What is a Diagnostic?

A Sales Org Diagnostic is a comprehensive, top-to-bottom evaluation of your entire sales organization as it stands today. We go beyond surface metrics to examine structure, culture, revenue operations, recruiting, onboarding, training, management cadence, and more — identifying what’s working, what’s broken, and what needs to change to scale.

Why Would We Need That?

As companies grow, the sales engine often gets patched instead of tuned. Processes pile up. Messaging drifts. ICP definitions get fuzzy. RevOps becomes reactive. Before long, what once worked starts to slow you down.

Just like a car after 100,000 miles, your sales organization needs a real tune-up — not more quick fixes. A diagnostic gives you a fresh, outside perspective on what’s still working, what’s holding you back, and what needs to be rebuilt for the road ahead.

What All Do You Do?

We follow a structured, methodical process to evaluate every part of the sales organization.

We begin with executive alignment to clarify long-term goals and ensure we’re aiming at the right targets. From there, we interview sales leadership, frontline managers, reps, and RevOps to capture multiple perspectives. If needed, we also observe rep 1:1s, team huddles, live calls, onboarding sessions, and hiring interviews to assess how things actually operate.

After the deep dive, we deliver a comprehensive 20–30 page diagnostic report outlining your current state, key gaps, and a phased plan for improvement.

Finally, we host a stakeholder meeting to walk through our findings, answer questions, and discuss whether you’d like us to help implement any part of the plan.

If not, no hard feelings — you keep the roadmap, and we’re here if you ever need support down the line.