Revenue Operating Solutions
Designed for companies at revenue inflection points, each solution is time-bound, fixed-scope, and complete on its own, solving a discrete revenue operating challenge with clear deliverables and firm completion criteria. There is no required sequence or implied continuation. Companies engage based on current need, not open-ended time or retainer commitments.
Revenue Reality Check
2 weeks | For diagnostic clarity
A decision-grade evaluation of how revenue actually works today. This engagement is designed to create clarity quickly and to inform what matters most next.
What this includes:
Review of current revenue performance and targets
Funnel and pipeline health assessment
Forecasting logic and confidence review
Pricing and discounting patterns
Role clarity across Sales, Marketing, and Customer Success
Identification of operating gaps and friction points
What this does not include:
Ongoing advisory support
Execution ownership
System redesign
Deal involvement
How completion is defined:
The engagement is complete when leadership has a clear view of how revenue operates today, where it breaks, and which intervention would have the highest impact.
Revenue System Install
6 weeks | Operating model installation
Design and installation of the revenue operating model a full-time CRO would build. This engagement replaces improvisation with structure and installs the rules, cadence, and governance required for consistent execution.
What this includes:
Revenue plan on a page (targets, math, ownership)
ICP and segmentation definitions
Funnel and pipeline stages with entry and exit criteria
Forecast categories and coverage expectations
Weekly operating cadence and reporting rhythm
Pricing and discount guardrails
Compensation and incentive logic
Core sales narrative and primary sales materials
Coaching framework and manager enablement
RevOps workflows and ownership
Handoff documentation for internal teams
What this does not include:
Acting as interim or fractional CRO
Carrying quotas or revenue targets
Ongoing execution support
Continuous system redesign
Open-ended advisory relationships
How completion is defined:
The engagement is complete when the revenue operating cadence runs without external support, leaders can explain the system clearly, and the organization can execute against shared definitions.
Revenue Execution Cycle
90 days | Reinforcement and adoption
A fixed execution window to reinforce an existing revenue system. This engagement focuses on adoption, coaching, and operating discipline. It reinforces the system. It does not redesign it.
Eligibility: This solution assumes a defined revenue operating model is already in place. Companies without an installed system should begin with a Revenue System Install or a Revenue Reality Check.
What this includes:
Weekly operating cadence reinforcement
Deal, pipeline, and forecast coaching
Seller and manager coaching sessions
Forecast inspection and correction
KPI review and adherence support
Leadership enablement to sustain discipline
What this does not include:
Redesigning the revenue system
Interim leadership coverage
New compensation or pricing models
Open-ended execution support
How completion is defined: The engagement is complete after 90 days, with the internal team operating independently and consistently against the existing system.