Foundation Sprint

Your Board Wants Results This Quarter. Not a Roadmap for Next Year.

A 6–8 week engagement that rebuilds your revenue operations foundation and deploys quick wins your team feels in the first two weeks.

Investment

$35,000–$50,000

Timeline

6–8 weeks

CROs and CMOs at professional services firms who need demonstrable improvement within a quarter — standalone or the first step toward full transformation

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Team sprint session — whiteboard with pipeline architecture

120+

Professional Services Firms

22%

Avg. Revenue Lift

HubSpot & Salesforce

Platform Expertise

The Context

You inherited a CRM that was ‘set up’ but never built for how your team actually sells. Or you brought in a CRM agency that delivered a configured system and a 40-page playbook — then left. The tool looks right. The operations underneath it don’t work. Reps are logging around the system, not in it. Marketing can’t prove attribution. And your weekly pipeline review starts with 20 minutes of arguing about whether the numbers are right.

You don’t need another audit. You need someone to fix the foundation — fast enough to show results before budget season.

The Diagnosis

What We See in the First Two Weeks

CRM adoption is declining — reps created their own tracking in spreadsheets months ago

Pipeline reviews take twice as long as they should because nobody trusts the stages

Marketing says they sent 200 MQLs. Sales says they got 30 worth calling.

Onboarding a new rep takes 4–6 weeks because there’s no documented process

Dashboards exist, but nobody looks at them because the data underneath is unreliable

The last agency configured workflows that fire but don’t actually match how your team works

The Methodology

How It Works

Phase 01

Discovery & Quick Wins

Weeks 1–2

We don’t start with a 3-week discovery phase. We start with the 20% of fixes that drive 80% of the improvement — and deploy them in the first two weeks. Pipeline cleanup, critical automations, lead routing fixes. Your team feels the difference before the foundation work even begins.

Rapid current-state assessment

Quick-win deployment

Priority issue identification

Sprint roadmap

Phase 02

Foundational Rebuild

Weeks 3–8

With quick wins live, we rebuild the core: CRM architecture, data cleanup, pipeline stage definitions, process standardization, core dashboards, and team training. Not a reconfiguration — a rebuild designed for how your revenue team actually operates.

CRM architecture redesign

Data cleanup and restructure

Pipeline and stage standardization

Core reporting dashboards

Process documentation

Team training

Expected Outcomes

What Changes

Pipeline reviews become conversations about strategy, not arguments about data.

One client recovered $1.73M in stale pipeline they didn’t know existed — in the first week of cleanup.

Reps start using the CRM because it finally works for them, not against them.

Marketing and Sales agree on lead definitions because they’re built into the system, not a slide deck.

Dashboards your leadership team actually opens.

We build board-ready reporting as part of every Sprint — not as an add-on.

A clear picture of whether you need a full transformation or can run from here.

Team trained and operating on standardized processes within 8 weeks.

Dineline case study — 34% MRR growth in 6 months

The Sprint is designed to stand alone or lead into a full Revenue Transformation System. Everything we build integrates seamlessly — and the Sprint investment is credited. Most clients know within the first 4 weeks which path makes sense.

Learn about the Revenue Transformation System →

Common Questions

What our clients ask before they start

The Foundation Sprint covers Discovery and Foundation in an accelerated timeline. It delivers quick wins and a solid foundation but doesn’t include full Activation and Optimization phases. Many clients start here and upgrade.

Yes. The Sprint is designed as either a standalone engagement or the first step. Everything we build integrates seamlessly into the full system, and the Sprint investment is credited.

Yes, because we focus relentlessly on the highest-impact changes. We’re not solving everything — we’re building a foundation and deploying the quick wins that create momentum. The 80/20 principle guides every Sprint.

It happens on about half our engagements. We budget for cleanup of prior work. The assessment in Weeks 1–2 identifies exactly what needs to be rebuilt versus preserved.

Every engagement starts with a conversation.

Let's discuss your situation, whether the Foundation Sprint is the right fit, or whether a different approach makes more sense. No pitch. No pressure. Just clarity.

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