BUSINESSOS DIAGNOSTIC

Choose one sales or growth problem. Find what needs fixing first.

When sales execution, CRM, distribution or expansion feels harder than it should, start with one agreed question. Get a focused review and a practical next step without beginning a large project.

RECOGNISE THE SIGNS

This may be useful if...

You can see a problem in sales execution, CRM, distribution or expansion, but need a clear first step.

  • CRM requirements are unclear.
  • The CRM does not match how the team sells.
  • Sales stages or ownership vary by person.
  • Opportunities are lost without clear reasons.
  • Forecasts and pipeline reports are unreliable.
  • Distributor performance is difficult to see.
  • Channel data is incomplete or inconsistent.
  • A new city's route to market is uncertain.

CHOOSE ONE FOCUS AREA

What should we examine first?

One Health Check begins with one agreed area and business question. These four choices sit within the same focused offer.

01

CRM Requirements

What should our CRM actually do for the business?

Review the sales process, users, roles, stages, data, reports, integrations and adoption readiness. Separate must-have from optional requirements before assessing any platform. The review is vendor-neutral.

02

Sales Process Optimisation

Where is our current sales process creating leakage or inconsistency?

Look at lead capture, qualification, handoffs, stages, ownership, follow-up, pipeline reviews and forecasting. Identify where the process breaks and what to fix first.

03

Distributor Health

Is our distributor or channel model performing as it should?

Depending on available data, review coverage, productivity, targets against actuals, primary and secondary sales, inventory, claims, incentives, service and governance.

04

City Expansion

For one city and one business question, what route-to-market or coverage approach makes sense?

Examine one agreed question, such as direct sales versus distributor coverage or an initial channel approach. A broader market-entry or city-expansion study can be scoped separately.

What we may need from you

For Distributor Health, useful inputs may include primary sales, secondary sales where available, targets and actuals, inventory, territory or customer coverage, claims, incentives and service information. The depth of the review depends on the information actually available.

City Expansion stays focused

The entry review covers one city and one agreed business question. It does not include full market sizing, exhaustive competitor research, complete financial feasibility or an entire launch programme.

EXPERIENCE

Experience behind this practice

BusinessOS is informed by Srrinivas Sharrma's prior operating experience in sales leadership, CRM and process transformation, management reporting, distributor execution and commercial governance at Kohler India and Info Edge. These were leadership roles before PathWeave, not PathWeave client case studies.

OUTPUTS

What you receive

Gap map

What is working, missing or inconsistent in the selected focus area.

Prioritised fixes

The changes that matter first, based on the agreed question and evidence.

Recommended next step

The most practical action after the review.

Scope

A defined implementation scope if more support would help. You decide whether to continue.

SIMPLE PROCESS

How it works

  1. Choose one focus area.
  2. Agree the specific question and information required.
  3. PathWeave conducts the focused review.
  4. Review the findings and decide whether to proceed further.

PRICE & SCOPE

Start with one area at a small fixed price.

The price is agreed upfront for the selected area and scope. You can use the findings with your own team; implementation with PathWeave is optional.

FAQ

Questions before you begin

Can CRM Requirements and Sales Process Optimisation be combined?

One Health Check begins with one agreed area and question. We can scope a wider review separately if both areas need attention.

What information will we need to provide?

That depends on the focus. We agree the relevant process, CRM, pipeline, sales or channel information before starting.

What if our distributor data is incomplete?

We work only with information available. We will identify data gaps and agree whether a useful focused review is still possible.

Is City Expansion a complete market-entry study?

No. It examines one city and one agreed question. A broader study needs a separate scope.

How is the price decided?

We agree the question, information and review scope first, then confirm a small fixed price upfront.

Do we have to hire PathWeave afterwards?

No. The findings are useful on their own, and you decide what happens next.

Can PathWeave implement the recommendations?

Yes. We can propose a separate Scope for implementation if that would help.

START A CONVERSATION

Discuss a Sales & CRM Health Check

Tell us the area you want to review. We will agree the question, information, scope and small fixed price before work begins.