Private Briefing

In 45 minutes, you'll know
what to fix first.

Forty-five minutes on your business, your goals, and what's between you and them. You'll leave with a clear picture of what to fix first, whether we work together or not.

I hold two of these a day, Tuesday through Thursday. They fill up about a week out.

Apply for a Private Briefing
Who This Is For

You got good at your work. Nobody handed you a growth system to go with it.

That gap is normal. It's also expensive. Here's who sits across from me most often.

Legacy professionals

Law firms, financial advisors, and accounting practices built on decades of referrals. The reputation is earned. The system underneath it usually isn't.

Medical practices

Physicians, specialty groups, med spas, and counseling practices where new patient intake still runs on whoever picks up the phone.

Contractors and home services

Plumbing, HVAC, roofing, remodeling. The phone rings all day and a third of it goes to voicemail, then to the next name on the list.

Faith-based organizations

Churches, ministries, and nonprofits that need their message to reach further than their building does.

Anyone who already asked me for a proposal

You reached out. I told you I'd scope it. This is the conversation that turns it into a real number.

What Happens

Three things, in order.

No deck. No discovery questionnaire. We open your business, look at it together, and decide what moves first.

01

We find the leak.

The first fifteen minutes belong to your numbers. What comes in, what converts, what disappears between the two. Most businesses are losing clients in one specific place. We name it out loud.

02

We size it.

A leak only matters if it's expensive. We put a dollar figure on what it costs you every month it stays open. That number decides what we do next, and whether it's worth doing at all.

03

You leave with the first move.

One fix. The one that pays for itself fastest. You'll know what it is, roughly what it takes, and whether you need me to do it. Plenty of people leave and handle it themselves.

Choose Your Time

Pick a slot that works.

Forty-five minutes, by video or in person in Altamonte Springs. Three short questions when you book so I walk in already knowing your business.

Before You Book

The three questions I get most.

Is this a sales call?

No. It's a working session on your business. I'll give you the honest read whether or not there's anything for me to build. If you're already doing the right things, I'll tell you that and you'll be done in thirty minutes.

What do I need to prepare?

Nothing. Come knowing roughly what a new client is worth to you and what you're spending now to land one. If you don't have those numbers in front of you, we'll work them out together on the call.

What happens after the briefing?

Within 48 hours you get a short written recap of what we found and the first move we agreed on. If there's work worth doing, I'll send scope and the Engagement Fee. If there isn't, I'll say so.

Forty-five minutes from now,
you could already know.

Every month you wait, the leak stays open and the number stays the same. Let's go find it.

Apply for a Private Briefing

Prefer to write first? team@montalvocorp.com