Ask any SMB owner why sales aren’t growing as expected, and you’ll hear a familiar list of theories:
“Our reps aren’t strong enough.” “We need better leads.” “We need a new comp plan.” “Marketing needs to do more.” “Our CRM isn’t set up correctly.”
But here’s the real issue: everyone in the company is working from a different understanding of the sales problem.
Owners have one perspective. Leadership has another. Sales reps have a completely different view. Customer-facing employees see operational friction long before anyone else does.
When four groups live in four different realities, decisions are made on assumption—not truth.
The Curious Systems Engineer-in-a-Box™ solves this by delivering a structured, data-driven, fully engineered Sales Discovery that aligns every viewpoint, reveals root causes, and creates a roadmap grounded in objective truth.
Step 1 — Agility Sales Assessment 4.0: Revealing What’s Really Happening
The Discovery begins with the Agility 4.0 Computerized Assessment, which evaluates your organization across four core pillars:
- Sales Strategy
- Sales Methodology
- Sales Analysis
- Sales Organization
This phase includes:
🔹 GAP Analysis:
Determines Sales Gap, Potential Gap, and No Gap conditions.
🔹 Sales Gap Prioritization:
Identifies which constraints affect revenue most severely.
🔹 1:1 Interviews Across Four Groups
- Owners
- Executive Leadership Team
- Sales Leadership & Sales Team
- Customer-Facing Employees (non-sales)
This multi-perspective evaluation is a differentiator unlike anything most CEOs have experienced.
It exposes misalignment quickly—and powerfully.
🔹 Executive Summary Report:
You receive a comprehensive summary showing:
- Company score across all four pillars
- Comparison to average initial client scores
- Projected improvement after engagement
- Individual participant scores
- Biggest areas of improvement
- A summary of Strategy, Methodology, Analysis, Organization
This is your first “moment of clarity.”
Step 2 — Full Sales Discovery Report: Engineering the Sales System
We then construct a deep, structured Sales Discovery Report, reviewing your organization across four domains:
Sales Strategy
- Industry Positioning
- Competitive Landscape
- Value Proposition & Differentiation
Sales Methodology
- Sales Coverage
- Sales Process
- CRM Utilization & Effectiveness
Sales Analysis
- Sales Goals & Quotas
- Metrics, Reporting & Dashboards
- Compensation & Incentive Plans
Sales Organization
- Roles & Responsibilities
- Staffing & Hiring Plans
- Sales Training & Readiness
Each category receives a 1–6 score, along with:
- Current Status
- Proposed Action
- Purpose Behind the Action
You then receive a list of your Top Priority Focus Areas, each explained with precision.
This section gives CEOs the clarity they crave—and the truth they rarely get.
Step 3 — Prioritization, Portal Upload & Strategic Sales Playbook Blueprint
Every recommendation, priority, and action step is placed into your Customer Portal or project management system so execution becomes structured, transparent, and manageable.
You also receive a Strategic Sales Playbook Blueprint outlining:
- Current state
- Future state
- The engineered roadmap that connects them
This becomes the foundation for your sales system transformation.
Investment & Ownership
The complete Sales Discovery—assessments, interviews, analysis, reporting, prioritization, and blueprint—is delivered for a fixed investment of $15,000.
And you own all the intellectual property.
This is clarity with value—not a lead-in to a hard pitch.
Step 4 — You Choose Your Path Forward
Once Discovery is complete, you decide which of four paths is right for your business:
- Do Nothing (for now) Sometimes timing isn’t right—but clarity still has value.
- DIY Execution Use your roadmap internally at your own pace.
- Right-Fit Referral If culture alignment isn’t perfect, I will find someone who is.
- Roll Forward With SGI Transform Discovery into deeper work around Playbooks, Infrastructure, Framework, or Sales Management.
No pressure. No assumptions. Just truth, options, and the right next step.
Why CEOs Love the Curious Systems Engineer Approach
Because for the first time, they finally get:
- A unified version of the truth –Across Owners, Leadership, Sales, and customer-facing teams.
- Objective, data-backed clarity – Not opinions. Not guesswork.
- A prioritized roadmap – You know what to fix first, next, and later.
- Confidence before committing to change –You aren’t buying solutions you don’t need.
The Beginning of All Predictable Sales Growth
Before you architect a Playbook… Before you reconfigure your CRM… Before you invest in hiring or training… Before you change compensation…
You must first engineer the truth.
That is the purpose—and power—of the Curious Systems Engineer-in-a-Box™.
