DIAGNOSE SOLUTIONS

Diagnose What’s Really Holding Your Revenue Back

Before you fix execution, you need clarity. Our Diagnose offerings help B2B SaaS revenue leaders uncover where GTM systems break down—across strategy, process, data, and behavior—so teams can stop guessing, align on priorities, and focus on the changes that will actually move revenue.

Abstract bowtie model with a highlighted central node, illustrating diagnostic focus and constraint identification

Trusted by 1,000+ Companies Just Like Yours

When leakage isn’t identified, the same problems resurface

Teams move fast to fix symptoms, but without a system, the underlying issues never go away.

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Reactive playbooks that don’t scale

What works at one stage breaks at the next. Teams rely on outdated playbooks, tribal knowledge, and one-off fixes that can’t keep up with growth—forcing constant reinvention instead of repeatable execution.

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Teams pulling in different directions

Sales, marketing, success, and RevOps optimize for their own goals without a shared system. Metrics conflict, handoffs break down, and momentum slows as teams work hard—but not together.

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Short-term wins that don’t stick

A strong quarter brings relief, not confidence. Without clear standards and systems, performance depends on individuals—not design—so gains erode as teams change, markets shift, or pressure increases.

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Execution stuck in firefighting mode

Every quarter feels urgent. Leaders chase symptoms—pipeline gaps, missed targets, slow onboarding—without visibility into root causes, making progress feel reactive instead of intentional.

Turn uncertainty into clarity with a scientific approach

Winning by Design helps revenue leaders replace guesswork with evidence. Through structured diagnosis, we uncover how your GTM system actually performs—across strategy, process, data, and behavior—so teams can align on what’s broken, why it’s happening, and where change will have the greatest impact. The result is focus, confidence, and a clear path forward before execution begins.

Abstract illustration of a structured go-to-market system resolving from uncertainty into clarity, showing aligned layers for strategy, process, data, and execution.

Diagnose the Growth System Before You Scale It

Diagnose Solutions

Diagnose Solutions

Fact-based diagnostics that reveal where growth is breaking down—and where to focus next for compounding impact.

Go-To-Market Diagnostic (GTMD)

Get a clear, unbiased view of how your entire revenue engine is actually performing. The GTM Diagnostic benchmarks acquisition, retention, and expansion against industry standards, normalizes your data into a single Bowtie model, and surfaces the highest-impact gaps holding growth back. In just a few weeks, leaders walk away with executive-ready insights and a prioritized roadmap to focus teams, align investments, and move forward with confidence.

CxO Growth Guidance

Turn uncertainty into board-level confidence. CxO Growth Guidance aligns executive teams around an evidence-based growth strategy—connecting top-down revenue targets with bottom-up GTM capacity, risk-adjusted forecasts, and compounding growth levers. Ongoing advisory ensures alignment doesn’t fade, giving leadership and investors a credible, evolving narrative they can trust.

Executive Alignment

Create clarity at the top before scaling execution across teams. Executive Alignment brings C-suite and GTM leaders together around a shared revenue system, customer model, and north-star metrics—ensuring everyone is aligned on priorities, tradeoffs, and what success actually looks like. The result is faster decision-making, fewer downstream conflicts, and a unified foundation for sustainable growth.

Your Path to Clarity

Phase 1: Diagnose the System

  • Establish a shared, objective view of your current GTM performance
  • Surface misalignments across strategy, process, data, and leadership behaviors
  • Identify where growth is breaking down—and why
  • Align executives on the real constraints limiting scale

Outcome: Clarity, credibility, and focus before change begins.

 

Phase 2: Align & Prioritize

  • Translate insights into clear priorities tied to business impact
  • Align leaders around common definitions of success, risk, and tradeoffs
  • Create an executive-level roadmap grounded in evidence—not opinion
  • Decide what not to fix yet, preserving momentum and capacity

Outcome: A focused plan leaders can stand behind and teams can execute.

 

Phase 3: Enable Confident Execution

  • Support teams as they apply frameworks and decisions in real scenarios
  • Coach leaders on reinforcing alignment through metrics and behavior
  • Track early indicators of improvement (velocity, conversion, predictability)
  • Prepare for durable internal ownership beyond the engagement

Outcome: Early wins, improved execution confidence, and sustainable momentum.

 

Phase 4: Reinforce & Evolve (Optional/Ongoing)

  • Pressure-test decisions as the business changes

  • Adjust priorities as new data and constraints emerge

  • Maintain executive alignment through growth phases

  • Ensure the system continues to scale—not regress

Outcome: Growth that compounds instead of resetting every quarter.

 

What You Get with
Winning by Design

What’s included:

→ End-to-end GTM system assessment
A holistic view of how your revenue engine actually performs across teams and stages.

→ Executive-ready insights and findings
Clear, evidence-based conclusions leaders can trust to make decisions.

→ Cross-functional alignment workshops
Shared understanding of what’s broken, why, and where to focus first.

→ Prioritized growth roadmap
A focused set of recommendations tied to business impact—not noise.

→ North-star metrics and success standards
Clear definitions of “good” so teams know what to optimize for.

→ Expert guidance throughout the engagement
Direct access to experienced advisors to pressure-test insights and next steps.

Diagnose Solutions

Start a focused diagnostic engagement designed to bring clarity, alignment, and confidence to your growth decisions.

projects starting at $65K
walter brown, Sr. Account Executive, thomson reuters
Walter Brown
Sr. Account Executive

Dove deep into our go-to-market teams, processes and data to uncover some critical growth levers for our business.

The Science of Revenue, Proven in Practice

Our frameworks drive repeatable results across sales, success, and revenue operations—validated through customer performance data and real-world outcomes.

50%

Decrease in length of sales cycle

298%

Increase in wins

3X

Increase in ARR year over year

8X

Increase in outbound pipeline share

Work with Advisors Who’ve Built and Scaled Revenue Systems

David Ellin

David Ellin

Key Areas of Expertise: Customer Success strategy, GTM strategy

David Gordillo

David Gordillo

Key Areas of Expertise: Revenue Architecture, GTM strategy, Manager coaching

Fiona Chiu

Fiona Chiu

Key Areas of Expertise: Revenue Architecture, Data analysis and modeling, GTM strategy

Guido Liem

Guido Liem

Key Areas of Expertise: Revenue Architecture

Jim Hopkins

Jim Hopkins

Key Areas of Expertise: GTM strategy, Account-based strategy, Demand generation

John Grispon

John Grispon

Key Areas of Expertise: Revenue Architecture, GTM strategy, Manager coaching

Rachel Sasser

Rachel Sasser

Key Areas of Expertise: Sales strategy

Walter Velazquez

Walter Velazquez

Key Areas of Expertise: Revenue Architecture, GTM strategy

Built for the Leaders Accountable for Growth

CEOs
CROs
CFOs
CMOs
Rev Ops / GTM Ops

For CEOs

You’re accountable for growth—but often without a clear, shared view of what’s actually driving (or limiting) it.

  • Gain an objective, system-level view of revenue performance across the entire business

  • Replace opinion-driven debates with evidence-backed priorities

  • Align executives around a single growth narrative investors can trust

  • Reduce execution risk before committing major resources

  • Move forward with confidence instead of compounding uncertainty

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For CROs

You feel the pressure to deliver results—while managing complexity across sales, marketing, and success.

  • Identify where revenue is leaking across the Bowtie, not just where numbers missed

  • Diagnose pipeline health, conversion friction, and execution gaps

  • Align teams around shared metrics and definitions of “good”

  • Focus effort on the few changes that unlock outsized impact

  • Stop firefighting and start building predictable momentum

 

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For CFOs

You’re responsible for forecasting accuracy, capital efficiency, and growth credibility.

  • Understand why forecasts miss—and which assumptions are actually risky

  • Tie revenue performance back to system constraints, not just headcount or spend

  • Improve confidence in planning, budgeting, and board communication

  • Surface inefficiencies before they turn into wasted investment

  • Bring rigor and clarity to growth decisions

 

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For CMOs

You’re asked to drive growth—but often without clarity on downstream impact.

  • See how demand quality flows through sales and retention—not just top-of-funnel metrics

  • Identify where handoffs break down and create hidden friction

  • Align marketing investments to revenue outcomes, not activity volume

  • Build shared accountability with sales and success

  • Prove impact with clarity instead of defending spend

 

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For Rev Ops / GTM Ops

You’re tasked with fixing systems—but often without executive alignment or authority.

  • Get a holistic view of how process, data, and behavior interact

  • Identify root causes instead of patching symptoms

  • Create a shared source of truth leaders can rally behind

  • Prioritize operational fixes based on business impact

  • Enable consistent execution without constant intervention

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Trusted by Leading Revenue Teams

They truly understand the science behind sales and sustainable growth. It’s not just about running after a deal; it’s about embracing a system that fosters solid growth.
jonathan morgan, SVP of Operations, Head of Marketing, achieveit
Jonathan MorganSVP of Operations, Head of Marketing

Frequently Asked Questions

What problem do these offerings help solve?

Our Diagnose solutions help leadership teams understand why growth isn’t behaving as expected. We surfaces the root causes behind missed targets, misalignment, and inconsistent execution—so teams stop guessing and start fixing the right problems first.

Who are these offerings best suited for?

Our Diagnose solutions are designed for executive and GTM leaders—CEOs, CROs, CFOs, CMOs, and RevOps—who are accountable for growth outcomes and need clarity before committing to major changes or investments.

What makes this approach different from traditional assessments or audits?

Unlike point-in-time audits, we look at your entire revenue system end-to-end. It connects strategy, process, data, and behavior into a single, evidence-based view—revealing systemic issues metrics alone can’t explain.

What does a typical engagement include?

Diagnose engagements combine data analysis, qualitative insights, and facilitated executive alignment to produce a clear assessment of performance, prioritized findings, and a focused roadmap for what to address next.

How long is a typical engagement?

Most Diagnose engagements are designed to deliver clarity within weeks—not months—while still being deep enough to support executive decision-making and alignment.

What outcomes can we expect?

Teams typically walk away with a shared understanding of what’s broken, why it’s happening, and where to focus first—reducing internal friction, improving confidence in decisions, and setting the foundation for predictable growth.

Does this offering include recommendations or just insights?

Our Diagnose solutions go beyond insights. Each engagement includes prioritized recommendations tied to business impact, helping leaders decide what to fix now, what to sequence later, and what not to touch yet.

How do these offerings work within your other offerings?

Our Diagnose solutions are often the starting point. The insights and alignment created here inform downstream engagements focused on system design and deployment of execution-focused initiatives—ensuring downstream projects are focused, aligned, and built on evidence rather than assumptions.

Will this disrupt our current operations?

No. We work alongside your existing teams and workflows, minimizing disruption while increasing visibility and alignment at the leadership level.

How do you ensure executive alignment during the process?

Executive alignment is built into the engagement through facilitated sessions, shared definitions of success, and evidence-based findings—so decisions are made collectively, not debated endlessly.

How does this apply to our specific growth stage?

We adapt to your context. Whether you’re scaling post–product-market fit or managing complexity at enterprise scale, the approach flexes to your maturity, structure, and growth goals.

How much does a Diagnose engagement cost?

Diagnose engagements typically start at $65K, depending on scope, company size, and pathway selection.

How do we know if this the right starting point?

If your team is debating priorities, reacting to symptoms, or unsure where growth is breaking down, our Diagnose solutions are often the fastest way to create clarity and move forward with confidence.

Talk with a GTM expert about your GTM growth

We’ll help you understand what’s blocking predictable revenue and recommend the best path forward for your team.

1 (415) 484-8992
  • Get clarity on the root causes slowing your growth

  • Understand which GTM improvements will deliver the biggest impact

  • Explore pricing, timelines, and the right engagement for your goals

Winning by Design is rated 4.8 out of 5 stars by G2 reviewers
4.8 / 5 stars by 750+ customers
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