Lead-flow audits for high-volume coaches

Your ads are working.
Your follow-up isn't.

SWM finds and fixes the revenue that leaks between opt-in and payment: slow first replies, no-shows that never rebook, and sales calls nobody follows up on.

  • Read-only access
  • Report in under a week
  • No pitch required

Where the money goes

You're paying for leads.
Then losing them in the gaps.

At high volume, the biggest revenue leak usually isn't the ads. It's everything that happens after someone raises their hand.

01

Slow first reply

Leads go cold in minutes. When first contact takes hours, the lead you paid for has already moved on.

02

Never contacted

On a busy week, some opt-ins never hear from anyone at all. Nobody notices, because nobody's counting.

03

No-shows left behind

Someone booked, didn't show, and never got a real rebook attempt. High intent, zero follow-through.

04

Post-call silence

"Let me think about it" turns into nothing when the follow-up doesn't happen within 48 hours.

The free lead-flow audit

Find out exactly what it's costing you.

I connect read-only to your CRM and payment data (or work from exports), analyze the last 60 to 90 days, and hand you a one-page report with real dollar figures based on your close rates.

  • Speed-to-lead: median first response, and how many leads waited over an hour
  • Leads that never got contacted, by name
  • Booked → showed → closed, and where it drops
  • No-shows, and how many actually rebooked
  • Post-call follow-up gaps
  • The revenue at stake, calculated conservatively

About 20 minutes of your team's time. You keep the report either way.

Example report

Estimated revenue leaking after opt-in

$41,800/mo

Median first response 3h 12m
Leads never contacted (24h) 38%
No-shows rebooked 14%
Post-call, no follow-up in 48h 61 leads

Illustrative numbers. Yours come from your own data.

How it works

Audit. Pilot. Keep what works.

  1. 1

    Free audit

    Week 1

    I measure your lead flow and show you where the revenue is leaking, in dollars. This becomes the baseline everything else is measured against.

  2. 2

    60-day pilot

    Build + run

    I build and run the fix inside your existing stack. We agree on the target up front, and you see the results against your baseline every week.

  3. 3

    Keep what works

    Day 60

    We review the numbers together. If the pilot hit the target, we keep it running and keep improving it. If it didn't, you walk away.

What the pilot builds

A follow-up system that never sleeps.

Instant first touch

Every new lead gets a personal reply within about a minute, written in your voice and based on what they actually told you.

Setter alerts + escalation

Your team gets pinged with context and a suggested opener. If a lead sits untouched, it escalates before it goes cold.

No-show recovery

Missed calls trigger a real rebook attempt, then a second one. High-intent leads stop disappearing.

Post-call follow-up

Every "let me think about it" gets a timely, specific follow-up drafted for your closer.

Daily lead report

Leads in, response times, who's untouched, no-shows rebooked. One message, every morning.

Revenue you can trace

Recovered leads are tied to actual payments in Stripe, so you know exactly what the system made you.

Works with what you already use: GoHighLevel, HubSpot, Close, Stripe, Calendly, Slack. Nothing to migrate.

Results

Built on systems that already moved the needle.

RMR Training · HYROX coaching + community

8x revenue in 12 months.

I built the attribution, lifecycle automation, and growth infrastructure behind RMR's growth from hundreds to 1,000+ paying members. That included per-channel attribution so every sign-up source was visible, re-engagement automations triggered by inactivity, and custom tools that kept members coming back.

rmr.training ↗
8xrevenue growth in 12 months
1,000+paying members
40%of new sign-ups from one automation
Steve Young, founder of SWM

Who's behind SWM

Hi, I'm Steve.

I spent 7+ years running marketing operations and attribution for enterprise software companies like Betterworks, Model N, and Trimble, where every campaign had to tie back to pipeline and revenue.

Now I bring that same discipline to fitness and health coaches. No agency fluff: I find where the money is leaking, build the system that stops it, and prove it with your own numbers.

Former collegiate track captain (4:07 mile). These days: HYROX, ultras, and the Oregon coast.

LinkedIn ↗

FAQ

Questions coaches ask.

Is the audit really free?

Yes. You get the one-page report whether or not we ever work together. If the numbers show a real leak, I'll tell you what fixing it looks like. If they don't, I'll tell you that too.

What access do you need?

Read-only access to your CRM and payment data is easiest. If you'd rather not, CSV exports of contacts, pipeline, appointments, conversations, and payments work fine. A screen share is a last resort.

Will you change anything in my CRM during the audit?

No. The audit is read-only. Nothing is sent, edited, or deleted.

Who is this for?

Coaches and coaching programs running paid traffic into a booked-call or application funnel, with a setter or sales team and enough lead volume that things slip through the cracks.

What tools does it work with?

GoHighLevel, HubSpot, and Close for CRM; Stripe for payments; Calendly or your CRM's calendar for bookings; Slack or SMS for team alerts. I work with what you have.

What happens after the audit?

If there's a meaningful leak, I'll propose a 60-day pilot: I build and run the fix, we agree on a target up front, and we review the results together at day 60. If it doesn't hit the target, you walk away.

Will automated messages sound like a bot?

No. Messages are written in your voice, based on your past emails, DMs, and sales calls, and reference what each lead actually told you. Anything high-stakes goes to a human for review first.

How do you handle my data?

Access is read-only during the audit, data is only used for your report, and you can revoke access at any time. Nothing is shared with anyone else.

Free lead-flow audit

See what your follow-up is really costing you.

Tell me a bit about your funnel. I'll reply within one business day with next steps.

  • One-page report with dollar figures
  • Read-only. Nothing changes in your systems
  • Yours to keep, no strings attached