Vantage
Advisory · Solo practice
The operating hub
The daily read · a working sample

The pipeline and the practice, in one place.

One founder, advising fast. This is the page the practice runs from.
The funnel

Where the next month comes from.

Leads
26
this month
Discovery calls
11
42% of leads
Proposals out
5
$96k in play
Signed
3
60% of proposals
Pipeline value, weighted$58,400
The model

What the practice earns, and how full you are.

The levers
$4,500
8
3
$3,500
Project revenue / mo
$36,000
Retainer revenue / mo
$10,500
Total / month
$46,500
Annual run rate
$558,000
You are at 44% of your days, so 10 days a month are still open. Retainers are 23% of revenue, the part that turns up whether or not you sell. Grow that, and the practice stops living on the next proposal.
This week

The rhythm the practice runs on.

Mon
Two discovery calls, both from the referral list. Send the one-pager before, not after.
Sell
Tue
Leadership session, Northbridge client. Prep pack built from the template.
Deliver
Wed
Two proposals out by 3pm. Scope and fee already set, no reinventing.
Sell
Thu
Retainer half-days, back to back. Notes into the Hub, not your inbox.
Deliver
Fri
Pipeline review. Anything past 14 days with no reply gets a call, not another email.
Run
Vantage · fictional practice · illustrative numbers built with you, and for you Vital Culture · The Handover