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See where commercial performance is really slowing down
A structured diagnostic across marketing, sales, customer success and sales-to-delivery alignment, built to give leadership teams a clearer view of what needs attention first.
When this is needed
Signs this might be the right time
A Commercial Performance Diagnostic is usually the right starting point when growth is not moving as cleanly as the plan suggests, but the cause is not obvious from the numbers alone.
- 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
We look across the commercial system to identify where performance is being helped, held back or made harder than it needs to be.
Commercial model review
How growth is expected to happen, where revenue is meant to come from and whether the current model supports that ambition.
Pipeline and funnel review
A practical look at pipeline quality, stage progression, qualification, conversion and where opportunities are slowing down.
Marketing and proposition review
How clearly the business explains what it sells, who it is for, why buyers should care and whether marketing is supporting sales conversations.
Sales process and deal review
How the team qualifies, progresses and manages opportunities, including proposal quality, deal confidence and sales discipline.
Customer success and sales-to-delivery alignment review
Where sales promises, customer value, retention and delivery alignment are either supporting growth or creating risk after signature.
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.
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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.