2-3 Week Project - Post-Sales Operational Diagnostic

Not sure leadership has the full picture?

Sometimes the largest retention gaps are only visible to the people doing the work every day. If processes are undocumented, teams describe them differently or leadership lacks visibility into frontline workflows, a two-hour strategy session may not provide enough discovery.

The Post-Sales Operational Diagnostic combines leadership input, frontline interviews, system review and process analysis to uncover how the customer operation actually works. You will receive a prioritized assessment and practical roadmap based on evidence from across the organization.

Scope:

• 60-minute leadership kickoff

• Interviews with up to six frontline and cross-functional employees

• Review of relevant CRM fields, reports, workflows and documentation

• Current-state customer journey and process map

• Identification of ownership, data and workflow gaps

• Comparison of documented processes against actual practices

• Prioritized findings based on customer and revenue impact

• Recommended 90-day action roadmap

• 60-minute leadership readout

Timeline: Two to three weeks depending on your team's availability for internal interviews. 

This appointment schedules the first kickoff - following sessions will be scheduled accordingly.