Stop the Admin Drag. Reclaim Rep Time.
We transform chaotic CRM data into a single source of truth for predictable revenue growth.
Services
7-Day Pipeline Audit
The Pipeline Audit is a rapid, data-backed diagnostic designed to identify the hidden costs of your current RevOps friction, providing the evidence needed to stop the administrative drag and lock in forecasting accuracy.
Phase 1: Discovery & Data Acquisition
The Start: 1-Hour Executive Kick-Off. We confirm your top three pain points and gain secure, read-only CRM access.
The Commitment: Only 90 minutes of leadership time required for the initial phase.
Phase 2: Diagnosis & Quantification
Data Integrity Score: Get an A-F Data Quality Scorecard for your pipeline. We quantify the percentage of "junk data" creating risk.
Financial Proof: We calculate the exact dollar amount of your Forecast Integrity Gap—quantifying the cost of running on guesswork.
Time Reclaimed: Receive the 12-Hour Admin-Time Breakdown that itemizes every hour your sales reps lose to system friction.
Phase 3: Executive Presentation & Blueprint
The Findings: 90-minute Executive Summary presentation delivering all quantified results.
The Fix: A Prioritized Fix Roadmap (the Blueprint) outlining the 3-5 structural changes needed to eliminate your biggest cost drivers.
🛑 What This Audit is Not:
No scope creep. We deliver findings and a plan—not system changes, data cleaning, or new reports.
System configuration or modification of any kind.
Data cleaning (i.e., mass deletion or enrichment).
Building new reports or dashboards.
Formal training for the sales team. (These activities belong in the $8k–$12k 30-Day Sprint.)
Low risk. No long-term commitment required.
RevOps Advising
The Revenue Readiness Audit is a rapid, data-backed diagnostic designed to identify the hidden costs of your current RevOps friction, providing the evidence needed to stop the administrative drag and lock in forecasting accuracy.
Phase 1: The First 30 Days
Execution: The Audit Blueprint to guarantee system stability and immediately reclaim lost rep time. This phase is mandatory to ensure that your business begins with clean data.
Key Deliverables: Implementation of necessary system controls, automation of core workflows, and structural changes required to permanently eliminate the 12+ hours of weekly admin time.
Phase 2: Advisory Retainer (Ongoing)
Goal: Protect your system investment, prevent data decay, and provide senior-level strategic guidance on an ongoing basis.
How We Execute:
Strategic Alignment Meetings: Monthly review with leadership on forecast integrity, sales goals, and system performance.
Proactive Governance: Ongoing data monitoring, quarterly clean-up, and process compliance checks to prevent data decay.
Execution Support: Managing minor system enhancements, reporting adjustments, and supporting future sales initiatives (e.g., compensation plan rollouts, territory management, ect.).
Ongoing Support. You gain senior expertise, guaranteed data integrity, and freedom from operational distractions.
🛑 What This Advising Is Not:
Large-Scale System Overhauls or Rebuilds: Does not cover multi-week projects.
Mass Data Cleanup: Does not cover large, dedicated projects involving mass data deduplication, enrichment services, or manual cleanup of thousands of records.
Formal, Wide-Scale Training: The retainer does not include rolling out new, full-day training sessions for the entire sales team.
Third-Party Tool Implementation: Does not include the installation, configuration, or integration of entirely new, complex third-party software.
Case Studies
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Client Profile: National B2B Industrial Services Provider (500+ employees, complex service contracts). High-value, complex sales cycles.
The Challenge: The CRM lacked automated governance, causing high-risk account details to be misfiled or neglected. This led to millions in revenue leakage due to preventable churn and under-renewals. Their challenge was Financial Risk.
The Solution: We Developed a custom RevOps Data Hygiene Framework including mandatory fields, validation rules, and automated alerts to track high-risk contracts and tenure deadlines. This solves the issue of System Governance.
The Result: Mitigated $3.1M in potential annual churn by installing preventative data management shields that flagged high-risk accounts 90 days earlier, allowing sales management to intervene. This is proof of Financial Protection.
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Client Profile: Mid-Market B2B SaaS Platform (120 employees, subscription-based RMR model). Thier focus is High-growth SaaS targets.
The Challenge: Conflicting lead routing and territory assignment rules led to sales reps duplicating effort, causing delays, and inconsistent follow-up, suppressing the overall Recurring Monthly Revenue (RMR) rate. This has led to Inconsistent Growth.
The Solution: Implemented a Streamlined RevOps Flow that unified lead scoring, territory assignment, and automated reporting to reduce internal conflict and ensure fast, accurate routing. We implemented Process Alignment.
The Result: Achieved a 9% increase in Recurring Monthly Revenue (RMR) within the first six months by ensuring reps were focused on high-quality, pre-qualified accounts routed consistently by the system. This is Proof of Growth Enablement.
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Client Profile: B2B Technology Consulting Firm (80 employees, custom project-based sales).
The Challenge: Sales reps relied on external spreadsheets and manual data entry because the CRM was too cumbersome, leading to 12+ hours of administrative drag and rampant fake metrics in Forecast. This threatens Rep Efficiency and Reporting Metrics.
The Solution: Executed a targeted 30-Day RevOps Sprint to eliminate ambiguous fields, automate three core data entry tasks, and deploy simple, reliable dashboards.
The Result: Reduced non-selling administrative time by 30% (reclaiming 10+ hours per rep/week), immediately improving rep satisfaction scores and providing accurate pipeline visibility.
About Us
Who We Are
We are a Seattle-based specialized advisory firm, our experience is built on leading and optimizing Sales Operations for major B2B organizations. The processes we developed to drive a 9% increase in recurring revenue and mitigate millions in churn are the exact frameworks we now bring directly to your mid-market business.
We understand the complexity of scale, and we deliver those enterprise-grade solutions right here.
Our Expertise
Our expertise was developed leading Sales Operations for major B2B organizations where high-value, recurring revenue and strict forecasting accuracy were mandatory. We bring frameworks refined in environments dealing with:
Complex Contracts: Long-term RMR/subscription models and large account management.
High Churn Risk: Systems designed to proactively mitigate millions in potential revenue leakage.
National Scale: Operations spanning multiple regions and diverse sales team structures.