Objective: Create shared understanding and establish the foundation the build requires.
- —Clarify the core growth priorities and how success is defined — at the executive level and across functions
- —Clarify ICP focus and where buyer progression is breaking — not just where pipeline is thin
- —Identify where execution is losing ground — handoffs, ownership gaps, and decisions that aren't getting made
- —Establish a shared view of what's working, what's noisy, and what's quietly stalling — so the right things are protected while the rest gets addressed
- —Meet the team — understand strengths, development gaps, and what each person needs to perform at the level the role requires
- —Build early trust with sales leadership — understand their pipeline reality and where current gaps are eroding confidence
What shifts
Teams gain clarity on priorities and pressure points. Conversations move from activity to focus. The diagnostic becomes a shared foundation — not an external assessment.