The OPTICS Diagnostic is a structured analysis of your business across 6 pillars — Offering, Prospecting, Targeting, Insights, Conversion, and Scalability. It's built from your intake questionnaire and a 30-minute call. The output shows what's working, what's missing, and where the biggest revenue gaps are — scored and ranked so you know exactly where to focus first.
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Portal walkthrough — coming soon
A short video walking through each section of your playbook portal
Example — NordFlow
OPTICS Score Overview
Nordic B2B workflow automation SaaS · 8 employees · €340K ARR
O
Offering
Messaging too broad — not speaking to a specific buyer
P
Prospecting
Single channel only — LinkedIn, nothing else
T
Targeting
Decent ICP definition, needs tightening on company size
I
Insights
No pre-call research habit — winging discovery
C
Conversion
Inconsistent close rate — no repeatable process
S
Scalability
Everything lives in the founder's head
Biggest Gap
Scalability (3/10) — No documentation means every new conversation starts from zero. Nothing can be delegated, automated, or handed to a new hire until this is fixed.
Where to start — ranked by impact
1
Document the sales process
Write down exactly what happens from first contact to close — before anything else. Even a rough doc unlocks delegation and surfaces gaps.
2
Build one outbound sequence
Pick the Ops Director persona and build a 5-step LinkedIn + email sequence. One channel, one buyer type, repeated consistently.
3
Tighten the offering message
Rewrite the one-line positioning so it speaks directly to the problem — not the product. Test it on 10 cold outreach messages.
Your version
In your version, this diagnostic will be built from your questionnaire answers and a 30-minute call with Mo. Every pillar gets a score, a breakdown of what's driving it, and a ranked list of next actions.
Want this built for your company? Start here →