What's Included
Positioning & Messaging Audit
Can your team articulate why you win, or is that knowledge locked in your head?
CRM & Pipeline Health Review
What does your data actually show? Where are deals stalling, and is anyone tracking the right things?
Founder Deal Pattern Analysis
Review your last 15–30 deals to separate repeatable wins from one-off relationship heroics
Sales Process
Documentation Review
What systems actually exist today?
Are they documented, or just in someone's memory?
Discovery & Qualification Framework Assessment
Do you have a repeatable framework for qualifying and advancing deals, or is every rep winging it?
ICP & Market Clarity Check
Is your ideal customer profile specific enough to drive targeted outreach,
or dangerously vague?
What You Receive
A comprehensive revenue infrastructure assessment including
Revenue Health Scorecard → 20-point objective evaluation across messaging, pipeline health, process, systems, and ICP clarity
Revenue Leak Analysis → Specific identification of where deals are stalling, why growth is inconsistent, and what's costing you money right now
Priority Roadmap → The highest-ROI fixes, sequenced in the order you should tackle them — not a list of everything wrong, but what to do first
Infrastructure Gap Report → A clear map of what's missing from your revenue system and what needs to be built before you can scale
Executive Presentation → A 60-minute readout with your leadership team walking through findings and recommendations
Ideal Candidates
Founder-led B2B company generating $500K–$5M ARR but growth feels chaotic or inconsistent
Revenue is happening but you can't fully explain why and you can't reliably predict next quarter
You have a sales rep (or are about to hire one) and want to make sure the infrastructure exists for them to succeed
You've raised capital and need to show the board a systematic path to scaling revenue
Built for seed-stage tech companies ($500K–$5M ARR) and boutique agencies ($1M–$8M) ready to move from founder heroics to repeatable systems
Timeline
2 Weeks
Week 1: Stakeholder interviews, CRM audit, deal pattern analysis, system review
Week 2: Analysis, report creation, executive presentation
Investment
$7,500
This investment is fully credited toward Growth Playbook Build if engagement begins within 60 days.
