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For agency intake calls and pre-sales. Surface the 3-5 biggest issues fast.
"Pull a clean snapshot of the account so you have raw data to reason from."
Open this step"Frame the alignment chain before drilling into the wins. Tells you where the breaks are likely living."
Open this step"Run the waste detector first. Leaks are the highest-trust talking point."
Open this step"Strategic audit framework that grades the account on principle, not just metrics."
Open this step"If the tracking is broken, every other finding is suspect. Validate it."
Open this step"Turn the findings into a CFO-ready narrative for the prospect call."
Open this step