Services
Three engagement paths. Start with the audit to identify the true revenue constraint.
Revenue Systems Audit
2–3 weeks- Pipeline + funnel diagnosis (quality, conversion, stage definitions)
- Deal inspection and stall analysis
- CRM workflow cleanup priorities
- AI readiness scan (where automation will actually matter)
- Prescriptive action plan with owners + cadence
Scale Sprint
6–8 weeks- Install inspection cadence (leader + manager routines)
- Implement revenue workflows (qualification, progression, forecasting)
- AI workflows for rep productivity (admin reduction, prep, follow-up)
- Enablement through coaching (not training decks)
- Weekly working sessions + measurable outcomes
Fractional RevOps + Coaching
Monthly- Ongoing pipeline + forecast inspections
- Leader decision support and prioritization
- Manager coaching on 1:1s, deal reviews, and accountability
- Workflow optimization + AI iteration as the team scales
- Maintain system integrity as headcount grows