Leak Diagnostic
30 daysFor teams who feel the leak but can't size it yet.
You get a ranked leak map: each leak sized in dollars, with the system change and the rollout plan for each one.
For revenue leaders at software companies that sell to accounting firms
We find where your pipeline, onboarding and expansion lose revenue with firms and bookkeepers, fix the system, and coach your managers to run it. Leak map in 30 days.
The 25-minute leak review is no cost. You talk with Michael Jones, the founder.
Every engagement starts with a 25-minute leak review (no cost). From there, you choose how far to go.
For teams who feel the leak but can't size it yet.
You get a ranked leak map: each leak sized in dollars, with the system change and the rollout plan for each one.
For teams ready to fix what the Leak Diagnostic found.
We build the redesigned motion into your CRM and daily workflow, with playbooks your reps use and managers trained to coach to them.
For teams who want us inside the org part-time.
We run the same weekly rhythms your team runs, until the new motion holds without us.
Who you'll work with
I've sat in nearly every seat in a revenue engine: banker and private-equity capital allocator, founding sales hire, SVP of Sales, and national sales enablement lead at Xero. I've also founded and exited an outsourced accounting firm.
The pattern was the same everywhere. Companies weren't short on revenue. They were leaking it: through churn after onboarding, slow rep ramp, flat expansion, and teams telling customers different stories.
Fixing that takes two disciplines most firms keep apart. Every Plumbr GTM engagement delivers both:
Find where revenue leaks and redesign the system around it: who owns each stage, how handoffs work, what gets priced, and which signals flag an account that's drifting or ready to grow.
Build the new motion into the workflow, not a slide deck. One definition of a qualified deal, managers coaching to it, and reps ramping on the new system instead of sliding back to the old one.
Architecture without enablement becomes a plan nobody follows. Enablement without architecture trains people on a broken system. Together, the fix holds.
Four steps, in order, every time.
Before we change anything, we map how revenue actually moves: where work is recorded, where revenue is recognized, and who touches the customer when, from first demo to first renewal.
We find where your CRM and what really happens disagree: work nobody prices, mispriced packages and mixed messages. That gap is the leak.
We line up sales, marketing, product and customer success on one definition of the customer and shared handoff rules, so the teams stop working against each other.
We time the rollout to your selling season and stage, so the change lands and sticks. It's the step most fixes skip.
A leak map doesn't fix itself. Sales enablement is how the new system gets built into daily selling, and stays there after we're gone.
Seven quick questions, about 2 minutes. You get an automated read on where your revenue is most likely leaking, a rough dollar range, and the two halves of the fix: the system change and what makes it stick. It's a starting point, not the Leak Diagnostic, which sizes and ranks every leak in dollars.