This assessment finds where revenue, time and momentum slip away, then builds you a tailored report with a maturity score, a clear picture of where value is leaking, and the three priorities to fix first.
It takes about five minutes. Every answer is scored against the five dimensions below, and your report shows a maturity score, where value is leaking and the three priorities to fix first.
Lead follow-up, pipeline visibility, speed of quotes and proposals, upsell and renewals, and data-led targeting.
Billing leakage, product and client profitability, the cost of errors and rework, and recurring spend.
Re-keying and spreadsheet workarounds, automation of repetitive tasks, and process bottlenecks.
AI inside repeatable workflows, the team’s confidence in AI, and shared prompts, playbooks and training.
Clear first priorities and owners, tools tied to a measurable return, and data quality, access and security.
Book a 30-minute call and we will turn the three priorities into a first workflow.