Consulting  /  Stage 02 of 04

Findings & Analysis

Everything your market told us, written up properly. Including the parts nobody in your business particularly wants to read.

Video — Readout walkthroughA findings session, recorded and cleared

The gap

What your CRM says, and what they actually told us.

Closed-lost reason

Six options in a dropdown, filled in from memory by whoever lost the deal. Price and timing win every time, because they're the two answers that don't involve telling anyone their pitch was weak.

What they told us

Where they'd already made their mind up, what tipped it, and the words they used telling a mate about it afterwards. Rarely price.

All of it

Including the findings that contradict what your team is completely certain about.

Their words, not ours

How a buyer describes the problem to a friend is almost never how you describe it on your website. We keep theirs.

What went straight past them

Some of what you say lands. Some gets ignored. Some was never read at all. Knowing which is which beats thinking of something new to say.

Twice, or it doesn't count

A pattern has to turn up in more than one group before we'll call it a finding.

In practice

What it looks like.

Screens — The readoutScreens from the findings view in your portal

What runs it

How it's actually set up.

Coding

Every conversation tagged for objection, trigger, stage and language, so we can count patterns instead of remembering them.

Cross-comparison

Answers held against each other across the three groups.

Output

A written readout, plus everything underneath it so you can check we haven't made it up.

Visibility

It lands in your portal next to the campaign data, not in an attachment somebody has to go digging for.

Stated reason vs real objectionPlaceholder — awaiting live data
Price
Timing
Real objection

Closed-lost reasons as recorded, against what interviews surfaced

Next step

Find out what your market actually thinks.