For revenue leaders
Pipeline Diagnostic
A fixed-price review of your revenue data, tools, and workflows, for the leader who owns pipeline.
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
- A map of your revenue data and the points where it breaks
- A ranked list of fixes, each with the evidence behind it
- A review of what your current AI sales tools can and cannot see
- A scoped build plan you can run with us or without us
How it works
We read your CRM, enrichment, and sequencing data through scoped, read-only access, interview the people who run the tools, and trace where pipeline is lost between 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
- Revenue leaders with a CRM and at least one AI sales tool in production
- Teams with an outbound motion and a named owner for revenue operations
- Revenue leaders in their first 120 days
Who it is not for
- Companies looking for an outsourced SDR team
- Teams without a CRM in production
- Anyone who wants a tool recommendation without touching their data
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.