Engagement Structure

How we take you from “I'm not sure” to seeing what's coming, one level at a time.

Each engagement takes your firm up one level. Level 1 to 2 connects the pieces. Level 2 to 3 is where you start to see what's really going on. Level 3 to 4 is where you grow. Below is what you'll be able to do at each one, and what has to be true before we call it done.

The four levels

Connect · Level 1 to 2Reactive to AlignedTimeline4 to 6 monthsExpected return4x

What you'll be able to do

You can say what's in the pipeline and be right.

Where you are now

Right now you're making hiring and spend decisions off numbers nobody fully trusts, and leads are dying quietly in places nobody can see.

What has to be true before we call it done

80% or better CRM adoption, with email, calendar, and call transcripts syncing and deals updated daily
100% of leads routed and dispositioned within seven days
Customer journey, org structure, and systems mapped and agreed
Clean base data: associations repaired, duplicates removed, dead fields retired

See · Level 2 to 3Aligned to OptimizedTimeline6 to 9 monthsExpected return5x

What you'll be able to do

You can grow the number without growing the team to match.

Where you are now

Your most expensive people spend their week building reports by hand and reconciling one system against another, so every increment of growth costs you headcount.

What has to be true before we call it done

Lifecycle stages automated end to end, with lead scoring built and firing
CRM, PSA, and ERP connected at the core, so the same numbers appear in each
One dashboard per discipline running the weekly meeting, each with a single focus KPI
Revenue per employee tracked as the firm-level benchmark

Grow · Level 3 to 4Optimized to PredictiveTimeline9 to 12 monthsExpected return6x or better

What you'll be able to do

You can commit a number to the board and hit it.

Where you are now

The two calls that matter most, who to hire and what to promise, are still educated guesses. When you miss, you can't fully explain why, and that costs you more than the miss did.

What has to be true before we call it done

Account-based selling with a real distinction between target accounts and net new
A formal upsell and expansion motion owned by Customer Success
Utilization averaging 70% to 80% across the quarter
Revenue forecasting accurate to 90% or better

Level 4 to 5Predictive to TransformativeTimeline12+ monthsExpected return6 to 8x

What you'll be able to do

You can step back and the number still lands.

Where you are now

The business still runs on specific people. If you or a founder step away from selling or delivery, revenue goes with you, and any acquirer prices that risk straight into the multiple.

What has to be true before we call it done

Full analytics across CRM, ERP, and PSA in one view
Data hygiene and enrichment running proactively, without anyone driving it
Executives out of sales and delivery for months at a time, with the number still landing

The other way to work with us

RevOps Advisory

Some firms come out of the diagnostic with a clear list and a team that can build it. What they're missing is someone who has done this before, setting the priorities and checking the work. That's what advisory is.

Two working calls a month with your Practice Lead
Direct consulting on priorities: what to build next, what to skip, and why
A clear line from the RevOps work to revenue growth, reviewed every quarter

Your team does the building. If nobody on your team can own the build, advisory alone won't get you to the next level, and we'll say that at the diagnostic readout.

$15,000 / quarter

Quarter to quarter

What protects you

You're never locked into a multi-year deal

You buy one level. When it's finished you decide whether there's a next one, and most firms keep going because the last one paid for itself.

Done means done

A level isn't finished because the calendar says so. Every requirement has to be true, or we haven't delivered what you paid for.

The result is measured in your systems

We lock a baseline before the work starts and re-score at the end, so what changed is your data rather than our claim.

You'll know where you stand before you commit

The diagnostic scores your firm first. You see which level you're on and what the next one takes before anyone asks you for a decision.

Not sure where you'd start?

The Revenue Clarity Diagnostic scores your firm in three weeks and tells you which level you're on, what the next one is worth, and what it takes to get there.

Schedule a conversation See the maturity model