Diagnostic
Show me from my own records where we lose orders.
You have a CRM, call logs, ad accounts and a pile of quotes, and nobody has read them together. We do, from the first enquiry to the repeat order, and tell you what is leaking by source, product and salesperson.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
The GullySales diagnostic is a paid first step for an owner who wants their own records analysed. It reads the CRM, call logs, ad accounts, quotes and sales records you have, to show where enquiries and orders are lost, by source, product and salesperson. It ends with a written report, a pricing and margin check, and a plan with the fixes in order.
Key facts
- What it is
- A paid analysis of your own sales and marketing records, with a written report.
- Records used
- Your CRM, call logs, ad accounts, quotes and sales records.
- You receive
- Leak analysis, a pricing and margin check, a scored report and a written plan.
- Scope, fee and timing
- Agreed in writing after we have talked and seen what records you have.
- First step
- Send us a brief through the requirements page.
How it starts
You send a brief, and we tell you honestly what can be done.
Nothing is priced before we have seen what you have. After the conversation, the scope, the fee and the timing come to you in writing, and you decide.
Tell us what records you have.
Say what you want analysed and what exists, in a few short steps. We read it and come back to you.
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 six areas of our method.
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 enquiries and orders are lost, by source, by product and by salesperson, with the records each finding came 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
A scored written report
The six areas of the method, each scored from 1 to 5 with the evidence beside it.
- 4
A written plan
The fixes in order, who owns each one, and how each is measured against the baseline.
- 5
A walk-through with your team
The findings explained to you and to the people whose work they describe, with room for argument.
How it runs
Four steps, in this order.
How long the analysis takes depends on how many records you have and how clean they are. We write that down before you commit to anything.
Brief
You tell us what you want analysed and what records exist, through the requirements page.
Conversation and scope
We read it, talk to you, and look at what there is. Then we send the scope, the fee and the timing in writing.
Analysis
Once you agree, we work down the issue tree on your own records, and check anything odd with the people who entered it.
Report and plan
We walk you and your team through the findings, and leave the 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
- Your sales records, as far back as they go
- One person who can say how the records were kept
Who it is for
The diagnostic is worth it if these sound familiar.
- You have a good stretch of enquiry and sales records, even in a messy form
- You suspect discounts or one or two salespeople are costing you margin
- Before hiring salespeople or spending more on ads, you want a baseline
- Enquiries come in every week and you cannot say why so few become orders
Not for
It is not the right fit if.
- You keep almost no record of enquiries or orders. We will say so, and tell you what to start recording first, so that an analysis is worth doing later.
- You want the diagnostic to confirm a decision already made
- You want a guaranteed result, which nobody can honestly give
Questions
What owners ask before they send a brief.
What do you need from me to start?
What does it cost, and how long does it take?
Which records do you work from?
What if our records are too thin?
Is the fee adjusted if we continue with you?
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.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.