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The two-week assessment
In two weeks, I find where your leads come in, where they go and where they are lost, and I fix the worst of it while I am there. If there is no system for this yet, I set up the first one. Either way you finish with it working, a 90-day plan your team can run without me, and a fixed price for the rest if you want me to build it, with workflows doing the work that would otherwise take another hire.
- Price
- US$7,500, fixed
- Credit
- In full against the build, if you go ahead within 60 days
- Length
- Two weeks, ending with a 60-minute readout
- For
- Companies of about five to two hundred people whose selling keeps everyone busy while revenue stays flat
- Covers
- All six areas of Closed Won OS, scored against your own data
What you receive
Everything below is yours to use whether or not you ever buy the build.
The fixes, done
The one to three changes that matter most, made in your own systems during the two weeks: forms wired to the CRM, a confirmation that goes out the moment someone enquires, enquiries routed to a named person, stages defined in the CRM. With no system yet, this is the first version of it, set up and working.
The 90-day plan, on a calendar
Week by week: what to do, who does it, and how to tell whether it worked. Written for your team to run without me.
The playbook
My instruments applied to your business: the Commitment Ladder with the missing steps drafted, content mapped to the three stages of awareness with headlines you can use, the first-reply email written, and tool recommendations with their costs.
The scorecard
All six areas rated red, yellow or green, each rating backed by your own evidence.
The build plan
What remains, in what order, which parts workflows will run, and a fixed price for me to do it.
The readout
Sixty minutes with the framework on screen and every finding walked through.
Where you start from
| You have | What it looks like | The two weeks |
|---|---|---|
| A system that leaks | A CRM, forms and campaigns, and nobody can say what happened to last quarter's leads. | I audit all six areas, fix the worst leaks in your own systems and plan the rest. |
| No system yet | Founder-led selling, enquiries in an inbox, a plan that lives in someone's head. | I design the first one and set up its core: who you sell to and why you win, a CRM with stages, forms that land in it, a first reply that goes out automatically, and a way to see who is interested. |
Not included
- Anything beyond the one to three fixes. The rest is the build.
- Media spend, software licences or hiring. I recommend them with their cost where they are needed, and you buy them.
- Management after the build, unless we agree it separately.
- Generic findings. Anything in the scorecard that your own evidence does not back comes out.
After the assessment
Each area of Closed Won OS can then be bought three ways, at a fixed price the assessment sets:
Build
I set it up once, and it's yours.
Run
I run it for you every month.
Watch
Agents watch it every day, and each month you get what changed and what to do next.
Questions
How much does the assessment cost?
US$7,500, fixed. It is credited in full against the build if you go ahead within 60 days.
How long does it take?
Two weeks, ending with a 60-minute readout.
What if we have no sales and marketing system at all?
Then I set up the first one: who you sell to and why you win, a CRM with stages, forms that land in it, a first reply that goes out automatically, and a way to see who is interested.
What do we keep if we stop after the assessment?
Everything: the fixes already made, the 90-day plan, the playbook, the scorecard and the build plan. Each one works without me.
Where do AI agents come in?
Agents research, draft, watch and keep the records clean. People make the calls, hold the conversations and press send.
Who is it for?
Companies of about five to two hundred people whose selling keeps everyone busy while revenue stays flat, or brings in revenue only when the founder is in the room.
How do we start?
Email hello@closedwonlabs.com with your website and a line on what is not working.
Book the assessment
Send your website and a line on what is not working, and we'll find a start date.