Enableocity
REVENUE SYSTEM DIAGNOSTIC

Sales Operations
Diagnostic

Find where your sales system is leaking execution, visibility, and momentum.

We assess your sales process, CRM, deal inspection, quoting, renewals, and AI-assisted workflows — then benchmark the operating model against common patterns in high-performing B2B revenue teams.

Identify friction across process, CRM, and deal execution
Surface fast wins and AI workflow opportunities
Receive a practical 30-60-90 action plan

The initial diagnostic conversation is complimentary. Deeper assessment scopes are defined based on the systems, access, and review depth needed.

Request a Diagnostic

Tell us where it hurts. We'll take it from there.

We'll review your note and follow up with next steps if there's a clear fit.

What We Assess

Three assessment areas, each with a clear deliverable — so the diagnostic feels tangible, not abstract.

Sales Process & Deal Execution

We review how opportunities move stage to stage — entry/exit criteria, handoffs, qualification, next-step quality, manager inspection, and stalled-deal patterns.

Qualify Propose Negotiate Close !
DELIVERABLESales stage map with gates, risks & inspection points

CRM Signal, Hygiene & Workflow Quality

We assess whether CRM captures usable operating signal without seller drag — field logic, stale records, duplicates, missing context, and where AI can infer updates from activity.

Opportunity 78 HYGIENE
DELIVERABLECRM signal scorecard + field/workflow cleanup map

Deal, Quote & Renewal Risk Visibility

We evaluate how early the team spots risk across deals, quoting, and renewals — next-step clarity, stakeholder coverage, quote readiness, approval delays, and renewal timing.

Deal Quote Renewal !
DELIVERABLERisk visibility dashboard with deal, quote & renewal signals

What You Receive

Sales process maturity score
CRM hygiene & signal quality score
Deal inspection risk map
Quoting / renewal friction map
AI workflow opportunity list
30-60-90 sales ops action plan

What the Report Looks Like

Every diagnostic uses the same clear visual system — built for executives to grasp the "so what" before the detail.

Executive Snapshot

What's working, what's leaking, and where to focus first — with a maturity score and top 3 priorities.

Current-State Map

How work actually happens today — bottlenecks, manual steps, unclear ownership, and automation opportunities.

Peer Benchmark / Maturity View

A grounded maturity model — emerging to advanced — so you can see whether you're behind, normal, or ahead.

30-60-90 Action Plan

A practical rollout — what to fix first, what to pilot, what to document, and what to measure — with owners.

What Happens Next

STEP 01

Submit request

Share your context and primary challenge through the form.

STEP 02

Fit conversation

A short complimentary call to confirm scope, access, and goals.

STEP 03

Diagnostic review

We assess the three areas and build your maturity view and maps.

STEP 04

Report & readout

A working session walking through findings and the 30-60-90 plan.

Ready to find the friction?

Even if you don't hire Enableocity afterward, you'll understand your revenue system better than you do today.

Request Diagnostic