Not the leads you have not generated yet. The quotes nobody chased, the deals nobody touched in six weeks, and the customers who quietly stopped ordering.
Twenty minutes, free. We tell you whether this is worth running on your business, and we tell you if it is not.
Every one of these is what we find in most systems we open. See how many you recognise.
Not because anyone is lazy. Because nothing routed it, nothing flagged it, and the rep was already deep in a live deal. By the time the reply goes out, the buyer has spoken to two other firms.
18 to 48 hours is the normal first response we measureThe rep sent it, chased once, heard nothing, and moved on to the next thing. The deal is not lost. It is just sitting there with nobody assigned to it and no date attached.
A single follow-up on a quote is the most common failure we findOpen the deals board and count how many have an actual scheduled activity. The number is usually a fraction of what leadership assumes. Everything else is aging on a report that nobody reads.
80%+ of open deals have no next activity scheduledClosed-lost gets marked closed-lost and that is the end of it. Budgets change. Champions move. The vendor they picked disappoints them. Nobody is there when it happens.
~90% of closed-lost are never contacted againThere is no trigger on the reorder window, so a customer who used to buy every quarter goes two quarters, then three, and it never surfaces as anything. It just shows up later as a soft revenue month.
10 to 30% of customers sit past their normal reorder windowThe CRM was bought, not designed. It has no operating rules underneath it, so what happens to a lead depends on which rep gets it and how busy they are that week. That is the root cause of the five above.
70%+ of teams have nobody following a defined routing processThis is an illustration, not your number. But the shape of it is the same in almost every business we open, and the arithmetic is the same arithmetic we run on yours.
Across 63+ companies, every single one was leaving at least $116,000 of revenue on the table that should have closed, purely because of the wrong systems and processes. Often the number is far higher.
Your response times, pipeline age, ownership and follow-up, read against what is actually in your systems. Then a ranked list of stalled opportunities with the reason each one is on it.
Every number traces to a record you own and can open yourself, with the assumptions written down. You are welcome to argue with it. A figure that survives being questioned is worth more than a flattering one.
The two or three fixes most likely to produce a result, in the order we would do them, plus an agreed baseline so you can check later whether anything actually changed. Yours whether you carry on with us or not.
Read access to the relevant systems, plus about ninety minutes with the people who know how the work actually runs. Your team is not pulling reports for us.
We work through leads, quotes, open deals, closed-lost and customer history. Every finding is traced back to records before it goes in the document.
Each gap gets a modelled recovery value using your close rate, your average deal size and your volume. Nothing assumes more leads or a better sales team.
We walk the findings line by line. You adjust any assumption that does not match how your business actually works, and the numbers update in front of you.
Figures from completed engagements, not a promise attached to yours.
Most owners know one or two, and they are usually right about those. This earns its place on the third and fourth, and on the size of the first two, which is almost always larger than the estimate.
That is the normal starting condition. Messy records are not an obstacle to the Diagnostic, they are one of its findings, and usually an expensive one.
You can. The quotes and closed-lost sitting there now just go further cold in the meantime, and the same gap runs for another ninety days.
This looks at the process underneath the tools rather than the tools themselves, so it generally sits alongside whoever you are working with. If there is genuine overlap, we will tell you on the call rather than after you have paid.
Nine in ten of the systems we open were not ready for what the company had already bought. Readiness is the finding, not the entry requirement.
To work out whether the Diagnostic will find enough in your business to be worth a thousand dollars. We ask how you sell, where things slow down, and whether there is enough history in your systems. You will do most of the talking. Twenty minutes.
Read access to the relevant systems and roughly two hours from the people who know how the work actually runs. We do the analysis ourselves.
No. It identifies specific opportunities, each with a modelled value and the evidence behind it, ranked by what to pursue first. We will not attach a guaranteed recovery figure to work that depends on your customers and your team, and any firm that does is guessing with your money.
Enough for you to grade the bet. We will tell you on the call whether the Diagnostic is worth running on your business, and we will tell you plainly if it is not.