Review the system behind performance
Examine customer evidence, target segments, positioning, channel roles, sales coordination and measurement together. A weak outcome may come from several dependencies, so avoid ranking channels without understanding the offer and buying process. Use sample records and recent decisions to test the explanation.
Prioritize a usable roadmap
For each finding, record the evidence, business consequence, owner and next decision. Separate urgent operational repairs from uncertain growth opportunities. Sequence the work by dependencies and available capacity; a long list of recommendations is not an execution plan. State what can be deferred and why.
Scope the engagement directly
An audit is a way to frame a consulting project, not a fixed NCMC package advertised at a standard price. Discuss the systems, people and decisions involved before agreeing outputs or timing. The first conversation should establish whether a targeted review or broader leadership support is more appropriate.
Put the decision into practice
- Identify the performance question.
- Collect sample evidence.
- Separate symptoms from causes.
- Prioritize dependencies and owners.
- Agree the first reviewable milestone.
Bring the business question, the evidence already available and the constraints that matter. Discuss your next step with Nancy Chou.
When this support fits
A business needs to locate and sequence the next growth constraint. The engagement should connect a clear business question to work your team can use.
Make scope and acceptance explicit
| Work to discuss | How to make it usable |
|---|---|
| Evidence-backed findings | Name the owner, evidence required, review date and decision the output supports. |
| A prioritized roadmap with dependencies | Name the owner, evidence required, review date and decision the output supports. |
| Named outputs and a review plan | Name the owner, evidence required, review date and decision the output supports. |
Acceptance check: Each recommendation explains its evidence, consequence, owner and next decision.
An illustrative engagement situation
A hypothetical team requests a channel audit, but recent buyer evidence reveals unclear positioning. The roadmap should address the underlying choice before optimizing production.
What should you bring to the first conversation?
Bring the decision, current customer evidence, relevant commercial observations and the people who will use the work. Identify timing, access and implementation constraints. Confirm availability, responsibilities, deliverables and commercial terms directly; this page does not establish a fixed package.