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Missed a quarter? Find out in five days where revenue is leaking.
The fastest way back to double-digit growth is knowing what is holding it back. An experienced outside view of how your revenue engine is run, scored on ten areas: forecasting, pipeline, process, team, tooling, outbound, AI maturity, operating model, functions and planning. You get the scores, the reasons, and five to eight fixes in order.
Fixed fee, 5 working days
- For
- A CEO directly, or a PE or VC fund on behalf of a portfolio company.
- When
- Missed targets with familiar reasons, a new head of sales, a board asking for progress, or a plan nobody quite believes.
- Boundary
- It shows where to look and what to do first. It is not built to price a deal. For that, the Deal DD goes deeper.
- Coverage
- All ten areas at sample depth: a four-quarter extract and three conversations. It shows where to look and what to fix first.
- Your time
- 4 to 8 hours of your team's time in total, depending on size and data: a 30-minute kick-off, three to five conversations of 45 to 90 minutes by role, and a 60-minute readout. Plus one to two hours to pull the data.
- Your data
- A read-only export, not access to your systems, under your NDA. Data, AI and independence
Missed a quarter, or about to? In five days you see where revenue is leaking, where growth is held back, and what to fix first.
What you get
- Also: A 60-minute readout call
- Also: A written report that is yours to share with your board, or not
We need from you.
- A read-only CRM export of all opportunities, four quarters, with stage history
- Weekly forecast snapshots if they exist, and the customer and revenue list
- The org chart
- Three to five conversations: CEO, head of sales, an account executive, and others by size
- If data is missing, the affected scores are capped and listed under "not tested"
Five working days from kick-off to plan.
Kick-off and extract
A 30-minute call with the CEO. You send a CRM extract for the last four quarters.
You getAgreed questions and the data
AI crunches the records
Pipeline, forecast, retention and win rates rebuilt from the extract.
You getRebuilt numbers
Three conversations
The CEO, the head of sales and one account executive, 45 minutes each.
You getNotes tagged to the ten areas
Scoring and evidence
Ten areas scored 1 to 5, with the numbers and the conversation behind each.
You getScorecard and evidence
Readout and plan
A 60-minute readout and the 100-day action plan, with benchmarks.
You getAction plan and benchmarks
Ten areas, each scored 1 to 5.
Forecasting
What the numbers showForecast against actual by quarter (accuracy and bias) over 4 to 8 quarters, from forecast snapshots and closed-won records.
What experience addsHow does a deal get into commit, and when did a committed deal last fall out? Who challenges the number?
Pipeline management
What the numbers showCoverage after removing stale (no activity in 60 days) and overdue deals.
What experience addsWalk me through a deal that sat in one stage for three months. What did you do about it?
Sales process rigour
What the numbers showStage definitions and exit criteria in the CRM.
What experience addsShow me the last lost deal. At which stage should it have been disqualified, and who decided?
Talent evaluation
What the numbers showQuota attainment by rep over 8 quarters (distribution and concentration), ramp time for reps hired in the last 24 months, regretted and non-regretted attrition, win rate by rep and by stage..
What experience addsWho would you rehire tomorrow, who would you not, and what does the next hire need that the last one lacked?
Sales and marketing tech stack
What the numbers showTool inventory with cost, owner and renewal date.
What experience addsWhich tool would you cancel tomorrow, and which number on the dashboard would you not trust?
Outbound
What the numbers showPipeline and opportunities by source for 8 quarters.
What experience addsIf you doubled the outbound budget, where would the money go and what would you expect back?
Process and AI maturity
What the numbers showInventory of AI tools in live use (users, frequency, measured effect).
What experience addsWhat AI is in production today, who uses it daily, and what changed because of it?
GTM operating model
What the numbers showWin rate and deal size by segment.
What experience addsWho owns pipeline, who owns the forecast and who owns retention, and do they agree?
Function assessment
What the numbers showPer function, from the records: presales win contribution and technical win rate.
What experience addsInterviews with each function lead and one practitioner. What do they need that they do not have?
Planning
What the numbers showPlan against capacity: headcount, quota, ramp and attainment history.
What experience addsHow was this year's number set, who challenged it, and what would you cut if the first quarter missed?
Questions about the GTM Health Check.
Is it a smaller Deal DD?
Who is it for?
What happens after?
Who sees the report?
Why not do this in-house or with a RevOps hire?
Does 'talent evaluation' mean you score my people?
Contact
Tell us the company and the date that matters.
A short note is enough: sector, rough revenue, and for a deal, when exclusivity ends. We reply within one working day.