Sales Performance Diagnostic™

The Revfinery Diagnostic™ helps you understand what’s working, what’s not, and where to focus next for a faster, healthier sales cycle.

What’s included

A tight assessment across skills, process, and messaging—so you know exactly what to fix first.

Cycle Friction Scan

  • Top-of-funnel to close mapping
  • Lag points & handoff risks
  • Enablement & tool fit

Message & ICP Review

  • ICP clarity & prioritization
  • Email/call frameworks & talk tracks
  • Proof points & narrative gaps

Skill & Behavior Check

  • Discovery depth & qualification
  • Objection handling quality
  • Manager coaching rhythm

Data & Hygiene

  • Stage definitions & forecasting
  • CRM usage & reporting accuracy
  • Pipeline risk & next-step discipline

How it works

1) Intake (Week 0)

Fast data pull + short interviews. We align on ICP, current cycle, tools, and goals.

2) Review (Week 1)

We analyze calls, copy, pipeline, and process. Clear findings—no fluff.

3) Readout (Week 2)

Live session with your leaders: what’s working, what’s not, and recommended next steps.

4) Roadmap (Week 2)

Prioritized plan: quick wins, 60-day focus, and options to execute with us.

Deliverables you can use immediately

Executive Summary

Plain-English findings and the 3 moves that matter most right now.

Prioritized Roadmap

Quick wins, 60-day plan, and optional Revfinery support paths.

Scorecards & Checklists

Qualification, next steps, and manager coaching prompts.

Messaging Starter Pack

Refreshed talk tracks + 3 outbound/opening angles to test.

Apply your Diagnostic credit: Put 100% of your Diagnostic fee toward Training, Outsourced Sales Support, or VP-Level Leadership if you engage within 60 days.

Book the Diagnostic Explore Services

FAQs

Do we need to prepare anything?

We’ll send a short checklist. Typical items: pipeline export, 2–3 recent call recordings, key emails, and current playbooks (if any).

Is this a long engagement?

No. It’s a fast 2-week sprint designed to give you clarity and options—execute with us or run it yourself.

Can you help implement the plan?

Yes. Most clients roll into Team Training, an Outsourced BDR/AE pod, or VP-level oversight based on the roadmap.

Will this disrupt the team?

We keep asks light and focused. The goal is faster cycles, not extra meetings.

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