Commercial Growth Assessment
Find out exactly what's holding growth back. We review your whole commercial engine, from strategy and marketing hand-off to CRM, sales process and team, and give you a clear plan to fix it.
Why start with an assessment
When growth stalls, the symptom is usually obvious: missed targets, too few qualified leads, a forecast nobody trusts. The cause usually isn't. It might be the sales process, the hand-off from marketing, how the CRM is set up, territory design, the wrong people in key roles, or all of them at once.
The assessment gives you an independent, evidence-based view of the whole engine, so you spend money fixing the real constraint instead of guessing.
What we review
- Commercial strategy, target markets and value proposition
- Sales process, stages and opportunity management
- Funnel health, conversion rates and forecasting
- CRM setup, data quality and adoption
- Marketing-to-sales hand-off and lead follow-up
- Sales leadership, meeting rhythm and accountability
- Team structure, roles, territories and skills
- Customer buying journey and stakeholder coverage
What you get
- Executive summary of what's working and what isn't
- Commercial Growth Scorecard rating each part of your engine
- Growth constraints analysis showing the bottlenecks that matter most
- Prioritized opportunity list, ranked by impact and effort
- 90-day action plan with owners and milestones
- Leadership presentation to walk your team through it
How it works
- Week 1Kickoff and data
We agree on goals, get CRM and report access, and schedule interviews.
- Weeks 1 to 2Interviews and review
Conversations with leaders, sellers and marketing, plus a review of your pipeline, process and systems.
- Weeks 2 to 3Analysis
We score the engine, find the constraints and build the plan.
- Week 3 to 4Findings presentation
We walk your leadership team through the results and the 90-day plan.
Pick the depth you need
Focused Assessment
Leadership interviews, a sales process, funnel and CRM review, and an executive findings presentation with a 90-day plan.
Comprehensive Assessment
Everything in the Focused Assessment, plus wider stakeholder interviews, a marketing and sales effectiveness review, a leadership assessment and a full growth roadmap.
Common questions
How much does a Commercial Growth Assessment cost?
Assessments start at $5,000 for a focused review. A comprehensive assessment, with more interviews and a deeper review of marketing, leadership and the team, is quoted after a short call.
How long does it take?
2 to 4 weeks, depending on the size of your team and how much data there is to review.
How much of our time does it need?
Usually a kickoff meeting, 45-minute interviews with key leaders and sellers, access to your CRM and reports, and a final presentation. We keep the load on your team light.
What happens after the assessment?
You own the 90-day plan. Many clients run it themselves. Others ask us to help build or lead the fixes through the Growth Accelerator, Revenue Operations work or fractional leadership.
Which CRMs do you work with?
We review whatever you use today, including HubSpot, Salesforce, Pipedrive, Zoho and Microsoft Dynamics. If you don't have a CRM yet, the assessment covers what you need.
Book your assessment.
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