Fix your CRM, pipeline, and attribution so you can trust your numbers again.
I help owners of growing businesses find what’s broken across marketing, sales, and data—and give you a clear plan to fix it in 2–3 weeks.
Book a Diagnostic
If this sounds familiar:
Your pipeline numbers don't match reality.
You don't trust your CRM data.
Marketing and sales aren't talking.
You're growing — but everything feels harder than it should.
The Offer
2–3 Week Diagnostic.
A defined engagement. A written deliverable. No retainer, no open-ended scope.
01
Identify what's broken
I audit your CRM, lead flow, pipeline, and reporting. I find where things fall apart.
02
Show what's slowing growth
I pinpoint the 1–2 constraints costing you the most. Not a list of 20 things — the actual bottleneck.
03
Give you a clear fix plan
You get a written, prioritized action plan. Specific. Actionable. Ready to execute Monday morning.
"Most businesses don't have a growth problem. They have a broken process they haven't looked at yet."
Worked with organizations across construction, real estate, tech, education, retail, and non-profit.
Steep Hill Equipment · Su Casa Design · Nickel Bros · Tynebridge Digital · Farm to Garden Organics · School by You · Westbow · Mint Tiny House · Westbrook Friesen Group · City Life Church · Highroad Academy · Mutual Fire Insurance
How It Works
Three steps. No retainer. No surprises.
01
Free 30-Min Call
We talk about your business. I'll tell you honestly if a diagnostic makes sense.
02
The Diagnostic (2–3 weeks)
I go deep on your CRM, pipeline, lead flow, and reporting. I find the actual constraint.
03
The Fix Plan (Delivered in writing)
What's broken. What it's costing you. What to fix first. Yours to keep and act on.
Some clients stop there. Others bring me in to execute. Either way, you leave with a clear answer.
Free Tool
See how your team makes decisions under pressure.
A 10-minute behavioral assessment. Surfaces communication gaps and blind spots before they cost you.
Proof
Real problems. Real fixes.
Google spend was burning. Leads were vanishing.
A company was spending thousands on ads. The CRM wasn't capturing them. I found the break, rebuilt the lead lifecycle, and connected marketing to sales. Same spend. Better results.
Growing fast. No one knew who owned what.
Multiple business units. No clear accountability. Decisions stalled because nobody had defined lanes. I mapped ownership, clarified roles, and built a decision structure that let them move again.
The team had data. They couldn't use it.
A family business had reporting in place but didn't trust the numbers. I cleaned the CRM, fixed the tracking, and gave leadership a pipeline they could actually make decisions from.
"The businesses that grow fastest aren't the ones with the best strategy. They're the ones who fixed what was broken first."
What Leaders Say
Don't take my word for it.
"He's one of those rare people who can elevate a team. Cobi brings a level of detail, clarity, and strategic thinking that makes everyone around him better. Principled, sharp, and steady — a deadly combination."
— Andrew Young, Senior Leadership, Westbow
"His capability across all areas — marketing, CRM, project management, finance, and HR — was exactly what we needed. He addressed operational gaps that were holding back our growth."
— Derrick Westbrook, Owner, Westbrook Friesen Group of Companies
"Cobi brings a rare mix of proactivity, ownership, and execution. He took initiative, identified gaps, and delivered real solutions without needing to be prompted. I'd strongly recommend him to any organization looking for a consultant who not only strategizes but also gets results."
— Farrukh Saeed, CFO, Mint Tiny House Company
Free Resource
Not sure where to start? Read this first.
A short guide on where revenue leaks in growing businesses — and what to do about it.
If your business feels harder than it should, let's talk.
  • You know revenue is leaking. You just can't see where.
  • Your team is busy. The results don't show it.
  • You want one clear answer — not another strategy session.
30 minutes. No pitch. I'll tell you honestly what I see.
About
Cobi Ellis
I'm a revenue operations and organizational consultant. I work with CEOs and owners of growing businesses who know something is broken but can't see exactly what.
My background spans operations, CRM, marketing systems, HR, finance, and behavioral science. I've worked with organizations from $400M enterprises to 10-person family businesses. The problems are usually the same — the scale is just different.
I don't do long retainers or open-ended engagements. I come in, diagnose the problem, and give you something you can act on. Most engagements are 2–8 weeks.
19 years in leadership. An MBA at 42. A track record of consistently finding what's actually in the way — and helping organizations remove it.
One conversation. You'll know if it's worth it.
30 minutes. No pitch. I'll ask about your business, tell you what I'm seeing, and give you an honest answer about whether a diagnostic makes sense. If it doesn't, I'll tell you that too.