Written Revenue Visibility Map
The measures that can be reconciled, the missing links between customer activity and results, and the records or definitions required to close those gaps.
See the review →Services
Independent reviews of sales, profit and CRM decisions
If a result has changed, the first question is what caused it. If you are considering CRM or another process change, the first question is what the investment needs to achieve. These reviews establish what is known, what remains uncertain and which decision the evidence can support.
Unsnag is not VAT registered, so no VAT is charged. Digital delivery is included. Travel or work outside scope is quoted separately.
For location and ways of working, see independent commercial analysis in Greater Manchester.
Choose the question you need answered
Should we buy CRM?£300 · decision brief before vendor selectionShould we sign this CRM proposal?Fee and scope agreed in advance · proposal and responsibility reviewCan we trace the result?£595 · reporting and information visibility mapWhy did the result change?£1,950 · focused evidence-led diagnostic
Each engagement has a defined management question, evidence scope, written deliverable and agreed fee.
A new route · Before you commit
Already have a CRM implementation proposal?
Independent review of the expected business result, supplier scope, internal prerequisites, responsibility and handover tests.
Scope and fee agreed before review. This is separate from the £300 pre-vendor CRM Decision Review.
See CRM Proposal ReviewNot at proposal stage yet? Define your CRM requirements before comparing vendors.
Considering AI or automation? Check whether the proposed improvement would change the overall business result.
Already dealing with falling margin or weak visibility? The diagnostic options below are still available.
Core diagnostic routes
Which review fits what you know so far?
A visibility review establishes what the current records can explain and where information is missing. A commercial diagnostic examines competing explanations for an observed result. The second may depend on resolving the first.
THE RESULT IS VISIBLE · THE STORY ISN'T
Can the business follow what happened?
Management can see the total but cannot reliably reconcile it to customer activity, delivered work or the relevant operating events.
Revenue Visibility Review£595 fixed →
Written PDF within 10 working days of the final evidence session or final requested input.
THE EVIDENCE CAN BE EXAMINED · CAUSE UNCERTAINWhy did a material commercial result change?
A material result differs from expectations and the available evidence supports more than one plausible cause.
Commercial Diagnostic£1,950 fixed →
Written PDF within 10 working days of the final evidence session or final requested input.
SEPARATE PRE-CHANGE ROUTEWhat should CRM actually do?
You are considering CRM because something should work better, but the business requirement is still broad or partly undefined.
CRM Decision Review£300 fixed →
Written brief within 5 working days.
What you leave with
What you receive
Each review produces a written assessment of the evidence, its limitations and the implications for the specified management decision.
Written Commercial Diagnostic
The observed result, alternative explanations, supporting and contrary evidence, remaining uncertainty and proportionate next steps.
See the diagnostic →Written CRM Decision Brief
What should improve, what CRM should own, what it only needs to see, missing prerequisites and requirements to take to vendors.
See the review →After the review
What may need to change afterwards
You receive a written review or diagnostic under the agreed fee. If the findings call for implementation, that work is a separate decision with its own scope, provider and cost.
Commercial process
Opportunity, relationship, qualification, handover or account logic where the evidence shows the process is too implicit.
Management View
Define what the person responsible for the whole outcome needs to see before choosing the dashboard or implementation.
CRM & reporting
Define requirements for configuration, reporting or workflow changes where the current representation no longer fits. Technical delivery would be agreed separately with a suitable provider.
Integration & automation
Identify justified integration or automation requirements once definitions and process responsibilities are clear. Integration build and testing are not part of these reviews.
Custom development
Where a justified requirement needs custom development, the output defines what a software developer would need to assess.
No further project
The written findings identify whether the proposed investment is justified on the available evidence and whether a narrower change would address the identified cause.
Start with the mismatch
Not sure which review fits?
If you are still deciding whether you need CRM, consider the CRM Decision Review; if you already have an implementation proposal, consider a scoped Proposal Review.