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SCHEDULE A FREE DISCOVERY CALL

30 Day Discovery

Show Us What You Got…

UNDERSTANDING YOUR BUSINESS

Welcome to your Discovery Service

Over the next 30 days, our team of experts will analyze your sales process, your marketing process, your business strategy, and your entire tech stack.

What To Expect

FROM YOUR DISCOVERY SERVICE

Ready, Set….

Your Kick-Off meeting is
just the start.
We’ll spend a full 30 days conducting an immersive Business Review:

Shared Drive will work with the client to determine areas of improvement in marketing and sales organization and process.

30-Day Program Review

After the initial 30-day program, Shared Drive will provide a program review with the builder’s Sales Leaders via live video conference. We will identify areas of concern that prevent successful implementation, track + prioritize + solve issues, and determine an action plan and ownership of execution. We will provide all guides to suggested solutions.

What You Walk Away With

Lead Source Report

Lead Viability Report

OSC interaction analysis

Business Synopsis

Shared Drive Implementation Plan

A Plan For Growth

Here at Shared Drive what matters to you matters to us. Included with every CRM Implementation and Annual Partnership is our Discovery Program. Our team will conduct an in-depth exploration of your organization and its objectives. This intensive 30-day discovery process will furnish us with the information necessary to design and develop an exemplary OSC program, marketing package, or CRM that perfectly fits your company’s needs. Upon completion of this process, we will have formulated a detailed plan outlining how we will collaborate with you to elevate your business to the next level.