Step 101 / 04
Scoping
The perimeter"A finding needs a clear limit before it has a clear shape."
Thirty minutes, once the Diagnosis is booked and before a record is opened. We agree what it covers, what it will be able to say and what it will not, so the findings arrive with a boundary rather than an apology.
What happens- Which teams, which records and which period are in scope
- Who gives us access, and who will be available
- The interview list, drafted with you
- What the Diagnosis will not be able to say, stated up front
OutcomeA scope with a boundary and a limit.
TimingThirty minutes, before anything is read
Step 202 / 04
Interviews and records
The evidence"Numbers alone hide the leak. Interviews alone overstate it."
Weeks one to four. Interviews with the people in each role a deal passes through and the teams they depend on, then your CRM stage history, pipeline, forecast, pay plans and finance records read against what they said, never on their own.
What happens- Interviews across marketing, sales, customer success, operations, finance and leadership where it matters
- Records read against what people say, stage by stage
- Every claim written down with its source
- Every assumption recorded with how far it might be off
OutcomeThe evidence, with every claim traceable to what supports it.
TimingWeeks one to four
Step 303 / 04
Map and price
Cause and cost"A leak without a figure cannot be weighed against the cost of fixing it."
Weeks four to six. We find where the leak starts, trace how it spreads through roles, handoffs, data and the way decisions get made, and put a number on it at your own rates: hours, leavers, discounts, the deals that never started.
What happens- The map: where it starts and how it spreads
- Each leak priced at your loaded rates, or the gap marked where the records stop
- The fixes ranked by what it costs to leave them
- What deliberately waits, and why
OutcomeThe map, the cost figure and the fix list.
TimingWeeks four to six
Step 404 / 04
Leadership briefing
The decision"What gets fixed first is decided by the evidence, not by opinion."
Weeks seven and eight. What we found, what to fix first and the next decision go to your leadership team, in order of what it costs to wait rather than what is easiest to change, with the limits printed beside the conclusions.
What happens- The one leak, its cost and the first move, in the room
- Limits and gaps printed next to the findings, not under them
- An owner and a check date proposed for the first fix
- Whether to continue, on your own, with us or with someone else, left with you
OutcomeOne decision, and five things you keep.
TimingWeeks seven to eight