Revenue Diagnostic Sprint
Find the leaks. Leave with an execution plan.
A focused review of your CRM, funnel, pipeline, handoffs, forecasting, and management cadence—built to separate symptoms from the operating problems underneath them.
When the revenue engine feels busy—but not dependable.
This sprint is designed for founder-led and growth-stage B2B teams that have activity, tools, and people in place, but cannot reliably explain where qualified demand is lost, why pipeline stalls, or whether the forecast can be trusted.
- CRM data exists, but reporting still requires manual interpretation.
- Lead quality, routing, or SDR/AE handoffs are inconsistent.
- Stage definitions and exit criteria are applied differently across the team.
- Forecast calls rely more on opinion than observable buyer evidence.
- Managers can see activity but struggle to identify the next intervention.
What I inspect
The work follows the complete path from first signal to closed revenue and retained operating discipline.
Demand & lead flow
Source quality, lifecycle definitions, qualification, routing, response time, and ownership.
CRM architecture
Fields, stages, required data, automation, duplication, reporting logic, and system usability.
Pipeline discipline
Entry rules, exit criteria, opportunity hygiene, next steps, aging, coverage, and inspection habits.
SDR/AE handoffs
Acceptance standards, context transfer, follow-up expectations, feedback loops, and accountability.
Forecasting
Commit logic, confidence, buyer evidence, category definitions, inspection quality, and variance.
Management cadence
Dashboards, one-on-ones, pipeline reviews, coaching signals, decisions, and follow-through.
What you receive
The output is built to be used—not admired. You leave with a shared view of the system, the highest-priority leaks, and a sequenced path to repair them.
- Revenue-system map: how demand, people, process, and CRM currently connect.
- Leak register: the specific breakdowns creating lost conversion, slow velocity, or weak visibility.
- Priority matrix: what to fix now, next, and later based on impact and effort.
- Execution roadmap: owners, dependencies, operating changes, and measurable outcomes.
- Leadership readout: a direct discussion of findings, risks, and recommended next steps.
How the sprint works
01. Context
Align on the business model, revenue motion, current symptoms, and the decisions you need to make.
02. Evidence
Review CRM configuration, reports, funnel data, process documentation, and how the team actually works.
03. Diagnosis
Trace symptoms to root causes and test which changes will create the most leverage.
04. Roadmap
Sequence the work, clarify ownership, and define the operating measures that will show progress.
Start with the operating problem—not a preset package.
Share what is breaking, what you have already tried, and what the business needs to achieve. I’ll respond with a direct view on whether a diagnostic is the right first step and what I would inspect.