How I Work/Frameworks/The 5-Day Diagnostic
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5
The assessment

The 5-Day Diagnostic.

Five days to know exactly what’s broken and what it’s costing - because revenue diagnosis is about infrastructure gaps, not a three-month strategy review.

What it is

Traditional consultants need three to six months. Revenue diagnosis is different - you’re diagnosing infrastructure gaps, and those gaps are predictable.

Can your reps explain what you do in one sentence? Is your sales process documented? Do you have qualification frameworks? Can your team handle objections? Is follow-up systematic? Do reps know when to ask for the sale? Can new hires ramp in 60-90 days? These are observable infrastructure questions with evidence-based answers - not strategic questions requiring months of market analysis. So the diagnosis takes five days, not five months.

The methodology

Each phase builds on the last.

Days 1-2
Gather the evidence
Top-performer interviews extract the frameworks your best rep runs on instinct but can’t articulate ("walk me through your last three wins"). Average-performer interviews reveal the gaps by asking about failure ("tell me about deals that should have closed but didn’t"). Materials review shows how gaps manifest - 47-slide decks, undocumented email sequences, pricing that swings 2x for similar customers.
Days 3-4
Quantify the gaps
Stage-conversion analysis shows where deals die - any conversion more than 10 points below benchmark is an infrastructure gap, not market friction. Performance variance (a spread over 15 points, or a 2x sales-cycle range) proves the problem is systems, not people. Financial modeling converts every gap into dollars and a monthly cost of delay.
Day 5
Align leadership on what to fix first
Turn data into decision in two hours: the total opportunity quantified, then each gap as evidence → cost → root cause → fix. End with three commitments - which gap we fix first, who owns building it, and when we start. A diagnostic that doesn’t end in a decision is just a report.
The benchmarks it measures against

Where the deals leak shows up in the conversion rates.

Stage transitionHealthy benchmark
Lead → Qualified25-35%
Qualified → Discovery70-80%
Discovery → Demo75-85%
Demo → Proposal70-80%
Proposal → Closed50-60%

A low Discovery → Demo means missing qualification. A low Demo → Proposal means no discovery methodology. A low Proposal → Close means no objection playbook. The stage tells you which leak.

$3.3M
in annual opportunity surfaced in one real five-day diagnostic.
Close-rate gap + wasted discovery + discount erosion + excess turnover = $275K walking out the door every month it stayed unfixed.
How you score it

Rate each of the seven leaks, 1 to 5.

1 = no infrastructure, reps improvising. 2 = it lives in one person’s head. 3 = a framework exists but is outdated or inconsistently used. 4 = documented, current, used by most. 5 = a genuine strength. Anything at a 1 or 2 is costing you revenue right now; a 3 needs attention; 4-5 means leave it alone and put resources elsewhere.

Then prioritize: fix what’s closest to revenue first (objections, closing), then what affects the most volume (qualification), then the foundational leaks (positioning, process), and last - but don’t skip - onboarding.

The assessment philosophy
Interview the humans · Analyze the artifacts · Quantify the gap
Speed: five days to truthImpact: anchor everything in lost revenueAction: present binary choices, not endless options
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