Quick Assessment

Stop flying blind
in your revenue pipeline.

In 2 hours, we'll surface your top pipeline leaks — and hand you a prioritized roadmap to fix them. No fluff. No 3-month engagement. Just clarity.

2 hours total
Written findings report
Clear first fix
Book Your Assessment →

$500 flat rate · No recurring commitment · Results same week

What you get
$500 one-time
2 hours · delivered this week
Included
  • 60-min live diagnostic call — we walk your stack together
  • Written findings report: your top 3–5 issues, clearly explained
  • Prioritized remediation roadmap — ranked by revenue impact
  • "Fix this first" recommendation — no more guessing where to start
  • Rough effort estimates for each fix
Book Your Assessment →

Spots are limited — typically 3–4 per week

Process

From booking to roadmap in 48 hours

No lengthy onboarding. No discovery docs. We get straight to the systems that govern your pipeline.

1
You book & fill out the intake form
5 minutes. Tell us about your stack, your pain points, and your CRM setup. We'll prepare before we get on the call.
2
60-min live diagnostic call
We walk your routing logic, attribution model, and data integrity together. We're looking for the leaks — not validating your existing setup.
3
Written report delivered within 24h
You get a clear findings doc: your top issues, why they matter, a prioritized fix list, and what to tackle first.
Deliverables

Four things in your hands by Friday

Everything is written, documented, and yours. Not slides. Not a Zoom recording. Actionable outputs.

🔍
Live 60-Min Diagnostic Call
We work through your routing rules, attribution setup, and CRM data flows together. You'll see your gaps in real time — not in a post-mortem three months later.
📋
Written Findings Report
3–5 specific issues, clearly written. What's broken, how it breaks, and what it's costing you. No filler. Designed to share with your team and leadership.
🗺️
Prioritized Remediation Roadmap
Every issue ranked by revenue impact and fix complexity. You know exactly what to tackle first, what to delegate, and what to defer — without guessing.
⚡
"Fix This First" Recommendation
One clear starting point. The single highest-leverage intervention for your specific stack — with rough effort estimates so you can resource it immediately.
Fit

Built for RevOps leaders who are done guessing

This assessment is for teams with a CRM in place and pipeline moving — but persistent questions about whether the system is working the way it should.

Head of RevOps
"I keep finding leads that were never routed. I can't tell if it's a rules problem or a data problem."
After the assessment: you know exactly which routing rules are broken and how to fix them in a single sprint.
VP Sales Operations
"Every pipeline review turns into a debate about whether the data is right. We can't forecast with confidence."
After the assessment: you have a clear audit of your data integrity issues and a plan to get forecasts you can actually trust.
CRO / Revenue Leader
"Marketing says pipeline is healthy. Sales says it's not. I don't know who to believe."
After the assessment: you have an independent view of your attribution gaps and where pipeline is actually being lost.

Ready to stop flying blind?

Book your 2-hour assessment. Get clarity on your pipeline by Friday. $500, no commitment, no upsell pressure.

Book Your Assessment →

Questions? Drop us a note →