You don't have a vague sales problem. You have a specific one. This session finds it.
In 60 minutes we build your financial model live from your numbers, identify the single constraint costing you the most revenue, and give you the tools to fix it — with 7 days of async support to make sure it lands.
Most operators know something is off. Most never find out exactly what.
Revenue fluctuates. Coaching happens but performance doesn't change. You pull levers and nothing holds. Not because the business is broken — because the constraint hasn't been identified precisely enough to fix it.
Revenue fluctuates and you can't trace it back to anything specific in the process
Close rates move week to week without an obvious cause you can coach to
Coaching happens but performance doesn't change — because the wrong thing is being trained
You know you're leaving revenue on the table. You just don't know which table.
The constraint comes out of your data. Not a template.
Most strategy calls give you advice based on what the consultant thinks is probably wrong. This session builds your financial model live from your actual numbers. The constraint doesn't come from opinion — it surfaces from the data in front of both of you.
Your numbers, live
You walk Jack through your metrics — leads, booked, held, close rate, cash collected. He builds the financial model on screen share in real time. You see exactly where the revenue is being lost before any recommendation is made.
Constraint identified precisely
The model tells you whether the problem is in your setting process, show rate, close rate, ramp speed, management cadence, or unit economics. Not all of them — the one that's costing you the most right now.
The fix sequenced correctly
75% of the session is Jack giving you the specific systems to address the constraint — the exact same infrastructure installed in PSO client teams. You leave with a 30-day plan, not a list of things to figure out.
Seven days to make it land
After the call you go into a WhatsApp group with Jack for 7 days. Voice notes, questions, roadblocks — he's there to make sure you execute and get the result, not just to have had a good call.
Specific. Tangible. Executable the same week.
Not a summary doc. Not "here's what to look into." Everything below gets handed over in the session or within 24 hours after it.
Financial model and 30-day action plan
Built live from your numbers. Shows the constraint, the lever to pull, and the sequenced fixes in priority order — with owners and deadlines.
Full recording with Fathom summary
Every decision, recommendation, and system walkthrough captured. Post-call packet summarising next steps sent to your WhatsApp group within 24 hours.
The infrastructure to execute it
- Dashboard template (CCBc, rep ranking, slot utilisation)
- QC rubric and call review scorecard
- Meeting proforma and manager cadence
- Recruiting scorecard and 7-day ramp SOP (if hiring is the constraint)
- DM setter / phone setter QC checklist (if setting is the constraint)
7 days async WhatsApp access
You hit a roadblock implementing — you send a voice note. Jack replies the same day. Every client is told to use this aggressively, because the more you put in during the 7 days, the faster you see the number move.
What happens when the constraint gets identified correctly.
Different revenue levels. Different constraints. Same diagnostic process.
"I'd worked with a pretty famous name in the space — he wasn't hands-on. Jack was very hands-on. I'm a lot more clear on the right metrics now and I don't micromanage my guys. 100% it's a great investment."
"Just 4 weeks ago I was overwhelmed, nervous, not confident with my sales team at all. I now have 110% confidence in every area. I don't know how I could have remotely done this without Jack."
"Having one session with Jack literally clears 90% of our problems and the last 10% is just about execution. Jack clears them with extreme precision, no fluff, and straight facts."
$500 credited toward the PSO install if you start within 7 days.
If by the end of the session and the 7-day support window you want to go further and install the full system, the $500 comes off the PSO investment. There's no pitch on the call. If it makes sense, you'll know — and we'll talk about it in WhatsApp.
60 minutes. Your numbers. Your constraint. Your plan.
Bring the last 4 weeks of data — leads, booked, held, close rate, cash collected. The session starts from where you are. The more you bring, the further we go.
Book Your Diagnostic — $500 Secure checkout · 2 minutes · Book your slot immediately after