When I begin working I often find companies are judging their efforts with unreliable data, unclear numbers, and confusing marketing reports.
Leadership often has blind-spots to critical problems and unrealized potential, costing the organization a lot of money.
Once we've agreed on adjusting course, I start by assessing the company's current situation:
I conduct an exhaustive, high-level analysis of the entire marketing and sales funnel, interviewing key people in sales operation and marketing positions.
With this information, I map out the entire sales system, breaking it down into parts, and assess key performance metrics at every step of the funnel.
Keeping the big picture in mind I can quickly identify problematic areas of waste & inefficiency that should be addressed immediately.
I also identify and rank the highest-value opportunities for profitability and growth.