Value & decision
What we recommend, on what conditions, and what that value is actually worth at this stage.
Decision
Provisional recommendationBuild
Status · subject to conditions
The engagement is still running and decision-critical questions remain open. This recommendation can still change before the final session.
What still prevents a final recommendation
- 3 decision-critical questions remain open.
- The engagement is on day 6 of 10: the final session has not taken place.
The value is clear enough to build a first loop, provided six foundation conditions are dealt with.
First loop
Prepare a bid without starting from scratch
Why
- 01
The data already exists
The CRM and the project archive hold much of what is needed. The quality of the links, the access and the operating rules all remain to be confirmed.
- 02
The loop fits an existing motion
The team already qualifies opportunities. We are not asking it to change method — we give it the context earlier.
- 03
The output is an action, not a report
Each pass produces a documented decision and a next action attached to someone.
On what conditions
“With conditions” is not a hedge: without these six points, the loop cannot work.
- 1Standardise six project description fieldsSector, mission type, order of magnitude, main constraints, project lead, delivery year.Head of projects · Before the Build startsExpected evidence : Export of the project archive showing the six fields filled in.Acceptance criterion : All six fields are filled in on the fifty most recent projects.Not startedEmerges fromQ-09— Do projects follow a naming standard?
- 2Link CRM accounts to their historical projectsEstablish the shared identifier that is missing today between the two sources.Sales and projects leadership · Week 1 of the BuildExpected evidence : Mapping table CRM account ↔ project, with its coverage rate.Acceptance criterion : Eighty per cent of accounts with a delivered project are linked without manual work.In progressEmerges fromQ-02— What makes a project comparable?
- 3Formally name the business ownerOne named, available person who validates recommendations and owns the loop.Leadership · At Build signatureExpected evidence : Name written into the scope, with written confirmation of availability.Acceptance criterion : The name appears in the Build scope and the person has confirmed their availability.Not startedEmerges fromQ-14— Who validates the action?Q-03— Who decides, and on what criteria?
- 4Validate the qualification rulesWhat makes an opportunity qualified enough to trigger the loop.Sales leadership · Week 2 of the BuildExpected evidence : Written rules, applied without disagreement on ten test opportunities.Acceptance criterion : The rules are written down and applied without disagreement on ten test opportunities.Not startedEmerges fromQ-03— Who decides, and on what criteria?
- 5Measure the current search time before going liveThe initial baseline, timed on ten real opportunities. Without it, no gain can be demonstrated later.NateSystem and sales leadership · Before the first deploymentExpected evidence : Ten timestamped search-time measurements, with their protocol.Acceptance criterion : Ten timestamped measurements, with their protocol, before the first deployment.Not startedEmerges fromQ-01— How long to recover context?
- 6Confirm the business case assumptionsOpportunity volume, loaded internal cost, average deal value and contribution margin.Leadership · Before the Build startsExpected evidence : Every assumption tied to an internal source and to an owner.Acceptance criterion : Every assumption carries an internal source and a person who owns it.In progressEmerges fromQ-13— How many opportunities per quarter?
What is not guaranteed
- Revenue
- Meetings
- Response rate
- ROI
- Automatic adoption by the team
- Deliverability
What would stop this
- Data not accessible within the timeframe
- No business owner designated
- No capacity to act on the recommendations
- Value insufficient against the investment
- Impossible to measure how the loop performs
If you decide to build
- 90-day Build
- 1 primary loop
- 3 sources maximum
- 1 CRM integration
- 1 action channel
- Human validation on every recommendation
- Weekly measurement
The 3× rule applies to the decision to put a loop into Build. It does not apply to the Pilot.
The €2,500 excl. VAT paid for the Diagnostic is deducted from the Build setup if the Build is signed within 30 calendar days of the final session, under the terms of the quote.
The Pilot is not automatically assessed in this Diagnostic. It can be considered once a Build has been used and a first recurring value has been measured.
The value
What this value is worth today
In order: what is observed, what is not, what will have to be measured. The numbers come afterwards, and they are fragile.
What we know
Observed in your sources during the engagement.
- Both sources contain the elements the loop needs.
- Comparable projects are retrievable once the link is rebuilt.
- Evidence can be attached to its source document.
- An owner exists for every opportunity in the CRM.
What remains hypothetical
Estimated, never measured. None of these figures is a result.
- The time actually spent today recovering context.
- The volume of opportunities concerned over 90 days.
- The average deal value and the contribution margin.
- The share of additional wins better preparation would enable.
What must be measured before building
Without these measurements, no gain can be demonstrated later.
- Real search time, timed across ten opportunities.
- Volume of relevant opportunities over one observed quarter.
- Internal loaded cost, confirmed by finance.
- Adoption and validation rate within the sales team.
See the economic assumptions
The two other possible outcomes
What the Diagnostic guarantees, whatever happens
Take the decision
NateSystem recommendation : Build — subject to conditions.
The principle