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Step 1 · Three weeks · $18,000

The Revenue Clarity Diagnostic

Three weeks inside your operation. We map how revenue actually moves, where it leaks, what each gap costs in real dollars, and the twelve-month path to close it. You leave with the document your CRO walks into the board meeting with.

Duration3 weeks
Investment$18,000
DeliverableThe Revenue Clarity document
AudienceCROs, CMOs, founders
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If it doesn't tell you something you didn't know, you keep the document and we part respectfully.

The six stages

Seven stages. Click any to explore.

From the intake review to the final maturity score, each stage maps a different layer of how revenue actually moves through your firm.

Stage 1

Revenue Architecture

How the business is actually structured

Marketing, sales, and account management. Who owns what. Where the handoffs happen. How retainers, projects, and milestone billing show up in the systems. Broken here means everything downstream is broken.

What we map

Function ownership · Handoff points · Sales motions · GTM positioning · Comp alignment

The maturity model

Five levels. You sit on one.

Your position determines what you can and cannot do commercially, regardless of how good your team is. Moving up a level typically unlocks tens to hundreds of thousands in recoverable monthly revenue.

1

Reactive

Founder + two long-tenured people know where everything is. No system, just workarounds.

2

Visible

There's a CRM. People use it. Leadership can see pipeline. Nobody fully trusts the data.

3

Aligned

Sales and CS work from the same information. Net new, expansion, renewal are distinct.

4

Predictable

Leadership answers questions without hedging. Pipeline is trustworthy. Forecast holds.

5

Compounding

Infrastructure does work that used to require people. 30-50% of growth from existing accounts.

For PE-backed firms: operational maturity at Level 4 or above adds one to two turns of value on exit, not because of what the system produces today, but because of what it signals to a buyer about how the business actually runs.
The economic picture

Every finding has a number behind it.

The diagnostic consolidates monthly revenue impact across all six stages and translates it into an annual number. Built from your data, benchmarked against patterns across comparable firms.

Sales-to-delivery handoff loss
Inaccurate forecasting decisions
Leads never followed up
Missed expansion in accounts
Renewals managed reactively
Scope creep, no change orders

Every figure in the document has a source. We do not put numbers in the table we cannot trace back to your data, your conversations, or your pipeline. Where we estimate from benchmarks, we say so.

What happens after the diagnostic

The deliverable is not the document. It is the next decision.

  1. 1

    Boardroom readout

    Within 5 business days

    We present the document to your leadership team and walk through the findings. Not a sales meeting. The moment your team sees the full picture together for the first time.

  2. 2

    Alignment on findings

    During or right after the readout

    Leadership confirms what resonates, challenges anything that doesn't match their understanding, and picks the areas to prioritise.

  3. 3

    Phase 1 kickoff (if it makes sense)

    Within 2 weeks

    We begin the revenue architecture work and CRM rebuild. The first 90 days are where the most visible changes happen.

  4. 4

    30-day checkpoint

    End of Month 1

    We review what has moved, what has not, and adjust the roadmap based on what we've learned from working inside the business.

Start with the diagnostic.

If we are going to work together for twelve months, we need to see the operation first. So do you.

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