Diagnose, build & run
Most revenue problems have already been diagnosed. Almost none have been fixed.
You have the dashboards. You know the number is soft. What you don't have is someone who will find the reason, rank the fixes, and then stay to build them. That's the whole job here.
Two weeks to a written diagnosis. First fixes in production inside the quarter.
The shape of it
Three phases, and we don't skip to the third.
Software vendors sell you the build. Consultants sell you the diagnosis. The reason neither fixes the middle of your funnel is that a diagnosis nobody implements and a build nobody diagnosed are the same failure wearing different clothes.
Two weeks inside your actual CRM. Not a questionnaire.
We connect to your live Salesforce or HubSpot through a scoped OAuth grant and read the system as it really runs: every open deal, every stage transition, who owns what, where records go quiet, and where the data stops being trustworthy. The software does the reading at a scale a person can't. An operator reads the output with you and writes the diagnosis.
What we're actually looking at
- Stage movement
- Where deals sit longer than they should, and which stages are absorbing time without producing progress.
- Slip patterns
- Which commits moved, how far, how often, and whether the same accounts or owners keep appearing.
- Ownership and handoffs
- Where a deal changes hands and loses momentum — the seams between SDR, AE, and post-sale.
- Data quality
- Which fields your process depends on and how often they're empty, stale, or contradicted by activity.
- Coverage and capacity
- Whether the pipeline you have can produce the number you've committed to, at the conversion rates you actually run.
What lands at the end
A written diagnosis, not a slide deck. It names where the system leaks, what each leak is costing, and why it's happening — with the records behind every claim.
A list of problems isn't a plan. A ranked list is.
Every issue we find gets scored on what it's worth and what it takes to fix, then ordered so each fix opens the next one. You see the reasoning, not just the ranking — including why something obvious sits at the bottom.
How the ranking is decided
- Revenue at stake
- How much of the current quarter's number is exposed to this leak, measured from your own pipeline rather than a benchmark.
- Effort to seal
- What it actually takes — a field and a rule, a process change your team has to adopt, or a structural rebuild.
- Dependency order
- Some fixes are cheap only after another one lands. Sequencing them backwards is how good plans stall in month two.
The output
- Nowthe fix that's bleeding the most revenue this quarter.
- Nextthe one that opens up once the first is sealed.
- Laterthe structural work that compounds.
The part where most engagements end is the part where this one starts.
An embedded operator and the Closin platform put the sequenced fixes into production against your real data. Not a pilot, not a sandbox. The first fixes are live inside the quarter, and the operator stays to run them — so the thing that was fixed stays fixed after the attention moves on.
Who does what
The platform
Reads every deal continuously, scores health, flags slips as they happen, and answers questions in plain language with the record cited. AI agents carry the routine operating work that used to eat your team's week.
The operator
A real person who knows your system, sits in your cadence, and does the judgment work software can't — deciding what a signal means, what to change, and what to leave alone.
Your team
Stays on strategy and live deals. The point of the engagement is to give your people their week back, not to add a vendor to manage.
At the end
You own the system. That was always the point.
The fixes live in your CRM, under your ownership, documented well enough that your team can run them without us. We work with a small number of teams on purpose, and the measure of the engagement is whether your revenue system holds when we're not in the room.
Less firefighting. More building.
Start with the diagnosis.
Two weeks inside your CRM, a written read on where the number goes soft, and a plan sequenced by value. You'll know what's wrong before you commit to fixing it.