Bartlett Strategies
Diagnostic Service

Clarity in two weeks.
Growth in ninety days.

A scored diagnostic of your business development function, delivered in two weeks.

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What You Get

A complete picture of your BD function.

  • 60-minute intake call covering BD activity, pipeline, contact data, messaging, and tools
  • Written scorecard rating across ten BD dimensions (1–10 scale)
  • Three to five specific, prioritized recommendations for 90 days
  • 60-minute presentation call for your leadership team
  • Assessment of next steps: 100-Day Pipeline Program or Pipeline Office
What We Assess

Ten BD dimensions. One honest score.

01Target market clarity
02CRM hygiene and tracking
03Messaging and positioning
04Pipeline visibility and forecasting
05Outbound cadence and consistency
06Sales process and follow-through
07Dormant relationship strategy
08Team accountability
09Referral partner ecosystem
10Leadership alignment on growth
Process

How it works.

Week 1

Intake & Discovery

We start with a structured intake call and a review of your existing materials: outreach history, CRM data, team structure, and past wins and losses.

Week 2

Assessment & Scoring

We score each of the ten BD dimensions against a standardized rubric, identifying gaps, strengths, and the highest-leverage areas for improvement.

Delivery

Scored Report

You receive a written report with your scores, findings, and a prioritized action plan — ready to hand to a BD partner or implement internally.

Investment

$1,500.

Delivered in two weeks. Credited in full.

The full $1,500 is credited toward either engagement if you choose to continue within 30 days — making the audit effectively free when you move forward.

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