START HERE
Commercial performance diagnostic: find what is slowing sales down
A structured diagnostic that shows where commercial performance is really slowing down. We assess marketing, sales, customer success and the handoffs between them, then give you a prioritised view of what to fix first, so sales performance improvement work targets the actual constraint rather than the most visible symptom.
When this is needed
Signs this might be the right time
A diagnostic is the right starting point when growth has slowed and the reasons are contested. Each function can explain its own numbers, yet the overall picture does not add up. Solutions have been proposed based on opinion rather than evidence, and the leadership team does not agree on the priority.
It is also valuable ahead of investment, acquisition or a new commercial plan, when an objective baseline matters more than an internal view.
- Pipeline exists, but progression is inconsistent or hard to explain
- Marketing, sales and customer success are working hard but not as one system
- The leadership team cannot see clearly where revenue is being lost
- Sales conversations, proposals or handoffs are not converting as well as they should
- A PE investment, acquisition or growth target has increased commercial pressure
- The business needs a practical 100-day plan, not another broad strategy exercise
What's included
What we deliver
The diagnostic examines the whole commercial system rather than one function, because performance problems usually live in the joins. You get a clear, evidenced view of what is constraining growth and a sequenced plan for addressing it.
Commercial model review
Review of the commercial model: how the business goes to market, who it targets and whether the model still fits the opportunity in front of it.
Pipeline and funnel review
Pipeline and funnel review covering volume, conversion and velocity at each stage, identifying precisely where opportunities are lost.
Marketing and proposition review
Marketing and proposition review assessing whether demand generation and messaging support the sales motion or work against it.
Sales process and deal review
Sales process and deal review examining how deals are actually run, qualified and closed compared with how the process says they should be.
Customer success and sales-to-delivery alignment review
Customer success and sales-to-delivery alignment review, covering retention risk, expansion potential and the handover between what is sold and what is delivered.
Leadership and operating cadence
How commercial decisions are made, reviewed and owned across the leadership team.
Outcomes
What improves
- A clearer view of where commercial performance is slowing down
- Prioritised strengths, risks and gaps across marketing, sales, customer success and sales-to-delivery alignment
- A practical view of what needs attention first
- Clearer evidence for leadership, board or investor conversations
- A focused 100-day revenue plan where a defined next step is needed
- Better alignment on what to fix, who owns it and what should happen next
FAQS
Common questions
Is this only for sales teams?
No. The diagnostic looks across marketing, sales, customer success and sales-to-delivery alignment because commercial performance rarely breaks in one place only.
How long does the diagnostic take?
The timing depends on the size and complexity of the business, but the aim is to move quickly from assessment to clear priorities and practical next steps.
Does the diagnostic include recommendations?
Yes. The output is a prioritised view of what needs attention first, with a 100-day revenue plan where the business needs a focused next step.
Can this lead into wider support?
Yes. Some clients use the diagnostic to clarify the problem and act internally. Others use it as the starting point for targeted Sales Engine support across leadership, GTM, sales execution or customer success and sales-to-delivery alignment.
START HERE
You might also need
Fractional Marketing & Commercial Leadership
Interim CMOs, CROs and commercial directors who bring structure, pace and accountability without a full-time commitment.
Go-to-Market Strategy & Planning
Market analysis, positioning, ICP definition and commercial performance planning that connects effort to measurable outcomes.
Integrated Growth Programmes
End-to-end sales transformation and commercial programmes that integrate marketing, sales and customer success into a single, connected growth system.
When growth slows, there is usually a reason.
A Commercial Performance Diagnostic gives you a clearer view of where performance is breaking down and what needs attention first.