2-week assessment
If your team depends on spreadsheets, fragmented CRM data, and manual reporting to understand what is happening across sales and operations, decisions slow down and problems stay hidden. Innovai Systems delivers a focused 2-week assessment that identifies workflow and reporting bottlenecks, clarifies KPI gaps, and gives leadership a prioritized roadmap.
No commitment beyond the assessment. You keep the roadmap and decide what happens next.
A clear picture of how systems, reporting, and handoffs connect today, including where friction is introduced.
A structured view of what leadership needs to see, what is missing today, and which metrics need clearer ownership.
A concise summary of the core issues, business implications, and the most important decisions or actions to take next.
A sequenced view of what to fix first, what can wait, and what should be scoped separately as a deeper implementation phase.
If technical work is needed after the assessment, it can be quoted separately or handed to your internal team or existing vendors.
Fixed-fee assessment · Diagnosis, findings, and roadmap
You walk through your reporting setup, CRM pain points, and the handoffs creating the most friction today.
We confirm whether this assessment is the right scope for your team, timeline, and budget.
If there is a fit, you get a simple kickoff path, expected outputs, and what your team needs to prepare.
If the problem is bigger than this assessment, that gets called out early instead of being stretched into the fixed fee.
If your team needs a clear plan before investing in a larger fix, book a call and we'll confirm whether the assessment is the right fit.
Pick a time that works. We'll confirm fit and next steps on the call.