Engineering the Truth Behind Your Sales Organization
Most SMB owners don’t struggle because of weak products, poor salespeople, or bad markets. They struggle because their organization is operating with multiple versions of the truth. Owners believe in one thing, Leadership believes in another, Sales reps have their own perspective and customer-facing employees often see issues long before anyone else notices.
When four groups see four different realities, every decision becomes guesswork.
The Curious Systems Engineer-in-a-Box™ eliminates that guesswork by delivering a full, objective, data-driven Sales Discovery that creates one shared version of the truth and a clear path forward.
Step 1 – Agility Sales Assessment 4.0: Quantifying What’s True
Your Discovery begins with the Agility 4.0 Computerized Assessment, which evaluates your sales organization across four pillars:
- Sales Strategy
- Sales Methodology
- Sales Analysis
- Sales Organization
Included in this phase:
GAP Analysis (Sales Gap, Potential Gap, No Gap)
Sales Gap Prioritization
1:1 interviews with Owners, Leadership, Sales, and customer-facing employees
An Executive Summary with:
- Company score
- Benchmark comparisons
- Expected post-engagement score
- Individual participant results
- Top improvement areas
- Summary across all four pillars
This is where organizational misalignment is exposed clearly—often for the first time ever.
Step 2 – Sales Discovery Report – Engineering Your Reality
After the assessment, we produce a structured, comprehensive Sales Discovery Report that examines:
- Sales Strategy – Industry Positioning, Competitive Landscape, Differentiation
- Sales Methodology – Coverage Model, Sales Process, CRM Usage
- Sales Analysis – Goals, Metrics, Dashboards, Compensation
- Sales Organization – Roles, Staffing, Training, Hiring Plan
Each category is scored on a 1–6 scale, with:
- Current Status
- Proposed Action
- Purpose Behind the Change
You then receive a prioritized list of the Top Areas of Focus, each described in detail.
This is the stage where CEOs stop guessing—and start seeing.
Investment & Ownership
Your complete Sales Discovery—including assessments, interviews, reporting, scoring, prioritization, and blueprint—is delivered for a fixed investment of $15,000 and only takes about 45 days to complete the most comprehensive 360 view.
The best part? You guessed it. You own the intellectual property
Step 3 — You Choose Your Path Forward
When Discovery is complete, you decide what happens next, as you have all findings and priorities outlining your current state, future state, and the roadmap to move from one to the other.
- Roll forward into Sales Infrastructure, Sales Framework, or Sales Management engagement and load the information into the Customer Portal or project management tool for clarity, accountability, and visibility
- Do nothing (you simply wanted clarity)
- Do It Yourself with your team internally
- If there is a different experience needed, we will help you find the right resource
No pressure. No selling. Just truth.
Why This Matters
You cannot build and perfect a sales process and system, manage performance or architect the Strategic Playbook to scale with predictable results until you first engineer the truth.
That is the purpose—and power—of the Curious Systems Engineer-in-a-Box™.
