How We Gather Intel

Our deep-dive investigations are powered by a multi-faceted approach, meticulously designed to leave no revenue leak undiscovered. We deploy a combination of specialized intelligence streams to dissect your sales ecosystem from every angle, providing a complete, unbiased operational picture.

Undercover Shopping

You only hear what your reps choose to report. Secret Shopping gives you the unfiltered version by becoming the buyer. We pose as qualified leads and walk through your sales experience from first outreach to close. What we find is often surprising: weak discovery, inconsistent messaging, or missed follow-up steps that cost deals before you ever knew they existed.

Best Used When

  • You're unsure how your team is showing up in front of prospects

  • You want real evidence of how sales plays out rather than internal stories

  • You suspect buyer friction but can’t pinpoint where it happens

  • You’ve never heard your own pitch from the outside

Interrogations

Reps and leaders often give polished answers, but we’re not here for rehearsed scripts. Our Interrogations are deep-dive interviews designed to extract the unfiltered truth from the inside. We speak with your sales team, managers, and even former customers or lost deals to uncover what's really happening in the field. The goal isn’t to catch people slipping; it’s to find blind spots, misperceptions, and internal breakdowns that aren’t visible in the data.

Best Used When

  • You’re hearing different stories from different team members

  • Performance issues exist, but no one can explain why

  • Your leadership thinks they know the root cause, but you want confirmation

  • You need qualitative insight to back up what the numbers are suggesting

CRM / Data Analysis

Most sales orgs collect mountains of data—but few know how to read what matters. This Recon Unit dives into your CRM, pipeline, and performance metrics to uncover patterns, inconsistencies, and missed indicators. We evaluate stage-to-stage conversion rates, deal velocity, rep activity, pipeline hygiene, and forecasting accuracy. The goal: find out where you're bleeding revenue in plain sight—and how to clean it up.

Best Used When

  • You suspect there’s a gap between what’s being reported and what’s really happening

  • Forecasts are often off and no one knows why

  • You want to quantify stage drop-offs, conversion gaps, or ghosted deals

  • Your CRM is cluttered, incomplete, or inconsistent across reps

Audit

This Audit isn’t about opinions. It’s about evidence. We run your sales organization through a structured evaluation, comparing your systems, processes, and assets to what’s found in high-performing teams. Our framework identifies which components are present, which are incomplete, and which are completely missing. No fluff, no theories. Just a clean, objective readout of where gaps exist.

Best Used When

  • You want an outside perspective on how your sales org stacks up

  • You’re unsure what foundational elements your team might be missing

  • You’ve never done a full inventory of your sales systems, processes, or tools

  • You want a no-frills report you can reflect on or use to plan future improvements