Discovery

We start every engagement with an initial discovery,
but we also offer a deep discovery that offers more insight and direction.

I. INitial Discovery

Typically included in any package

Typical Discovery Interaction

  • Meet with project sponsors as a group

  • Interview project sponsors individually

  • Interview select sales reps

  • Interview Sales operations/marketing as applicable

  • Review Data, CRM and collateral

Deliverabels

  • Initial Discovery Report

    • Introduction and assumptions

    • Top 6 current priorities

    • Top 6 lesser-known areas for improvement

    • Project roadmap with SalesZilla

II. Deep Discovery

For deeper insights - paid Report

Building on the original discovery, the deep discovery takes a deeper dive with more stakeholders, a more thorough CRM review, and potentially select customer interview calls to uncover more insights and action plans.

Deep Discovery Report Deliverables

  • Current state

  • Introduction

    • SWOT

      • May include company, team, market, or other aspects as relevant

    • Inconsistencies across the organization

  • Future Path

    • Introduction

    • Top 10s

      • Top 10 priorities

      • Top 10 short-term wins

      • Top 10 long term wins

      • Top 5-10 system/process wins

  • Recommended partnership & roadmap