Phase 1 · The Diagnostic

A two week, senior led architectural assessment of your revenue operating system.

A quantified roadmap. A business case. A clear next decision. Calibrated to the architectural reality of industrial, construction, and B2B services enterprises.

2 weeksFixed feeMid market and enterprise variants
When It Fits

After the Snapshot, when the architectural questions are real.

The Diagnostic is the natural next step after the Revenue Flow Snapshot has surfaced findings the leadership team wants to address. It converts the Snapshot's high precision read into a quantified roadmap with explicit phasing, dependencies, and expected impact.

It is appropriate when leadership has decided that the binding constraint is architectural: adding sellers, buying more technology, or hiring a strategy firm will not solve the problem, because the underlying operating model is what is broken. The Diagnostic produces the architectural plan; the Transformation deploys it.

The Two Weeks

Forensics, then the roadmap.

Week 1

Architectural Forensics

  • CRM and pipeline forensics across multiple quarters, through the Inselligence system
  • Executive interviews with CRO, CEO, CFO, and segment leaders
  • Process and operating model assessment
  • Role and accountability mapping; governance review
  • Technology stack assessment and integration analysis
Week 2

Roadmap and Business Case

  • Quantified roadmap with phased implementation sequence
  • Business case with expected ROI, timing, and risk profile
  • Operating model redesign specification
  • Technology deployment plan, where applicable
  • 90 minute readout with the full leadership team
The Deliverable

A document the leadership team can act on.

The Diagnostic produces a single comprehensive document containing the architectural findings, the quantified roadmap, the business case, and the implementation plan. It is structured so that any senior reader, whether your CRO, CFO, board member, or PE operating partner, can understand the commercial architecture and the path forward in under an hour.

It is the deliverable a strategy firm would charge significantly more for. Our pricing reflects the speed with which our technology enabled process can perform.

The Snapshot is the entry point. After the Snapshot, if the Diagnostic is the right next step, we will say so; and if it is not, we will say that too.

The First Step

Start with a Revenue Flow Snapshot.

A complimentary, senior led preview of your commercial system. We connect to your CRM, run our deterministic analysis against your pipeline, and deliver an executive readout in 48 hours.

Not a demo. Not a sales call. A credentialed analytical exercise that earns the right to a deeper conversation.

Start a Revenue Flow Snapshot →
01
Where your pipeline leaks valueQuantified
02
Which stages create frictionMeasured
03
Where forecast confidence is unjustifiedFlagged