We fix the systems that break revenue.
Most teams lose deals not because of product or price, but because their pipeline doesn't reflect reality, handoffs aren't clean, and reporting can't be trusted. We map how revenue actually flows, then fix the process and tools so it stops leaking.
Start with a ReviewWhere we're usually called in
These are the symptoms. Most teams know something's broken—they just can't see where.
Pipeline confusion
Stages don't mean the same thing to everyone. Deals sit in "negotiation" for weeks. Forecasts drift every Monday.
Stalled deals
Deals go dark between marketing and sales, or sales and CS. No one owns the handoff, so nothing moves.
Ownership gaps
It's not clear who's supposed to do what at each stage. Follow-up is inconsistent. Things fall through.
Reporting distrust
Leadership doesn't believe the dashboard. Sales thinks the numbers are wrong. Everyone's working from different data.
How we actually fix it
We don't start with tools. We start by mapping how revenue moves today, then build the process and systems around that—not the other way around.
Map how revenue moves today
We talk to the people doing the work—not just leadership. We document what actually happens when a lead comes in, when a deal advances, and where things get stuck. No assumptions.
Define ownership and rules at each stage
We make it explicit: what qualifies a deal to move forward, who owns each transition, and what happens if something sits too long. No more "it depends."
Align the CRM and tools to support the process
The CRM should reflect the work, not dictate it. We configure fields, automations, and workflows that make the process easier to follow—not harder.
Put reporting in place leadership can trust
We build dashboards that match reality. If a deal's in the forecast, it's real. If pipeline's up, it's because the work changed—not because someone updated a field.
What this is and isn't
We're not for everyone. Here's how to know if this is a fit.
This is for you if:
- Your pipeline exists but you don't trust it
- Deals are getting lost between teams
- You have a CRM but it's not helping
- You're willing to change process, not just tools
- Revenue is $1M–$50M and growing
This isn't for you if:
- You want someone to just "set up HubSpot"
- You're looking for lead gen or marketing services
- You need quick fixes without process changes
- Your team won't adopt new workflows
- You're looking for a consultant to write reports
How engagements usually start
Most people start with a Revenue Systems Review. It's a working session, not a pitch.
We map how revenue flows today
You walk us through what happens when leads come in, how deals move, where they get stuck, and who's responsible for what. We take notes, ask questions, and look for gaps.
We show you where it's breaking
At the end of the session, we tell you what we found: where ownership isn't clear, where deals are leaking, and what's causing the reporting issues. No fluff.
We decide if it makes sense to fix it together
If the issues are fixable and we're the right fit, we'll propose an engagement. If not, you still leave with a clear view of what's broken and where to start.
Ready to see where it's breaking?
Start with a Revenue Systems Review. We'll map how revenue flows today, identify where it's leaking, and decide if it makes sense to fix it together.
Schedule a Review