All paid work backed by our 30-day satisfaction guarantee. Plain English. No fine print.
FREE ORCHESTRATION ASSESSMENT

Orchestrated Revenue and Operations

Real Orchestration, Not Just Automation

Automation handles tasks, but not the full journey. Orchestration unifies intake, routing, onboarding, fulfillment, reporting, and support into one smooth process. Most solutions go live in 2 to 4 weeks.

We improve what you have and only suggest changes with clear ROI.

Compare Engines

Fast, no-obligation review. Recommendations in plain English. No high-pressure sales.

Bottom line: start where impact and time-to-value are highest. We orchestrate the tools you already use, deploy in 2–4 weeks, and measure lift against business KPIs. Backed by a 30-day satisfaction guarantee.
Replace sample metrics with your baselines during the assessment.
How we measure success
KPIBaselineTargetOwnerTime-to-ROI
Lead response time 24–48 hours < 15 minutes RevOps ~14 days
Sales cycle length ~42 days 28–35 days Sales ~30 days
Support first-response 12 hours < 1 hour CS ~21 days
Gross margin 52% 60%+ Ops/Finance ~30–45 days
CTA: Free Orchestration Assessment · Need step two? See Growth & Custom Audits
Repeatable outcomes
Reduced risk & clear SLAs
Transparent reporting
Tied to business KPIs

Where to start: first engine selection

Option Impact (35) Time-to-value (25) Stack fit (20) Complexity (10) Stakeholder readiness (10) Total
Revenue Engine Accelerator 33 24 18 7 8 90
Deal Velocity Engine 30 23 19 8 9 89
Customer Success Multiplier 27 20 17 8 7 79
Support Triage Orchestrator 26 22 16 9 8 81
Weights shown in parentheses. Replace scores with your context during discovery; we’ll co-score live and document rationale. Start the assessment.
✓ Unified Dashboards and Alerting
✓ QA and User Acceptance Testing
✓ Runbooks and Training Handoff

Transparency First

No Stack Rebuild

We orchestrate what you already pay for. Replacement only if usage, fit, and cost show clear upside.

Measured ROI

Baseline time, error, cycle metrics before build. Show lift after. Keep dashboards live.

Governed Changes

Feature flags, rollback path, ownership, and access model documented.

Client-Led Pace

You decide when to extend, pause, or deepen. No retainer pressure.

Engines = orchestration bundles: mapped workflow, integrated tools, SLAs, telemetry, and runbooks. Automation alone is insufficient.

Revenue Engine Accelerator

90% faster response, 30–50% more qualified leads, +15–25% conversions.

Best for: Sales & Marketing
Timeline2–3 weeks TierGrowth/Custom

Multi‑source lead capture, enrichment/dedupe, scoring/routing, instant booking, and real‑time nudges/alerts to shrink response time from days to minutes.

  • Target Sales & Marketing
  • Problem Unqualified pipeline and slow follow‑up → lost revenue
  • Inputs → Outputs Forms/API, UTM, firmographics → qualified SQLs, booked meetings, SLA alerts
  • Stack HubSpot/Close; Clearbit/Clay; Salesmsg; Zapier or n8n
Risks & mitigations
  • Data quality → enrichment/dedupe rules
  • Slow response → SLA alerts + instant booking
  • Channel noise → scoring rules and filters
Playbook details
  • Acceptance criteria: Qualify + route SLAs live; instant booking enabled; dashboards and alerts active.
  • Owners: RevOps (primary), Sales leadership, Marketing ops.
See Outcomes Book Revenue Engine

Deal Velocity Engine

80–90% time savings and 20% faster sales cycles with near‑zero errors.

Best for: Sales & Legal
Timeline2–4 weeks TierGrowth/Custom

Automated proposal/quote generation, approvals, e‑signature, and compliance logging—integrated with your CRM and pricing.

  • Target Sales & Legal
  • Problem Proposal/contract admin drag, manual errors, slow cycles
  • Inputs → Outputs Deal fields, pricing, SKUs → approved proposals, signed contracts, audit trails
  • Stack HubSpot/Close; PandaDoc/DocuSign; Google Drive; Zapier or n8n
Risks & mitigations
  • Nonstandard terms → clause library
  • Compliance → approvals + audit logs
Playbook details
  • Acceptance criteria: Proposal templates + approvals live; e‑signature integrated; audit logs enabled.
  • Owners: Sales ops (primary), Legal, Finance.
See Outcomes Book Deal Velocity

Customer Success Multiplier

+10–20% retention, +20–30% adoption, +5–10% upsell.

Best for: Customer Success & Sales
Timeline2–3 weeks TierGrowth/Custom

Automated onboarding, role‑based checklists, TTV SLAs, usage tracking, lifecycle triggers, and upsell identification across CS and Sales.

  • Target Customer Success & Sales
  • Problem Disjointed onboarding, low activation, missed expansion
  • Inputs → Outputs Product events, account data → activated accounts, expansion opps, renewal health
  • Stack HubSpot/Close; Asana/Trello; Segment/warehouse; Salesmsg; Zapier or n8n
Risks & mitigations
  • Low adoption → activation nudges
  • Scattered data → unified KPIs/owners
Playbook details
  • Acceptance criteria: Onboarding checklists live; TTV SLAs tracked; lifecycle triggers + nudges active.
  • Owners: CS leadership (primary), Product ops, Sales.
See Outcomes Book Customer Success

Data Clarity Engine

Reports in hours (not weeks) with 99% metric accuracy.

Best for: RevOps, Ops, Finance
Timeline2–4 weeks TierGrowth/Custom

Unified integrations (ETL), standardized metrics, near real‑time dashboards, and anomaly alerts to align leadership on one set of numbers.

  • Target RevOps, Ops, Finance
  • Problem Data silos and slow, inconsistent reporting
  • Inputs → Outputs CRM/Billing/Product → dashboards, definitions, anomaly alerts
  • Stack Native APIs/Fivetran; BigQuery/Snowflake; Metabase/Looker; Zapier or n8n
Risks & mitigations
  • Schema drift → versioned models
  • Report trust → metric owners/SLAs
Playbook details
  • Acceptance criteria: Source syncs stable; KPI definitions published; dashboards + anomaly alerts live.
  • Owners: Data/RevOps (primary), Finance, GTM leaders.
See Outcomes Book Data Clarity

Service Excellence Engine

20–40% fewer tickets, 50–70% faster response, +10–15% CSAT.

Best for: Support & CX
Timeline2–4 weeks TierGrowth/Custom

AI chatbot, knowledge base, smart routing, and a unified agent view to resolve faster and deflect repeat issues without breaking trust.

  • Target Support & CX
  • Problem Overwhelmed queues, long wait times
  • Inputs → Outputs Tickets, KB, chat → auto‑resolves, routed tickets, CSAT trends
  • Stack Intercom/Zendesk; KB CMS; LLM middleware; Zapier or n8n
Risks & mitigations
  • Bot quality → human fallback
  • Content freshness → KB update workflow
Playbook details
  • Acceptance criteria: Bot + KB live with human fallback; routing rules active; unified agent view enabled.
  • Owners: Support ops (primary), CX leadership, IT.
See Outcomes Book Service Excellence

Audit

Start here to baseline KPIs and align scope. Then pick an engine.

Orchestration Assessment (Free)

Free, focused assessment: top 1–3 leaks + quick win ideas.

Rapid scan of intake to handoff, onboarding, retention, and tooling. We baseline core KPIs, flag top leaks, and send a one-page brief you can act on this week.

Timeline30–45 min PriceFree
Audit FREE ORCHESTRATION ASSESSMENT

Growth Audit (Paid)

7–10 day deep dive: architecture, KPI baseline, build roadmap.

Founder‑led deep audit: system maps, KPI baseline, prioritized roadmaps, governance plan, and plain‑English exec readout. Phase 0 pilot optional.

Timeline7–10 days Price$1,500+
See Growth vs Custom Start Growth Audit

Custom Audit (By request)

Expanded scope: multi‑workflow, compliance, scaling strategy.

Comprehensive multi‑workflow review: architecture, risk & compliance considerations, scaling & ownership model, sequencing roadmap, and executive workshop. Scoped to your environment.

Timeline10–14 days PriceBy request
Audit Request Custom Audit

How Engines Deliver in Weeks

Focused four-step model with governance and clear handoffs.

1) Discovery & Scope

Align stakeholders, outcomes, KPIs, and guardrails.

2) Systems Design

Map data flows, SLAs, and automations. Define acceptance criteria.

3) Build & Automate

Implement, test, instrument, and enable dashboards/alerts.

4) Enablement & Handoff

Deliver runbooks, training, change management, and ownership.

Compare Engines

Five focused revenue engines. Start where ROI is clearest, then expand.

Capability Revenue Engine Most Popular Deal Velocity Customer Success Data Clarity Service Excellence
Lead Capture & Routing
Proposal & Contracts
Onboarding & TTV SLAs
Retention & Upsell Triggers
Unified Data & Dashboards
Support Automation & Routing
Get Started Book Revenue Engine Book Deal Velocity Book Customer Success Book Data Clarity Book Service Excellence

All engines include QA, dashboards, alerting, and runbooks. Start with the Orchestration Assessment (Free) to validate fit.

Revenue Engine Most Popular
  • Capture & Enrichment
  • MQL→SQL Handoff
  • Instant Booking + Nudges
Book Revenue Engine
Deal Velocity
  • Proposal Templates & Approvals
  • E‑Signature & Audit Trail
Book Deal Velocity
Customer Success
  • Onboarding Checklists & SLAs
  • Retention & Upsell Triggers
Book Customer Success
Data Clarity
  • Unified KPIs & Dashboards
  • Real‑time Alerts
Book Data Clarity
Service Excellence
  • AI Chatbot & KB
  • Smart Routing
Book Service Excellence

Answers to Common Questions

Direct answers for growth‑minded founders, RevOps, and finance leaders.

Start with the Orchestration Assessment

Baseline KPIs, surface quick wins, and align on a 2–4 week build plan. Procurement & security documentation available on request.

FREE ORCHESTRATION ASSESSMENT

This is a focused, actionable assessment for quick revenue wins and leak detection. Full in‑depth audits are paid — see Growth Audit and Custom Audit (by request) for details. Need more detail? See comparison.