Revenue System Diagnostic
Find the constraint before investing in the solution.
For teams that know sales is underperforming but do not know where the real bottleneck sits.
A structured review of how revenue work happens today: who you target, how deals are qualified, where they stall, and what the CRM can and cannot tell you.
- Typical duration
- 3-4 weeks | Typical duration: 3-4 weeks, depending on stakeholder availability, CRM access, and data quality.
Includes
- We speak with the people involved in winning and delivering work to understand how the process operates in reality, not only how it is supposed to operate.Outcome: We expose conflicting assumptions, missing information and handoffs that are creating delays.
- We examine active opportunities, recent wins and losses, conversion patterns and the information available in your CRM.Outcome: You see which opportunities are real, where good deals are slowing down and which data can be trusted.
- We assess the main parts of your commercial system: target customers, qualification, sales process, CRM, reporting and automation.Outcome: Leadership can quickly see what is working and which area needs attention first.
- We show the primary constraint and the problems it creates later in the sales process.Outcome: The team gets one shared view of the problem instead of several competing opinions.
- We put the recommended changes in order and identify the owner, timing and measure for each priority.Outcome: The team knows what to fix first, what can wait and how progress will be measured.
What you receive
- Interview synthesis across founders, sales, and delivery
- Funnel and conversion review with the data currently available
- Scored assessment across market clarity, sales process, revenue infrastructure, and automation
- Bottleneck map showing the weakest link and its downstream effects
- Prioritized 90-day action plan with sequencing and owners
Scope boundaries
- One business unit
- One primary sales motion
- One CRM
- Up to five stakeholder interviews
- Available historical data
- One executive readout
- Remote delivery
For industrial and technical teams, the Diagnostic typically examines qualification, technical intake, quotation turnaround, sales-to-engineering handoffs, opportunity ownership, and pipeline visibility.
Outcome
A clear, evidenced view of what is most likely limiting revenue, and a decision about what to fix first.
Investment
CAD 8,500 fixed
Need internal approval?
A one-page brief you can forward to a sponsor or committee: the problem, the engagement, what participation is required, and how improvement is measured.
Open the internal brief