Assessments & advisory offers

Five ways to start. Pick the one that fits.

You don't have to commit to a transformation to start. Each entry point produces a concrete deliverable you can act on — alone, with us, or with someone else.

Not sure?

Start with the free Operational Assessment. 60 minutes, no obligation, ends with an honest recommendation.

Schedule the free one

Or try the 2-min Business Operations Index™ first — no email required.

Take the Index

Recommended

Start here

Operational Assessment

A focused conversation that maps where revenue, time and visibility are actually leaking — across people, processes, data and tools. The best first step into Operational Intelligence.

Duration 60-min working session · Free

Right for you if

You sense operations are breaking but can't articulate where
You have 3+ disconnected tools and growing pain
You want a partner, not a one-shot project

What you get

Operational friction map (top 3–5 leak points)
Recommended next system or workflow to fix
Honest read on whether AI/automation will help
No deck. No pitch. A working session.

Outcome

A clear, ordered list of what to fix first — and what to leave alone.

Request this assessment

AI fit-check

AI Readiness Assessment

Cut through the AI noise. We map the workflows where AI will actually move a business metric — and the ones where it won't — based on your data, systems and team reality.

Duration 90-min deep dive

Right for you if

You're being pushed to 'do something with AI'
You have pilots that haven't shipped
You want an honest read before investing

What you get

AI opportunity map across your operations
Workflow-by-workflow ROI estimates
Data & system readiness scorecard
Top 3 use-cases ranked by feasibility × impact

Outcome

A 1-page brief you can take to leadership — with or without us as the implementation partner.

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Deep dive

Workflow Audit

Pick the workflow that's costing you the most hours, revenue or NPS. We map it end-to-end, find every leak and handoff, and design the connected, automated replacement.

Duration 2-week engagement

Right for you if

One process is clearly the bottleneck
You've outgrown the spreadsheet/Slack version
You want a build-ready spec, not theory

What you get

Current-state workflow map with leak points
Future-state design with automation & ownership
Tool / integration recommendations
Build estimate & phased rollout plan

Outcome

A documented workflow your team can ship — in-house or with us.

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Pipeline review

Revenue Systems Assessment

A full review of your lead-to-cash motion: CRM data model, lead capture, scoring, routing, follow-up automation, sales-to-finance handoff and pipeline reporting.

Duration 2-week engagement

Right for you if

Pipeline numbers nobody trusts
CRM adoption is mediocre at best
Leads are leaking between marketing, sales and ops

What you get

End-to-end revenue process map
CRM data model & adoption audit
Lead-leakage report with revenue impact
Recommended Revenue System blueprint

Outcome

A revenue operating model your CRO can defend — and your CFO can measure.

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Leadership working session

Executive Strategy Session

A working session with your leadership team to align operations and growth strategy. We facilitate; you leave with a 12-month operational roadmap your team actually owns.

Duration Half-day on-site or remote

Right for you if

Leadership disagrees on what's broken
You're planning the next funding / growth phase
You need alignment before a big tech investment

What you get

Pre-session interviews with 3–5 leaders
Facilitated half-day working session
Operational priorities ranked & owned
12-month roadmap with quarterly milestones

Outcome

Leadership aligned on what to build, what to fix and what to ignore — for the next year.

Request this assessment

How it works

What happens after you request.

Pick an entry point

Choose the assessment that matches your situation. Not sure? Start with the free Operational Assessment.

Pre-work

We send a short prep doc and request access to a few systems so we don't waste your time asking obvious questions.

Working session(s)

We work with your team — operators, leaders, engineers — not just on a deck. The output is built collaboratively.

Deliverable & next step

You walk out with the agreed deliverable, a recommendation, and zero pressure to engage further.

FAQ

Common questions.

Do I have to pick one — can I just talk to you?

Yes. The free Operational Assessment exists for exactly that. We'll talk for 60 minutes, map your friction, and recommend whether a deeper assessment is even warranted.

Are paid assessments credited toward implementation?

Several are, in part. We'll be explicit about scope, fees and any credits up front — before you commit. The Operational Assessment is always free.

Who runs the assessment?

A senior practitioner — never a generic salesperson, never an account manager. The person scoping the work is someone who has actually built these systems.

Can I do this without buying anything else?

Absolutely. Every assessment is designed to produce a deliverable you can act on alone or with another partner. Operational Intelligence is a way of thinking — we sell the work, not the lock-in.

What if my situation doesn't fit any of these?

Tell us in the form. We custom-scope when the standard offers don't match — usually still on a fixed-fee basis so there's no surprise.

Still not sure?

Talk to us first. It's free.

The Operational Assessment is built for exactly this moment. 60 minutes, no obligation, ends with an honest recommendation — even if that recommendation is "you don't need us".

Operational Assessment · Free Read about the category

Contact us

Email: hello@globaltechsignal.com Remote-first — serving teams worldwide.