Engagement Options

An investment in the system that drives your revenue.

Every engagement is scoped to your situation. Below are our core solutions with starting investment levels. The right approach depends on where you are and where you need to be.

Solutions

Core engagement options

Starting Point

Revenue Diagnostic

$10,000

3 days

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A comprehensive current-state assessment that gives you a clear, unbiased picture of what is working, what is broken, and what it is costing you. The diagnostic fee is credited toward any subsequent engagement.

Full CRM and tech stack audit

Pipeline and data quality assessment

Revenue leakage identification

Prioritized transformation roadmap

Executive presentation of findings

Accelerated

Foundation Sprint

$35,000–$50,000

6–8 weeks

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For companies that need their revenue operations foundation rebuilt in weeks, not months. Quick wins deployed immediately while the structural work gets done. Ideal when leadership needs to see improvement within a quarter.

Rapid assessment and quick-win deployment

CRM architecture redesign

Data cleanup and restructure

Pipeline and stage standardization

Core reporting and dashboards

Team training on new processes

Flagship

Revenue Transformation System

Starting at $57,000

4–6 months

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The complete methodology for mid-market companies that have outgrown their systems. Four phases from Discovery through Optimization, designed to produce compounding returns on revenue operations investment.

Discovery and current-state assessment

Foundation rebuild and data migration

Revenue play deployment and activation

Continuous optimization and advisory

Team enablement and training

Full reporting and analytics build

Enterprise

Multi-Company Operations

$150,000–$250,000+

4–6 months

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For PE firms, holding companies, and multi-entity organizations that need unified revenue visibility without dismantling what each operating company has built. Designed for complexity at scale.

Multi-entity assessment and data mapping

Unified data architecture design

Entity-by-entity migration and integration

Cross-company dashboards and analytics

Portfolio benchmarking and cross-sell identification

Acquisition-ready framework for future deals

Specialized Engagements

Technical consulting and advisory

For companies with specific technical needs or acquirers who need operational clarity before a transaction closes.

HubSpot Technical Consulting

Custom integrations, API development, Operations Hub configuration, and advanced technical implementation. Scoped per project.

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Pre-Acquisition Due Diligence

Structured CRM and RevOps assessment for acquirers. Uncover integration risks, hidden costs, and revenue upside before you close.

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Each engagement is scoped to your situation.

The figures above are starting points. We scope precisely during the consultation process based on complexity, systems, team size, and objectives. There are no surprises.

Common Questions

Questions about investment and engagement

Hourly billing incentivizes the wrong behavior. It rewards time spent rather than outcomes achieved. Our fixed-investment model aligns our incentives with yours: we are motivated to deliver results efficiently, not to extend timelines. You know the full investment upfront, and we take responsibility for delivering the agreed outcomes within that scope.

Yes. The full $10,000 diagnostic investment is credited toward any Foundation Sprint or Revenue Transformation System engagement initiated within 60 days. We structure it this way because the diagnostic is genuinely the right first step for most companies, and we do not want the cost to be a barrier to getting started properly.

Scope, complexity, and the number of entities or systems involved. A Foundation Sprint for a single-CRM company with clean data lands at the lower end. A multi-system environment with significant data migration needs lands higher. We scope precisely during the consultation process so there are no surprises.

We hear this often. The difference is accountability. We define deliverables and outcomes upfront, tie our engagement to measurable results, and provide transparent progress reporting throughout. If we cannot deliver material value, you will know within the first 30 days, not at the end of a 6-month contract.

The right investment depends on a conversation about your situation.

Let us understand what you are trying to achieve. We will recommend the right engagement and be transparent about the investment required.

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