ENTRY OFFER · $2,000 · 2 WEEKS
Find out what's actually broken before you buy more AI.
Two weeks, four calls, one written diagnostic, one readout. Fixed scope and fixed fee, so the review costs you what it says on the page and nothing else.
Why this exists first
Most teams shopping for AI already know something is wrong. They just have the wrong suspect. The tooling is where the pain shows up, so the tooling is what gets blamed.
In practice, the break is almost never the tool. For instance: your reps aren't logging activity consistently, so your pipeline data has holes, so your forecast is a guess, so you buy a forecasting tool that ingests the same holey data and produces a confident guess instead of an honest one. The tool worked. It just made the broken part move faster.
That's what this two weeks is for. Before you spend on AI, you find out what your data can and can't support.
What you give us
Not much, and nothing you have to build for us:
- Read-only access to your CRM, and to marketing automation if you run it.
- A list of the tools in your GTM stack along with general use cases, with roughly what each one costs per year.
- Four calls: a kickoff to set scope, an ops walkthrough, a frontline conversation with a rep or CSM, and the readout.
- Whatever process documentation exists. If none exists, that tells us something useful on its own.
What you get
A written diagnostic and a readout, built to be useful whether or not you ever hire us again:
- Where your data breaks, named specifically: the fields, the objects, the handoffs.
- Where the process leaks, and what it costs you in hours and in pipeline.
- Which tools overlap, which go unused, and what you're paying for both.
- The issues that matter most, ranked by cost to fix against value returned.
- The ROI math on each one, derived rather than asserted: reclaimed hours times loaded cost, avoided spend, and pipeline impact where your conversion data actually supports the claim.
- A phased plan splitting what to fix yourself, what needs help, and what to leave alone.
- A 60-minute readout with your leadership group.
What happens after
Some of these turn into a larger engagement. Most of the value shows up before that decision, in the two weeks themselves. The goal is that you leave knowing what's true about your funnel, and if that's all you take, the audit did its job.
You can run the plan yourself. Some clients do. The teaching is the point.
Related
RevOps + AI Tooling
Most teams point AI at the answer they already like and ask it to agree. The useful version argues with your assumptions using your own data, and it's right often enough to be uncomfortable.
Infrastructure & Ops
Good process and honest data are the reason the AI work returns anything at all. Skip them and you've bought a faster way to be wrong.
Start with a conversation.
We've done this work for teams with your shape of problem. Let's see whether there's a path to the same results for us.