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Industrial Upside Diagnostic | $250k–$3M Hidden Revenue

Your Sales Team Is Busy. Your EBITDA Isn't Growing. These Are Connected.

The Industrial Upside Diagnostic is a 3‑week deep dive exclusively for $5–$50M asset‑heavy companies. We find the specific levers worth pulling to unlock $250k–$3M in annual EBITDA, cash, and revenue upside and give you a concrete 90‑120 day plan to capture it.

❌ YOUR SITUATION RIGHT NOW

  • Sales team is busy but revenue growth is flat
  • EBITDA is stuck (likely 15–22%)
  • HubSpot/CRM feels messy—forecasts aren't trustworthy
  • You lose 10–20% deal size to unnecessary discounts
  • Upsell to existing customers is random, not systematic
  • Working capital is tight even though revenue looks okay
  • Key decisions are bottlenecked at the top

✅ WHAT CHANGES IN 90 DAYS

  • Same sales team, 2–4 EBITDA point lift
  • Forecast you can actually trust (95%+ accuracy)
  • Pricing discipline—margin protected on every deal
  • Systematic upsell playbook for existing customers
  • $250k–$1M working capital unlocked
  • 2–3 key decisions pushed down (free 20–30% of your time)
  • Clear story for a buyer or refinancing
  • Pricing & Discounting: 10–20% of deals discounted unnecessarily. We show you how to redesign approval rules and protect margin. ($100k–$500k/year)
  • HubSpot/CRM Mess: Stages don't match reality. Expansion revenue is invisible. We fix the system architecture. ($50k–$250k/year)
  • Working Capital Stuck: Cash trapped in slow collections, bloated inventory, delayed billing. We unlock it. ($250k–$1M freed)
  • Leadership Bottleneck: 2–3 decisions stuck at the top. We show you how to push them down. Free up 20–30% of your time. ($75k–$300k/year)
Book a 25-Minute Qualification Call

Where Your $250k–$3M Is Actually Trapped

Pricing & Discounting
$100k–$500k/year
HubSpot/CRM Data Mess
$50k–$250k/year
Working Capital Stuck
$250k–$1M freed
Leadership Bottleneck
$75k–$300k/year
Total Annual Upside Hidden in These 4 Leaks
$250k–$3M

You Think It's a CRM Problem. It's Not.

Most companies believe they have a CRM or sales efficiency problem. They implement new tools, train the team, and nothing changes. Here's why:

Your real problem is Revenue & Margin Operations across five interdependent systems.

The 5 Systems That Drive Your EBITDA

1
Sales Operations
Quote logic, pricing rules, approval process, deal progression
2
Revenue Architecture
Upsell playbooks, cross-sell strategy, expansion revenue flow
3
Capital Efficiency
Collections cycle, inventory management, working capital flow
4
Asset Velocity
Equipment/fleet utilization, asset allocation decisions, ROI tracking
5
Human Capital
Decision rights, approval authority, leadership bandwidth

❌ YOU IMPLEMENT A NEW CRM

What you expect: Better forecasts, faster sales cycles, higher margins.

What actually happens: Your CRM now accurately tracks a broken system. Faster and more visible failures.

Why it fails: The CRM isn't the problem. Your sales operations, pricing rules, approval logic, capital flow, and decision structure are broken. A tool can't fix that.

✅ YOU FIX THE 5 SYSTEMS

What you do: Map and redesign your actual revenue and margin operations (sales, capital, assets, decisions).

Then the CRM becomes: A tool that works. Forecast is accurate. Pricing is consistent. Capital moves. Growth accelerates.

Why it works: You've fixed the system. Now any CRM (HubSpot, Salesforce, Pipedrive) will actually work because it's tracking sound operations.

The Pattern We See Over and Over:

1
Implement new CRM (expecting it will fix sales, margin, cash, growth)
2
Realize the tool just exposes problems (messy stages, weak approvals, chaotic pricing, cash still stuck)
3
Blame the CRM ("It's not built for our business")
4
Try another tool (Salesforce, Pipedrive, etc.)
5
Same result (never actually fixed the real problem)

What We Actually Do in 3 Weeks

Week 1: Audit
Map your actual revenue and margin operations. Show you the specific breaks in your 5 systems.
Week 2: Design
Redesign each system for clarity. Pricing rules. Approval logic. Upsell playbook. Capital flow. Decision structure.
Week 3: Roadmap
Show the 90-day plan: Which 2–3 moves unlock the most upside, in what order, with clear ownership.

The difference: You're not looking for a "better CRM." You're fixing your Revenue & Margin Operations system. That's where the $250k–$3M comes from.

What Makes This Different

Consultants
Take 6–12 months, cost $200k+, deliver slide decks your team doesn't have time to implement. Solving for their retainer, not your EBITDA.
RevOps Specialists
Great at tools but often miss pricing, approvals, working capital, and leadership bandwidth. Tool-focused, not outcome-focused.
DIY Fixes
Treat symptoms, not the revenue system. You're busy; this keeps you busier without fixing the core problem.
This Diagnostic
Looks at sales system, pricing, cash, and team as one operating system. Takes 3 weeks, not 6–12 months. Gives you a single, prioritized 90‑day plan with quantified upside, not 37 initiatives.

You should explore this if…

  • You're a founder or PE operator who owns the P&L in a $5–$50M industrial, infrastructure, or robotics business.
  • The team is executing hard, but something is clearly off in margin, cash, or growth.
  • You're 12–36 months from an event (sale, recap, refinancing) and want a clear, defensible story for a buyer or board.
  • You believe there's $250k–$3M of annual upside trapped in your business, but you can't point to exactly where it is.

Don't book this if…

  • Your revenue is under $5M or over $50M. (We're built for mid-market.)
  • You're not willing to make changes in the next 90 days. (This diagnostic is only useful if you act on it.)
  • You believe the problem is "we just need a better CRM." (If you're not open to system-level thinking, this won't work.)
  • You don't feel real urgency around EBITDA, cash, or exit value. (If this isn't a board-level conversation, wait until it is.)

What You Actually Get

You don't get a tools audit. You get a concrete Upside Plan across 5 levers—here's exactly what each lever unlocks:

1 / 5
Sales System & Pricing
Outcome: Protect margin while winning more deals. Stop leaving 10–20% on the table.
Pinpoint where your GTM, outbound, and sales stages are breaking deals or slowing them down. Show how to change quote logic, approvals, and CPQ so you protect margin while still winning the right deals. Design how dynamic pricing should work for your world, not in theory.
Typical annual upside: $100k–$500k
2 / 5
Expansion, Cross‑sell & Channels
Outcome: Turn random upsell into systematic revenue growth from existing customers.
Design a repeatable upsell playbook for account managers—what to offer, when, and how. Map cross‑sell plays into your existing motions so expansion isn't random. Clarify where channel/OEM partner logic is losing deals or margin.
Typical annual upside: $75k–$400k
3 / 5
Cash & Working Capital
Outcome: Unlock trapped capital without a finance transformation.
Show where cash is getting stuck in collections, billing, and project/PO timing, and what would materially improve your cash conversion cycle. Give a clear view of how much working capital you could realistically unlock.
Typical upside: $250k–$1M in freed capital
4 / 5
Inventory & Fleet
Outcome: Make inventory and asset decisions data-driven, not gut-driven.
Quantify how inventory turns, slow‑moving stock, and spares are helping or hurting. Highlight simple governance and tracking changes that could improve fleet/asset utilization and ROI.
Typical annual upside: $50k–$300k
5 / 5
Execution & Dependency
Outcome: Free 20–30% of leadership bandwidth so growth doesn't depend on heroics.
Identify the 2–3 decisions that must move off the C‑suite to unblock execution. Outline the cadence and decision rules to make that stick, especially for sales, pricing, and big projects.
Typical annual upside: $75k–$300k

How It Works

Three weeks. ~3–4 hours of your time.

Week 1
X‑Ray
90–120‑minute working session with you and 2–3 leaders. Quick pulls: revenue & margin by segment, basic pipeline/CRM export, a few quotes/contracts, asset/inventory snapshot. We translate that into a first view of where deals, cash, and decisions are leaking value.
Week 2
Design
Deep dive on your sales system, pricing, and HubSpot/CRM reality (not idealized process maps). Layer in capital efficiency, asset velocity, human capital, and moat where they directly support revenue and EBITDA. Draft your Upside Plan and 90‑day Roadmap.
Week 3
Decision Room
Walk through the Upside Plan and Roadmap with your leadership team. Pressure‑test impact, effort, sequencing. Leave with a small set of moves everyone understands and owns, not a list of ideas.

After The Diagnostic: Two Paths

The diagnostic shows you exactly where the $250k–$3M is trapped. Then you have two choices:

Option A: Execute Internally

Cost
$0
Timeline
Your pace
  • You have the roadmap. You own the execution.
  • We're available for questions.
  • You keep all the upside.

Risk: Execution fizzles; changes don't stick; you drift back to old habits.

Option B: Have Us Own Deployment

Cost
$20k–$50k
Timeline
3–4 months
  • Design specs for sales system, pricing, CPQ, HubSpot rebuild.
  • We manage all vendor partners (so you don't coordinate 5 conversations).
  • Monthly working sessions to lock decisions.
  • Quarterly governance reviews.
  • Clear accountability: we're responsible for capturing the 2–3 moves you committed to.

Risk: Minimal. We're accountable.

How it works in practice: You're not locked into vendors you don't trust. We recommend specific tools based on what the diagnostic found. You approve each choice. If you have existing vendor relationships you want to keep, we work within those constraints. Our job is to design the specs so clearly that execution is smooth.

The Journey (Simplified)

Diagnostic
$7k
3 weeks. Find the upside ($250k–$3M/year).
Deployment (Optional)
$20k–$50k
3–4 months. Capture it (with us owning execution).
Quarterly Governance (Optional)
$5k–$10k/qtr
Ongoing. Keep it locked in.

Credit: If you move into deployment within 60 days, $3.5k of the diagnostic fee credits toward that work. Most companies move forward because they see the upside in Week 3 and want it captured before momentum dies.

Investment, Risk & No-Risk Trial

The Investment

  • $7,000 fixed fee
  • 3 weeks of calendar time
  • ~3–4 hours of your team
  • Access to us if you move into deployment

No-Risk Trial

After our first working session (Week 1), if we both agree there's no clear path to meaningful upside ($250k+/year), the engagement stops and you pay $3,500 instead of $7,000. No hard feelings. We'll tell you if it's not the right time.

Quick Self-Check

You should book the call if…

Sales is busy, but you can't draw a clean line from pipeline to EBITDA and cash.
Deals routinely need last‑minute discounts or special terms to close.
HubSpot/CRM is unreliable; nobody fully trusts the forecast or expansion numbers.
There is no consistent upsell, cross‑sell, or renewal playbook—growth from existing customers is random.
Sales automation, sequences, and CPQ exist, but feel like disconnected hacks, not one coherent system.
Cash is tight relative to reported profit; working capital and capex dominate board conversations.
You answer to a board, lender, or potential buyer within the next 12–24 months and need a defensible story on EBITDA.
You believe there's $250k–$3M of trapped upside in your business, but you can't articulate exactly where or how to capture it.

If this sounds like your world, the real risk isn't the $7k.

It's another 12 months with $250k–$3M in annual upside trapped in your sales system, balance sheet, and leadership bandwidth.

Book a 25-Minute Qualification Call

We'll confirm whether we're the right fit for your situation. If it makes sense, you'll lock a start date within 5 days.

Industries This Serves

Heavy Equipment & Distribution

  • Heavy equipment manufacturing & rental (cranes, yellow iron, power gen)
  • Industrial parts and chemical manufacturing (hydraulics, bearings, pumps)
  • Material handling (forklifts, conveyors, logistics)
  • Cold storage & refrigerated transport
  • Aerospace & defence contracting

Critical Infrastructure & Energy

  • Data center physical infrastructure (cooling, power distribution)
  • Battery storage (BESS) & microgrids
  • Energy management & smart grid technology
  • Vertical farming & indoor agriculture (CEA)
  • Industrial EV charging & fleet infrastructure
  • Battery recycling & circular economy plants

Connected Tech & Robotics

  • HaaS & IoT (hardware-as-a-service, telematics)
  • Smart buildings & PropTech (building automation)
  • AgTech & precision farming (autonomous tractors, drone spraying)
  • Autonomous mobile robots (AMRs) & drones
  • Digital signage & information networks
  • Robotics integrators & control panel builders

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