Executive Summary
Plain-English findings + the top 3 changes to make now.
Surface the truth. Then build the system.
The Sales Performance Diagnostic™ reveals what's actually driving wins and losses — then maps the plan to make it repeatable.
Why this exists
Most teams are guessing.
As teams scale, truth gets filtered. Forecasts drift. Wins become hard to repeat. The data backs this up:
53%
of sales reps hit quota
Salesforce State of Sales
87%
of training forgotten in 30 days
Gartner
68%
say forecasts aren't reliable
Gartner Sales Research
84%
of buyers want sellers who understand their goals
Salesforce
The Diagnostic gives you clarity on what's real — and what to change first.
Step 1: Deep Exam
Your team completes the diagnostic assessment
Reps, managers, and leaders answer targeted questions about pipeline reality, process friction, messaging clarity, and execution patterns. This surfaces what people actually experience — not just what gets reported.
- Individual assessments for reps, managers, and leaders
- Calibrated questions designed to reveal blind spots
- Anonymous inputs so people share what's really happening
What we ask
Questions designed to surface patterns
We don't ask "how's it going?" We ask specific questions that reveal where deals stall, what reps avoid, and where the gap is between what leadership believes and what's actually happening.
Pipeline Reality
Stage accuracy, forecast confidence, deal velocity
Process Friction
Handoffs, blockers, workarounds
Messaging Clarity
ICP fit, differentiation, proof points
Execution Patterns
Discovery depth, objection handling, coaching
Step 2: Expert Analysis
Our consultants go deeper
The assessment is just the starting point. A Revfinery consultant then conducts live interviews with your reps, managers, and leaders — triangulating the data to build a complete picture.
1
Assessment Review
Analyze patterns across all responses
2
Rep Interviews
1:1 conversations with frontline sellers
3
Manager Sessions
Understand coaching reality and blockers
4
Leadership Alignment
Compare beliefs to ground truth
The Full Process
From assessment to action plan
A focused sprint designed to surface reality quickly — then translate it into a plan you can execute.
Week 1: Intake
Team completes diagnostic assessment. We align on goals, ICP, and current motion.
Week 2: Deep Dive
Consultant interviews reps, managers, leaders. We review calls and pipeline data.
Week 3: Readout
Live session with leadership: what's driving wins/losses and what's blocking growth.
Week 4: Roadmap
30–90 day plan: what changes first, what can wait, and how to implement.
Deliverables you can use immediately
A plan your team can run — plus the tools to keep it consistent.
Prioritized Roadmap
Quick wins, 30–60–90 day plan, and sequencing.
Scorecards & Checklists
Qualification criteria, next steps, and manager coaching prompts.
Messaging Starter Pack
Talk tracks + angles to test right away.
Ready to surface the truth? Book a Diagnostic — and apply 100% of your fee toward Training, Outsourced Support, or Revenue Leadership if you engage within 60 days.
FAQs
What do you need from us?
Access to your team for the assessment, 2–3 call recordings, pipeline data, and any current playbooks. We keep asks light.
How long does it take?
About 4 weeks from kickoff to final roadmap delivery. We move fast without disrupting your team.
Can you help implement?
Yes. Most clients roll into Training, Outsourced Support, or Leadership based on the roadmap — and your Diagnostic fee applies as credit.
Will this disrupt my team?
No. The assessment takes ~20 minutes per person. Interviews are 30 minutes each. We're designed for low friction.