Executive Brief
Decision memo framing options, impact ranges, and owners.
Let’s align scope to business goals, then design the fastest path to ROI. Solo-led, AI-augmented model: enterprise-grade results with boutique flexibility.
Every engagement ships a complete system: intake, pipelines, dashboards, reporting, notifications.
Bottom line: We baseline your KPIs, pilot a thin slice in 2–3 weeks, and measure impact on ACV, cycle time, margin, and retention. If value misses the mark, you pay what feels fair within 30 days.
| KPI | Baseline | Target (90 days) | Owner |
|---|---|---|---|
| Sales cycle time | 12.4 days | 6–8 days | RevOps |
| Rework/defect rate | 14% | ≤ 6% | Ops |
| Throughput | 52/quarter | 80+/quarter | Ops |
Ranges are illustrative. We replace these with your real baselines during discovery.
Outcomes shown are illustrative ranges; proposals are scoped to your baselines. See metric definitions.
Same enterprise-grade method, right-sized for teams earlier than mid‑market, so you keep the sophistication without the overhead.
Optional, after the assessment. Baselines, top hypotheses, 1–2 changes, and a simple dashboard—designed to prove value inside 30 days.
Lightweight monthly/quarterly reviews; decision logs and change control stay. Clear owners; no bloat.
Fixed → Fixed + milestone → Light retainer. Fees calibrated to modeled impact with guardrails.
Exec sponsor; CRM/billing data access; 1–2 measurable KPIs (ACV, cycle, GM, NRR); weekly owner.
30-Day Satisfaction guarantee: pay only what you feel the work was worth, even if that's nothing.
| Option | Effort (30%) | Reliability (35%) | Speed to ROI (35%) | Total |
|---|---|---|---|---|
| Keep manual triage | 5×0.3=1.5 | 2×0.35=0.7 | 2×0.35=0.7 | 2.9 |
| CRM workflow + alerts | 3×0.3=0.9 | 4×0.35=1.4 | 5×0.35=1.75 | 4.05 |
| Third‑party router | 4×0.3=1.2 | 4×0.35=1.4 | 3×0.35=1.05 | 3.65 |
| Top choice: CRM workflow + alerts — fastest time-to-ROI with strong reliability. | ||||
Weights reflect priority for this use case. We adjust criteria with your team and document owners and risks.
Five ways in, depending on urgency and scope.
Principal-led counsel to clarify pricing, packaging, and go-to-market priorities; align governance; and unblock decisions.
30-day satisfaction guarantee: only pay what feels fair if value not met.
Compare optionsArchitect pricing, packaging, funnel, and enablement initiatives with explicit baselines, owners, and change control.
30-day satisfaction guarantee: only pay what feels fair if value not met.
Compare optionsIdentify, pilot, and scale high-yield automations with guardrails: QA, logging, and rollback paths.
30-day satisfaction guarantee: only pay what feels fair if value not met.
Compare optionsOngoing access for leadership; fast cycles on decisions, reviews, and adjustments.
30-day satisfaction guarantee: only pay what feels fair if value not met.
Compare optionsRapid hypothesis test to de-risk and accelerate program start. One material win targeted in the first month.
30-day satisfaction guarantee: only pay what feels fair if value not met.
Compare options15–20 minutes live with named references available. See how decisions, controls, and handoffs are documented.
Decision memo framing options, impact ranges, and owners.
Maps the path from intake → pipeline → dashboard → reporting/alerts with owners and SLAs.
Acceptance tests include dashboard availability, report delivery schedule, and alert thresholds.
Ops cadence: weekly reporting, monthly trend decks, and alert runbooks with owners.
Baseline → hypothesis → test → readout; go/no‑go.
Independent reviewers across Security, Finance, and RevOps ensure rigor before work begins. Charter: verify baselines, controls, and handoffs.
CFO-grade, enterprise-ready model. If this describes you, we’ll move fast and measure rigorously.
Not sure about a term? See the glossary.
Diagnostic to map growth levers, pricing power, and a sequenced execution roadmap.
Operate an execution engine with OKRs, governance, and compounding improvements.
White-glove strategic partnership to reshape category position and unit economics.
Priority access for pricing reviews, strategic deals, and quarterly reviews.
What happens when. When it’s done.
Procurement & access (NDA/DPA), data pulls, KPI baselines, and risk register.
Prototype, dry runs, and acceptance tests behind flags. One material win targeted.
Production rollout with enablement, dashboards, alerts, and runbooks.
Expand scope, tighten guardrails, institutionalize with QBRs and ownership.
Controls, contracts, and documentation that sail through security and legal.
Packet includes security posture, data flows, standard terms, and certificates.
We show the receipts—artifacts, math, and references.
Real deliverables on day one: runbooks, system maps, decision memos. No blurred PDFs.
Attributable references under NDA with names, roles, and context. Request via the Review Kit.
Every proposal anchors to current baselines. See the model in the ROI model.
Brief write‑ups you can share internally. Browse the outcomes.
Diagnose → Architect → Operate → Institutionalize. Scalable solutions via trusted partners and automation that move ACV, velocity, margin, and retention against baselines and OKRs.
Quantify growth levers, pricing power, and hidden constraints. Establish baselines and measurement plan.
Architect pricing, packaging, funnel, and enablement initiatives with governance and dependency mapping.
Run structured experiments, implement changes, and review impact in a quarterly cadence.
Embed playbooks, training, and dashboards so gains persist beyond the engagement.
Yes. Every system ships with the KPI dashboards, scheduled report packs, and alerting/notifications as a single integrated product.
We begin with Discovery & Strategy to quantify value and align scope. Larger programs follow a quarterly operating cadence with PMO, governance, and ELT reviews. Retainers provide priority access for ongoing counsel.
We operate with enterprise controls: DPAs, data minimization, encryption, access controls, logging, and vendor reviews. SOC 2/ISO-aligned processes; insurance certificates and procurement packet available.
Programs are by proposal, calibrated to value and complexity. Options include fixed-fee phases, incentives linked to outcomes, and retainer structures for advisory.
We set baselines in discovery, define KPIs tied to P&L (ACV, margin, cycle time, NRR), and review progress in a quarterly operating rhythm with dashboards and documented decisions.
Yes. We integrate with Salesforce, NetSuite, SAP, custom APIs, and legacy systems. We collaborate with Legal/Security on DPAs, data flows, SoWs/MSAs, and accessibility statements.
We use change control and replan against OKRs. Scope can be adjusted in quarterly increments; we offer termination for convenience and co-termination clauses in MSAs.
Download our Procurement & Security Standards for details on security posture, data flows, compliance, insurance, and sample commercial terms.
Fast, plain-English assessment to surface leaks and quick wins. 30‑minute kickoff included; procurement & security documentation available on request.