Diagnostic and Discovery

maximize opportunities

The goal of a systems diagnostic is to find where your systems and processes may be falling short and - more importantly - where you should focus on going forward to maximize opportunities. We’ll take a deep dive into how your organization functions, analyze where you can improve, and recommend a full scope ideal implementation.

Scope of Work

01.

Interviews with key stakeholders within your organization to gain an understanding of your current systems & processes.

02.

Full audit of your systems, softwares, and data integrity.

03.

Diagnosis of key areas with the largest potential ROI.

04.

Visually render your current state of RevOps in the form of a workflow chart.

05.

Design an ideal state for your workflows and systems based on discovery interviews, best practices, current software optimization / software recommendations, tailored to your organization’s specific needs.

Deliverables

  • Diagnostic summary
  • Current state flowchart + process / software recommendations
  • Ideal state flowchart with implemented software / process recommendations
  • Statement of Work and project proposal

Timeline | 4 weeks

Week 1

Initial kickoff and goal alignment

Week 2-3

System deep dive and interviews continued

Week 4

Findings presented along with recommendations

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