On this page: The choke points
  1. The choke points
  2. Engagement model
  3. The operators
  4. Free answers
  5. Straight answers
  6. Book the diagnosis
New York — consulting & sales training

Business consulting for New York operators
from people who ran the floor.

Consulting firms in NYC sell frameworks. We ran a sales floor: a $227 first month of commission, built to $1.3M a year with three-quarters of the book renewing — one person, zero startup capital, no partner. We pull your numbers, rebuild the machine, and drill your team until it holds.

Get your free diagnosis See what we fix
The receipts
New York — the home market $227 first month → $1.3M/yr book, three-quarters renewing one person 4.9★ across 519 FreedInsure reviews
The choke points

Where New York sales floors bleed revenue

Every stalled business we open up has at least one of these. Most consulting firms in NYC will describe them to you for a fee. We fix them.

Choke 01

Leads called back in hours, not minutes

A lead that sat all afternoon isn't a lead anymore. It's a name. The person who filled out your form this morning talked to somebody else by lunch. Speed to lead is a wiring problem and a discipline problem. Both are fixable.

Choke 02

No written pitch — every rep winging it

Ask five reps for the pitch and you'll hear five pitches. None written down. Winging it isn't style — it's a different conversion rate on every call. A premeditated pitch, drilled until it's boring, is how a floor gets a floor.

Choke 03

Goals that are wishes with deadlines

A number on a whiteboard with a date under it is a wish. A goal is backward math: closes needed, appointments per close, leads per appointment, per rep, per week. If nobody on the floor can recite that chain, you have decoration, not a goal.

Choke 04

Comp plans that contradict the goals

You want retention; you pay only on new business. You want margin; you pay on top line. The comp plan is the real strategy — everything else is a memo. Your reps do the math even when management doesn't.

Choke 05

Scoreboards tracking vanity numbers

Calls made. Emails sent. Activity everywhere, and none of it says who's converting or where deals die. An honest scoreboard tracks the funnel stage by stage and names names. Uncomfortable. It works.

Choke 06

Training that evaporates by Thursday

The guru economy sells a great Tuesday. A previous firm we worked at spent roughly $40,000 in a single month on guru training — we watched what it bought from the inside: average training, average results. Training isn't an event. It's reps, repetition, and a manager who checks.

The engagement model

Diagnosis. Plan. Retainer. In that order.

No pitch deck, no discovery theater. First the free revenue diagnosis — your numbers, pulled apart. Then a straight plan: what's broken, what fixing it is worth, what it costs. Then a scoped retainer to install it. Here's the math we chase: taking a 20% close rate to 30% is a 50% revenue increase — same leads, no extra ad spend.

When the plan needs more leads, our digital team is the execution arm — see digital services and SEO & digital in New York.

  • The revenue diagnosisSource-by-source lead math, funnel drop-offs stage by stage, and an honest producer-vs-coaster read on the team. Free, in writing, yours either way.
  • Sales process engineeringScripts, rebuttals, CRM workflows, and pipeline stages defined tight enough that a new hire can run them in week one.
  • Drilled trainingThe Premeditated Sales Academy method: pitch written, objections premeditated, reps drilled on real calls until it holds under pressure.
  • Team buildout & honest scoreboardsHiring profiles, comp plans that agree with the goals, and quotas built from real math — not from last year plus hope.
DiagnoseYour numbers, source by source. Free, in writing.
PlanWhat's broken, what fixing it is worth, what it costs.
InstallScripts, CRM workflows, comp, scoreboards — built with your team.
DrillReps drilled on real calls until the pitch holds.
ReviewEveryone held to the number. Including us.
Simulation — how the machine treats a lead
20:04:11Lead arrives — quote request submitted
+0:00:08Auto-text sent — consent on file
+0:01:42Dialed — lead connected
+0:02:59Next touch scheduled on the cadence

The operators you're actually hiring

Mike Catoggio has been selling for 30 years — trained as a stockbroker, then founded Puf Cigarettes on Staten Island, a story the Staten Island Advance covered in 2014. He's been Tino's sales trainer since Tino was 17. Tino Lardi entered insurance at 20 and founded FreedInsure at 22; he personally holds producer licenses in 42 jurisdictions. First month of commission: $227. He built that into $1.3M a year on his own, with three-quarters of the book renewing rather than re-sold every year — and clients left the receipts in public: 4.9 stars across 519 Google reviews.

Everything we consult on, we ran first — the pitch, the comp, the scoreboards, the drilling. Meet us on the About page or read the FreedInsure case study, numbers included.

Free answers first

The playbook, free, before you pay anyone

Most of a first consult is in these three. Read them, then decide if you want the drill instructor.

Training

Sales training that survives Thursday

Why seminars evaporate and drilling sticks — the method we run on New York floors.

Read the case → The pitch

The premeditated pitch: write it once, drill it forever

Every objection you'll hear this year already exists. Premeditate the answer.

Read the method → Diagnosis

Inside the revenue diagnosis

Exactly what we pull, the math we run, and the verdict you leave with.

See what we check →
Straight answers

What New York owners ask a business consultant

Depends on the consultant. Plenty of consulting firms in NYC deliver a slide deck and an invoice. Here's what we do: pull your revenue apart source by source, find the choke point between lead and closed sale, write the fix — scripts, process, comp, scoreboards — install it with your team, and drill it until it holds. Not slides. Not frameworks. We pull your numbers, sit with your team, and build the systems — then hold everyone to the number, including ourselves.
A coach works on you — mindset, habits, accountability. A consultant works on the machine — process, pipeline, comp, people. Most stuck businesses need the machine fixed first; a motivated owner running a broken system just hits the wall faster. We're operators who do the second and drill the first: we rebuild the system, then train the humans who run it. If you're searching for a business coach in NYC because revenue is flat, start with the machine.
We don't quote before we look — a price without a diagnosis is a guess dressed as a proposal. The revenue diagnosis is free. It tells both of us what's broken and what fixing it is worth. Then the retainer is scoped to that: defined work, defined numbers, defined review dates. You see the math before you spend a dollar. If the math doesn't work, we say so and you keep the diagnosis.
Yes. New York is the home market — we built our own agency here. We come to your floor, sit in on real calls, and drill against your actual objections, not roleplay written for somebody else's industry. Seminars evaporate by Thursday. Reps keep what they've drilled on their own calls. That's the Premeditated Sales Academy method, run live where your revenue actually happens.
Any business where a human has to sell: insurance and financial services, contractors and trades, law, medical and dental, real estate, home services, agencies, B2B services. The mechanics don't change — leads come in, humans convert some fraction, and the fraction is trainable. We built our own book in insurance, a crowded and commoditized category. If your people pick up a phone or sit across a table, the system applies.

Get the free New York revenue diagnosis

Your lead sources, your funnel, your team — pulled apart in writing by operators who built their own book. Straight verdict, no deck.

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The diagnosis is free. Winging it isn't.
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