Portfolio Assessment

"Profit is not something to add at the end, it is something to plan for in the beginning."

Increase your per customer economic value

The Alinea Partners’ Portfolio Assessment conducts an analysis of what and how you are selling, as well as who you are selling it to and identifies customer and prospect opportunities for growth. Through a thorough analysis of your portfolio and capability status quo, you will receive benchmark and best practice-based recommendations for new and deeper growth areas with prospects and existing customers. You will gain individual insight into how to land new solutions, continuously upsell, scale and expand your business into new services.

Validate strengths and weaknesses in key areas: Portfolio – cross Brand, Marketing, Sales, Delivery, Performance

By clicking “Order Now” you will be able to purchase your own Portfolio Assessment using a credit card and receive a direct link to your survey.
If you have a discount code, please apply it when checking out during the order process. Get your first-time assessment coupon code here.

If you would like an NDA signed in advance, please submit it here and you will receive a signed copy per email from Leahanne Hobson, CEO Alinea Partners.

After the check-out of your online payment, you will receive a link to your Portfolio Assessment Survey with further instructions. Average survey completion times 20-30 minutes.

All information provided will be kept confidential.

Have any questions?


Add value individually, to your
ecosystem or partner program


    • Specific recommendations for new offers and managed services
    • Upsell motions, new packaging/bundling, sales-marketing-deployment improvements
    • Partnering opportunities
    • Recommended education roadmaps, certifications, etc.

Vendor or Distributor

Portfolio and Sales Transformation

Identify whitespaces for cross/up-selling new types of service offerings into existing customer base. The Alinea Partners’ Portfolio Assessment will support with identifying untapped business opportunities within existing customer base by analyzing coverage of existing customer segments and penetration of existing offers.

Creation of new business outcome-based service offerings to address untapped opportunities within existing customer based and expand for netnew business. The program supports with creating of offer definitions, target personas, use cases, sales triggers and motions, a customer facing deck for the solution and a sales brief.

Based on newly created business outcome-based service offers, we will train sales teams on new service offerings and business-outcome based sales methodologies.

Frequently Asked Questions (FAQ)

Alinea Partners consistently assesses and transforms customer and sales journeys and portfolios for the biggest IT/telco companies - and their channel partners - globally. We give our clients an in-depth view of the strengths and weaknesses across their entire Customer and Sales Journey and support them as they make major transitions throughout their channel from product to software, software to services, or build funnels for entirely new business models, more profit and customer stickiness. With our team of multi lingual go-to-market experts, we work with our clients on strategies and programs for sales enablement, channel development and marketing. 

A Portfolio Assessment is a systematic evaluation of multiple dimensions, covering Marketing, Sales, Delivery and Performance and an organization's portfolio of hardware, software and services against their capabilities and competencies. It involves analyzing the current state of the services portfolio, identifying strengths and weaknesses, and making recommendations for improvements. Portfolio assessments help organizations align their service launch and expansion with their strategic objectives, growth plans, optimize resource allocation, and enhance overall portfolio performance.

Portfolio Assessment provide valuable insights into the health and performance of your organization's Services Portfolio. They help identify areas for improvement, uncover hidden risks and opportunities, and provide recommendations for optimizing resource allocation and alignment with strategic objectives. By conducting a Portfolio Assessment, organizations can make informed decisions, prioritize initiatives, and improve overall portfolio performance.

Alinea Partners' Portfolio Assessment offer several benefits, including:


Comprehensive evaluation 
Alinea Partners conducts a thorough assessment of your organization's services portfolio, analyzing multiple dimensions such as alignment with strategic objectives, resource allocation, partnering, skilling, growth, scaling, reoccurring revenue and increased profitability.

Actionable recommendations

Alinea Partners provides practical and actionable recommendations based on the assessment findings, tailored to your organization's unique needs and goals. These recommendations help you make informed decisions and take appropriate actions to optimize your service portfolio and business initiatives.

A value-based ecosystem

Through their consulting alliances, Alinea Partners is able to align the Portfolio Assessment to Learning Plans and identify additional partnering and new business opportunities.

Experience and expertise

Alinea Partners has a team of experienced advisors with expertise in services portfolio management, sales, marketing, channel strategy and technologies. They bring a wealth of knowledge and best practices to the assessment process, ensuring that you receive high-quality insights and recommendations.

Strategic alignment
Alinea Partners focuses on aligning your service portfolio with your organization's strategic objectives. They help you ensure that your services portfolio is delivering the desired business outcomes and driving the achievement of your strategic goals.

Customized approach
Alinea Partners understands that every organization is unique, and they tailor their portfolio assessments to meet your specific needs. They work closely with you to understand your goals, challenges, and constraints, and develop a customized approach that fits your organization's requirements.


Alinea Partners follows a structured approach for conducting Portfolio Assessment, which typically includes the following steps:

1. Registration

Companies can get their Portfolio Assessment by registering here with Name, Company Name, and Payment details. If you would like a signed NDA there will be an opportunity to upload one for signature.

2. Data Collection

Once completed, you will be sent the Alinea Partners' Portfolio Assessment for completion. Estimated completion time 30-60 minutes. Average completion time 20-30 minutes.

3. Analysis

Alinea Partners analyzes the collected data using their proprietary assessment framework, which includes evaluating the portfolio's alignment with strategic objectives, growth plans, optimize resource allocation, and enhance overall portfolio performance.

4. Invitation

An invitation will be sent to you for a 60-minute consultation to review your Report and Recommendations.

5. Findings and recommendations

Alinea Partners presents the assessment findings to your organization, along with practical recommendations for optimizing the service portfolio's performance.

The duration of a Portfolio Assessment depends on the size and complexity of your organization's portfolio. Typically, you will receive an invitation for a consultation call within 3 weeks of Assessment completion.

Getting started with a Portfolio Assessment by Alinea Partners is easy:


Companies can get their Portfolio Assessment by registering here with Name, Company Name, and Payment details. 

Non Disclosure Agreement (NDA)

If you would like a signed NDA there will be an opportunity to upload one for signature.

The standard price for the Alinea Partners' Portfolio Assessment is 5.000 €. Contact us here.

First-time portfolio assessment clients may leverage a discount of 36% off the assessment list price.

If you have a discount code, please apply it when checking out during the order process.

Get your first-time assessment coupon code here.

For additional questions about Alinea Partners Portfolio Assessment click here to schedule a 15 minute call with a representative.

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