Diagnose
A deep look at how revenue actually moves today: stages, CRM trust, handoffs, and where work stalls. We lock success metrics before anything gets rebuilt.
What we cover
- Stack and process review
- Pipeline and handoff audit
- Forecast and reporting honesty check
- Retention signals already in the data
What you leave with
- Clear gap map, not a generic scorecard
- Success metrics agreed in writing
- Scope options for the build