Sales Diagnostic

Who it's for

Owners and sales leaders at brokerages, 3PLs, and carriers running a sales team of three or more reps, who suspect the numbers aren't telling the whole story.

What it usually uncovers

• Pipeline that depends on two or three producers
• New reps who take too long to ramp
• No shared sales process, cadence, or scorecard
• Volume bonuses and contests that pull reps toward thin-margin freight

What I review

Your pipeline, rep activity, comp plan, sales cadence, and forecast accuracy. I interview your sales manager and 3 to 5 reps, and I listen in on live sales calls.

How the three weeks run

• Week 1Intake. You send the data, I review the numbers and the comp plan, and we schedule interviews.
• Week 2Interviews with your sales manager and reps, plus listen-ins on live calls.
• Week 3I write up the findings and walk you through them in a 60-minute readout.

What you get

• Written findings, about 10 pages
• A gross-profit leak scorecard
• A ranked list of fixes, prioritized by impact
• A 90-day action plan
• A 60-minute readout session

What I need from you

• 12 months of gross profit by rep and by customer
• Your current comp plan
• A CRM or pipeline export
• An org chart for the sales function
• Interview time with your sales manager and 3 to 5 reps

The three weeks assume I have the materials within 5 business days of asking. Work begins once the signing payment has cleared.

What's not included

Implementation of the recommendations, HR or legal advice, and changes to your systems. This is a diagnosis, not a guarantee of results. If you continue into a Sales Build within 30 days of the readout, the Diagnostic fee is credited toward it.