Free to start

Most execution problems are system problems.

The Designate Console diagnoses your revenue system across 12 workspaces. Benchmark against peers. Get a data-backed recommendation.

12 workspaces Peer benchmarks No credit card
designatesolutions.com/console
Dashboard
Scorecard
Qualification
Data Integrity
Handoff
Forecast
Process
Automation
Territory
Lifecycle
Stack
Health Monitor
61
Maturity Score
7/12
Workspaces Complete
3
Critical Gaps
$1.2M
Est. Annual Impact
Revenue Operations Maturity
Qualification
0
Data Integrity
0
Forecast
0
Process
0
Handoff
0
Automation
0
61
Revenue Systems Optimization
Fix the gaps that cost you revenue

The Designate Console: diagnostic workspaces, peer benchmarks, and service recommendations in one place.

Console

12 diagnostic workspaces.

Each workspace is a structured, guided assessment. Answer questions about your current state. Get scored results with specific findings, not generic advice.

Foundation
QualificationLead scoring criteria, stage definitions, CRM mapping
Data IntegrityField health, data quality, remediation priorities
HandoffTeam transitions, context preservation, friction points
Execution
ProcessRevenue process mapping, bottleneck identification
ForecastPipeline math, conversion rates, forecast methodology
AutomationWorkflow coverage, manual bottlenecks, ROI mapping
Strategy
TerritoryCoverage balance, routing rules, capacity planning
LifecycleCustomer journey, touchpoints, engagement scoring
StackTool utilization, integration health, ROI analysis
Intelligence
Dashboard BlueprintReporting requirements, metric definitions, governance
EnablementContent gaps, training needs, competency framework
Health MonitorAggregate scores, cross-workspace patterns, regression detection
Process

From assessment to action in four stages.

1

Take the scorecard

15 questions. 5 dimensions. Instant scored results with peer benchmarks. No account required.

~5 minutes · Free
2

Explore workspaces

Deep-dive into specific dimensions. Each workspace guides you through a structured assessment with guided scoring.

10–15 min each · Free tier available
3

Get benchmarked

See where you rank against companies at your stage. Percentile comparisons across every dimension you've assessed.

Automatic · Updates with each workspace
4

Know your next step

The recommendation engine analyzes your results and recommends a path: self-fix with guides, upgrade your Console tier, or engage an expert.

Personalized · Data-backed
Outputs

What the Console actually produces.

Every workspace generates specific, actionable outputs, not generic advice.

0–100 scored assessment Dimension-level breakdown with specific patterns identified
Peer benchmarks Median scores by company stage across each dimension
Gap analysis Gaps ranked by severity with remediation steps
Cross-workspace patterns Correlations between dimensions you wouldn't find manually
Service recommendation Specific tier, ROI estimate, and cost-of-inaction analysis
Pricing

Start free. Scale when it matters.

Every tier includes the full diagnostic methodology. Higher tiers add depth, team access, and expert guidance.

Explore
Free
Scorecard + score tracking. See your baseline.
  • Revenue Systems Scorecard
  • Dimension-level scores
  • Peer benchmarks
  • Gap identification
Start free
Essentials
$297 one-time
3 workspaces. Deeper analysis. Scored outputs.
  • Everything in Explore
  • 3 diagnostic workspaces
  • Guided scoring
  • Export reports
Start with scorecard
Team
$397 /month
10 seats. Independent scoring. Alignment detection.
  • Everything in Systems
  • 10 team members
  • Independent scoring
  • Alignment gap detection
Start with scorecard

All tiers start with the free scorecard. Upgrade when the Console shows you where to go deeper. See full pricing details →

Expert-led

When self-serve reaches its ceiling.

Some problems need expert judgment. Console data makes consulting faster, cheaper, and more targeted.

50–60%
Faster discovery

Console data replaces the first 2 weeks of a traditional assessment. Consultants start with scored diagnostics, not blank-page interviews.

$2,500
Starting price

Fixed-fee engagements from diagnostic audits ($2,500) to full architecture builds ($18,000+). No hourly billing. No scope creep.

Same data
Continuous visibility

The Console stays active during and after the engagement. Track improvement over time. Detect regression before it compounds.

Questions

Common questions.

How is this different from a CRM audit?

A CRM audit looks at one system in isolation. The Designate Console assesses 12 areas of how your revenue system operates: qualification, handoffs, forecasting, automation, data quality, and more. The patterns between dimensions are where the real problems hide.

What do I actually get for free?

The scorecard is fully free: 15 questions, scored results, peer benchmarks, and gap identification. No account required, no credit card. The Explore tier (also free, requires account) adds score tracking over time. Paid tiers add workspace depth and team features.

How long does the full assessment take?

The scorecard takes about 5 minutes. Each workspace takes 10–15 minutes. You don't need to complete all 12 at once. The Console produces useful insights from 3 completed workspaces.

Can my team use this together?

The Team tier ($397/month) supports 10 members scoring independently. When team members disagree on a dimension's health, that divergence is the diagnostic signal. It becomes the consulting brief.

What happens after I get my score?

The recommendation engine analyzes your results and suggests a specific path. Some teams self-fix with the included diagnostic guides. Others upgrade to deeper workspaces. Some book a consulting engagement and arrive with structured data instead of anecdotes.

Is my data shared with anyone?

Never. Individual company data is private. Peer benchmarks are computed from anonymized, aggregated data. No company is identifiable in the benchmark dataset.

What if I just need help with one area?

Start with the scorecard. It identifies which areas need attention. If one dimension is critical, the Essentials tier ($297 one-time) lets you deep-dive into 3 workspaces. No need to assess everything if one area is the bottleneck.

How does this connect to consulting?

Console data compresses consulting discovery by 50–60%. Consultants start with scored diagnostics and specific gaps, not open-ended interviews. Tighter scope, lower cost, faster delivery.

Revenue teams that don't diagnose their systems lose to invisible friction.

Process gaps. Forecast errors. Handoff leakage. The Designate Console finds them. Start free.