The 12-Month Engagement
Twelve months from now: a forecast you defend at the board, a pipeline that holds without hedging, and 30 to 50 percent of growth coming from accounts you already serve. Three phases, same three people, every week.
Request a ConsultationSequencing matters. The order is deliberate.
Each phase confirms the one before it. You cannot build reliable reporting on broken data. You cannot capture expansion revenue from accounts that aren't being managed. Click any phase to explore what gets built.
Clean data. Defined architecture. A pipeline leadership trusts.
- Revenue architecture map
- Full CRM audit and rebuild
- Net new, expansion, renewal pipelines
- Kickoff and handoff documentation
- Core executive dashboard
- Two 60-min customer journey mapping sessions
- Weekly 30-min check-in with your point of contact
- Monthly leadership review with CRO or CMO
- Pipeline numbers match the conversation
- Leadership stops second-guessing the CRM
- Revenue forecast in under an hour
Same three people. Every week. For twelve months.
The team you meet in the diagnostic is the team that delivers the engagement. No handoff to junior staff after the sale. No rotating cast.
Practice Lead
Owns the architecture and the calls that matter. Senior. Has run this seven figures and up.
Technologist
Lives inside HubSpot. Builds what gets decided. Tests it against your book of business.
Project Manager
Keeps the engagement on rails. Your point of contact between strategy and execution.
Three exit points built into the contract.
We do not lock you in for twelve months on day one. Quarterly billing. Two structural opt-outs along the way. The work earns its way forward.
First exit point
If the relationship isn't holding, you exit and pay only what's been delivered.
Mid-engagement check
If the work isn't producing the operating change you signed up for, you exit and don't pay for the second half.
The outcome
Forecast off data you trust. Sundays back. Comp matches plan to payout. The number holds board meeting to board meeting.
It starts with the diagnostic.
The 12-month engagement is not the first conversation. The diagnostic is. Once we both know what the operation looks like, we decide together whether the engagement fits.