Book a Revenue Decision Review

The Revenue Decision Review is the front-end diagnostic for Simply Digital OS and your paid first-month decision phase. During your first month with us, we stand up Engine v1 — an AI Revenue Engine instance powered by Simply Digital OS on top of your CRM, calendars, call tracking, and ad platforms — and come back with your first Cut / Fix / Double Memo grounded in your real CAC, ROAS, and payback. Our internal target is to deliver that first memo and Engine v1 within about 10–14 days after read-only access is granted, then use the rest of the month to clean up tracking and data-quality issues.

This is a paid first-month diagnostic with no long-term commitment. The review stands on its own: you can implement the plan internally or move into a 6–12 month System & Profit Engagement if the economics make sense.

What to expect

The Revenue Decision Review is your first-month diagnostic, designed for service and high-ticket founders who want to treat marketing like capital allocation, not channel guessing. We typically deliver the first Cut / Fix / Double Memo and Engine v1 within about 10–14 days after access is granted, then use the rest of the month to harden tracking and data so the economics are clear.

Is this for you?

You’re already investing meaningful budget into marketing (often ~$10K+/month in paid media) and want clearer CAC, ROAS, payback, and LTV/CAC.
You have real sales cycles and meaningful ACV — not one-off impulse purchases (typically ~$3K+ per client or project).
You’re willing to give read-only access so we can see the real funnel across CRM, calendars, call tracking, and ad accounts.
You either already sell into non-English segments (Spanish, Russian, Arabic, etc.) or want to see if the economics justify it.

Not sure? Book a time anyway. If we’re not a fit after the first conversation, we’ll tell you before we start the diagnostic.

Schedule your review

Share a few details about your business, unit economics, and how you handle (or want to handle) appointments. We’ll run the math, confirm whether a Revenue Decision Review makes sense for your numbers, and if it does we’ll schedule a working session with the right person on our team for your market and language.

Business & contact details Full name * Work email * Company name * Website * Your role *

Economics & offers Approx. annual revenue Average deal size / ACV * Current monthly marketing / ad spend * Target CAC (what you’d be happy to pay to win a new client?) Target payback window on marketing spend Estimated gross margin on your core services Primary services or offers (short description) * Primary markets / geographies you serve Languages your buyers speak

Systems, channels & appointments CRM in use * Call tracking platform

Active acquisition channels Google Ads / Search / PMax
Meta Ads (Facebook / Instagram)
Local Services Ads (LSAs)
Microsoft Ads (Bing)
SEO / organic
Email / SMS
Other (events, partners, etc.)

Today, which reporting source do you trust most?

How are new inquiries / leads currently handled? Who would you want taking booked appointments from this system? Openness to an AI appointment setter (with human oversight) Roughly how many new booked calls per week could your team realistically handle in the next 90 days? Calendars used for sales / consults Typical days & times you (or your closers) can take booked calls

Goals, timeline & fit Main goal for this review *

Top priorities (choose all that apply) Scale channels that already work profitably
Fix tracking, routing, and attribution
Improve CAC / payback on current spend
Prove or disprove multilingual growth
Systemize appointments, setters, and closers

Timeline for making changes How did you hear about Simply Digital? Anything else we should know before the call? I understand this is a paid first-month diagnostic and we’ll confirm the fee before starting.

Fit preview: Fill in deal size and ad spend to see a rough fit signal.

What we’ll cover

Where capital is being destroyed — campaigns, segments, and channels that should be Cut.
Where tracking, routing, language segmentation, and follow-up are blocking upside.
Where to Double — channels, offers, and languages that already produce strong economics.
How your unit economics look today: CAC, ROAS, payback, and LTV/CAC by channel, offer, and language where the data supports it.

What you’ll walk away with

A Cut / Fix / Double Memo (2–3 pages) tailored to your funnel and budget.
A map of your funnel from lead → opportunity → revenue by channel, offer, and language — powered by your AI Revenue Engine instance.
A simple owner’s math view of your growth system — CAC, ROAS, payback, and LTV/CAC where data allows.
Engine v1 focused on rebuilding your funnel and unit economics; more advanced automation (lead scoring, routing, reactivation, forecasting) comes later if the economics justify it.
A clear decision: implement in-house (with your existing team or vendors) or explore a 6–12 month System & Profit Engagement where we run Simply Digital OS and the Engine for you.

What we need from you beforehand

Rough numbers on revenue, average deal size, margins, and primary services or offers.
A quick view of which markets and languages you serve today (or want to test).
Admin or read-only access to CRM, calendars, call tracking, and ad accounts.
Any existing reports you rely on today (even if they don’t agree).

If some of this is messy, that’s fine. Part of the review is untangling tracking, routing, and reporting so the economics are clear.

What happens after the review

You get the Cut / Fix / Double Memo, economics view, and funnel map to keep.
You can implement the plan internally, with your current vendors, or with us.
If there’s a fit, we’ll outline what a 6–12 month System & Profit Engagement would look like — including how Simply Digital OS, your AI Revenue Engine instance, and multilingual execution would run month-to-month.

FAQs

Do we need perfect tracking before we book?

No. Most clients come in with messy tracking. Part of the review is using the AI Revenue Engine to surface where tracking, routing, and attribution are broken so we know what to Fix and how to harden the system in the next phase.

What if we decide not to move forward?

Then you still keep the Cut / Fix / Double Memo, funnel map, and insights from the session. Our goal is to make the review valuable on its own, even if we never work together beyond it.

Can we bring our internal team or current agency?

Yes. Many clients bring their internal marketing, sales, and finance leaders — and sometimes their current agency — so everyone sees the same numbers and decisions at the same time.