Operational diagnosis — knowing where you're losing before spending on solutions.
Before proposing a CRM, portal or automation, we review your real operation: channels, responses, follow-up, traceability and data. We come out with a concrete map of what's being lost and why. Without closing big projects blindly.
Six layers of your digital operation
Acquisition channels
Where leads enter and how, with what visibility and what's being mismeasured.
Response times
How long each channel takes to be responded to — really, not what the team says.
Internal flow
Tools, hand-offs and bottlenecks between acquisition and closing.
Traceability
What's recorded per opportunity and what's lost in emails, WhatsApp or memory.
Data and reporting
Metrics being watched, metrics missing and what decisions aren't being made due to data gaps.
Efficiency leaks
Repeated manual work, human errors and processes that consume time without return.
The diagnosis, in writing
- Written diagnosis with the real map of the operation.
- Specific points where leads, time or money are lost.
- Prioritized improvements: quick wins and long-term projects.
- Effort and expected return estimates per improvement.
- Honest recommendation of whether to continue with us — or not.
Start with what costs least and clarifies most.
The diagnosis cost is fully or partially discounted if the subsequent project is contracted. If it doesn't fit, you still keep the useful map of your operation.