Forma Arc

Strategy and sales process repair

When growth stalls, the cause is usually somewhere specific: the wrong customer, an offer that’s hard to buy, leads that go cold or deals that stall. I find where, then fix the process around it.

Scope and price agreed after a short diagnostic call. Next start dates: January 2027.

Sound familiar?

Leads that go nowhere
Inquiries arrive, but few become paying customers, and nobody can say where they drop out.
Deals that stall
Proposals wait for weeks, and follow-up depends on someone remembering.
An offer that’s hard to buy
Prospects can’t tell what they get, who it’s for or why it costs what it does.
Everything runs through the founder
Sales, follow-up and decisions all wait for one person.

What you get

  • A diagnosis of where leads and deals are lost, using the numbers you already have
  • A clear ideal customer, positioning and message
  • Recommendations on pricing and packaging
  • A redesigned sales process: intake, discovery, qualification, stages, follow-up, proposals, handoff and onboarding
  • Stage definitions and simple pipeline reporting
  • A written plan with priorities, owners and dates

Where it stops

  • Implementation is scoped separately, once the plan is agreed
  • No enterprise transformation programs or corporate committees
  • No promises of specific leads or revenue
  • No legal or tax advice

How it works

  1. Diagnose

    We look at your customer, offer, pricing, channels and where leads and deals are lost, before anyone buys or builds software.

  2. Design

    I turn what we find into a plan: who to sell to, what to say, how the sales process should run and what to measure.

  3. Align

    We agree priorities, owners and dates, so the plan fits your time, budget and team.

  4. Execute

    If you want help putting it in place, I build what the plan needs: website, ads, tracking, CRM or automations. Scoped separately.

  5. Measure

    We check the numbers that matter: cost per qualified lead, conversion to paying customer, payback and retention.

A good fit if

  • Small owner-led businesses, roughly 1 to 15 people
  • The person who decides is in the conversation
  • A clear problem and a budget to solve it
  • Decisions in days or weeks, not quarters

How every project is protected

  • A fixed scope with acceptance criteria and milestones
  • Payment or a deposit before the work it covers
  • Every account created in your company’s name
  • Tool and ad costs paid by you directly, kept separate
  • Changes agreed in writing before they’re built
  • No promises of specific leads, rankings or revenue

Talk about a specific build

Tell me what you want solved. I’ll tell you honestly whether it fits, and where I’d start.

Discuss a specific build