The Discovery
The Discovery is our comprehensive audit of your go-to-market (GTM) systems. Whether you’re unsure where your funnel is breaking down, lack clarity on pipeline health, or just want a second opinion on your CRM setup — this is your starting point.
What’s Included
-
✺
CRM and pipeline health audit
-
✺
Evaluation of deal stages, reporting setup, and funnel coverage
-
✺
Recommendations for tech stack optimization
-
✺
Blueprint for an ideal sales process
Schedule your Discovery call today!
Our Discovery Process
1
Kickoff & stakeholder interviews
2
System access and data gathering
3
Audit and analysis
4
Presentation of findings + roadmap
Expected Outcomes
Clear understanding of GTM system gaps
Tailored recommendations to improve sales process efficiency
Confidence in your RevOps roadmap
No-risk entry point (cost applied to future engagement)
The Discovery
$5,000
(credited toward future services)