COMPREHENSIVE PAID DIAGNOSTICS

Sales Department Diagnostics (SDD)

From analysing issues to clear management decisions

We examine the sales department as a single system: the CRM system, IP telephony, messaging apps and email clients (omnichannel solutions), the analytics system and dashboards, the knowledge base and sales scripts, and the incentive system.

When to conduct SDD:

Sales targets have not been met for several consecutive months, with the reasons attributed to “seasonality” or “weak customers”.
Conversion rates are falling (even when targets are met), increasing marketing expenditure
High staff turnover
Disorganised reporting and sales department management
Revenue is unsatisfactory, but there is no understanding of what is wrong or how to fix it
Introducing changes: launching new lines of business or scaling the business

Diagnostic outcome

The client receives a written report detailing the issues identified, their factual basis, an assessment of how often they recur, and priorities (the urgency and importance of decisions).

Three ways to work together

Package “S”: Phased diagnostics

Diagnostics + a report on the issues identified.

The outcome of this package is a report on the issues identified. Based on this report, the client either develops a change plan independently or commissions us to develop the plan for an additional fee.

Suitable when the client wants to “get to know” our work and/or simply understand what is wrong in the sales department, and either develops a plan to address it independently or wants to consider commissioning an action plan based on the diagnostic findings.

Package “M”: Full audit with a plan

Diagnostics + a report + a change plan to address the issues identified.

The outcome of this package is a report and a step-by-step plan of the changes required. The client then chooses either to engage our team to address the bottlenecks identified for an additional fee or to do so independently using the plan developed.

Recommended when the client is ready to address the issues identified using their own resources and only needs a work plan.

Package “VIP”: Full audit with a plan and its implementation

Diagnostics + a report + a change plan + implementation of changes to address the issues identified with the help of our team.

The outcome of this package is a report, a change plan, and subsequent implementation of changes by our team. Implementation takes place after the plan and work schedule have been agreed.

Recommended when the client wants to entrust the entire cycle of work to professionals.

PROJECT ROADMAP

How we work

Step	Actions	What the client receives
0. Free consultation	We briefly discuss the business, the symptoms of the problem, the sales structure and the desired outcome.	An understanding of the suitable format, the preliminary scope and the next step.
1. Agreeing on the project	We agree on the scope, data, sample, interviews, timelines, people responsible, price and confidentiality terms.	An agreed diagnostic scope, set of activities and schedule.
2. Diagnostics	We analyse data, documents, deals and communications; conduct interviews; and examine alternative causes of deviations.	A factual basis for preparing the report.
3. Report	We map the issues, including evidence, limitations, priorities and possible areas for change.	A standalone diagnostic report.
4. Change plan (packages “M” and “VIP” only)	As part of the full package or as a separate service, we define measures, people responsible, resources, timelines and review criteria. *depends on the agreed scope of services	An implementation plan with stages and responsible roles.
5. Implementation (package “VIP” only)	We improve processes and procedures, configure tools and train staff. *depends on the agreed scope of services	Practical outcomes of the work *depends on the agreed scope of services

Next step

Scheduling a free introductory meeting, after which we propose a specific diagnostic scope, timeline and cost. Paid analytical work does not begin until these parameters have been agreed.

This document describes a standard approach to working together and does not replace an individual commercial proposal and contract.

Discuss the diagnostics

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