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Turn the CRM into a system that acts

The Assessment maps where leads are captured, routed and followed up today, and what a working revenue system needs in their place.

B2B RevOps and Operations | Operational Fit Review

Find Where the Inquiry Stalls

For Managing Partners, COOs, CFOs, and RevOps leaders at professional-services firms with a real sales cycle. Book a 30-minute Operational Fit Review. Bring one inquiry that went quiet, one proposal that stalled, or one new client whose kickoff started late. We trace it from first contact to first invoice.

Request an Operational Fit ReviewSee what the call covers →

Thirty minutes. One real workflow. No software demo.

Illustrative audience scene

  1. 01Lead capture Form, email and referral inquiries land in different places
  2. 02Intake and routing Waits in a partner's inbox with no clock
  3. 03Conflict check and onboarding Documents arrive piece by piece, by email
  4. 04WIP and unbilled time Time is entered late, from memory
  5. 05Proforma and invoice Drafts circulate by email for partner edits
  6. 06Cash and ledger Reconciled by hand at month end

What the Call Covers

Trace One Real Workflow

  1. 01

    The inquiry

    Who owns it at 4:47 p.m. on a Thursday.

  2. 02

    Follow-up and proposals

    What moves when a partner is busy.

  3. 03

    The CRM

    Whether the stages match how you actually sell.

  4. 04

    Closed-won to kickoff

    Where conflict check, engagement letter and documents stall.

  5. 05

    Time to cash

    Where unbilled WIP ages, proformas get written down, and invoices wait.

Model A Conjai model, not a specific client.

A 12-Person Professional-Services Firm

Inquiries arrive from the site, referrals and events. Someone copies each into the CRM and emails a partner. First replies land the next day; the kickoff waits for another handoff.

After a Build, each inquiry updates the CRM, gets an owner and starts follow-up. A stalled proposal flags itself, and the source stays attached through the first invoice.

Your Next Step

Request an Operational Fit Review

Thirty minutes on one real workflow. Bring one inquiry that went quiet, a stalled proposal, a late kickoff, or a matter with aging WIP.

  1. Send your request, then choose a time.
  2. We trace where work waits, who owns it, and what happens next.
  3. You get a plain answer on whether paid Diagnose is worth doing. Its fixed fee is quoted before you commit and credited toward Build.

If you do not choose a time, we reply within one business day.

Tell Us Where Work Stalls

System Fit Session — B2B

Help us prepare

Optional. It helps us prepare; skip it if you are short on time.

Diagnose starts at a $3,500 floor. The fee varies with the number of platforms, tools and users, and the specific needs of your organization discovered during the Operational Fit Review. We confirm the scope and quote before you commit. Diagnose is a separate paid engagement.

We use this to prepare the call, not to add you to a marketing list. No phone number required.

FAQ

Questions We Hear

What Happens on the Professional Services Operational Fit Review?

Thirty minutes on an inquiry that went quiet, a proposal that stalled, or a kickoff that started late. We trace it from first contact to first invoice and tell you plainly whether Diagnose is worth doing.

What Does Professional Services Diagnose Cost?

Diagnose is a fixed fee, starting at $3,500, set by how many systems and workflows are in scope. We quote it on the Operational Fit Review, before you commit, and it is credited toward Build if you go ahead.

What Should I Prepare for the Professional Services Call?

Bring one real inquiry, proposal or new-client handoff and, if you can, have its CRM record open. We trace the workflow, rather than troubleshoot every tool live.

Bring One Workflow That Should Move Further

Request an Operational Fit Review

Choose a time after sending your request.