30 DAYS TO
TRUTH.
Four weeks inside your pipeline, forecast and CRM. At the end you know exactly where the revenue is going, including the parts you would rather not hear.
The Diagnostic Protocol
Exactly what happens, week by week. You will always know where we are.
Discovery & Access
- Executive interviews
- CRM access & configuration review
- Pipeline snapshot analysis
- Forecast methodology assessment
Deep Inspection
- Deal-level pipeline inspection
- Stage progression analysis
- Win/loss pattern review
- Qualification framework assessment
Systems Analysis
- Revenue operations workflow audit
- KPI & metric integrity review
- Executive visibility gap analysis
- Competitive positioning review
Roadmap Delivery
- Executive findings presentation
- Prioritized recommendations
- Implementation roadmap
- 90-day action plan
What We Uncover
Six things I find over and over. Most teams have at least three of them and do not know it.
Forecast Decay
Your forecast misses again and nobody can point to the deal that caused it.
CRM Entropy
Your CRM has numbers in it that nobody in the building actually believes.
Pipeline Bloat
Half your pipeline stalled months ago and nobody has been willing to close it out.
Qualification Collapse
Deals reach late stage because a rep felt good about a call, not because the buyer did anything.
Visibility Gaps
You find out the quarter is in trouble in week ten, when there is nothing left to do about it.
Execution Risk
Every rep runs the process a different way, so you cannot tell what is working.
DELIVERABLES.
Run the free self check first. Twenty questions, about ten minutes, and you get a score plus the areas costing you the most. No email required.
Your pipeline is telling you something.
Start with a conversation. I will tell you whether an audit is worth it for you, including when the answer is no.