Identify the layer constraining growth in 5–7 minutes.
Rate each statement from 1 to 5. The result does not replace an audit, but helps form an initial project hypothesis.
Market & data
We understand accessible segment size, buying roles and real demand signals.
Company data is verified, normalised and usable for segmentation.
Demand & offer
Value and offer are tailored to priority segments and tested through feedback.
Acquisition channels share qualification rules and sales feedback.
Conversations & service
Inbound and outbound conversations follow clear scenarios, SLAs and routing rules.
Conversation quality is reviewed through an observable scorecard and calibration.
Sales & CRM
Funnel stages, exit criteria, owners and loss reasons are shared across the team.
CRM is the source for decisions rather than an archive after parallel spreadsheets.
Digital & web
Website, content, automation and analytics operate as one architecture rather than separate projects.
Language versions and channels are measured by inquiry quality and created pipeline.
Enablement & scale
Processes have owners, documentation, training and a regular management review.
Pilots have continuation criteria and scale begins only after economics are tested.
Describe the challenge—not a shopping list.
Use the short brief to share the market, current situation, constraints and desired outcome. It becomes the basis for an initial project architecture.