▸What's it costing you?
Seven questions. Three answers — Revenue at Risk, Data at Risk, and how much you'd benefit from RSM. Built for the CEO/CMO/CRO read.
// diagnose.sh · interactive
session #0001
pid 8421
RUNNING
// methodology · how the three scores are computed
Three lenses,
one diagnosis.
We grade your CRM on what executives actually care about — money on the line, data you can trust, and whether you need outside help. Open math, no AI scoring.
// REVENUE AT RISK
annual_pipeline × contamination% × 0.08 + adoption_drag × user_count × $5,000
annual_pipeline × contamination% × 0.08 + adoption_drag × user_count × $5,000
Contaminated pipeline that won't close as forecast, plus the cost of users who fight the system instead of selling with it.
// DATA AT RISK
(100 − discipline_score) + channel_count × 1.2 + outside_systems × 2.5
(100 − discipline_score) + channel_count × 1.2 + outside_systems × 2.5
What % of records are likely stale, duplicate, mis-routed, or contradicted by another system. The number every CMO wishes had been measured 18 months ago.
// NEED FOR RSM
composite of discipline gap, channel sprawl, concern count, system count, user count
composite of discipline gap, channel sprawl, concern count, system count, user count
A 0–100 score mapped to four tiers — STEADY, OPTIMIZE, RESHAPE, RESET. Where you land tells you how urgent the next move is.
// next.steps
What to do with the diagnosis.
depends on your tier| OPT | ACTION | COST | TIME | BEST FOR | |
|---|---|---|---|---|---|
| A | Read the FinOps + Adoption notesSelf-serve fixes for ~$30K of drag. Most useful if you landed in STEADY or OPTIMIZE. |
free | 15 min read | steady | › |
| B | Book a 30-minute strategy callWe listen. Ask the questions your vendor never asked. Tell you whether we're worth more time. |
free | 30 minutes | any tier | › |
| C | Run the 2-week diagnosticRide-along, audit, written assessment. The precise number with a path to fixing it. |
$8,500 fixed | 2 weeks | reshape | › |
| D | Call this weekIf your tier came back RESET, the situation usually compounds. Don't wait for Q4. |
conversation | priority | reset | › |