WHAT YOU GET, DAY ONE
A health score, and the receipts.
41/ 100 HEALTH
TOP FINDINGS
214 deals untouched for 30+ daysREVENUE
1,900 support tickets with no routingSERVICE
3,400 duplicate contacts inflating reportsDATA
12 overlapping workflows firing twiceAUTOMATION
No lead SLA, hot leads wait hoursSPEED
WHY START HERE
You can’t fix what you can’t see, so we look first.
Portal health score
A single number, benchmarked, so you know where you stand and can track progress.
Prioritised findings
Every issue we find, ranked by what it’s actually costing you in revenue and time.
Quick wins
The two or three things worth fixing this week, often before you hire anyone.
A fix roadmap
What to fix, in what order, with rough effort, your plan whether we build it or you do.
A live walkthrough
We screen-share your real portal and show you the problems, not a generic PDF.
No obligation
Keep the findings and the roadmap. If we’re a fit, great; if not, you still leave ahead.
THE SCOPE
Every corner of your portal, checked.
Not a five-minute glance. We go object by object across six areas and score each one, so the report tells you exactly where the leaks are.
Data health
- Duplicates & formatting
- Required-field coverage
- Orphaned records
Pipeline & deals
- Stage exit criteria
- Deal rot & stalled value
- Forecast integrity
Automation
- Dead & overlapping workflows
- Enrollment triggers
- Manual work that should be automated
Reporting
- Dashboard coverage
- Attribution gaps
- Numbers that don’t reconcile
Integrations
- Sync health & field mapping
- Duplicate data sources
- API & app sprawl
Adoption & permissions
- Actual team usage
- Roles & permission gaps
- Unused seats & licenses