Most execution problems are
system design problems.
Your revenue system has fractures you haven't measured yet. The Designate Console scores across 12 dimensions, benchmarks against real peers, and shows you exactly what to fix first.
Takes 5 focused minutes. No credit card. No sales call. Just your score.
Every broken revenue system fails in one of five ways.
These aren't abstract categories. They're the specific, recognizable failures that show up in every diagnostic we run. Find the one that matches your situation. Then start there.
Your CRM has the data.
Nobody trusts it.
Stage definitions don't match how deals actually move. Fields are populated inconsistently. Conversion math is meaningless. Your pipeline says $2M. Your gut says $800K.
This isn't a data cleanup problem. It's a process design problem. The fields people skip exist because nobody asked how deals actually progress before deciding what to track.
The board asks for a forecast.
You pull it from memory.
Your pipeline says $2M. Your gut says $800K. One of them is lying. Not because your team isn't working. Because your stage definitions don't create the conditions for reliable forecasting.
Every stage requires consistent exit criteria. Without them, rep confidence scores vary by personality, not by deal reality. Your forecast becomes a weighted average of optimism.
Marketing sent 200 leads.
Sales worked 11.
Neither team is wrong. The handoff is. Marketing says they're sending qualified leads. Sales says they're getting junk. Both observations are correct. "Qualified" was never defined at the seam.
Handoff failures aren't a people problem. They're a system design problem. The transition between teams was never engineered. It was assumed.
Every new hire adds
complexity, not capacity.
You can't hire your way out of a broken system. You just get more people compensating for the same friction. The third rep doesn't fix the problem. They inherit it.
The test: if you hired three people tomorrow, what would break? If the answer is "a lot," the system was never designed to scale. It was designed to work for the person who built it.
If your pipeline review takes more than 5 minutes to assemble, the problem isn't the dashboard.
Manual reporting is a symptom of broken data architecture upstream. The spreadsheets aren't the problem. They're the workaround for a CRM that doesn't produce trustworthy numbers on its own.
Buying a BI tool on top of dirty data produces faster wrong answers. The fix is upstream: field definitions, stage discipline, and a single source of truth for every metric that matters.
Based on the same diagnostic framework used in $18K+ consulting engagements.
12 diagnostic workspaces. One operating picture.
Each workspace scores a specific dimension of your revenue system. Complete one or complete all. The more you assess, the sharper the diagnosis.
Pipeline Stages
Stage definitions, exit criteria, conversion math
Data Integrity
Field health, deduplication, data governance
Handoff Design
Team transitions, SLAs, context transfer
Forecast Confidence
Pipeline math, conversion rates, methodology
Process Maturity
Workflow coverage, bottleneck identification
Automation Health
Workflow utilization, manual bottlenecks, ROI
Territory Design
Coverage balance, routing logic, capacity
Customer Lifecycle
Journey mapping, touchpoints, engagement
Reporting Architecture
Dashboard strategy, data sources, automation
Stack Utilization
Tool adoption, integration health, ROI
Qualification Framework
Lead scoring, stage definitions, CRM mapping
Diagnose first. Then decide what to fix.
Take the scorecard
15 questions across 5 dimensions. Instant scored results with peer benchmarks the moment you finish.
Explore the Console
Go deeper into specific dimensions. Each workspace produces a scored assessment with gap analysis and benchmark comparison.
Know your next step
Self-fix with guided recommendations, bring in your team to compare scores, or engage a practitioner when the complexity warrants it.
Get a shareable score
leadership will actually act on.
The scorecard produces a benchmarked report with scored findings across every dimension you assessed. One page for the room. The full breakdown for you. Put the data in front of the decision.
Takes 5 minutes. No credit card. Results are shareable immediately.
When self-serve reaches its ceiling.
Some problems need hands-on work. When the Console surfaces gaps you can't architect your way out of alone, our consulting team steps in. Console data makes the engagement faster, cheaper, and more targeted. You arrive with a diagnosis. We build the fix.
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