Honest Diagnosis
Root causes named in plain language. Not a 47-slide deck — a clear picture of what's broken and why.
You know something's off. Your team is busy. Revenue isn't moving. Nobody's telling you why.
Here's what usually happens: a CEO hires a consultant, gets a 47-slide deck full of recommendations, and nothing changes.
That's not what this is.
The Revenue Reality Check is two weeks of me embedded in your business — in the CRM, on the calls, talking to your people — figuring out what's actually broken versus what everyone thinks is broken.
You get an honest diagnosis, a 90-day priority list, and the hard truths nobody else in the building will say.
If the problem is partnerships, I'll find it. If it's your tech stack, I'll find it. If it's something nobody's even considered, I'll find that too. That's the point.
You don't need to know what's wrong before you call — that's literally the job.
What Two Weeks Looks Like
Step 1 →
Days 1-3: Immersion
CRM access, deal recordings, pipeline data. But the real work is conversations — with your sales team, your CS team, your leadership. I ask "where can I help today?" and start adding value while I learn.
Step 2→
Days 4-7: Pattern Recognition
Patterns emerge. The gap between what leadership believes is happening and what's actually happening comes into focus. I'm still coaching, still in the work, still delivering value.
Step 3 →
Days 8-10: Diagnosis
The real blockers get named. Not surface symptoms — root causes. I pressure-test findings with your team before they become formal.
Step 4 ↓
Days 11-14: Deliverable + Decision
You get the honest diagnosis, the 90-day priority list, and a recommendation for what to do next. Including whether it makes sense to keep working together — and what that would look like.
What You Walk Away With
90-Day Priority List
What to fix first, second, third. Sequenced by impact and effort.
Quick Wins Identified
Things you can change this week that will make an immediate difference.
Clear Next Step
Whether that's a deeper engagement, an internal fix, or "you don't need me for this" — you'll know.
This Is For You If…
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Revenue is flat or inconsistent and nobody can explain why
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Your team is busy but results aren't following
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You've tried things — new hires, new tools, new methodology — and nothing's moved the needle
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You have a nagging sense something fundamental is off, but you can't point to it
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You're about to make a big hire (VP Sales, CRO) and want clarity first
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A board member or investor suggested getting outside eyes on the revenue motion
Let's Scope It Together
Every engagement is custom because every company's problem is different. Investment is in the low five figures, scoped to your situation. Let's talk about yours.
Common Questions
Is this just a discovery phase before a bigger engagement?
It can be, but it doesn't have to be. Some companies do the Reality Check, get their diagnosis, and execute internally. Others see enough value to continue into a Revenue Engine Build or Fractional engagement. There's no obligation — the diagnostic stands alone.
What access do you need?
CRM, call recordings, pipeline data, and most importantly, your people's time. The best insights come from conversations, not dashboards.
What if the problem isn't what I expected?
That's the pattern. Most engagements start with a problem you know about and expand to problems you didn't. If you don't want that kind of honesty, this probably isn't for you.
Do you work remotely or on-site?
Primarily remote with the option for on-site days depending on location and need. The embedded model works either way — it's about depth of engagement, not physical presence.