Diagnostic
A full diagnosis of how your business wins and loses orders.
The free audit tells you where to look. The diagnostic goes through your own records, from the first enquiry to the repeat order, and tells you what is leaking, from which source, product and salesperson, and what to do about it.
A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.
In one paragraph
The GullySales diagnostic is the paid step after the free audit. It analyses your CRM, call logs, ad accounts, quotes and six to twelve months of sales records to show where orders are lost, by source, product and salesperson. It ends with a written report, a pricing and margin check, a presentation to you and your team, and a 90-day plan.
Key facts
- What it is
- A paid analysis of your sales and marketing records, with a written report and a presentation.
- Data used
- CRM, call logs, ad accounts, quotes and six to twelve months of sales records.
- You receive
- Leak analysis, a pricing and margin check, the scored report and a 90-day plan.
- Fee
- Fixed, quoted in writing before anything starts, and adjusted against the first engagement if you continue.
- How long
- Agreed in writing before it starts, once we have seen what data you have.
Audit or diagnostic
The audit is the first look. The diagnostic is the full one.
Most owners start with the audit, because it costs 90 minutes and tells you whether more is worth doing.
| Row | Free audit | Paid diagnostic |
|---|---|---|
| Time | A 90-minute call | Agreed in writing before it starts, once we know what data you have |
| Data used | Last month's enquiries, as you share them | CRM, call logs, ad accounts, quotes and six to twelve months of sales records |
| Output | A written, scored report on six areas | A full report: where orders leak by source, product and salesperson, a pricing and margin check, and a 90-day plan |
| Review | Covered on the call | A presentation to the owner and the team |
| Fee | Free | A fixed fee quoted in writing before anything starts, adjusted against the first engagement if you continue |
What we analyse
One enquiry, followed from the first message to the second order.
Each step is worked out from your records, then broken down by source, product and salesperson. The six places it can go wrong are the ones in the Order Leak Framework.
Enquiries
Every enquiry in the period, by month, with the channel it came through.
By source
Which sources bring buyers and which bring noise: Google, Maps, IndiaMART, JustDial, referrals, walk-ins, ads.
Response
How long each enquiry waited, by source, by hour of the day and by the person who answered.
Qualification
How many were never a fit, and what upstream brought them.
Quote
How many reached a quote, how it was sent, what it said, and how long it took to go out.
Follow-up
How many times each quote was chased, by whom, and where the chasing stopped.
Order
Conversion by source, product and salesperson, with the price, discount and margin on every order.
Repeat
Who bought again, who did not, and what the second order was.
What you receive
A report your team can act on, and a plan they can start.
- 1
Leak analysis
Where orders are lost, by source, by product and by salesperson, with the records it was worked out from.
- 2
Pricing and margin check
Price realised against price quoted, discounts by customer type and by person, and the margin each order left.
- 3
The scored report
The six areas of the Order Leak Framework, each scored from 1 to 5 with the evidence beside it.
- 4
A 90-day plan
The fixes in order, who owns each one, and how each will be measured against the baseline.
- 5
A presentation to you and your team
The findings walked through with the owner and the people whose work they describe, with room for argument.
How it runs
Three stages, in this order.
How long each takes depends on how much data you have and how clean it is. That is agreed in writing before anything starts.
Collect
You give us the CRM export, call logs, ad account access and quotes. We list what is missing before we start, not at the end.
Analyse
We work down the issue tree on your own records, and check anything odd with the people who entered it.
Present and plan
We present the findings to you and your team, and leave the 90-day plan in writing.
What we need from you
Access to the records, and a person who knows them.
- An export from your CRM, or the sheet that stands in for one
- Call logs, or the phone records you have
- Read-only access to your ad accounts
- The quotes you sent, in any format
- Sales records for the last six to twelve months
- One person who can answer questions about how the records were kept
Who it is for
The diagnostic is worth it if these sound familiar.
- You have six months or more of enquiry and sales records, even in a messy form
- You suspect discounts or a few salespeople are costing you margin
- You are about to hire salespeople or spend more on ads and want a baseline first
- The free audit showed a problem you want sized properly before fixing
Not for
It is not the right fit if.
- You have almost no records of enquiries or orders to analyse
- You want the diagnostic to confirm a decision already made
- You want a guaranteed result, which nobody can honestly give
Book the diagnostic
Tell us what records you have.
We reply, look at what there is to analyse, and send the fee and the plan for the work in writing. If the free audit is the better first step, we say so.
Why pay when the audit is free?
What data do you need?
Is the fee adjusted if we continue?
Do we have to do the free audit first?
How long does it take, and what does it cost?
Will the report just tell us to hire you?
Your next practical step
See where your orders are lost, and by whom, from your own records.
90 minutes. A written, scored report. No invoice and no obligation.