Whatever you run. Salesforce or HubSpot, the marketing platform, the reporting layer, and conversation intelligence if you have it. Nothing is written, changed or deleted at any point, and you can revoke access the moment the report lands.
The CRM: fields, owners, stage definitions against what reps actually do, duplicate rate, routing, automations firing into nothing. The tech stack: what you license, what stopped at the end of a trial, where two tools do one job. Attribution: taxonomy, the marketing to sales handoff, whether revenue traces to what produced it. Reporting: whether your definitions agree with each other and whether the forecast has a method or a feeling. Conversations, if they exist, and whether any of what they hear reaches the CRM. And your closed deals, scored backwards, to see what actually separated the wins from the losses.
Every gap found, ranked by what it costs you a year, with the order to fix them in. Written so a CFO can follow it, and specific enough that any competent operator could pick it up and start work without asking you a single question. It is a document, not a slide deck, and not a proposal.
Fix it yourself. Hand the report to whoever you hire. Or put us on the retainer at $2,000 a month and we do the work. Plenty of people take the report and we never speak again, which is fine, because this is how the work gets scoped either way.
It is not a call where somebody asks what keeps you up at night. It is not a slide deck with a proposal at the end. It is not a trial, and there is no card, no minimum and nothing to cancel. Sapwood is not a reseller and takes no vendor commissions, so nothing in the report is a recommendation to buy something we are paid to recommend.
Everything below is free and needs no call.
Nothing. The diagnostic is free, there is no card and nothing to cancel. If you want work done afterwards the retainer is $2,000 a month for up to 15 hours a week with Kaypo included, but plenty of people take the report and never come back.
With the free systems diagnostic. Read-only access, a written report with every gap ranked by what it costs a year, and the report is yours whether or not you continue.
Read-only to start. Nothing is written, changed or deleted. Anything built later is staged in a sandbox and signed off before it reaches production.
Where this sits, and what it costs to fix.
Read-only access to your systems, and a written report you keep either way.
Thirty minutes. Tell us what you are working on and we will tell you on the call whether we can help.
We will reach out to you shortly. If you have not heard from us by tomorrow, email hello@sapwood.io.
$2,000 a month, up to 15 hours a week, Kaypo included. Monthly, cancel any time, no call required first.
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