Get a clear, evidence-backed
growth plan before youhire a new sales rep.
The Clarix Growth Diagnostic shows where your recurring revenue is leaking and what to fix first. Start with a free Growth Snapshot Call.
Are you about to make one of these decisions?
Growth has slowed, or it is about to be tested. You have looked at the numbers, talked it through, and landed on your next move. It feels like the obvious one.
01
Hire a new sales rep
Deals are slipping because nobody owns closing them. A dedicated closer should fix that.
02
Spend the new capital
The round has closed, or the board meets next month. It is time to decide where the money goes.
03
Run another campaign or switch agencies
Leads have slowed. More traffic, or a better agency, should bring them back.
04
Fix a bad churn quarter
Customers are leaving. A customer success hire, a discount or a new feature should keep them.
05
Step back from founder-led sales
You cannot be on every call anymore. It is time to build a team that sells without you.
01
Add a producer
The pipeline needs more hands. Another producer should bring in more business.
02
Buy leads from a new vendor
The last batch did not convert. A new vendor with better leads should.
03
Replace a key producer
Someone who carried a big part of the book has left. You need to replace them, fast.
04
Push new business at renewal time
Renewals are softening, so the team needs to write more new business to make up for it.
05
Launch a new product line or carrier appointment
You have something new to sell. It is time to tell every client about it.
Each of these makes sense…
Every vendor you speak to will agree with you.
The recruiter
Paid when you hire
The ads agency
Paid on your ad spend
The lead vendor
Paid per lead
The social media agency
Paid to produce content
The software vendor
Paid per seat
None of them are lying. Each one is recommending the thing they sell.
But nobody in that conversation is paid to ask the question that matters most: is that actually the problem?
If it isn’t, the fix doesn’t just fail. It costs you.
In a recurring-revenue business, the wrong fix costs you twice.
First, you pay for it in the salary, the retainer, the lead budget, the contract.
Then the real leak keeps running. Every month. While you wait to find out whether the fix is working.
In SaaS
- A sales rep hired into a pipeline that is not there. Months later, the lesson learned is “sales hires do not work for us.”
- Paid traffic poured into a funnel that loses people at the demo.
- Discounts and new features thrown at churn that started with who was sold.
In a brokerage
- A new producer with no lead engine behind them.
- A fresh batch of leads that goes cold the same way the last batch did.
- New business chased hard while the book quietly shrinks at renewal.
More activity on top of the wrong diagnosis isn’t growth. It’s a more expensive version of the same problem.
Getting a second opinion isn’t a nice to have…
It saves you money, time and future headaches
…and it looks like this.
We start with your numbers. The Clarix Growth Diagnostic traces what you are seeing back through ten stages of your recurring-revenue engine, to find where growth is actually leaking and what to fix first.
- 01Positioning
- 02Offer and pricing
- 03Acquisition channels
- 04Lead capture
- 05Lead response and follow-up
- 06Sales conversion
- 07Onboarding and activation
- 08Retention and renewal
- 09Expansion and referral
- 10Unit economics and measurement
It asks the questions a vendor will not
- Is sales capacity the constraint, or qualified pipeline?
- What happened to the last batch of leads? How fast were they called, and how many times?
- Are you losing customers you should never have signed?
- How much of your book belongs to one relationship rather than the firm?
- If you had one more dollar to spend, where would it return the most?
Start with a free Growth Snapshot Call.
Tell us the decision you are weighing. We will ask the questions a vendor would not, and tell you honestly whether it looks like the right fix or whether something upstream needs a closer look.
Book a time.
30 minutes, online.
Tell us what you are about to decide.
The hire, the vendor, the spend, the raise, and why.
We pressure-test it.
What you are seeing, what the numbers suggest, and what might be sitting underneath.
You leave with a clearer read.
If a full Clarix Growth Diagnostic makes sense, we will say so and explain what it involves. If it does not, we will say that too.
The objective partner who has sat on both sides of the table.
We have been the team hired to execute the campaign, and the business owner watching the results come in, wondering why none of it added up to growth.
Both sides taught us the same lesson: the problem was rarely effort. It was sequence. Money went to the fix that sounded right that month, not the one the business actually needed.
Ollo Caribbean exists to check the diagnosis before the money moves.
We are not paid to recommend any channel, agency, tool or vendor.
Questions founders ask.
Then the call will confirm it in 30 minutes, and you commit with confidence instead of hope.
Good. You will leave knowing exactly what to ask them for, and what not to pay for.
No. If you go on to a Clarix Growth Diagnostic, the findings include whether you need anything more from us at all.
That’s up to you. Take your Growth Priorities Roadmap and run with it, or continue into Growth Advisory, where we complete your Clarix Growth Roadmap and stay beside you while you fix it.
Founders and leadership teams at B2B SaaS companies (including fintech and insurtech) and principals of independent insurance brokerages — recurring-revenue businesses past the early stage, where growth has become the hard part.
Before you commit, get a second opinion.
The hire. The vendor. The raise. The new channel. Whatever you are about to decide, spend 30 minutes making sure you are fixing the right problem.