Most Revenue Gets Lost After the
First Conversation
Your business is generating enough leads to grow. The problem is what happens next. We build the sales systems that make sure every opportunity is tracked, followed up, and closed.
30 minutes. No pitch. You leave with a clear picture of where you're losing revenue.
Trusted by B2B service companies across North America
The Problem
Your Pipeline Has a Leak.
It's Costing More Than You Think.
You're generating opportunities. The problem is what happens to them after the first conversation. Recognize any of these?
Deals disappear quietly
A warm lead comes in. Life gets busy. By the time you remember, they've moved on.
Your pipeline lives in your head
No single place where opportunities live. You know something is slipping. You just don't know what.
Follow-up is inconsistent
Some prospects hear from you. Others go cold. It depends on who remembered, not on a system.
Your team is doing admin, not selling
Hours every week go to spreadsheets and reminder emails instead of closing deals.
Growth makes
it worse
More leads, more chaos. Scaling without infrastructure just makes every existing problem bigger.
No real
visibility
When someone asks how the pipeline looks, you have to piece together an answer from three different places.
These are not just operational problems. They are revenue leaving your business quietly, every week.
Why Rise Up
We've Seen This in many of B2B Companies. It's Fixable.
Good companies lose deals every day not to better competitors, but to their own process. We've seen it across energy infrastructure, consulting, agencies, and professional services across Canada and the United States. We build the systems that stop it. Nothing more, nothing less.
"Rise Up Consulting has saved us, I can't even put a number to it, in revenue. It's saved us time and saved us money. It's done wonders for our business."
Jeff Kemp
Chief Operating Officer, The ENER-G GROUP
Client results
From 100-Tab Spreadsheets
to a Pipeline That Runs Itself
The ENER-G GROUP · Electrical EPC & Infrastructure · Alberta
Before
Pipeline managed across 100+ spreadsheet tabs
Leads forgotten during high-volume periods
Follow-ups depending on memory alone
Invoices built manually in Microsoft Word
No visibility into deal status or pipeline health
After
Every deal tracked across clearly defined pipeline stages
Automated follow-ups triggered after every estimate sent
Invoices generated directly inside the CRM
Full pipeline visibility accessible in seconds
New sales hire onboarded with no friction
Zero
Missed leads since implementation
10+ Hours
Saved weekly on admin and follow-up
Always On
CRM open and in use all day, every day
The cost of doing nothing
Every Week Without a System Is Revenue You Can’t Get Back
These are not hypothetical risks. They are what’s happening in your business right now if your sales process isn’t structured.
Deals die silently
Missed Qualified prospects go cold with no record of what happened or when.since implementation
You can’t scale
More volume just means the cracks get wider. The problem compounds.
Knowledge walks out the door
When a team member leaves, their deals, their notes, their relationships leave with them.
What changes
What Your Business Looks Like After
This is day-to-day life when your sales process is properly structured.
Every lead tracked. Nothing slips through.
Follow-up runs automatically. No one has to remember.
Full pipeline visibility in under a minute.
New hires onboard in days, not weeks.
Your team sells. They stop doing admin.
The system scales. Growth doesn't break it.
What we build
Four Capabilities.
One Outcome: Revenue You Can Count On.
Every engagement is built around one goal: making sure your existing pipeline stops leaking.
Pipeline that reflects how you actually sell
No more lost deals from unclear stages
Automated follow-up that never forgets
Prospects hear from you every time
Full pipeline visibility at a glance
Answer pipeline questions in seconds
A system your team will actually use
Adoption that sticks after go-live
How it works
Three Steps from Broken Process to Running System
A structured 60-day engagement. No guesswork. No half-built handoffs.
01
Audit - Find the leaks
We review your current sales process, pipeline structure, and follow-up habits to identify exactly where deals are falling through and why.
Timeline: Days 1-10
02
Design - Deploy the system
We configure your complete revenue system: pipelines, automations, follow-up sequences, and reporting. Built for your business.
Timeline: Days 11-50
03
Optimize - Make it stick
We refine based on real usage, train your team, and ensure the system performs as designed before we close the engagement.
Timeline: Days 51-60
Who This Is For?
Built for B2B Service Companies That Win Through Relationships
If your business closes clients through structured conversations rather than a checkout button, this is built for you.
Consulting Firms
Marketing Agencies
Energy & Infrastructure
Professional Service Firms
B2B SaaS Companies
Business Coaching Firms
FAQ
Common Questions
Everything you need to know about working with Rise Up Consulting
How long does implementation take?
60 days from first call to a fully running system. That covers the full audit, build, and optimization phase. You will not receive a half-built setup. The system is live and your team is trained before we close the engagement.
Do we need to know anything about CRMs or technology?
No. We handle the entire build. Your team needs to explain how you sell and then use the system we deliver. We design it to be simple enough that it actually gets used. Most clients are fully comfortable within the first week.
How is Rise Up different from just hiring someone to set up a CRM?
Most CRM setups are generic. We start with your actual sales process and build a system that reflects how your team sells. The difference is adoption: a system designed around how you work gets used. A generic setup collects dust.
What happens on the free revenue audit call?
We spend 30 minutes reviewing your current sales process, pipeline setup, and follow-up habits. By the end you will have a clear picture of where revenue is being lost and what a fix looks like. If there’s a fit to work together, we’ll outline what that looks like. If there isn’t, we’ll tell you that too.
What does it cost?
Engagements are scoped based on the size and complexity of your sales process. We discuss pricing on the strategy call once we understand your situation. There is no standard package because every sales process is different.
How It Works (Step-by-Step)
1. Choose the Right Plan
We’ll help you select the best plan based on your business size, goals, and automation needs. Get instant access and start setting up in under 2 weeks!
2. Customize & Launch
Use our prebuilt automations, sales funnels, and CRM tools or tailor them to fit your brand. No tech skills needed—our team is here to guide you.
3. Automate & Scale
Let the system handle leads, follow-ups, and bookings while you focus on growth. Track results with real-time analytics and optimize as you scale.
Free revenue audit
Find Out Exactly Where
Your Pipeline Is Leaking
In 30 minutes we’ll map your current sales process, identify the three biggest places you’re losing revenue, and outline what a fix looks like. No pitch. No pressure. Just clarity.
Pipeline gap analysis • Top 3 revenue leaks identified • Fix-it roadmap you keep
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