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Something’s not clicking, and the dashboards aren’t telling you why.
Deals stall after strong discovery. Revenue growth looks healthy on the surface, but unit economics tell a different story. Your team is executing a playbook that worked two years ago in a market that’s changed.
You don’t need another dashboard. You need someone who knows where to look.
HOW IT WORKS
The 30-Day Revenue Diagnostic
WEEK 1
Discovery & Data Gathering
Kickoff call, CRM and revenue data access, review of sales materials and GTM strategy.
WEEK 2
Stakeholder Interviews & Pipeline Analysis
3-5 interviews with key team members, win/loss pattern review, pipeline health analysis.
WEEK 3
Deep Analysis & Benchmarking
AI-powered pattern recognition, churn and retention deep dive, competitive positioning review.
WEEK 4
Recommendations & Roadmap
Final presentation with prioritized findings and a 90-day action roadmap.
THE PRISM METHOD™
How We Find What’s Really Happening
The Prism Method™ combines rigorous data analysis, AI-powered pattern recognition, and real conversations with your team to uncover what’s driving performance, and what’s getting in the way.
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The result: not just insights, but a clear path forward you can execute.
WHAT YOU GET
The 30-Day Revenue Diagnostic
Revenue Health Scorecard — Visual snapshot of pipeline health, conversion, churn, and team performance.
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Pipeline & Conversion Analysis — Where deals stall and why.
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Stakeholder Interview Synthesis — Patterns, friction points, and opportunities surfaced from your team.
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AI-Powered Pattern Analysis — Anomalies and insights that would take weeks to find manually.
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Prioritized Opportunity Map — What to do first, what to do next, what to stop doing.
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90-Day Action Roadmap — A clear execution plan with owners, timelines, and KPIs.
ONGOING SUPPORT
Quarterly Advisory Retainer
For companies that want ongoing strategic counsel after the Diagnostic. Monthly check-ins, quarterly deep dives, and direct access to strategic guidance as your revenue engine evolves.
WHO THIS IS FOR
Is this right for you?
The 30-Day Diagnostic is built for CROs, CEOs, and revenue leaders at B2B SaaS companies ($50M–$500M ARR) who know something isn’t working but can’t pinpoint what, and are ready to fix it.
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