Sales Diagnostic
A paid sales audit. We mystery shop your phones. We audit your CRM. We review your pipeline, your scripts, your comp plan, and your reps. You walk away with a 90 day roadmap that tells you exactly what to fix and in what order.
$4,950.
Credited back if you sign a retainer within thirty days.
Why paid?
Most fractional sales firms offer a free discovery call. Sixty minutes on a Zoom. They ask about your numbers. They tell you they can help. They send you a proposal.
We do not do that. We charge $4,950 because the work is real. By the time you finish the Diagnostic, you have a written, prioritized, ninety day plan you could execute without us. If you hire us, the fee is fully credited to your first ninety days of retainer. If you do not hire us, you keep the roadmap.
Free audits produce free advice. Free advice does not change businesses.
The companies that pay for the diagnosis are the companies that act on it. We work with people who are ready to act.
What is included
i.
We make three to five calls to your main inbound line over the course of a week, posing as a real prospect. We measure speed to answer, dial tree experience, qualification approach, pitch quality, follow up. We record everything. We also mystery shop two of your direct competitors so you have a benchmark.
ii.
We get read access to your CRM. We review pipeline structure, stage definitions, data hygiene, automation, reporting, and rep usage. We tell you what is working, what is broken, and what would take ninety days to fix.
iii.
We sit with your sales manager and walk through your active pipeline. Stage by stage, deal by deal. We look for stalled deals, manufactured optimism, and missing next actions. We compare commitments to history.
iv.
Pitch deck, quote templates, proposal templates, follow up email sequences, scripts. We audit each one for clarity, story arc, and conversion design. We flag what is doing the job and what is fighting the rep.
v.
We map your existing comp plan against your goals, margins, and rep behavior. We identify caps, accelerators, and incentives that are quietly producing the wrong outcomes.
vi.
We sit with each of your sales reps for twenty to thirty minutes. We hear how they think about their pipeline, their tools, their manager, their comp plan, their customers. We learn what is in their head that is not in any spreadsheet.
vii.
We measure how fast leads from each source actually get a response. Web forms, phone calls, paid ads, referrals. We benchmark you against the five minute industry standard.
What you get at the end
Delivered in a presentation we walk through with you and your team.
The process
Week 1
Kickoff call with you and your sales manager. We get read access to the CRM. We get phone numbers, sample collateral, your current comp plan, and a list of competitors to shop. We schedule the rep one on ones.
Week 2
Mystery shop calls begin. CRM audit happens in parallel. Rep one on ones get scheduled and start completing.
Week 3
Pipeline review with the sales manager. Collateral audit. Comp plan analysis. We finish the mystery shops and start scoring them.
Week 4
Findings get compiled into the roadmap document. Ninety minutes with you and your sales leadership. We walk through the findings, the recommendations, and the proposed sequence. You ask questions, push back, and decide what you want to do next.
Who this is for
Who this is not for
FAQ
The fee is fully credited to your first ninety days of retainer if you sign on within thirty days of the readout. It is not refundable if you decide not to hire us. You keep the roadmap either way.
We typically begin within two weeks of the kickoff call. Mystery shops require sequencing to avoid suspicion, which sets the floor.
Your sales manager will know. The reps will know about the one on ones, but not about the mystery shops in advance. After the audit, we share what we heard openly with the team because the goal is improvement, not surveillance.
If we do, the roadmap will say so and the bill is money well spent on confirmation. So far that has not been the typical outcome.
Both. Most of the work happens remotely. The readout is preferred in person for Toronto and GTA clients, video for everyone else.
A free discovery call is fifteen to sixty minutes of conversation aimed at qualifying you as a client. The Diagnostic is four weeks of audit work aimed at giving you a real plan. The two are not comparable.
Yes. Some clients implement the roadmap themselves, refer us to a peer, or come back to us six to twelve months later. We are not offended by any of those outcomes.
The next step is a thirty minute conversation to confirm fit and timing. If the Diagnostic is right for you, we schedule the kickoff for the following week.
$4,950 · Credited to your first retainer