Method · The Dialog Diagnostic
01 · Your buyers
Who feels the pain you solve most, and who needs it solved now?
How do they describe the pain, and what would they do if you didn’t exist?
Which buyers close fastest, sign bigger deals and stay to grow?
What makes them start looking, and what wins or loses them along the way?
02 · Your business
Where is your best recurring revenue?
Which regions bring in the biggest deals?
Which customers look most like your best-fit buyers?
What do your best customers have in common, and how do they cluster?
03 · Your market
What are you competing with, beyond the obvious competitors?
Which category are you in, and is it the right one?
Which trends are coming that you need to plan for?
Where is your offering truly unique?
04 · Your story
Can everyone in the business describe the company in one sentence?
Does the story land with your buyers today?
Does your team believe the story is differentiated?
Does your website say what your people say, or is there a gap?
What we read
Your buyers
Sales call recordings, win/loss interviews we run, deal history and renewals.
What we read
Your business
Your CRM export, revenue by account and region, churn and renewal data, leadership and team interviews.
What we read
Your market
Analyst and market reports, your competitors’ footprint, live RFPs.
What we read
Your story
Stakeholder interviews, your content and sales material, every page of your website, product demos.
Results from a previous engagement, 2026. No client named.
01
A written read-out of what the sixteen answers say.
Your best-fit buyer
Buyer language insights
Vendor search triggers
Where your best revenue sits
Where your story or product fall short
Potential growth opportunities
Suggested actions
02
Your leadership team decides, with the evidence on the table.
Who are your real competitors?
What are your best capabilities?
Which capabilities do buyers value?
Who are your best customers?
Which category is best fit for you?
03
Deliverables built from the same evidence, ready for your marketing and sales teams to use.
Some teams want to go further on one area. These follow-on diagnostics use the same kind of evidence.
Follow-on
Competitor diagnostic
Who you really lose to
Why deals end in no decision
Where rivals are heading
Follow-on
Product-gap diagnostic
Demos vs reality
The product gaps costing you deals
What to prioritise in the roadmap
Follow-on
Revenue expansion diagnostic
Where expansion opportunities exist
Named accounts, sized and ranked
A market size for your board
Plays your account team can run

You work with Sergio directly. On the call we’ll work out which area to start with, and if positioning isn’t your problem, he’ll say so.