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The Conversion Layer Handoff Playbook

Fix These 5 Client Handoff Persuasion Mistakes that Kill Momentum in the First 7 Days So Clients Stick, Ascend, and Refer (Without Needing You on Every Call)

The Conversion Layer Playbook Book Mockup

Increasing your profit margin and hitting projections seems like it's all about the math. But it's also about persuasion. I'll show you how to hit ambitious forecasts and create raving fans (both your clients and your team)

"I used to think RevOps was just about tools and dashboards..."

After spending 7 years in the trenches with high-ticket B2B companies, I've learned it's the invisible conversion leaks in your revenue operations that kill growth. This isn't theory — it's what I'm actively implementing with clients right now.

This week alone, I found a $4M/year leak in a client's system that their entire RevOps team missed for 18 months.

Here's what we'll explore together:

Day 1

The Hidden CRM Tax

Why most high-ticket companies are using only 20% of their CRM capability (and how this silently drains revenue potential). I discovered this last quarter working with a SaaS client who increased deal flow by 47% after fixing this one issue.

Day 2

The Qualification Illusion

I'm learning that what looks like a "qualification problem" is often a process breakdown. Here's the exact framework I'm testing this month that has reduced sales cycle length by 40% for enterprise deals.

Day 3

The Attribution Trap

I used to believe in perfect attribution. Now I've seen how chasing it creates dangerous blind spots. Here's my current thinking on what actually matters for high-ticket revenue tracking.

Day 4

Sales-Marketing Misalignment

Not what you think: I'm exploring how the best teams I work with have reframed this relationship. This is what I tried last week that's creating 28% more qualified opportunities without more leads.

Day 5

The Tech Stack Paradox

Here's what I'm seeing: companies with fewer tools often outperform those with bloated tech stacks. I'll translate what actually moves the needle based on my work with companies from $2M to $50M ARR.

BONUS

RevOps Diagnostic Framework

The exact checklist I'm using this quarter to identify revenue leaks in high-ticket companies in under 30 minutes. This alone has uncovered $12M in revenue opportunities across my last 5 clients.

About the author

I'm not "The RevOps Guy" — I'm just someone who's spent the last 7 years in the trenches translating complex revenue systems into plain speech. My superpower? Spotting the invisible leaks in high-ticket sales funnels that most consultants miss.

I've helped 100+ B2B companies fix their broken revenue operations, uncovering over $50M in missed opportunities along the way. This email series shares what I'm learning in real time.