Find where your leads and follow-up are leaking revenue — and know what to fix first.
A practical, roughly 40-minute workshop for owners of CPA firms, advisory practices and professional-services businesses. You'll learn a simple way to find where inquiries, follow-up and booking break down, decide which fixes are worth automating, and put them in a sensible 90-day order — before you spend more on AI tools.
Get the Free Workshop ↓1. See the leaks
Map where qualified opportunities get lost between first inquiry, response, qualification, booking and follow-up.
2. Prioritize by revenue impact
Separate interesting AI ideas from the few changes most likely to recover revenue or save staff time.
3. Leave with an order of work
Use a 30/60/90-day sequence so you fix the foundation first instead of stacking more software on a broken process.
What you'll learn
The Revenue Leak Map
Seven checkpoints from visibility to retention, and how to spot which one is costing you the most.
The AI Readiness Filter
How to judge whether a workflow should be automated now, fixed manually first, or left with a person.
The 90-Day Sequence
Instrument and fix, automate one bottleneck, then measure and expand — with checkpoints at each stage.
When outside help makes sense
The situations where a paid architecture review is worth it, and the ones where it isn't.
Who this is for
- Already have clients, inquiries and a team doing follow-up by hand
- Suspect leads are slipping between inquiry and booked meeting
- Have tried or been pitched several AI tools and aren't sure what to do first
- You're pre-revenue or still validating your offer
- You want a coding tutorial on a specific tool
- You're looking for guaranteed results without changing how sales is run
Architecture first. Tools second.
Sameer Dhawan, founder of NextGen Web LLC. Sameer's experience includes engineering and architecture roles supporting regulated financial institutions. NextGen Web LLC has an operating history since 1999 and has operated in New Jersey since 2013.
Watch the Workshop →AI Growth Architect Workshop
Watch the training and fill in the worksheet below as you go. By the end you should be able to name the one revenue bottleneck worth fixing first.
The workshop recording is being finalized
We'll email it to you as soon as it's available. In the meantime you can use the worksheet below, or book a Diagnostic now.
Workshop worksheet
Write down one answer for each prompt:
① Where do qualified leads currently enter your business?
② What is the slowest or least reliable handoff between inquiry and booked meeting?
③ Which revenue task depends on someone remembering to do it?
④ Which single number would prove a fix is actually working?
Book a free 30-minute AI Growth Opportunity Diagnostic
A short conversation about how leads, follow-up and booking work in your firm today, so we can decide together whether a full AI Growth Architect Audit makes sense. Booking the Diagnostic is not a purchase, and nothing is sold on this page.
Complete the Diagnostic and you'll receive a personalized AI Workflow Friction Snapshot within one business day.
Book the Diagnostic →If the Diagnostic shows it's a fit, the AI Growth Architect Audit is $2,997, paid in full. It includes a two-hour deep dive, a systems review, a prioritized roadmap, a one-hour findings review, action steps and strategic guidance. No specific revenue or financial outcome is guaranteed.