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 do about it
This door opens into foundation and governance, deal execution, forecast, capacity and board.
- Data quality enforcement. Duplicates, missing fields, and routing failures caught by rules that fire, not by reminders.
- Buying group mapping. Every opportunity shows who is involved, who is missing, and who has gone quiet.
- Forecast from your own history. Deal scoring trained on your closed deals, not a generic model.
- Proprietary context layer. Win history, pricing, and customer records modeled so your tools can read them.
The Pipeline Diagnostic
Every engagement starts with a fixed-price diagnostic. You keep the findings whether or not you continue.
Price and duration are not published yet
The diagnostic is fixed price and fixed length. Both numbers appear here once the pricing record is approved. We will not show a number we have not committed to.
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
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. A small pod builds the ranked fixes inside your systems, on credentials you own.
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. Most RevOps teams know where the problems are and have never 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 module during a build and only with your approval.
Related research
No research published for this situation yet
Limerine Research items tagged to this situation appear here when they are published.
Start with a fixed-price diagnostic
Five questions, then a booking. You leave the diagnostic with a ranked plan you can run with us or without us.