This is for you if
You already spend on ads or content. Leads come in. Your team can't reliably turn them into appointments, and you can't point to the exact stage where that stops happening.
Free course · four parts
You're spending on ads and content. The sales aren't following. This is the same diagnostic and system used inside the paid programmes, given to you in full — four short videos for B2B, healthcare, education, real estate and professional services owners. Find where your funnel leaks, and fix it. Watch in order.
The premise
Everyone optimises the two ends of the funnel — the ad at the top and the close at the bottom. The money leaks out of the middle, between the lead arriving and the appointment being set, where almost nobody is measuring. For businesses already spending real money on ads, that middle is where the largest losses sit and the fastest gains are available.
You already spend on ads or content. Leads come in. Your team can't reliably turn them into appointments, and you can't point to the exact stage where that stops happening.
You aren't running paid ads or content yet, or your first question is the day rate. Nothing wrong with either — this course just won't help you.
Watch in order
Before you fix anything, you need to see where the loss is. In this video you score your own funnel across five numbers and find the exact stage costing you sales. Most owners can't answer three of the five — that is the problem, and it's where we start.
Video 1 — Find where you're losing money
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Total spend divided by leads, per channel. Most owners have this one.
What share of leads got a human reply at all, and how long the typical one waited. Median, not average.
Of the leads you replied to, how many agreed to a call, viewing or meeting. This measures whether your follow-up invites anything, or is merely polite.
Of the people who showed up, how many bought. The one most sales-trained owners already track.
The only number that tells you whether the whole machine is profitable, rather than whether one stage of it looks busy.
Sit with the scoring list for five to ten minutes. You want clarity on which part is genuinely missing, which is present but weak, and which is already working. What isn't tracked can't be improved — and the next three videos assume you know your own numbers.
Sales is a system, not luck. This video covers why your follow-up — not your lead count — is where the money is won or lost, and walks the five stages every sale moves through, from first enquiry to repeat business.
Video 2 — Why your leads don't convert into sales
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Why adding leads to a broken middle just increases the volume of what you're wasting.
Lead, contact, appointment, close, repeat — and what has to be true at each handover for the next one to happen.
Most losses happen at the boundary between marketing and sales, because nobody owns the boundary.
AI amplifies whatever you feed it. Feed it weak positioning and a vague offer and it simply produces more of the wrong thing, faster. This video shows how to fix positioning, offer and customer research first, so your content and ads finally speak to a buyer who is actually in the market.
Video 3 — Marketing that converts — fix your positioning first
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What you're for, who you're for, and what you're deliberately not for. The third one is the one most businesses skip.
Why the same service sells at three different rates depending only on how the offer is framed and what risk it removes.
Where to get the actual language your buyers use, and how to put it back into ads and pages unchanged.
Turn one idea into weeks of content: copy that converts, content reverse-engineered from what already works in your niche, and a system that repurposes a single video into every format — without starting from zero each week.
Video 4 — Build your content engine with AI
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The repurposing chain from a single recorded session to long-form, short-form, carousel and email.
How to read your own niche's best-performing content structurally rather than copying it surface-level.
Building reusable prompts around your positioning so output stays on-brand when someone else runs it.
After the course
You've got the map. If you'd rather not do it alone, we'll either help you directly or point you to the right resource. No pitch. Audits are capped weekly, so the queue is short by design.
Questions
Four videos totalling just over an hour, plus five to ten minutes on the self-assessment checklist between video 1 and video 2. It is designed to be watched in one sitting or across a week.
It is free and there is no pitch inside the videos. The final section offers a Sales & Funnel Audit if you want a second pair of eyes, but the course stands on its own.
B2B, healthcare, education, real estate and professional services — businesses with a considered, consultative sale where follow-up decides the outcome. It is not built for low-ticket e-commerce.
Ideally yes. The diagnostic assumes you have spend and leads to measure. If you have neither yet, the positioning material in video 3 will still be useful, but the numbers work won't apply.
Stephanie Lam, founder of Rise Digital, a fractional CMO, HRD Corp accredited trainer and Meta Certified Media Buying Professional with fifteen years in sales and marketing.