What's Falling Through The Cracks In Your Business Is Bigger Than You Think
FOR OWNERS, CEO's and PRESIDENTS
MANUFACTURERS, DISTRIBUTORS, AND SUPPLIERS $5M–$40M
Two reports that don't agree. A database full of names nobody's watching. Trade show leads gone cold. A forecast that's wrong every quarter. Different symptom, same disease — I find the revenue leaks, and build what it takes to close them.
Watch this 99-second video to hear how I've found millions of dollars sitting in businesses just like yours.
Five Reasons You're Missing Your Number This Month
Most companies your size are running three or four of these at once.
It only takes one to cost you the quarter.
1. 10,000 Names In Your CRM. 400 You'd Actually Recognize.
Salesforce, HubSpot, Zoho, ERP — doesn't matter which. Your reps aren't chasing the ones who went quiet. They're reacting to whoever's loudest today, because loud is what gets answered first. Quiet isn't a decision. It's just what gets left behind when nobody's job is to go looking for it. And it's usually the fastest number you could put on the board this quarter.
2. Trade Shows: From Expense To Your Biggest Profit Center
Every show you've done left behind real interest that never turned into a sale — sitting in a drawer, a spreadsheet, a badge scan file nobody's opened since. Timing wasn't right then. For a good number of them, it is now. The opportunity isn't calling that list again. It's knowing which names on it are actually ready to buy from you right now.
3. Three Departments. Three Numbers. All Different. All Wrong.
Sales says one number. Marketing says another. Finance says a third. Everyone sounds sure. Every quarter, the real result lands somewhere none of them called, and you're the one explaining why to the board. Not a people problem. A number problem, and nobody's ever traced where it breaks.
4. Marketing Blames Sales. Sales Blames Marketing.
Every quarter it's the same argument, and every quarter you have to decide who to believe with nothing to actually check it against. So you fund more marketing, or you lean on sales harder, based on whoever made the stronger case in the room that day. Neither side's lying. Neither side actually knows either. You're making a real budget call on a coin flip dressed up as a meeting.
5. You Built A Job You Can Never Leave.
You built a company that can't run without you. Every big deal, every exception, every decision that actually matters, still comes back to you. Not because you wanted it that way. Because it's easier to just handle it yourself than to teach someone else how. You didn't build a business... You built a job only you can do.
Four Decades of Finding Revenue That Was Already There
Real case studies from mid-market industrial, manufacturing, and service businesses.
Primary Audit Exhibit
$1.8M Recoverable Sales
Identified Inside a Mid-Market Manufacturer's CRM
Revenue was down nearly 40% year-over-year. Leadership was preparing to panic-spend on cold lead generation. Instead, we performed an audit of their current pipeline data.
The Diagnosis: The breakdown wasn't market demand—it was two major accounts stalled without follow-up, and dozens of unfinished deals marked as dead. Zero new ad spend required.
$84K ➔ $844K
Account Expansion
Found high-intent accounts sitting dormant in the CRM simply because reps stopped calling after the initial deal closed. Re-engaged via automated buyer-readiness triggers.
$2.3M – $3M
Account Expansion
Identified hidden buying associations and quiet distributor relationships that already bought from the company, but were severely underdeveloped.
$500,000
Account Expansion
Aged, stuck inventory scheduled for a quiet write-off was matched with target buyers already in the database using direct-response reactivation sequences.
"I'm the one person who sits across Sales, Marketing, and Finance to hand you a single, undisputed version of the truth—and build the automated systems to capture the money you've already earned."
— Steve Rosenbaum | Fractional CRO & Revenue Operations Specialist
Five Signs Your Business Has an Uncalculated Revenue Leak
What's Actually Happening
Finding A
Sales says one thing, marketing says another, finance has a third number, and nobody owns reconciling them into a single truth.
Finding B
Hundreds of contacts in your system went quiet at some point, and nobody's watching for when they come back into motion.
Finding C
Your forecast is a guess dressed up in a spreadsheet, built from whichever department's numbers sounded best this month.
Finding D
You're paying for new leads while ignoring deals you already paid to generate the first time.
Finding E
You know something's leaking. You just don't have anyone whose actual job is finding it.
About Steve Rosenbaum.
The "Revenue Forensics" Approach
Unlike generic consultants who tell you to spend more money on ads or hire more sales reps, I specialize in Revenue Operations and pipeline visibility.
I step inside your business to sit across Sales, Marketing, and Finance, modernizing your CRM, building automated buyer-readiness signals, and turning cold database contacts into immediate cash flow.
My focus isn't selling you a methodology; it’s identifying the exact revenue leaks in your existing pipeline and building the execution systems to capture them.
What is a Revenue Forensics Call?
15 Minutes. No slides. No sales pitch. No high-pressure methodology walkthrough.
Here's What Happens On The Call:
We sit down 1-on-1 on Zoom. We ask a series of pointed diagnostic questions about your CRM, your pipeline velocity, trade show follow-up execution, and where deals go quiet.
⏱️ Length: 15 Minutes
💻 Format: Private 1-on-1 Zoom
💵 Cost: $0 (No Charge)
🎯 Outcome: Clear roadmap to recover lost sales
If you want our help executing the plan, we can talk. If you'd rather run it yourself, the roadmap is yours to keep.
faq
A consultant hands you a deck and leaves. A coach tells you what you already suspected.
I step inside the business, sit across Sales, Marketing, and Finance, and find the actual number causing the disagreement between all three, then build the systems that keep it from happening again.
I'm not diagnosing from the outside. I'm in the CRM, in the pipeline, in the room when the decision gets made. That's the difference between advice and execution.
Fast wins first, then the fix that makes it stick.
Most engagements surface a real, dollar-quantified finding inside the first 30 to 45 days, something concrete like recoverable pipeline sitting dormant in the CRM, not a strategy memo.
The 90-day mark is when the structural work compounds: forecasting that finally lines up across departments, a system that keeps flagging the next leak before it costs you a quarter.
Less than you're used to, not more.
Most owners I work with built a job they can't leave. Every exception, every decision, still routes through them because it's faster to just handle it than to teach someone else.
My job is to pull you out of that loop, not add to it. I need you for direction and access early on. After that, the system runs, and you get your attention back for the parts of the business only you can actually do.
A sales manager runs the team you already have.
I fix what's underneath the team, the data, the process, the handoffs between Sales, Marketing, and Finance that nobody owns.
Those are two different jobs.
Your sales manager can be excellent at running reps and still be sitting on top of a CRM with ten thousand contacts and four hundred anyone would recognize.
I'm not replacing them. I'm fixing the ground they're standing on.
Hard revenue metrics, not consulting hours.
Recovered pipeline, pipeline velocity, forecast accuracy against actuals, acquisition cost trending down because we stopped paying twice for leads you already had.
If I can't point to a number and say "there, that's what moved," I haven't done the job.
A 15-minute Revenue Forensics call.
No slides, no pitch.
I ask pointed questions about your CRM, your pipeline, your last trade show, where deals tend to go quiet.
You leave with a real answer about where the leak is, whether we end up working together or not.