Tier 0 Full Coherence Scan Intake Form

This form confirms scope and authorises a Tier 0 diagnostic engagement.

Tier 0 is a diagnostic engagement. It measures structural integrity.It does not explain causes, prescribe fixes, or redesign systems.

This intake does not influence findings. It exists solely to confirm diagnostic scope and context.

Your Information

Sales Team Size

Untitled checkboxes field

Sinera determines the diagnostic lens or scope based on observable system signals. Clients do not select lenses or outcomes.

Symptom Mapper Instructions

Select frequency based on what you observe.

0 = Never

1 = Rarely (once/quarter)

2 = Occasionally (monthly)

3 = Regularly (weekly)

4 = Frequently (multiple/week)

5 = Constantly (daily)

This form does not produce automated diagnosis. It only routes your request to the correct diagnostic lens.

Symptom Questions (14 Questions)

Q1. Leads appear in upstream tools but never materialise in CRM. (0–5)

Q2. Opportunities exist with little/no logged interaction trail. (0–5)

Q3. Forecast categories change significantly in the final week of the quarter. (0–5)

Q4. Verbal pipeline updates contradict CRM data in meetings. (0–5)

Q5. Reps keep shadow spreadsheets “just in case”. (0–5)

Q6. CRM updates are batch-entered at week/month-end. (0–5)

Q7. Data in connected systems contradicts CRM records. (0–5)

Q8. Integrations fail silently (no alerting, discovered later). (0–5)

Q9. Platform updates regularly break fields/workflows/reports. (0–5)

Q10. No one can explain the purpose of ~30% of fields/automation. (0–5)

Q11. It takes >30 days to implement a material CRM change. (0–5)

Q12. CRM structure has not materially changed in 12+ months despite business change. (0–5)

Q13. Board priorities cannot be tracked directly in CRM reports. (0–5)

Q14. Segmentation in CRM doesn’t match how leadership describes the market. (0–5)

Escalation Boundary (Read Carefully)

Tier 0 is a filter, not a funnel.

Escalation to Tier 1 occurs only if this diagnostic reveals structural breaches that exceed defined severity thresholds.

Escalation:

- is evidence-based

- is recommended by Sinera

- is not client-selected

- may also be explicitly declined

Payment for Tier 0 does not imply or commit you to any further work.

Tier 0 Full Coherence Scan Intake Form

Your Information

CRM Platform

Revenue Range

Sales Team Size

Symptom Mapper Instructions

Symptom Questions (14 Questions)

Q1. Leads appear in upstream tools but never materialise in CRM. (0–5)

Q2. Opportunities exist with little/no logged interaction trail. (0–5)

Q3. Forecast categories change significantly in the final week of the quarter. (0–5)

Q4. Verbal pipeline updates contradict CRM data in meetings. (0–5)

Q5. Reps keep shadow spreadsheets “just in case”. (0–5)

Q6. CRM updates are batch-entered at week/month-end. (0–5)

Q7. Data in connected systems contradicts CRM records. (0–5)

Q8. Integrations fail silently (no alerting, discovered later). (0–5)

Q9. Platform updates regularly break fields/workflows/reports. (0–5)

Q10. No one can explain the purpose of ~30% of fields/automation. (0–5)

Q11. It takes >30 days to implement a material CRM change. (0–5)

Q12. CRM structure has not materially changed in 12+ months despite business change. (0–5)

Q12. CRM structure has not materially changed in 12+ months despite business change. (0–5)

Q13. Board priorities cannot be tracked directly in CRM reports. (0–5)

Q14. Segmentation in CRM doesn’t match how leadership describes the market. (0–5)

Escalation Boundary (Read Carefully)