THREE WAYS TO WORK WITH US
Assess, build, or advise.
Scoped around your situation.
01 /
Assessment & Roadmap
A clear-eyed diagnosis and a plan you can act on.
We run a detailed discovery of your systems, data, and GTM motion, then hand you prioritized recommendations. Build it yourself, delegate it internally, or bring us in to execute.
Assessment engagements are a fit for:
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Teams unsure where the real revenue friction is
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CRM and tech stack audits before a rebuild or migration
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Leaders who want an outside view before committing budget
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Teams with internal resources to build, but not the blueprint
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Pre- or post-M&A systems and GTM evaluation
What you get:
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A prioritized roadmap based on your actual infrastructure, not a generic template
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Specific recommendations your team can delegate and own
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The option to build with us, with no obligation to
02 /
Project Engagement
Fixed scope deliverables and timeline.
For when you have a clear, well-defined challenge and need it solved fast. We agree on scope, deliverables, and timeline upfront. No scope creep, no surprises.
Project engagements are a fit for:
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CRM consolidation or rebuild
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Lifecycle mapping and GTM stage design
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ICP, positioning, and messaging work
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Post-M&A GTM alignment and system integration
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Pipeline reporting and dashboard buildout
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One-time infrastructure audit with a prioritized roadmap
What you get:
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Senior operators doing the work, not a junior team executing from a brief
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Clear deliverables at each phase and a defined end date
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A self-contained outcome your team can run with after we leave
03 /
Advisory Retainer
Ongoing strategic partnership, embedded in your operating cadence.
We become your fractional revenue leadership, embedded in your weekly rhythm, owning the systems we build, and staying until your team can run without us.
Advisory retainers are a fit for:
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Building or scaling a full revenue operating system over time
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Ongoing RevOps ownership alongside internal teams
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Companies between strategic hires who need senior revenue thinking at the table
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Teams who've completed a project engagement and want continued optimization and governance
What you get:
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Senior partner presence in your operating cadence, not monthly check-ins
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Ownership of the full system, not just one workstream
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Engagements that evolve with your stage: project work that grows into ongoing advisory
How Every Engagement Starts
Discovery conversation.
We ask about your current systems, your team, your biggest revenue friction points, and what success looks like in 90 days. It's an honest conversation about whether there's a fit.
STEP 01 /
Scoping.
If it's a fit, we scope a phased engagement built around your situation. Project engagements get a clear deliverables list and timeline. Advisory engagements get a 90-day roadmap with defined milestones. Either way, you know exactly what you're getting before we start.
STEP 02 /
Phase 1 begins.
Every engagement starts with a structured audit of your systems, stakeholders, lifecycle stages, and data integrity. In the end, you have a prioritized gap map and a concrete design plan.
STEP 03 /
