Prepared for: Jason Medley
Prepared by: Kraig Kleeman
Date: September 22, 2025
Leon demonstrates strong rapport-building skills and industry knowledge but struggles with closing discipline, urgency creation, and objection management. His current performance gaps are costing significant revenue. With targeted intervention, we project a potential revenue increase of 150-250% through improved close rates.
Current close rate estimated at 20% vs. industry benchmark of 70%
Each qualified prospect represents $36K+ in potential revenue
Prospects may engage competitors during deferral periods
"I work exclusively with businesses doing $10M+ in revenue..."
"Perfect. Here's exactly how this works..." (no small talk)
"I understand the preference for email, but let me ask you this..."
Approve 60-90 day intensive coaching program ($45K investment)
Implement weekly call reviews and performance tracking
Establish clear KPIs and accountability measures
Begin immediate script corrections while formal training is arranged
| Scenario | Close Rate | Monthly Opps | Closes/Month | Revenue/Month | Annual Revenue |
|---|---|---|---|---|---|
| Current (Baseline) | 20% | 10 | 2 | $72K | $864K |
| Improved (Target) | 50% | 10 | 5 | $180K | $2.16M |
| Optimized (Best Case) | 70% | 10 | 7 | $252K | $3.024M |
Potential Annual Revenue Increase: $1.296M - $2.16M
Total: $45K
ROI: 2,880% - 4,800%