A quantified roadmap. A business case. A clear next decision. Calibrated to the specific architectural reality of industrial, construction, and B2B services enterprises.
The Diagnostic is the natural next step after the Revenue Flow Snapshot has surfaced findings that the leadership team wants to address. It is the engagement that converts the Snapshot's high-precision diagnostic into a quantified roadmap with explicit phasing, dependencies, and expected impact.
The Diagnostic is appropriate when the leadership team has decided that the binding constraint in their commercial system is architectural — meaning that adding sellers, buying more technology, or hiring a strategy firm will not solve the problem because the underlying operating model is what is broken. The Diagnostic produces the architectural plan; the Transformation deploys it.
CRM and pipeline forensics across multiple quarters, through the Inselligence system
Executive interviews with CRO, CEO, CFO, and segment leaders
Process and operating-model assessment
Role and accountability mapping; governance review
Technology stack assessment and integration analysis
Quantified roadmap with phased implementation sequence
Business case with expected ROI, timing, and risk profile
Operating model redesign specification
Technology deployment plan (where applicable)
90-minute readout with full leadership team
The Diagnostic produces a single comprehensive document that contains the architectural findings, the quantified roadmap, the business case, and the implementation plan. The document is structured so that any senior reader (your CRO, CFO, board member,or PE operating partner) can understand the firm's commercial architecture and the path forward in under an hour.
The Diagnostic is the deliverable a strategy firm would charge significantly more for. Our pricing is calibrated to the speed with which our tech enabled can perform.
The Snapshot is the entry point. After theSnapshot, if the Diagnostic is the right next step, we will say so — and if it is not, we will say that too.