Sales Ops
Diagnostic.

What we map

• End-to-end funnel. From demand generation to closed-won, with conversion rates between each stage and average dwell time.
• Leakage points. Where leads cool down, where follow-up fails, where the channel handoff breaks the experience.
• Real response time. SLA measured — not declared — at each entry channel (form, messaging, referral, inbound).
• Applicable automation map. Which stages can be automated today (qualification, scheduling, follow-up, nurture) and the expected ROI of each.
• Stack assessment. Current CRM, email sequences, ancillary tools — what makes sense to keep, integrate or replace.
• 90-day roadmap. Next steps prioritized by impact/effort, with executable timeline and KPIs per phase.

Why this format

Commercial operations tend to evolve by aggregation — a tool here, a spreadsheet there, an SDR who tweaks a script. In two years it becomes a system no one fully understands, with leads cooling down in invisible gaps.

The Diagnostic produces a single view of the current funnel: where each lead is, how long it stays in each stage, which entries convert best. From there we decide together where automation has real ROI and where team maturity needs to develop first.

A typical client closes the diagnostic with clarity about the next three investments — and the three that seemed urgent but weren't.

01

Funnel map

Visual document with each stage, conversion rate, average time and where each leak sits. Becomes the commercial team's internal reference.

02

Automation playbook

Prioritized list of automations with impact/effort, recommended tools, expected ROI and execution order. Ready to discuss with finance.

03

90-day roadmap

Executable 13-week plan with suggested owners, KPIs per phase and evolution gates. Can be implemented by your team or by Anuvia.