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What's Included
Sales Process Documentation Review
Current workflows, conversion metrics, and process gaps
CRM & Pipeline Analysis
Data quality, stage definitions, and forecasting accuracy
Win/Loss Report Evaluation
Pattern analysis of successful and failed deals
Marketing Systems Assessment
Lead generation, nurturing, and sales/marketing alignment
Client Data & Proposal Review
Historical performance and closing effectiveness
Stakeholder Interviews
Key team members, customers, and prospects
What You Receive
A comprehensive 40+ page audit report including:
Executive summary with top 3 priorities
Executive summary with top 3 priorities
Gap analysis with competitive benchmarking
Prioritized recommendation roadmap
Implementation timeline and resource requirements
Expected ROI projections for each recommendation
Ideal Candidates
Companies suspect they have infrastructure issues but need to quantify gaps before committing to a full engagement.
Sales leaders with limited visibility into why results are inconsistent across reps and quarters.
Organizations considering hiring additional salespeople but want to ensure the system is ready to scale.
Executive teams seeking board-ready assessment of revenue operations and growth readiness.
Ideal for companies generating $1M-$100M in annual revenue
Timeline
2 Weeks
Week 1: Data gathering, interviews, system audits
Week 2: Analysis, report creation, presentation
Investment
$7,500
This investment is fully credited toward Growth Playbook Build if engagement begins within 60 days.
TRUSTED BY INDUSTRY LEADERS
Harvard Business School Madison AI Metaspex Funsize.co Earls.co
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