Step 1 · Three weeks · $15,000

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 level-by-level path to close it. You leave with the document your CRO walks into the board meeting with.

Duration3 weeks

Investment$15,000

DeliverableThe Revenue Clarity document

AudienceCROs, COOs, CFOs, founders

Request a Consultation

If it doesn't tell you something you didn't know, you keep the document and we part respectfully.

The six stages

Six stages, plus intake. Click any to explore.

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

Stage 1

Revenue Architecture

How the business is really 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

Every firm sits on one of five levels. The diagnostic tells you which.

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

Reactive

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

Aligned

People use the CRM and the data holds up. Everyone works from one set of definitions. You can see this quarter clearly, but you can't predict the next one yet.

Optimized

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

Predictive

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

Transformative

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 runs.

The economic picture

Every finding has a number behind it.

The diagnostic adds up the monthly revenue impact across all six stages and turns 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

You'll know what to do next.

1
Boardroom readout
Within 5 business days
We present the document to your leadership team and walk through the findings. For most teams it's the first time everyone sees the whole picture at once.
2
Alignment on findings
During or right after the readout
Leadership pushes back on anything that doesn't match what they know, and picks what to prioritize.
3
First level 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
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're going to work together level by level, we need to see the operation first. So do you.

Request a Consultation See how the levels work →