Phase 2 · The Transformation

A 12 week implementation sprint that builds the operating model the Diagnostic specified.

Six modular workstreams configured to your architectural findings. Senior practitioner leadership across every week. Platform deployment included where applicable.

12 weeksFixed feeSix modular workstreams
When It Fits

After the Diagnostic produces the roadmap.

The Diagnostic specifies what the redesigned operating model should be; the Transformation builds it. The 12 week sprint delivers the new architecture into operating reality: not as a strategy document, but as a working commercial system the leadership team can operate from.

It is appropriate when the Diagnostic has produced findings the leadership team intends to act on, with executive sponsorship, organizational readiness, and the operating discipline to absorb a 12 week sprint. Organizations still in the architectural question phase should begin with the Diagnostic.

Six Workstreams

Modular, configured to your findings.

01

Process Redesign

The operating model: stage definitions, exit criteria, ownership, governance. Built with the leadership team and operationalized into documented process.

02

CRM Configuration

The CRM rebuilt to match the redesigned operating model. Field structures, stage gates, automations, reporting, all calibrated to the new architecture.

03

Platform Deployment

The Inselligence platform connected to the CRM, configured for your segments and verticals, with deterministic analysis running against the new architecture.

04

AI Enablement

Deterministic outputs operationalized into the leadership team's decision making cadence: forecast confidence, capacity calls, pipeline health.

05

Seller Enablement

The seller facing surface area: methodology, training, coaching, and tooling, calibrated to the new architecture and the outputs sellers now operate from.

06

Management Cadence

The executive operating rhythm of pipeline, forecast, and capacity reviews and the weekly leadership cadence that turns the new system into management discipline.

Configurable, But Anchored

The general shape of the twelve weeks.

Not every workstream applies to every engagement, and the sequencing varies with your architectural reality. But the shape holds.

Weeks 1 to 4

Architecture and Design. Process Redesign and go to market mapping as the foundational workstreams. The operating model is committed to documentation.

Weeks 5 to 8

Deployment. CRM Configuration and Platform Deployment build the documented model into the systems that run it. By the close, the redesigned operating model exists as a live, instrumented commercial system.

Weeks 9 to 12

Operationalization. AI Enablement, Seller Enablement, and Management Cadence wire the system into how the organization actually works. By the end, leadership is already operating from it.

What Comes Next

After the Transformation comes the Embedded Practice.

The Transformation builds the operating model. The Embedded Practice sustains it. Most Transformation clients continue into it.

The Embedded Practice →
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