FIXED-SCOPE DIAGNOSTIC
GTM & Sales Process Audit
A focused, fixed-scope diagnostic of how the business currently sells — covering ideal customer profile, sales stages, messaging, and pipeline health — ending in a specific, prioritized action plan rather than generic commentary.
Who it's for
Companies unsure whether their sales problem is a people problem, a process problem, or a market problem, and who want an outside, senior perspective before committing to bigger changes.
What's included
- Review of CRM data: pipeline stages, deal velocity, win/loss patterns
- Interviews with founders, sales reps, and recently won/lost prospects
- Review of current sales collateral, messaging, and pricing
- Assessment of ICP accuracy against actual closed-won customers
- A written findings report with prioritized recommendations
Example deliverables
- A Sales Diagnostic Report (10–15 pages) with a 90-day action plan
- A revised ICP definition with firmographic/behavioral criteria
- A sales stage map with exit criteria for each stage
- A win/loss summary across recent closed deals
- A short findings presentation (10–12 slides)