Revenue Engine Accelerator
- Capture & enrich every lead instantly
- Route + book next action automatically
- Cut first-response time to minutes
Streamline intake, routing, onboarding, fulfillment, reporting, and support.
14–21 days to production for most focused builds: coordinated workflows, enrichment, alerts, dashboards, and guardrails.
Free, focused Orchestration Assessment. Plain English baseline of leaks and next steps across revenue and ops.
What’s included: leaks and bottlenecks, top 1–3 automation opportunities, and a personalized workflow template. 30–45 minute review. Zero commitment. Get a simple, prioritized action plan without a sales pitch.
Need detail on step two? See Growth & Custom Audits.
| KPI | Baseline | Target | Owner | Time-to-ROI |
|---|---|---|---|---|
| Invoice handling time | ~9 min/invoice | < 2 min | Finance | ~21 days |
| Lead first-response | 9–36 hours | < 10 minutes | RevOps | ~14 days |
| Onboarding time-to-live | Weeks | Hours–days | CS | ~21 days |
Illustrative focus areas we typically tighten. We’ll confirm what matters most in your assessment.
Improve recurring revenue by tightening intake and upsell moments in product & CRM.
Levers: intake forms, lifecycle emails, CRM automations.
Reduce churn and support expansions with proactive health dashboards & renewal cadences.
Levers: health scoring, renewal pipelines, report packs.
Increase deal size by standardizing bundles and enabling reps with value calculators.
Levers: pricing calculator, bundle templates, approvals.
Raise margins by automating fulfillment & trimming manual COGS‑heavy tasks.
Levers: workflow automation, ops dashboards, alerts.
Real-world automation blueprints with guaranteed outcomes. Each playbook includes clear guardrails, performance metrics, and defined ownership to ensure rapid deployment and measurable ROI within 21 days.
Enterprise guardrails built in from day one: access, data, AI safety, auditability, and change control.
Share context + access (read‑only). We baseline where leaks and friction live.
Walk through early findings live. Prioritize top 1–3 revenue fixes together.
Receive a plain‑English one-page brief: leaks, quick wins, and next build path.
No hard sell. If deeper architecture or rollout is needed, that’s a paid Growth Audit or Custom Audit (by request).
Align stakeholders, grant access, define metrics and guardrails.
Implement logic, retrieval, and vendor connections.
Test runs, reviewer lane, alerts, iterate to confidence.
Schedule report delivery, configure alert thresholds, and test on‑call paths.
Go live, dashboards, playbook, stabilization and ownership.
We'll route you to the primary form to keep everything in one secure flow.
This is a focused, actionable assessment for quick revenue wins and leak detection. Full in-depth audits are paid. See the Growth Audit and Custom Audit (by request) pages for details. Need more depth? See comparison.
Most projects go live in 14–21 days. Complex approvals or vendor access can add time; we’ll call that out during discovery.
Read/write access to the target systems (e.g., QuickBooks, HubSpot) with least‑privilege scoped credentials, plus a reviewer if you enable a QC lane.
QuickBooks, Gmail, Drive/Sheets, HubSpot, Slack, and REST APIs are common. We’ll evaluate any target system during discovery.
We baseline time and cost, set a target confidence, and instrument the workflow so savings and lift are visible post‑launch.
We use confidence thresholds, fallbacks, and an optional reviewer lane. Edge cases are logged and tuned during stabilization.
Most fixes deliver visible results in days. Full pilot systems usually ship inside 2–3 weeks.
I personally handle design, build, QA, and rollout. No handoff to junior or outsourced teams.
Yes. Most SaaS, APIs, and webhook-based tools are supported. We validate edge/vendor limits early.
Email first for async tracking; phone/text reserved for urgent production issues.
You own all logins. No outside persistent storage. Only your systems hold production data.
Quantify impact and clear procurement.