PRE CLOSE

Sales & Marketing Diligence

Let’s find out if the pipeline is as great as it looks

  • Sales, marketing and pricing maturity

  • Pipeline strength, share-of-wallet, retention

  • Value creation opportunities

  • Potential AI use cases: pipeline risk scoring, retention prediction, true margin analysis

Salesforce Productivity

Your team is good. Let's make them dangerous.

  • Segmentation and coverage model

  • Quota, comp, and incentive design

  • Sales velocity, conversion, KPIs, governance

  • Potential AI use cases: rep coaching, sales enablement and marketing, forecast accuracy

Transaction Support

The deal closed. Now the real work starts.

  • Day 1 readiness plan

  • 100-day commercial integration plan

  • Quick win identification

  • Potential AI use cases: integration prioritization, KPI dashboard automation

HOLDING PERIOD

Marketing Effectiveness

More pipeline. Less spend. Yes, both.

  • Lead and demand gen, MQL —> SQL

  • Marketing activities, KPIs, ROI

  • Organization cost and external spend

  • Potential AI use cases: lead scoring, demand forecasting, campaign design and execution

Pricing Optimization

Charge what you're worth. Capture what’s owed.

  • Value based price setting

  • Discount leakage, pass through costs

  • Governance, ownership, KPIs

  • Potential AI use cases: competitive price dynamics, discount pattern detection