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Before adding campaigns or salespeople, it helps to know where the commercial process actually loses opportunities. We interview your team, review the pipeline, offers and tools, and deliver a diagnosis with prioritised, realistic actions. We do not promise revenue increases; we show what to fix first and why.
Leaders, salespeople and, where possible, a few customers.
Stages, durations, loss reasons and data quality.
From first contact to signature and handover.
Revenue scenarios with stated assumptions, not forecasts.
Prioritised actions with owners and effort.
Scope and interviewees agreed.
CRM and documents analysed.
Structured conversations.
Findings and options.
Presentation and action plan.
Findings with evidence.
Current and proposed flow.
Assumptions and ranges.
Prioritised, owned, sequenced.
| Step | Outcome | Depends on |
|---|---|---|
| Kick-off | Scope agreed | One meeting |
| Analysis | Data and interviews | Data quality and agendas |
| Synthesis | Findings drafted | After interviews |
| Restitution | Plan presented | Leadership availability |
Every finding cites its evidence so you can challenge it.
| Metric | Definition |
|---|---|
| Stage conversion | Share of deals moving to the next stage |
| Cycle time | Days between stages |
| Loss reasons | Coded reasons for lost deals |
| Data completeness | Share of deals with required fields |
Hypothetical scenario
A B2B services firm sends many quotes but signs few. Interviews and CRM review show quotes are rarely followed up and pricing options confuse buyers.
The plan simplifies the offer to three options, adds a follow-up rule and proposes a qualification standard before quoting.
It depends on the size of the team and data access; the order fixes the scope and calendar.
We can, through other services, but you are free to implement it yourself.
