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

Price and duration are not published yet

The diagnostic is fixed price and fixed length. Both numbers appear here once the pricing record is approved. We will not show a number we have not committed to.

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

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

Guarantee

Guarantee not published yet

This appears here once the Head of Services approves the record. We do not publish a placeholder in its place.

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.