FOR AGENCIES, CONSULTANTS, SAAS & AI PROVIDERS

Win More Clients.
Understand Their Problems Before You Pitch.

Help prospects uncover potential revenue gaps in two minutes. Give them useful insights while your team gets the Sales Intelligence to ask better questions, tailor demos, and recommend relevant solutions.

No subscription. No CRM migration. Credits never expire.
See How It Works
What your prospect sees
A reason to take action.
Lead responseNeeds attention
Follow-upNeeds attention
ReactivationOpportunity
→
What your agency gains
A stronger path to the sale.
Real needsIdentified
Sales conversationsPersonalized
Next stepsClarified
One assessment · Two perspectives

They get clarity. You get Sales Intelligence.

One assessment. Two perspectives. See what the prospect receives and the private Sales Intelligence your team can use before the first conversation. Fictional business details; based on a real test assessment.

Open published Evergreen report ↗ Fictional test data · External report

Revenue Leak Assessment

Evergreen Wellness Group
RLA
Revenue Capture Score
15/100
Significant Leakage
Lead Response6/100
Follow-up17/100
Referrals0/100

A useful starting point, before the sales call.

The prospect sees potential gaps in lead response, follow-up, and referrals. The results highlight where to investigate, not which product to buy.

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.

Get Started · From $49 →

Want to see how RLA fits your sales process?

Let's talk through how you can use it with your prospects.

Book a 15-Minute Q&A ↗
THE SALES CONVERSATION

From generic pitches to better sales conversations.

Give prospects useful insights before the pitch. Give your sales team the intelligence to make the first conversation more relevant.

COMMON SALES FRICTION
HOW RLA HELPS
Another generic sales pitch
Give prospects useful insights first
Discovery starts with limited context
Arrive knowing three potential priorities
One-size-fits-all demos
Focus on relevant capabilities and solutions
Poor experiences with previous vendors
Demonstrate understanding before selling
Prospects forget why they booked
Give them a meaningful reason to attend
Generic “just checking in” follow-up
Reference their actual assessment results

One link. Two minutes. A better starting point.

Designed to fit into your existing outreach and appointment-setting process, without requiring a new CRM or major changes to your sales infrastructure.

See What Your Sales Team Receives →

YOUR SIMPLE FOUR-STEP PLAN

Understand the problem.
Earn the trust. Recommend the solution.

A simple path from first contact to a more relevant proposal. The assessment gives you a starting point; discovery confirms what actually needs fixing.

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

Get Sales Intelligence

Review reported gaps, priority areas and private discovery questions before the conversation.

04 · CONNECT

Sell what fits

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

Simple prepaid pricing

Better sales conversations. Simple prepaid pricing.

Purchase Assessment Credits as needed. One credit is deducted only when a prospect completes an assessment. No subscription. Credits never expire. Prices in USD.

Starter

$49 USD · one-time

For independent consultants and smaller sales teams getting started.

10 Assessment Creditsnever expire
$4.90 per completed assessment
Prospect results✓
Provider intelligence✓
Buy 10 Credits →

Pipeline Pro

$249 USD · one-time

For higher-volume prospecting and established sales operations.

60 Assessment Creditsnever expire
$4.15 per completed assessment
Prospect results✓
Provider intelligence✓
Buy 60 Credits →
TAILORED TO YOUR BUSINESS

Enterprise Solutions

Custom Pricing

For agencies, SaaS providers, and organizations with higher-volume needs or specialized requirements.

High-volume credit packages✓
Custom onboarding & workflows✓
Branding & integration options✓

Have something bigger in mind?

Schedule a short conversation to ask questions, explain your needs, and explore high-volume or custom options. No obligation.

Book a 15-Minute Q&A ↗

First, register your business, then choose a credit package and complete secure Stripe checkout. We verify payment, activate credits, and email your unique assessment link. Need help? support@imsol.io.

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?”
Original IMS research · 2026 mystery-shopping study

We called 220 med spas.
Only 48 answered.

Businesses spend money attracting new customers. We wanted to see what happened when a potential customer actually called. In our 220-call mystery-shopping study, the response and follow-up gaps were hard to ignore.

220
Mystery-shopping calls placed
48
Calls answered
25
Automated text responses recorded
THREE-DAY FOLLOW-UP

Only 2 businesses replied during the follow-up window.

Automated acknowledgment isn't the same as a useful conversation. The study illustrates why agencies should examine lead response and follow-up before recommending additional advertising.

Before recommending more leads, find out what happened to the people who already reached out.

This is an observed sample from one IMS mystery-shopping exercise, not an industry-wide benchmark. Read the published report for the methodology, definitions and limitations.

Read the 220-Call Case Study & Methodology →

Explore additional IMS research in the Research Library.

Included with your purchase

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

Included with every purchase: a practical guide to turning Sales Intelligence into better outreach, stronger discovery, more relevant demos, persuasive proposals and follow-up that closes more business.

Use the prospect’s own priorities to create transparency and trust. Includes a practical first-seven-days plan, supplied after buyer activation.

Explore Credit Packages →

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.

Questions worth asking.

Find practical answers about using the RLA, prepaid assessment credits, 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.

Are credits a monthly subscription?

No. Credits are purchased once, never expire, and additional purchases increase your available balance. One credit is used for each completed assessment.

What happens after I purchase?

Register your business first, choose a credit package on the confirmation page, and complete secure checkout. Once payment and buyer identity are verified, we activate your credits and provide your unique assessment link. For help, contact support@imsol.io.

Explore All FAQs →

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 purchase?

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 Affiliate Partnerships

Help others close more deals.
Get rewarded for the introduction.

Love the results you’re getting with the RLA? Or maybe you’re a consultant to the consultants, helping agencies, SaaS providers, AI companies, and sales teams grow.

Recommend IMS diagnostic tools to agencies, SaaS providers, AI companies and consultants who want better prospect qualification, actionable Sales Intelligence and more productive sales conversations. Earn commissions when qualifying referrals become paying customers.

Interested in partnering? Email hello@imsol.io to learn more.

Affiliate participation is subject to approval and program terms. Enrollment details coming soon.

GROW TOGETHER

A better way to recommend.

Introduce useful sales diagnostics✓
Help your network uncover opportunities✓
Earn on eligible referred purchases✓

For consultants, agencies, coaches, SaaS and AI providers, and connected professionals.

IMS · Grow Relationships. Scale Revenue.

Know What Matters Before the First Meeting.

Give prospects value before the pitch and your sales team a better starting point.

Get Started · From $49 →
No subscription required · Credits never expire