Service
Pipeline Diagnostic
A four-week independent read of where your pipeline is leaking.
Fee envelope
£42,000 fixed-fee (London) — AED 195,000 (Dubai)
Timeline
4 weeks calendar — kickoff to readout
The Pipeline Diagnostic is the engagement most retainer clients hire first. It is a four-week, fixed-fee read on what is breaking and what to do first.
We do not bring a methodology and impose it. We listen for two weeks, look at the data for two weeks, and write down what we found in a way that is hard to ignore. The CFO usually reads the report twice. The board reads the executive summary.
In scope
- Two weeks of CRM data extraction and cleanup
- 12–15 seller and manager interviews
- Deal-level review of the top 30 open opportunities
- Forecast accuracy audit against the prior two quarters
- Final readout to the executive team with a written report
Deliverables
- Diagnostic report (PDF, 24–32 pages)
- Top-10 prioritised remediations by ROI
- Forecast confidence scoring per stage
- 60-day playbook for the in-house team to execute
Best for
- Series B+ SaaS, $5M–$50M ARR
- Boards that have lost confidence in the next-quarter number
- VP Sales joining a new role and wanting an unfiltered baseline
Anchor case
Halcyon FintechFounder-led sales for 4 years had built a £6M-ARR business and a 9-seller team. Forecast accuracy had drifted to ±34% over the prior three quarters. Two senior board members had given the founder 90 days to deliver an un…
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