Core Diagnosis Areas
CRM Data Integrity
Field sprawl, missing ownership, broken reporting dependencies.
Workflow Automation Gaps
Manual handoffs, broken lifecycle stages, inconsistent routing.
Forecasting Accuracy
Pipeline health distortion and rep subjectivity.
Tech Stack Redundancy
Tool overlap, shelfware, and integration debt.
AI Readiness
Schema maturity, prompt safety, and intelligence reliability.
What You Receive
✓ Revenue Architecture Scorecard
✓ System Debt Risk Map
✓ Data Integrity Heatmap
✓ Automation Opportunity Model
✓ Executive-Level Remediation Plan