Introductory price closes at midnight 00:00:00
For B2B founders and sales leaders

Find where your pipeline stalls, in one afternoon

The B2B Pipeline Diagnostic is the first stage of our consulting engagement, turned into a self run toolkit. Score every stage from first touch to signed contract and get a written action plan.

  • 40 question stage by stage scorecard
  • Benchmark workbook for deal velocity and win rate
  • 8 templates to fix the weakest stage first
★★★★★4.8/5from 900+ B2B teams
B2B Pipeline Diagnostic report and scorecard on a tablet
Self run toolkitReport, scorecard and templates
The toolkit

The B2B Pipeline Diagnostic

Instant digital access. Excel, Google Sheets and PDF.
Introductory price
$27$197
One time payment
Get the diagnostic →
🔒 Secure checkout30 day guarantee
What's inside

A consultant's diagnostic, minus the consultant's invoice

We use this exact framework in week one of every engagement. Now you can run it yourself, with your own numbers, on your own schedule.

01

The Pipeline Scorecard

40 questions across five stages. Each answer is weighted, so the sheet tells you which stage is costing you the most deals.

$97 value
02

Benchmark Workbook

Plug in your CRM exports to calculate deal velocity, stage conversion and win rate, then compare against typical B2B ranges.

$47 value
03

8 Stage Fix Templates

Ideal customer profile worksheet, discovery call agenda, proposal outline, follow up sequence and four more.

$67 value
04

Recorded Diagnostic Workshop

A 45 minute walkthrough of the scorecard, with notes on how to read your results.

$37 value
05

90 Day Action Plan Template

Turn your lowest scoring stage into a quarter plan your team can own.

Bonus
The five stages we score

Every deal passes through these. One is leaking.

Stage 1

Targeting

Are you reaching the right accounts?

Stage 2

First touch

Do prospects reply and book?

Stage 3

Discovery

Do calls uncover real need?

Stage 4

Proposal

Do proposals move to decision?

Stage 5

Close

Do decisions turn into contracts?

Who it's for

Built for B2B teams with a pipeline to fix

A strong fit if you

  • Sell a B2B service or software with a sales cycle of 2 weeks or more
  • Have at least a few months of deals in a CRM or spreadsheet
  • Know something is off but cannot say which stage
  • Want a fact based starting point before hiring help

Not the right fit if you

  • Sell low priced products online with no sales calls
  • Have not closed your first customers yet
  • Want someone to run outbound for you
How it works

From checkout to action plan

Step one

Download the toolkit

Access arrives in your inbox straight after checkout. Open it in Excel or Google Sheets.

Step two

Score your pipeline

Answer the 40 questions and paste in your CRM numbers. Allow about three hours.

Step three

Fix the weakest stage

Use the matching templates and the 90 day plan to put the fix in place with your team.

Client results

What teams found when they ran it

900+B2B teams have run the diagnostic
+31%average win rate lift within 90 days
4.8/5average rating
★★★★★18% to 27%
"The scorecard showed our problem was discovery, not lead volume. We rewrote the call agenda and win rate went from 18% to 27% in one quarter."
DWDaniel W.VP Sales, logistics softwareVerified buyer
★★★★★Afternoon job
"More useful than the $20k diagnostic we paid for two years ago. I ran it with my team in a single afternoon."
SLSofia L.Founder, IT managed servicesVerified buyer
★★★★★Board ready
"The benchmark workbook finally gave our board pipeline numbers they believed. Our forecast calls are half as long now."
CNChris N.CRO, HR techVerified buyer
Introductory offer

Run the diagnostic this week

The full toolkit, valued at $248, for a single payment.

Today's price
$27$197
  • Pipeline Scorecard$97
  • Benchmark Workbook$47
  • 8 Stage Fix Templates$67
  • Recorded Workshop$37
  • 90 Day Action PlanBonus
Get the diagnostic →
30 day
guarantee

Find the leak or get your money back

If the scorecard does not point to a specific stage to fix, email us within 30 days for a full refund.

FAQ

Common questions

Which CRMs does this work with?

Any CRM that can export deals to a spreadsheet, including HubSpot, Pipedrive and Salesforce. A manual spreadsheet works too.

Do I need a sales team?

No. Founders who sell themselves get just as much from the scorecard. The templates scale from one seller to twenty.

Is my data shared with you?

No. Everything runs in your own copy of the files. We never see your numbers.

Can Meridian run the diagnostic for us?

Yes. Details of our consulting engagement are included in the toolkit. Buying the diagnostic carries no obligation.