Business & IT Diagnostic for B2B Teams
A structured first step before another tool, hire, or implementation project. The first conversation is complimentary.
What We Review
Workflows & handoffs
Who owns what, where work stalls, which approvals add friction.
CRM & data flow
How data moves between teams, tools, and reports.
Reporting & dashboards
Whether your numbers tell the truth.
Automation state
What is automated, what should be, what should not.
IT & access risk
Single points of failure, access gaps, data handling.
Decision bottlenecks
Where decisions wait for information that already exists.
How the Diagnostic Process Works
Review
We review workflows, systems, CRM usage, reporting, automation, and decision bottlenecks. The first 30-45 minutes are complimentary and carry no obligation.
Map & Score
We map likely root causes and score fixes by impact, effort, risk, dependency, and business value. This produces a bottleneck list, priority matrix, and risk notes.
Recommend
You receive a clear next step: extended audit, assessment, roadmap, advisory, implementation support, pause, or no-fit. A no-fit decision is a valid outcome.
Diagnostic Output
- Problem summary
- Root-cause hypotheses
- Fit / no-fit decision
- Bottleneck map (if extended)
- Priority matrix (if extended)
- Written roadmap recommendation (if extended)
Free Diagnostic vs. Extended Diagnostic
Primary Diagnostic
Free- Problem framing
- Fit / no-fit decision
- No obligation
Extended Diagnostic
from $1,400- Documented process & systems map
- Prioritized bottleneck list
- Risk matrix
- Written roadmap
Diagnostic FAQ
Yes. The primary diagnostic is a complimentary 30-45 minute fit review. No obligation, no hidden costs. Paid engagements start only after a separate written proposal.
Nothing specific. We ask questions about your current workflows, tools, and pain points. No system access is needed for the initial conversation.
Most diagnostics are scheduled within a few business days of the request.
Then we tell you. A no-fit decision is a valid and common outcome. We will not manufacture problems to justify an engagement.
Take the First Step
A complimentary review to frame the problem before any commitment.