Where are leads actually leaking - and how many?
Why don't your reports match reality, and which numbers can you trust?
Which parts of your CRM setup are fine, and which are quietly creating debt?
What should be fixed in the next 90 days - in what order - and what can be safely ignored?
Objects, properties, stages, ownership, required fields, naming, and duplication patterns.
Lead, MQL, SQL, and opportunity definitions, gaps, manual overrides, and conversion tracking.
Stages, exit criteria, close-date hygiene, deal-source accuracy, and forecast reliability.
Handoff rules, assignment gaps, speed-to-lead risks, and stuck-lead logic.
How your tools connect, where data breaks or duplicates between systems, and what should be automated.
Leadership dashboard, sales dashboard, pipeline visibility, and data-trust issues.
Priority order, estimated effort, business impact, and a working session focused on risks, quick wins, and the recommended next step.
Access checklist, kickoff call, and discovery: your goals, sales motion, team structure, and current process. We map the system as your team understands it.
We work through the data model, lifecycle, routing, pipeline, automation, integrations, and reporting - independently, with only a handful of clarifying questions for your team.
Findings are classified by severity, the 90-day roadmap is built, and we deliver the report in an executive walkthrough.
Larger or multi-system environments can take longer - the timeline is agreed up front, before the engagement starts.
Nothing in your system changes during the diagnostic. We audit; your team keeps operating exactly as before.
It's written to be executable by any competent operator - your team, us, or anyone else. No dependency, no lock-in.
If we continue into implementation together, part of the diagnostic fee is credited toward that work.
The delivery date is set before we start, and we hold ourselves to it.
We work through your own user management, export nothing beyond what the report requires, and access ends with the engagement.
B2B companies with a repeatable sales motion - typically 10 to 200 people - across SaaS, tech-enabled services, agencies, professional services, and beyond.
Any CRM state: an established system that's grown messy, a half-finished implementation, a migration in progress, or sales still living in spreadsheets.
Any team shape: founder-led sales, a scaling sales team, or an ops team that wants senior reinforcement.
The common thread: symptoms. Untrusted reports, lead leakage, routing confusion, disconnected tools, or no single source of truth.
Outside this profile? Book the call anyway - if the diagnostic isn't worth it for you, we'll say so and point you somewhere useful.