Rapid Roadmap
A one-week diagnostic for B2B SaaS teams that need a clear view of what is slowing revenue down and what to do next.
This is for teams who know something is off in pipeline, process, or messaging and want an evidence-based assessment before investing in a bigger build. I review your CRM, assets, call recordings, and live deal flow to identify the primary constraint and map the next 90 days.
What you leave with
How it works
Lightweight on meetings. Heavy on evidence.
Before we start
Intake
You complete a short form and share access to CRM, assets, and recordings. Context reviewed async before the clock starts.
Days 1–2
Review
CRM inspection, pipeline hygiene, stage flow, conversion points, and asset review from discovery to close.
Days 2–3
Live sampling
Call recordings and deal walkthroughs to see what's actually happening in the field.
Days 4–5
Synthesis
Scorecard, constraint diagnosis, and recommendation stack. Pattern-finding validated against real deals.
Following week
Debrief
60-minute walkthrough of findings and the 90-day roadmap, scheduled when you can focus.
Before
Before we start
Intake
You complete a short form and share access to CRM, assets, and recordings. Context reviewed async before the clock starts.
The Week
Days 1–2
Review
CRM inspection, pipeline hygiene, stage flow, conversion points, and asset review from discovery to close.
Days 2–3
Live sampling
Call recordings and deal walkthroughs to see what's actually happening in the field.
Days 4–5
Synthesis
Scorecard, constraint diagnosis, and recommendation stack. Pattern-finding validated against real deals.
Delivery
Following week
Debrief
60-minute walkthrough of findings and the 90-day roadmap, scheduled when you can focus.
What I look at
CRM & Pipeline Structure
Pipeline stages, inspection workflow, and forecasting process.
Deal Progression
Why deals stall, slip, or die, and where the patterns hide.
Discovery & Qualification
Quality and discipline at the front of the funnel.
Messaging Consistency
From top of funnel through to proposal.
Stage Assets & Usage
What's actually being used in live deals, not just stored.
Coaching Signals
Where reps struggle: discovery, value, pricing, close.
What Rapid Roadmap usually uncovers
- Stage definitions that don't match how deals really move
- Pipeline that looks healthy but isn't inspectable
- Qualification gaps that create late-stage churn
- Messaging that's 'fine' but not repeatable across the team
- Assets that exist, but aren't used in live deals
- Forecasting noise caused by process, not rep effort
Deliverables
Every engagement includes a comprehensive diagnostic package designed to give you clarity and a path forward.
- 100-point Rapid Roadmap scorecard
- Primary constraint diagnosis (with supporting evidence)
- Top 10 recommendations, prioritised by impact and effort
- A 90-day execution roadmap
- 60-minute debrief + Q&A
Illustrative scorecard format. Your final score reflects your current operating context and evidence from your pipeline, process, assets, and calls.
Is this for you?
- You want clarity fast, before committing to a build program
- You suspect the constraint is in enablement, process, or messaging
- You're open to direct feedback tied to evidence
- You want someone to run your entire GTM function for you
- You're not willing to share CRM access or active deal context
- You're only looking for high-level strategy slides
“Nathan has an outstanding grasp of the B2B SaaS sales process. We recently launched a SaaS product and engaged Nathan to review our sales collateral, refine our sales process, and provide coaching on our active deals. After completing Nathan's program, the difference is night and day. We are now confidently moving prospects through a well-structured sales process with clear next steps and better conversion.”
Common questions
Looking for something more comprehensive?
Want to implement one or more of the Rapid Roadmap suggestions?
Move into a fixed 60-day sprint to build, test, and hand over working assets and process.
Want an embedded partner to keep improving weekly?
A 6–12 month embedded enablement partnership that keeps improving process, assets, and team execution over time.
Book an introductory call with Nathan
Use this call to talk through your current challenge, sense-check fit, and decide which engagement, if any, makes sense.
- 30-minute conversation
- No pressure or unwanted follow-up
- A clear next step or a clear no