IMS · For Providers Serving Brick-and-Mortar Businesses

What would one more closed deal per month be worth?

Built for agencies, SaaS companies, AI solution providers, and consultants who serve brick-and-mortar service businesses. Give prospects a reason to talk before you pitch. Uncover their revenue leaks, understand what matters, and show how your services can help.

Ideal for professionals supporting med spas, salons, clinics, fitness studios, home-service companies, and other local service businesses.
What your prospect sees
Where is revenue slipping away?
Lead responseNeeds attention
Follow-upNeeds attention
ReactivationOpportunity
→
What you walk into the call knowing
A more useful first conversation.
Top prioritiesIdentified
Discovery questionsPrepared
Potential service fitMapped
One assessment · Two perspectives

See what your prospect sees.
Then see what you know.

Meet Evergreen Wellness & Med Spa, our fictional demonstration business. Explore its assessment findings and open the actual published test report.

Open published Evergreen report ↗ Fictional test data · External report

Revenue Leak Assessment

Evergreen Wellness & Med Spa
RLA
Revenue Capture Score
27/100
Significant Leakage
Lead Response0/100
Follow-up17/100
Reactivation33/100

A useful result, even before a sales call.

The prospect sees where their reported processes may be losing opportunities. They can begin thinking about response times, follow-up consistency, and the customers they haven't contacted in months.

What they learn

Their top reported weaknesses and where to investigate first.

What they don't get

A generic list of AI products they're told to buy.

What happens next

A better-informed conversation about what is actually causing the gaps.

Now make it relevant to your business

What do you sell?

Select a service. See how the Evergreen findings could open a discovery conversation for the work you already do. The assessment identifies possible gaps; the call establishes the real need.

LEAD RESPONSE · 0/100

AI voice agents

If incoming calls are missed when staff are busy, an AI receptionist may help cover those gaps. First confirm call volume, coverage, existing processes, and what happens after the call.

Ask: “How are calls handled when your front desk can't pick up?”
A better way to start a sales conversation

Don't lead with a product.
Lead with the problem.

A generic pitch asks for attention. A diagnostic gives your prospect a reason to engage and gives you a reason to ask better questions.

01 · INVITE

Share the assessment

Send a personalized link during outreach, before discovery, or as a follow-up to an interested prospect.

02 · DIAGNOSE

They get value

The prospect completes a short RLA and receives a score, priorities, and actionable findings.

03 · PREPARE

You get context

Review the reported gaps, private sales angles, and discovery questions before the call.

04 · CONNECT

Sell what fits

Explore the root cause, recommend the right service, and build a more relevant proposal.

The problem is already out there

The opportunities are out there. Are you finding them before your competitors?

In an IMS mystery-shop exercise, basic lead response and follow-up were often missing. These are the kinds of gaps worth investigating before proposing a solution.

220
Calls placed
48
Calls answered
2
Followed up within three days

Before recommending another marketing campaign or an AI agent, find out what happens to the leads a business already receives.

25 businesses sent automated texts. For a service provider, the next question is not simply “Do they need AI?” It's “Where is the process breaking, and what would actually improve it?”

IMS mystery-shop observations. Sample findings are not representative of all med spas. Publication should include study dates, geography, call and follow-up methodology.
Included with your subscription

A report is useful.
Knowing what to do with it is better.

The IMS Diagnostic Selling Playbook shows you how to use RLA results in prospecting, pre-call preparation, discovery, demos, proposals and follow-up.

Our approved branded buyer guide covers outreach, discovery, demos, follow-up and a practical first-seven-days plan. Supplied after buyer activation.

Explore Plans →

IMS Diagnostic Selling Playbook

Grow Relationships. Scale Revenue.
BUYER GUIDE
01 · Before outreach

Give prospects a reason to take the assessment.

02 · Before discovery

Review their priorities and prepare a relevant opening.

03 · During the conversation

Confirm root causes before discussing solutions.

04 · After the call

Build the proposal and follow-up around what matters.

Simple monthly plans

One more good conversation
could change your month.

Pay for completed prospect assessments, not clicks, impressions, or Twin task runs. Every plan includes access to the RLA and the buyer-success guide.

Starter

$49/month

For independent consultants and smaller sales teams getting started.

10 completed assessmentsmonthly
Prospect results✓
Provider intelligence✓

Pipeline Pro

$249/month

For higher-volume prospecting and established sales operations.

60 completed assessmentsmonthly
Prospect results✓
Provider intelligence✓

Checkout is intentionally disabled in this prototype. Subscription billing, provisioning and renewal handling must be verified before launch. No self-serve dashboard or CRM integrations are represented.

Questions worth asking.

Find practical answers about using the RLA, subscription allowances, and what providers receive.

Is this a lead-generation service?

No. The RLA is a diagnostic you share with your own prospects to uncover reported revenue-process weaknesses and prepare better sales conversations.

Does the RLA tell me which software to sell?

No. It highlights areas to investigate. Your discovery process determines whether a workflow change, staff training, CRM setup, automation or AI solution makes sense.

Does it connect to my CRM?

Not at launch. The Commercial RLA processes completed assessments and provides results and buyer intelligence; customer CRM integrations are not included.

Can I see the reports before purchasing?

Yes. Explore the Evergreen preview above and open the published fictional test report to inspect the full example.

What about Digital Growth & Visibility (DGV)?

DGV is planned as a future complementary diagnostic. It will be added when the commercial product is tested and ready, rather than sold prematurely.

Explore All FAQs →

See the other side of the experience

See how we introduce the RLA to business owners.

Your prospects don't need another software pitch. They need a reason to look at what's happening between an inquiry and a sale.

Explore how IMS presents the Revenue Leak Assessment directly to service-business owners. See the problem-first messaging, what the assessment promises, and how the conversation begins before a provider recommends a solution.

View the Business-Owner Experience →

Links to the current IMS business-owner website preview. We'll switch this to the final published page when Nenad launches it.

Business-owner message
The leads are already there.
The follow-up isn't.

A business-first invitation to examine lead response, follow-up, and revenue opportunities before buying more marketing or technology.

1 · Recognize the problemAwareness
2 · Take the assessmentClarity
3 · Discuss prioritiesConversation
IMS Resources

Better conversations start with better questions.

Practical sales guidance for agencies, AI providers, SaaS teams, and consultants serving brick-and-mortar businesses.

FAQ LIBRARY

Questions before you subscribe?

Understand the diagnostic, prospect experience, provider intelligence, pricing, and what is not included.

Browse FAQs →
INSIGHTS & GUIDES

Use the RLA to sell more effectively.

Read practical articles on pre-call discovery, qualification, follow-up, and connecting diagnostic findings to real solutions.

Visit the Blog →
IMS · Grow Relationships. Scale Revenue.

Stop guessing what your prospects need.
Start a better conversation.

The prospect gets value before being pitched. You get intelligence before you call.

Explore the Sample Assessment →