after that, each subsequent Growth Track is at your discretion.

Your next step

Start with a clearer picture

The Scorecard gives you a practical starting point. Ten questions. Five minutes. A free report.

Take the 30% Revenue Scorecard

Review Our Approach →