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Tier 2 Structural Integrity Verdict — Intake Form

This intake determines whether your situation requires a board-level structural ruling on CRM viability.

Only C-level or board-mandated requests are reviewed.

Estimated time: 7–8 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)

*

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

*

6. Who mandated this request?

*

A

Board of Directors

B

CEO / CFO

C

Executive Committee

D

VP / Operations only (may be redirected)

7. When did this become critical?

*

A

Last 30 days

B

31–90 days ago

C

Over 90 days ago

8. Which decision depends on this verdict?

*

A

£10M+ investment / expansion approval

B

System reset / replacement authorization

C

Board-level forecast credibility

D

Executive accountability decision

E

Informational only

9. Estimated downside if CRM is structurally wrong?

*

A

< £500K

B

£500K–£2M

C

£2M–£10M

D

£10M / valuation or credibility risk

Rate frequency in the last two quarters (0 = Never, 5 = Weekly)

10. Forecasts finalized in executive meetings, not in CRM

*

0

1

2

3

4

5

NeverWeekly

11. Failed deals cannot be traced to a clear structural cause

*

0

1

2

3

4

5

NeverWeekly

12. Data quality collapses near quarter-end

*

0

1

2

3

4

5

NeverWeekly

13. Deals appear “green” until the day they fail

*

0

1

2

3

4

5

NeverWeekly

14. System performance or integrity degrades with scale

*

0

1

2

3

4

5

NeverWeekly

15. Political cost of a negative verdict?

*

A

High (exposes executive or ownership failure)

B

Medium (difficult but necessary)

C

Low (consensus truth is needed)

16. Who owns CRM architecture today?

*

A

No clear owner

B

RevOps (without authority to constrain Sales)

C

CIO/CTO (detached from GTM strategy)

D

CRO

Section 6 - Prior Attempts

17. Have you sought external validation before?

*

A

Yes — implementer recommended more budget

B

Yes — consultant blamed culture or training

C

No — internal narratives dominate

D

No — first independent assessment

18. Outcome

*

Section 7 - Timing & Power

19. When is the verdict needed?

*

A

Within 30 days

B

31–60 days

C

No fixed deadline

20. Who will receive the verdict?

*

A

Board

B

CEO / CFO

C

Executive leadership team

D

VP-level only

21. Can this recipient authorize investment, reset, or constraint?

*

A

Yes

B

No

Untitled checkboxes field

I confirm this request is made with executive or board authority and that a binary structural verdict is required.

*