For finance leaders
The board or sponsor wants proof
You are spending on AI across the revenue team, and the next board meeting will ask what it returned.
What is usually wrong underneath
Most AI spend in revenue teams is justified by vendor dashboards. Those dashboards report activity: emails sent, records enriched, hours saved. A board asks a different question, which is what changed in pipeline, price, or retention.
Answering it needs a baseline taken before the change, a period, and a measurement the finance team accepts. Few teams set that up in advance, so the honest answer at the board meeting is that nobody knows.
Proof is a data problem before it is a reporting problem. When tool usage, pipeline, and revenue share one model, attribution is a query. Until then it is an argument.
What we would build for this
By area of work: Forecast, capacity, and board; Transaction readiness; Post-sale growth.
- AI ROI proof. What your AI and revenue-tool spend returned, measured in your own systems.
- Entry and exit readiness. The commercial questions a buyer's diligence team asks, answered from live data.
- Pipeline attribution that survives diligence. Attribution a board or an acquirer's team can test.
- Expansion and churn signals. Usage, support, and contact changes that predict renewal, from your own data.
- Relationship transferability scoring. How much of each account relationship lives in your systems, and how much in one person.
The Margin 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
- Realized price against list price, by segment, seller, and product
- What your AI and revenue-tool spend returned, measured in your own systems
- The approval and quoting steps where discount leaks
- A ranked list of fixes, each with the evidence behind it
- A scoped build plan you can run with us or without us
How it works
We read quoting, discounting, billing, and tool-usage data through scoped, read-only access. We reconcile what was quoted against what was invoiced, and tie tool spend to revenue measured in your own 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
- Finance leaders who suspect discounting is unmanaged
- Companies facing a forced CPQ migration
- Leaders whose board or sponsor wants proof of what AI spend returned
- Companies preparing for a transaction
Who it is not for
- Companies with no quoting or discounting data in a system
- Teams looking for a pricing strategy study rather than a data review
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
What if the answer is that the tools are not paying back?
Then you will know before the renewal, and you can act on it. We have no stake in which tools you keep. A diagnostic can end with a recommendation to cancel.
Can our BI team do this?
Often, yes, if they have the time and access to the sales systems. The usual gap is the data model between tool usage and revenue, which nobody owns. We build that model and your BI team keeps it.
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.
What do we own at the end?
Everything. The data models, the workflows, the documentation, and the credentials stay in your environment. If you stop working with us, the system keeps running.
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.