A 2-week deep dive into your entire revenue architecture. We uncover where the system is fragile, prioritize what to fix, and give you the roadmap to get there.
Request Your DiagnosticFive concrete outputs that give you clarity on your current state and a clear path forward.
A complete assessment of your data structure, field mapping, data quality, and integrity. Where is your CRM lying to you?
End-to-end mapping of how leads flow through your system. Where do deals stall? Where are the handoff breakdowns?
Review of your entire toolchain. Are your tools working together or working against each other? What's redundant?
How close are your forecasts to reality? We analyze your forecast models, methodology, and data inputs to identify systematic biases.
A clear, board-ready summary of findings and a 90-day to 12-month action plan. Which fixes deliver the most leverage?
Not just what's broken — how to fix it. Specific, actionable recommendations ranked by impact and effort.
Two focused weeks. Clear sequence. Actionable output.
We kick off with a working session to understand your current state, access your systems, and begin deep data analysis.
We synthesize findings, model scenarios, and build recommendations. You get clarity on what's working and what's not.
A live presentation of findings and recommendations. Then a strategic planning session to discuss next steps and options.
The diagnostic is designed for founders and operators who know something is broken but need a clear diagnosis and roadmap.
Early Stage
You've built product-market fit. Now you're hiring sales and marketing. But your systems aren't scaling with you.
Scaling Stage
You came in to scale GTM, but discovered the operational foundation is a liability. You need an unbiased diagnosis.
Growth Stage
You've been building the team but hitting a plateau. You suspect the system is the bottleneck. Time to know for sure.
The diagnostic is often the launchpad to deeper work. Here's how companies typically move forward.
After the diagnostic, you have complete clarity on what needs to happen. Most companies move into one of three tracks:
You take the roadmap, own the build internally, and execute over the next 6–12 months. We're available for quarterly check-ins and guidance as needed.
You want hands-on partnership. We move into the Revenue Architecture Advisory tier. We design the system, oversee implementation, enable your teams, and embed monthly strategic reviews.
You want embedded leadership. We become your fractional RevOps leader, integrated into your executive team, owning the build and ongoing optimization.
Many companies start with the diagnostic to get clarity, then choose a path. Some take months to execute the roadmap internally before engaging us. Others see the urgency and move straight into deeper advisory. It's entirely your call.
Everything. CRM architecture and data integrity. Lead-to-revenue process flows. Your entire tech stack — Salesforce, marketing automation, analytics tools, etc. Forecasting models and methodologies. Team alignment and adoption issues. We're doing a complete diagnostic of your revenue engine. No stone left unturned.
Plan for 10–15 hours of your team's time over the two weeks. We'll need access to your sales leadership (VP Sales or equivalent), your RevOps / CRM admin, and your marketing leader. There will be some working sessions, but most of our deep work happens independently. We'll be efficient with your time.
We'll need read-only access to your Salesforce (or CRM), your marketing automation platform, and any analytics / reporting tools. We don't modify anything. We just need to see what you're seeing — data models, configurations, process automation, reporting structures. For sensitive information, we sign an NDA. Your data security is paramount.
The RevOps Diagnostic is a fixed-fee engagement. Pricing is transparent and depends on the scope of your systems and team size, but it's a reasonable investment that typically pays for itself in the first quarter of implementation. We'll discuss specifics on the discovery call — there are no surprises.
Absolutely. If you're running multiple business units or products, we can scope the diagnostic to cover all of them. It might extend to 2.5 or 3 weeks, but the same methodology applies. We'll audit each revenue engine and provide recommendations across the portfolio.
Yes. If the evidence points that way, we'll tell you. But honestly? Most companies don't need a new tool. They need a better-architected system in the tool they already have. We're tool-agnostic. If Salesforce (or HubSpot, or Pipedrive) is the problem, we'll be clear. But usually, the problem is the design, not the platform.
No problem. The diagnostic is completely standalone. You'll have a detailed roadmap and recommendations. Some companies take months to execute it themselves. Others hire a different consultant. Some take it in-house with their team. The diagnostic gives you the clarity to make that choice. We're not offended if you go a different direction.
We typically have availability within 2–3 weeks. Once you book the diagnostic, we'll coordinate with your team to schedule the working sessions. The two-week intensive clock starts once we begin the deep dive. So the fastest path from "request" to "executive presentation" is about 3–4 weeks total.
Request the diagnostic. We'll schedule a 30-minute discovery call to align on scope and timeline. Then we dive in and give you the clarity you need.