For finance leaders
Margin Diagnostic
A fixed-price review of where pricing and discounting leak margin, and what your AI and revenue-tool spend returned, for the leader who owns margin.
What the diagnostic is
A diagnostic is a fixed-price, fixed-length review of a company's revenue data, tools, and workflows. It ends with a ranked list of fixes, each with its evidence.
The price is fixed per diagnostic and quoted on the first call.
What you walk away with
- Realized price against list price, by segment, seller, and product
- What your AI and revenue-tool spend returned, measured in your own systems
- The approval and quoting steps where discount leaks
- A ranked list of fixes, each with the evidence behind it
- A scoped build plan you can run with us or without us
How it works
We read quoting, discounting, billing, and tool-usage data through scoped, read-only access. We reconcile what was quoted against what was invoiced, and tie tool spend to revenue measured in your own systems.
Data access
Read-only service accounts on credentials you own. Access is time-boxed, logged, and revoked when the diagnostic ends.
Who it is for
- Finance leaders who suspect discounting is unmanaged
- Companies facing a forced CPQ migration
- Leaders whose board or sponsor wants proof of what AI spend returned
- Companies preparing for a transaction
Who it is not for
- Companies with no quoting or discounting data in a system
- Teams looking for a pricing strategy study rather than a data review
Questions
Do we keep the findings if we do not continue?
Yes. The findings, the data map, and the build plan are yours. You can run the plan with us, with another firm, or with your own team.
How much of our team's time does it take?
We need one named owner, access to the systems, and short interviews with the people who run the tools. We do the reading and the tracing.
What access do you need?
Read-only service accounts on credentials you own. Access is time-boxed and logged, and it is revoked when the diagnostic ends.
Start this diagnostic
Five questions, then a free 45-minute call with us to scope the diagnostic. The call commits you to nothing.