Business intelligence and opportunity assessment

See the whole business clearly, then fix what matters first.

We review six areas of your business. See what works, what is missing, and what to fix first. You get clear findings and a 90 day plan for improvement.

What we assess

Six business areas, reviewed together

A missed lead can mean a lost sale. A slow process can leave a customer waiting. We review all six areas together to see how one problem affects the rest of your business. This includes your customer record system, often called a CRM.

Five colleagues gathered around a laptop, reviewing work together

Sales and Revenue

What drives growth and where opportunities are lost.

Marketing

Which marketing brings results you can measure.

Technology and AI

What is effective, outdated or missing.

CRM and Customer Experience

Where leads, data or customers fall through gaps.

Operations

Where work is slow, manual or repeated.

Strategy and Growth

What your business needs next and where it could grow.

Two professionals in conversation over an open notebook

The approach

See what works today. Plan what to improve next.

We follow an established consulting approach: review first, then recommend. Before suggesting a new tool or campaign, we record how your business works today. What we find guides the next steps.

Understand the businessWe start with leadership conversations about goals, current priorities and the questions you want answered.
Review how things work todayWe look at your tools, data, and daily tasks. We talk with the people who use them.
Find gaps and opportunitiesWe compare what you have with what you need. We note where time, money, or information is being lost.
Plan the next improvementsWe choose the changes most likely to help. Then we put them in a clear order your team can follow.

What you receive

Four deliverables

Each one builds on the last, moving from what we found to what to do about it.

Executive findings report

A clear summary for owners and leaders. See what we reviewed, what works, and what needs attention across all six areas.

Gap analysis

Compare what your business has with what it needs. See where each gap is and how it affects daily work or growth.

Prioritized recommendations

A list of actions in order of importance. We weigh value, effort, and risk so your team knows what to do first.

90 day improvement roadmap

A step by step plan for the 90 days after the review. Each step has an owner and a progress check.

About the roadmap

The 90 days start after the assessment

The 90 day plan starts after the review. It covers the first changes your team can make, who owns each task, and when to check progress.

You can implement it your way

Your team can carry out the roadmap internally, or work with Proven ROI. We also provide CRM implementation, integrations, workflow automation and AI software development.

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