We believe Seed to Series B founders booking Mt7 consultations waste 22 minutes per call on basic discovery (source: call recordings analysis, n=47). This inefficiency stems from zero pre-call qualification, forcing sales teams to gather operational context live. The business case: 120 monthly consultations × 22 min saved × $90 blended sales/hr × 12 months = $47,520/year recoverable sales capacity (source: sales ops data, HR comp bands). If adoption hits 40% of consultations: $19,008/year. This excludes lead quality upside from 23% projected conversion lift (source: analogous Gong implementation).
This feature IS an 8-question diagnostic generating an Ops Chaos Score with bottleneck analysis and tier recommendation. It is NOT a full technical assessment, CRM integration, or automated proposal engine.
The hypothesis: Founders completing the diagnostic will book 18% more qualified consultations (validated when D90 conversion rate exceeds 32% vs current 27% baseline). Testing costs 6 engineering-weeks by reusing existing scoring logic from client onboarding. If D14 completion rates fall below 40%, we kill further investment.
| Capability | HubSpot Lead Scoring | Gong Call Insights | This Feature |
|---|---|---|---|
| Automated lead qualification | ✅ (rules-based) | ❌ | ✅ (AI-driven) |
| Pre-call context generation | ❌ | ✅ (transcript analysis) | ✅ (structured input) |
| Instant user value delivery | ❌ | ❌ | ✅ (personalized score) |
| WHERE WE LOSE | Ecosystem integration | Sales team adoption | ❌ vs ✅ |
Our wedge is immediate founder value because competitors focus on sales efficiency, not user takeaways.
WHO/JTBD: When a founder considers Mt7 services, they want to quickly assess their operational maturity to determine fit before committing to a call.
FAILURE MODE:
- Trigger: Founder clicks "Book Consultation" without context
- Detection: Sales rep spends first 22 minutes gathering agency count, coordination hours, pain points
- Impact: 37% of calls disqualify as poor fit (source: Salesforce, Q1), wasting $14k/month in sales time
- Frequency: 120 consultations/month
- Cost:
| Metric | Baseline |
| --- | --- | | Avg call disqualification rate | 37% (n=120/mo) |
| Sales time wasted per disqualified call | 34 min (n=18 calls) |
Aggregate: 120 calls × 37% disqualify × 34 min × $90/hr ÷ 60 = $2,262/month recoverable
JTBD: "When I evaluate ops tools, I want immediate feedback on my biggest bottlenecks to determine if this vendor understands my pain."
Phase 1 (MVP): Web-based diagnostic with:
- Landing page: "Find your ops chaos in 90 seconds"
- Question flow: Agency count, weekly coordination hours, pain point selection, team size, budget, industries
- Score generation: Algorithm outputs 1-100 chaos score + top bottleneck highlight
- Tier match: Maps score to Starter/Growth/Enterprise
Wireframe 1: Question Flow
┌───────────────────────────────────────────────┐
│ Ops Health Check (3/8) │
├───────────────────────────────────────────────┤
│ How many agencies do you coordinate weekly? │
│ ○ 1-2 ○ 3-5 ○ 5+ │
│ │
│ [← Back] [Next →] │
└───────────────────────────────────────────────┘
Wireframe 2: Results Screen
┌───────────────────────────────────────────────┐
│ Your Ops Chaos Score: 74/100 │
├───────────────────────────────────────────────┤
│ 🔴 TOP BOTTLENECK: Agency misalignment │
│ - 68% higher miscommunication than peers │
│ - Recommended: Mt7 Growth tier │
│ │
│ [See details] [Book consultation] │
└───────────────────────────────────────────────┘
Assumptions:
| Assumption | Status |
|---|---|
| Scoring algorithm handles 100k requests/month | ⚠ Unvalidated — load test by Eng by 2024-06-20 |
| Tier mapping logic covers 95% of cases | ⚠ Unvalidated — validate against 50 client histories by 2024-06-15 |
Phase 1 — MVP (4 weeks):
US#1 Diagnostic Flow
- Given unauthenticated website visitor
- When completing all 8 questions
- Then display chaos score + top bottleneck within 3s p95 latency
- Failure: If score fails, show "Try again" with preserved inputs
US#2 Lead Capture
- Given score generated
- When clicking "Book consultation"
- Then prefill Salesforce lead fields: Score, Tier, Bottleneck
- Validated by Sales Ops against 20 test cases
Out of Scope (Phase 1):
| Feature | Why Not Phase 1 |
|---|---|
| Multi-language support | <5% non-English traffic |
| Historical score tracking | Requires auth system |
| Competitive benchmark | Needs peer dataset |
Primary Metrics:
| Metric | Baseline | Target (D90) | Kill Threshold | Measurement |
|---|---|---|---|---|
| Consultation conversion rate | 27% | 32% | <28% at D30 | Salesforce |
| Diagnostic completion rate | 0% | 65% | <40% at D45 | GA4 |
Guardrail Metrics:
| Metric | Threshold | Action |
|---|---|---|
| Sales call duration | ≥22 min avg | Pause feature if drops below 18 min |
Not Measured:
- Total diagnostics run (vanity; focus on completion rate)
- Score accuracy (validated via lead quality)
- Page views (doesn't correlate to value)
Risk 1: Low Diagnostic Completion
- Probability: Medium | Impact: High
- Trigger: D14 completion <40%
- Mitigation: Add progress bar + time estimate; reduce to 6 core questions (Owner: PM by launch)
Risk 2: Score Inaccuracy
- Probability: Low | Impact: High
- Trigger: >15% support tickets on scoring
- Mitigation: Shadow run vs manual assessments for first 100 users (Owner: Data Sci by D7)
Kill Criteria (90 days):
- Conversion rate <28% with >100 completed diagnostics
- Sales team manually re-asks >70% of diagnostic questions
- 3+ critical bugs in score calculation
Decision: Diagnostic complexity
Choice: 8 questions max (down from 12)
Rationale: Time-to-complete trumps completeness; 90s target vs 45% drop-off at 12q (source: Hotjar)
Decision: Data persistence
Choice: Session storage only (no DB)
Rationale: Avoid GDPR complexity; scores live only for booking flow
Decision: Tier mapping ownership
Choice: Product owns algorithm updates (not Sales)
Rationale: Prevent incentive misalignment; validated against churn data
Before/After:
Before: Alex (Series A founder) books Mt7 call. Rep asks about agency count → budget → pain points. At 18 minutes, they realize Alex needs basic tools, not full ops overhaul. Call ends with no follow-up.
After: Alex completes diagnostic pre-call. Sees "Chaos Score: 68/100 → Starter Tier". Rep opens call: "Your report shows creative-brief gaps cause 80% of delays. Our Starter tier fixes this in 2 weeks." Call converts in 11 minutes.
Pre-Mortem:
It is 6 months from now and this feature has failed. The 3 most likely reasons are:
- Founders abandoned at Q5 due to unclear time commitment (no progress indicator)
- Sales ignored recommendations because tier mapping didn't match commission structure
- Algorithm used untested weightings, causing embarrassing mismatches (e.g., $20M company → Starter)
Success looks like: Sales starts calls with "I reviewed your chaos report" instead of "What agencies do you use?". Founders share scores on Twitter. Support tickets for basic discovery drop 70%.