Form cover

Page 1 of 1

Tier 1 Diagnostic Request — Intake Form

This intake determines whether your situation requires formal behavioural integrity judgment.

Submission does not guarantee acceptance.

Average completion time: 6–7 minutes.

Please answer based on observable patterns, not intent or aspiration.

Your Information

*

*

*

*

1. CRM platform

*

2. Primary decision the CRM must support (select up to 2)

*

2. Primary decision the CRM must support (select up to 2)

A

Board / investor forecasting

B

Resource allocation (headcount, territory, quota)

C

Sales performance evaluation

D

Pipeline governance

E

Compensation / commissions

F

Other

3. Revenue Range

*

4. Sales Team Size

*

5. Which statement best reflects your current reality?

*

5. Which statement best reflects your current reality?

A

CRM data looks correct, but outcomes are inconsistent

B

We actively debate whether CRM data can be trusted

C

Leadership no longer relies on CRM for critical decisions

6. Which patterns occur most often? (Select up to 3)

*

6. Which patterns occur most often? (Select up to 3)

A

Forecasts change materially late in the quarter

B

Reps maintain shadow systems alongside CRM

C

Required fields are completed but feel meaningless

D

Deal slippage occurs without warning signals

E

Sales and RevOps disagree on “what’s really happening”

F

Lost deals cannot be explained structurally

7. CRM data contradicts rep narratives (0 = Never, 5 = Weekly)

*

7. CRM data contradicts rep narratives (0 = Never, 5 = Weekly)

0

1

2

3

4

5

NeverWeekly

8. Forecast changes follow conversations, not CRM updates (0 = Never, 5 = Weekly)

*

8. Forecast changes follow conversations, not CRM updates (0 = Never, 5 = Weekly)

0

1

2

3

4

5

NeverWeekly

9. CRM updates are batch-entered after the fact (0 = Never, 5 = Weekly)

*

9. CRM updates are batch-entered after the fact (0 = Never, 5 = Weekly)

0

1

2

3

4

5

NeverWeekly

10. Deals fail without early CRM indicators (0 = Never, 5 = Weekly)

*

10. Deals fail without early CRM indicators (0 = Never, 5 = Weekly)

0

1

2

3

4

5

NeverWeekly

11. Have you tried to fix this before?

*

 11. Have you tried to fix this before?

A

No

B

Yes, with limited or no impact

C

Yes, and it increased noise / friction

D

We work around the system now

12. What have you tried? (Select all that apply)

*

12. What have you tried? (Select all that apply)

A

CRM training / enablement

B

Field enforcement

C

Manager inspection

D

Dashboard redesign

E

Forecast model changes

F

External audit

G

Other

13. What decision depends on this working in the next 90 days?

*

13. What decision depends on this working in the next 90 days?

A

Board forecast

B

Annual planning

C

Compensation / quota design

D

Hiring / resource allocation

E

None

14. If the CRM is wrong, the cost is primarily:

*

14. If the CRM is wrong, the cost is primarily:

A

Embarrassment or inefficiency

B

Misallocated resources

C

Credibility risk with board / investors

15. What are you actually seeking?

*

15. What are you actually seeking?

A

Confirmation that symptoms are real

B

A verdict on whether the CRM can be trusted

C

A ruling on system viability under scale or risk

Untitled checkboxes field

I understand that Tier 1 requests are reviewed by Sinera and may be declined or redirected.

*