For revenue leaders
You just took over revenue
You have a plan due, a forecast you did not build, and a stack you did not choose.
What is usually wrong underneath
A new revenue leader is asked for a plan before they can verify the data it rests on. Pipeline stages mean different things to different sellers. Duplicates inflate the count. The forecast is a spreadsheet someone maintains by hand.
The stack you inherited was bought one tool at a time, each to fix a symptom. Few of the tools share a data model, so none of them can answer a question that crosses systems.
An early, independent read of the revenue data gives you a baseline that is yours. It tells you which numbers to trust, which to rebuild, and which tools to keep at the next renewal.
What we would build for this
By area of work: Forecast, capacity, and board; Deal execution; Pipeline creation.
- First 100 days revenue audit. An independent baseline of pipeline, data, and stack for a new revenue leader, with quick wins.
- Forecast and deal risk from your own history. Board-grade forecasting trained on your conversion history.
- Buying group management. Every opportunity shows who is involved, who is missing, and who has gone quiet.
- Next best action on your own pipeline. Suggested next steps drawn from your closed deals, not a generic model.
- Dormant lead revival. Leads nobody worked, scored on your win history and returned to sellers or agents with a reason to call.
The Pipeline Diagnostic
Every engagement starts with a fixed-price diagnostic. You keep the findings whether or not you continue.
The price is fixed per diagnostic and quoted on the first call.
What you walk away with
- A map of your revenue data and the points where it breaks
- A ranked list of fixes, each with the evidence behind it
- A review of what your current AI sales tools can and cannot see
- A scoped build plan you can run with us or without us
How it works
We read your CRM, enrichment, and sequencing data through scoped, read-only access, interview the people who run the tools, and trace where pipeline is lost between systems.
Data access
Read-only service accounts on credentials you own. Access is time-boxed, logged, and revoked when the diagnostic ends.
Who it is for
- Revenue leaders with a CRM and at least one AI sales tool in production
- Teams with an outbound motion and a named owner for revenue operations
- Revenue leaders in their first 120 days
Who it is not for
- Companies looking for an outsourced SDR team
- Teams without a CRM in production
- Anyone who wants a tool recommendation without touching their data
What happens after the diagnostic
Build. We build the ranked fixes inside your systems, on credentials you own. The person who runs your diagnostic leads the build.
Managed operations. If you want us to run the layer with your team, we do, under the same documentation you hold.
Migration. When a platform change is forced on you, we carry the rules that matter across and drop the ones that do not.
Ownership. You keep what we build: the data models, the workflows, and the documentation. Nothing depends on us staying.
Objections, answered
Is it too early in my tenure for this?
Early is when it is most useful. A baseline taken before your changes lets you show what changed because of them. It also surfaces data problems before they appear in your first board forecast.
Will this step on my RevOps team?
No. We work with them, and they keep everything we build. Your RevOps team may already know where the problems are and not have had the time to fix them.
Will my CRM's built-in AI do this soon?
Partly, yes. Native CRM agents already handle summaries, basic scoring, and standard routing well, and they will absorb more. They work on the data inside the CRM. They do not model your win history, your pricing, or the sources that live outside it. That proprietary part is the layer we build.
Why not hire a GTM engineer?
If you can find and keep one, do. A strong GTM engineer is the right long-term answer for many teams. The work stalls when the role takes months to fill, or when one person becomes the only one who understands the system. We build the layer, document it, and hand it to whoever you hire.
What access do you need?
For a diagnostic, read-only service accounts on credentials you own. Access is time-boxed and logged, and you can revoke it at any moment. Write access is scoped per area of work during a build and only with your approval.
Who will do the work?
We do. The person who runs your diagnostic leads the build that follows.
What happens if you are unavailable?
You own everything we build: the data models, the workflows, the documentation, and the credentials, all in your environment. Your team or another firm can run it without us.
Terms used on this page
Start with a fixed-price diagnostic
It begins with a free 45-minute call that commits you to nothing. You leave the diagnostic with a ranked plan you can run with us or without us.