The Revenue Leak Playbook is below, yours to download, keep, and execute. It's the same reference document I use in live client engagements. Use it well.
The full audit checklist, 90-day sprint template, prioritization matrix, and 5 bonus frameworks extracted directly from real client engagements across healthcare, SaaS, and eCommerce.
⬇ Download Your Playbook (PDF)PDF · ~3MB · No account required · Personal use only
Every page is an executable tool, not a think-piece. Print it. Write on it. Use it in your next leadership meeting.
Visual diagram + descriptions of every common leak type, with real-world examples from B2B and B2C contexts.
The 40-point checklist I use in client onboarding. Score each item, total your risk, and know exactly where to start.
A 2×2 effort/impact matrix pre-populated with 30 common fixes. Map your findings. Know what to do Monday morning.
The 3-phase sprint template: quick wins (weeks 1-3), structural fixes (weeks 4-8), and strategic initiatives (weeks 9-12).
The exact slide outline for presenting your findings to execs, boards, or investors. Copy, fill in, present.
ICP Alignment Score, Channel ROI Grid, Brand Consistency Audit, Funnel Friction Map, and Team Capacity Calculator.
If you sat through that session and recognized two or more of those revenue leaks in your own business, that's not a coincidence. Most companies at $1M to $50M are carrying the same structural problems, just in different configurations.
The playbook gives you the map. But maps only take you so far without a navigator. If you want to do this work for real, with someone who's been in the room and knows what these leaks actually cost, the next step is a 30-minute strategy call with me. No pitch. Just your numbers and my framework applied to your specific situation.
That call is free. And it's the same session that turned into three of my longest-running client relationships.
Use the playbook. And if you want help executing what you find, you know where to find me.
The webinar gave you the map. These are the options for actually walking it.
Apply the audit framework to your actual business with Mark on the line. Walk away with 3 specific priorities and a clear path forward. No sales pitch, if there's no fit, we'll tell you.
Book Your Strategy Call →Everything you need to execute the audit and sprint on your own, templates, calculators, trackers, and the full playbook in a paid edition.
The CMO Audit + Sprint Blueprint (starts at $1,000), a VIP Strategy Day ($2,500), or the full Fractional CMO retainer.
If you know a founder, CEO, or marketing leader who'd benefit from a fractional CMO engagement, make the intro and earn 20% of their first 90 days. No cap, no minimums.
Learn About the Referral Program →