Post-acquisition, there is no time to figure out the systems gradually. I come in as fractional RevOps lead and build the infrastructure the investment thesis depends on.
Private equity acquisitions have a common pattern. The business was generating revenue with informal systems. Now there is a board, a 100-day plan, and investors who need clean metrics. The CRM is a mess. Reporting is inconsistent. Nobody is sure which numbers to trust.
The board wants a revenue dashboard they can trust by Q2. We do not have one.
Audit the current state, identify the biggest data integrity problems, and prioritize fixes that unblock reporting.
Revenue reporting that tells a clear story and does not require hours of prep before every meeting.
Pipeline categories, close date hygiene, and commit versus call frameworks that give leadership a number they can trust.
Systems designed to support the headcount and revenue targets in the investment thesis, not just the current state.
Six things that make this different from the last engagement you were pitched. No discovery theater, no 40-page deliverable, no invoice by the hour.
I've built and run complete revenue operating systems: pipeline visibility, attribution, CRM architecture, and the process that ties sales, marketing, partnerships, and technology together.
Why it matters: I've had to live with the systems I build. That changes what you build.
The default answer in this industry is another subscription. When that's the wrong answer, I build the piece you actually need instead: a custom tool, or the connection between two systems that were never meant to talk to each other.
Why it matters: you stop renting software that only does part of the job.
A fixed ladder, not an hourly rate: a diagnostic assessment, a build sprint, then an optional monthly retainer. You approve a number before anything starts.
Why it matters: no open-ended agency invoice, no scope creep, no surprise line items. See the numbers →
Every engagement opens with the same Four Rooms revenue-leak audit. It's the framework behind the book I'm writing on where revenue quietly goes missing.
Why it matters: it's the same audit every time, so you know exactly what you're getting.
I started as an account executive. I know why reps skip the sequence, why activity doesn't get logged, and why CRM data rots.
Why it matters: adoption is where most RevOps projects die. I build systems reps will actually use.
I'm not a certified partner for any vendor and I don't take referral fees. I work inside whatever stack you already have, and if you're still choosing one, I'll tell you what actually fits your business.
Why it matters: nothing I recommend pays me, so the advice is just the advice.
Put plainly: you get an operator who has built these systems before, diagnoses your leaks against a named framework, and installs the fix at a price you approve up front. Not a consultant billing you by the hour to describe problems you already knew you had.
I move quickly. The first call establishes scope and a realistic timeline for getting your revenue infrastructure to investor-grade.
Start the Conversation →Drop your name and email. I'll reach out within one business day.
