Diagnostic service
A structured assessment of your revenue operations infrastructure — CRM health, data quality, process gaps, handoff integrity, and reporting maturity. Discover what's broken before it becomes a scaling problem.
Most revenue teams don't know why growth stalls. The fractures in your system hide under layers of workarounds and effort. The diagnostic brings them to light.
Fields are inconsistently populated, pipeline stages don't match reality, and dashboards get ignored. You forecast with your gut, not your data.
Marketing-to-sales, sales-to-CS transitions are ad hoc. Leads drop, context is lost, customers slip through the gaps. Each handoff is friction.
Weekly board updates are assembled by hand from 3+ systems. It takes a day to pull accurate numbers. Real-time visibility is a dream.
of CRM users leverage fewer than half of available features
→ Data foundation · Tech stack leverage
Software Advice
of buyer context lost by the time a deal reaches onboarding
→ Handoff integrity · Process alignment
Designate Solutions analysis
of rep time spent on admin, data entry, and working around friction
→ Reporting & visibility · Process alignment
ICP research
The diagnostic finds what effort alone can't — structural fractures hiding in your revenue system.
The diagnostic measures data foundation, process alignment, handoff integrity, reporting maturity, and tech stack leverage. Each dimension gets scored, ranked, and paired with remediation priorities.
CRM field design, data completeness, enrichment workflows, and custom object architecture. Are your records clean, complete, and actionable?
Sales cycle definition, stage criteria, qualification gates, and playbook design. Do reps understand the process? Is it documented and followed consistently?
Marketing-to-sales, sales-to-CS, and CS-to-renewal workflows. Are ownership boundaries clear? Do handoffs transfer context and accountability?
Dashboard design, forecast rigor, pipeline health metrics, and KPI tracking. Can leaders trust the numbers? Are insights accessible in real time?
Tool utilization, integration health, and automation gaps. Are you extracting value from your tools? What's missing or misconfigured?
Sample diagnostic scorecard
Average score
avg. across 5 dimensions
Top priorities
1. Handoff integrity — 28
2. Process alignment — 34
3. Reporting & visibility — 41
remediation items identified
Every diagnostic produces a scored report like this — with prioritized remediation recommendations.
The diagnostic is fast, focused, and produces a scored assessment with clear remediation priorities.
We align on scope, identify critical systems, and gather initial context about your team structure, current tools, and known pain points.
Over 2–4 weeks, we audit your CRM configuration, process documentation, data quality, integration health, and reporting infrastructure. We interview key stakeholders and validate findings against observable system behavior.
You receive a detailed diagnostic report with dimension scores, prioritized findings, specific remediation recommendations, and a phased implementation roadmap.
The diagnostic produces three documents you can act on immediately.
Full assessment across five dimensions. Scored findings ranked by impact and complexity. Includes system walkthrough, data observations, and detailed remediation options.
One-page view for leadership. Key findings, dimension scores, top 3 remediation priorities, and estimated timeline to impact.
Phased implementation plan with sequenced work streams, estimated effort per phase, resource requirements, and success metrics for each priority.
You know something's wrong. You can't see where.
Now you know exactly what to fix — and in what order.
2–4 weeks · Fixed fee · Starting at $2,500
Final pricing scoped to your team size and system complexity.
Two ways to get started — pick whichever fits.
Talk directly with our team. Align on scope, ask questions, and confirm fit. We schedule quickly and keep calls focused.
Schedule a callTake our RevOps Health Scorecard — a self-assessment that surfaces system gaps in minutes. No commitment. No email capture required.
Start the scorecard