Discovery and Account Audit

This module is where client success begins. Strong audits prevent false promises, misaligned KPIs, and wasted setup work.

Outcomes

• Define commercial goals, constraints, and success metrics before launch
• Identify top leakage points in account structure, tracking, and spend allocation
• Build a practical 90-day plan with owners, milestones, and forecast ranges

Lessons in This Module

• Intake Questionnaire
• Pre-Sales Audit Framework
• 90-Day Growth Plan Template

Module Deliverables

• Completed intake document signed off by strategy lead
• Audit scorecard with priority-ranked issues
• 90-day plan with sprint schedule and KPI targets

Quality Gate

• Decision-maker goals and budget constraints are confirmed in writing
• Tracking confidence level is documented with risk notes
• Client agrees to timeline, ownership model, and reporting cadence

Next Step

Proceed to the first lesson in this module, then complete the remaining lessons in order before moving to the next module.