Free, self-serve diagnostics built on the same methodology we use in paid engagements. No sales call required to get a straight answer, and your results appear before we ask for an email.
38 questions across your whole revenue system — first signal to signed contract to renewal. You get quantified leakage in £ or $, your system mapped with the leaks marked on it, an AI-readiness verdict, and a DIY fix list. Every figure shows its maths and can be recalculated with your own assumptions.
Each one answers a single question properly rather than everything vaguely.
Six questions across the areas that decide whether AI works on your data: quality, connectivity, source of truth, governance, consistency and use-case clarity. Instant score, no email.
Check your readinessCompare the true cost of hiring an internal RevOps resource against a Scale partnership — including time to ramp, holidays, recruitment and the cover you lose when they leave.
Enter three numbers you already have. You'll get a range for the margin likely lost each year between quote and install. If you don't track actual job cost yet, a best estimate is fine.
Check your margin leaksPick five real clients. For each one, try to answer three questions from HubSpot alone. No adviser inboxes, no spreadsheets, no back-office logins.
The Three Question TestYou know what you bill each month. This puts a number on the client hours that were never recorded against anyone. Four numbers you already have, one range, about two minutes.
Start tracking those hoursEvery hour an enquiry waits, the customer is getting quotes from someone else. For home services and trades, the first reply often wins the job. Four numbers you already have, and one assumption you can move.
Calculate your speed to quoteYou can't save a renewal your CRM doesn't know is at risk.Missing renewal dates, unowned accounts and usage data that never reaches the CRM. Churn looks sudden because the signals were never captured. We fix the foundations so retention becomes predictable.
Find out where the gap livesThese tools run on what you tell us. They can’t verify your data quality record-by-record, the real health of your integrations, or the logic inside your workflows — the three places where reality most often differs from perception.
A paid Assess inspects the live system: it replaces every estimate with a measurement and sequences the fixes by dependency rather than by size. The free tools tell you what and roughly where. The Assess tells you why, precisely how much, and in what order.