Discovery & Needs Assessment
Before any CRM work begins, understand what your business actually needs. A structured 30-minute free session to identify pain points, gaps, and the right path forward — followed by an optional deep diagnostic engagement at a small fixed fee.
Problems This Service Solves
You Know There Is a Problem, But Not the Root Cause
Teams report frustration with current tools, but the real issue might be process gaps, data silos, missing ownership, or platform misconfiguration. Jumping into implementation without diagnosis wastes budget on the wrong solution.
Vendor Recommendations Do Not Match Your Reality
CRM vendors and system integrators often recommend their preferred platform or their most profitable service line — not necessarily what your business needs. An independent assessment protects you from vendor lock-in before you have even started.
No One Has Mapped the Full Picture
Sales sees one version of the problem. Finance sees another. Operations and customer success each have their own pain points. Without a structured discovery, each department pushes for their own fix — and the CRM becomes a patchwork of disconnected requests.
You Are Not Sure Which Service You Actually Need
Should you start with consulting? Do you need implementation? Is data migration the real priority? Most organizations waste weeks evaluating service options when a 30-minute structured conversation would clarify the starting point.
What Is Covered
What You Receive
Free Session (30 Min)
- Structured discovery conversation guided by a proven framework
- Pain point mapping across departments and workflows
- Initial CRM readiness score and maturity assessment
- Clear recommendation on next steps and which service fits
Paid Diagnostic (Small Fixed Fee)
- 2-3 structured discovery workshops with key stakeholders
- Detailed current-state process maps and pain point analysis
- Gap analysis with prioritization (critical, important, nice-to-have)
- Written requirements document with traceability to business objectives
Diagnostic Output
- Prioritized implementation roadmap with phased milestones
- Effort estimation and resource planning for each phase
- Platform and tooling recommendation with rationale
- Executive summary for stakeholder alignment and budget approval
How It Works
Book Your Free 30-Minute Session
Use the contact form or book directly via email. I will send a brief pre-session questionnaire to understand your context — industry, team size, current tools, and the top three challenges you are facing. This ensures our 30 minutes are productive from the first minute.
Structured Discovery Conversation
In 30 minutes, I walk you through a structured discovery framework: what is working today, what is broken, what the ideal state looks like, and what is stopping you from getting there. I ask targeted questions that surface root causes — not just symptoms. You leave the session with clarity on your actual problem and a recommended path forward.
Decision Point — Free or Continue to Deep Diagnostic
After the free session, you have a clear recommendation. If the path is straightforward, you can proceed directly to the relevant service. If the situation is complex (multi-department, multi-system, unclear requirements), I recommend the deep diagnostic — a small fixed-fee engagement of 2-3 structured workshops that produce a detailed requirements document, process maps, and a prioritized roadmap.
Deep Diagnostic & Roadmap Delivery
Over 2-3 workshops, I facilitate structured discovery with your key stakeholders across all relevant departments. I document current-state processes, define future-state requirements, build a gap analysis, and deliver a prioritized implementation roadmap with effort estimates. You receive a written document that can be shared with internal teams, vendors, or implementation partners.
Common Questions
What happens during the free 30-minute session?
I walk you through a structured discovery framework covering: (1) your current tools and processes, (2) the top 3-5 pain points your team is experiencing, (3) what the ideal state looks like for your business, (4) what has been tried before and why it did or did not work, and (5) your timeline and budget expectations. You leave with a clear recommendation on which service — or combination of services — fits your situation.
Is there any obligation after the free session?
Absolutely none. The 30-minute session is a genuine discovery conversation, not a sales pitch. If I believe your situation does not require my services, I will tell you honestly and point you toward the right resources. Many clients use the free session just to get an outside perspective on their CRM challenges.
What does the paid diagnostic cost?
The deep diagnostic is a small fixed-fee engagement — significantly less than a full consulting or implementation project. The exact fee depends on organizational complexity (number of departments, systems, and stakeholders involved). I provide a fixed quote before any commitment, so there are no surprises. Think of it as a fraction of what you would spend correcting a wrong implementation decision.
How is the diagnostic different from the free session?
The free session is a focused 30-minute conversation that gives you directional clarity. The diagnostic is a multi-session engagement (typically 2-3 workshops of 90 minutes each) that produces formal documentation: detailed process maps, a written requirements document, gap analysis with prioritization, a phased roadmap, and effort estimates. The diagnostic output is a document you can hand to any implementation team or vendor.
Who should attend the free session from my side?
Ideally, someone who understands the cross-functional pain points — a business owner, COO, head of operations, or CRM program lead. If multiple departments are affected, having one representative who can speak to the broader picture is better than having everyone on the call. For the deep diagnostic, we involve key stakeholders from each relevant department.
What if we already have a CRM but it is not working?
That is a very common scenario and exactly what the discovery session is designed for. I diagnose whether the issue is configuration, process design, user adoption, data quality, or platform fit. In many cases, the CRM itself is fine — the problem is how it was implemented. The free session helps distinguish between 'we need a new CRM' and 'we need to fix how we use our current CRM.'
Can the diagnostic output be used with any implementation partner?
Yes. The diagnostic deliverable is a vendor-neutral document. It captures business requirements, process maps, and a roadmap — not platform-specific configuration details. You can take it to any CRM partner (Creatio, Salesforce, Dynamics, or a custom build) and they will have a clear specification to estimate and execute against.
How quickly can we move from the free session to actual work?
If the path is clear after the free session, we can start the relevant service within the same week. If a deep diagnostic is recommended, it typically takes 1-2 weeks to schedule and complete the workshops, with the final deliverable delivered within 3-5 business days after the last workshop. The goal is to move from confusion to clarity as quickly as possible.
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Ready to Get Started?
Let's discuss how Discovery & Needs Assessment can address your specific challenges. Every engagement starts with a no-obligation discovery call.