Skip to content
RevSeekr

The RevSeekr method · Phase 1 of 5

Phase 1 — Discover & Assess

Understand where you are and where the opportunity lies.

Diagnostic tools

Run with you on engagements — request a session →

Data Readiness Assessment

A 20-dimension self-serve score of whether the extract can hold the rules — quality, architecture, analytics, governance and operations. Instant score; full report by email.

WhenFirst pass, before anyone scopes a platform. Ten to twelve minutes. No login.

WhoPricing lead, IT / data owner, sometimes finance

Open this tool →

Pricing Challenges Diagnostic

A 20-dimension map of where margin leaks today: waterfall visibility, discount governance, off-invoice items, approvals, process and people. Instant score; full report by email.

WhenAlongside or just after the data score, when the question is the leak rather than the extract.

WhoPricing lead, commercial finance, sales operations

Open this tool →

Pricing Readiness Assessment

Commercial-maturity score across strategy, process, technology and organization. Each dimension has context, a sourced note and a five-rung scale. Instant score; full report by email.

WhenWhen the question is the operating model, not only the data or the leak.

WhoSponsor, pricing lead, sales leadership

Open this tool →

ROI Value Model

A business case you can defend in a steering committee: value levers, scenarios, payback and the assumptions behind each.

WhenAfter the self-serve scores exist, when a first engagement needs a number attached to it.

WhoSponsor, finance, pricing lead — run with us as a working session

Stakeholder Mapping

Change readiness and a power–interest map of the programme, ending in a concrete engagement plan per stakeholder.

WhenBefore design workshops, so the room is the right room.

WhoSponsor and the person who will actually convene the work — run with us

Workshop kits

Run with you on engagements — request a session →

Strategy Alignment Workshop

A facilitated session that makes the pricing problem the same problem in every function — what we are solving, what we are not, and what “done” looks like.

WhenOnce the scores exist and before a charter is signed.

WhoSponsor, pricing, sales, finance, operations

Executive Interview Guide

A structured conversation with the people who own the P&L, so discovery hears the decision rights and the real constraints, not only the process map.

WhenIn parallel with current-state mapping, early in discovery.

WhoSponsor, CFO or commercial VP, sales leader — we facilitate

Current State Mapping

A trace of the process that actually runs — not the one in the policy manual — including how many distinct pricing paths exist and how long a cost change takes to reach the last customer price.

WhenThe core of discovery. The elapsed-time number is usually the finding.

WhoPricing operations, sales ops, IT, a handful of field people who still do the work by hand

Pain Point Prioritization

A ranking of what is broken by impact and by readiness to fix, so the first phase is the one that can actually close.

WhenCloses the workshop sequence; feeds the charter and the roadmap.

WhoThe same room as strategy alignment, with the sponsor in the chair

Templates & outputs

Run with you on engagements — request a session →

Project Charter

One page: scope, sponsors, decision rights, success measures. The document that stops the project from being “whatever comes up in the next workshop.”

WhenCloses the discovery phase; signed before design starts.

WhoSponsor, pricing lead, IT owner

Business Case Document

Opportunity sized on your numbers and decision rights — not a vendor range copied onto a slide.

WhenWith the charter, when a steering committee needs a reason to fund the next phase.

WhoSponsor and finance; we draft, you own the number

Stakeholder Register

Who has to be in the room, who can block, and who only needs to be informed — named, not implied.

WhenBuilt during stakeholder mapping; kept current through design.

WhoSponsor and the engagement lead

Discovery Findings Report

What is true today: the processes that actually run, the data that can support them, and the decisions that still live in phone calls.

WhenThe written close of discovery. Design does not start without it.

WhoThe full discovery room; the sponsor signs the findings, not only the charter

Transformation Roadmap

A phased path that balances a first slice that can go live against the long game. First rollout is the ready business unit, not always the largest.

WhenLeaves discovery with the charter. Recut after design if the architecture changes the order.

WhoSponsor, pricing lead, IT owner

NextPhase 2: Design & Blueprint. Define the target state and the path to reach it.

Continue to phase 2 →

The RevSeekr method · Phase 1 of 5

This is phase 1. It is where most clients start.

Three self-serve scores are free and take twelve minutes each. The workshops and the documents that close discovery are scoped after a conversation.