The session
What we take apart in 120 minutes
Not a product tour, and not a setup session. We open your real operation and go through it screen by screen. You will hear what is working, what is costing you money, and what I would change first. Bluntly, because a polite audit is worth nothing.
01
Your CRM, opened up
We go through what you actually track and what you do not. Where the numbers lie to you, which costs never make it into your margin, and what your real cut per model is once everything is counted.
02
Your chatters, one by one
Who is carrying the revenue, who is coasting, and who is quietly losing spenders. How they are trained, how they are paid, and whether your incentives reward the behaviour you actually want.
03
Your scripts and flows, read out loud
Send them ahead and I read them properly: openers, price pushes, the moment after a no. You get line by line criticism and rewrites where they are needed, not general advice.
04
Pricing, coverage and the dead hours
What you charge and what you could charge, where your timezone coverage leaves money on the table, and which parts of your week produce nothing. Then a short list of what to change first.
I am not a consultant who read about this business. I run my own agency on this exact platform, every day. So when I tell you a script is weak or a chatter is coasting, it is because I have made that exact mistake myself and paid for it.
Marc Hölscher · Founder, ValeoLegacy · operating his own agency on the platform · t.me/marchoels
Included
Everything in the package
- ✓120-minute 1:1 teardown of your agencyLive with the founder, screen to screen, on your real CRM and your real numbers.
- ✓Honest criticism, in writing afterwardsWhat is wrong, what it is costing you, and the order I would fix it in. No diplomatic version.
- ✓4 proven sales scripts for your modelsThe scripts our own chatters close with, ready to hand to your team.
- ✓1 script written for your own modelTell us about her audience and her offer, and we write one specifically for her voice.
- ✓Backend advice for as long as your license runsNot a support ticket and not a 30-day window. While your agency holds an active Starter or Pro license, you ask the person who built the platform.
- ✓Chats and flows read on requestSend a conversation, a pricing flow or a shift report and get a straight read on what to change.
Backend Strategy Session
$1,000 one time
Add it to Starter or Pro at signup, or book it any time after. Nothing recurring is attached: you pay once, and the advice runs with your license.
Get the session
After checkout we reach out within 24 hours to schedule, via email, Telegram or WhatsApp. Questions first? Message the founder: t.me/marchoels
Scripts are licensed to your agency and watermarked to your account.
Questions
Before you book
Do I need the Pro plan for this?
No. The session works with Starter and Pro, because most of the two hours is spent on your operation rather than on the platform. If Pro would clearly pay for itself in your setup, you will hear that, and if it would not, you will hear that too.
My agency is already running. Is this still for me?
Especially then. This session is built for agencies that already have real numbers, real chatters and real scripts to look at. If you are starting from nothing there is nothing to audit yet, and you would get more out of simply using the platform for a few weeks first.
Can I share the scripts?
With your own team, absolutely, that is what they are for. Outside your agency, no: every script is watermarked to your account and licensed to your agency only, and passing them on ends the license. Full details are in the Terms.
What does lifetime actually mean here?
For as long as your agency holds an active Starter or Pro license. Pause or cancel the license and the advisory pauses with it; come back and it comes back. It belongs to the agency rather than to one person, so it survives a change of manager.
What does the direct line cover, and what does it not?
It covers your operation and the platform behind it: metrics, chatter performance, scripts, pricing, schedules, payouts. Send a chat log, a pricing flow or a shift report and you get a straight read on it. It does not cover producing content or running your agency for you, beyond the scripts included in the package. It is advice from someone who runs an agency on this platform, on top of the regular support every plan includes.