Our Engagement Model

From Diagnosis to Transformation

A proven 4-phase approach to architecting your revenue engine. We partner with you through every stage — here's exactly what to expect.

At a Glance

How Every Engagement Works

Every engagement follows the same proven sequence. From discovery to sustained optimization.

1
Discovery Call
30 minutes to understand your revenue engine, growth goals, and current pain points.
→
2
Diagnostic
Deep audit of your CRM, processes, data, tech stack, and forecasting. Identify the fractures.
→
3
Architecture
Design the system: data models, processes, workflows, dashboards, and GTM alignment.
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4
Execution
Build it. Implement, enable teams, deploy reporting, and establish operating cadences.
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5
Optimization
Measure, refine, and evolve. The system runs on its own. We ensure it keeps improving.
The Process

Four Phases. One Outcome.

Every engagement follows a structured path from understanding where you are to building the systems that get you where you need to be.

1
2 – 3 Weeks

Diagnose

Key Activities

  • Comprehensive RevOps audit
  • Stakeholder interviews across Sales, Marketing, Finance, and CS
  • Technology stack assessment
  • Revenue process mapping (lead-to-cash)
  • Gap analysis and maturity scoring

Deliverables

  • RevOps Diagnostic Report
  • Current-state process documentation
  • Prioritized action roadmap
2
2 – 4 Weeks

Design

Key Activities

  • Revenue architecture blueprint
  • Process redesign and optimization
  • Data model and object design
  • KPI framework development
  • Tool stack recommendations

Deliverables

  • Architecture blueprint document
  • Process playbooks (handoff flows)
  • Dashboard and reporting specs
3
4 – 8 Weeks

Build

Key Activities

  • CRM and tool implementation
  • Workflow and automation setup
  • Data migration and cleansing
  • Dashboard development
  • Team enablement and training

Deliverables

  • Fully configured and integrated stack
  • Live dashboards and reporting
  • Playbooks, runbooks, and training
4
Ongoing

Optimize

Key Activities

  • Monthly performance reviews
  • Continuous process iteration
  • Quarterly business reviews
  • Team coaching and development
  • Adoption tracking and optimization

Deliverables

  • Monthly health reports
  • Quarterly strategic reviews
  • Ongoing advisory and support
Tangible Outputs

What You Walk Away With

Every engagement produces concrete, reusable deliverables — not just advice. Here's what your team gets.

📋

RevOps Diagnostic Report

A comprehensive assessment of your current revenue engine — gaps, strengths, maturity scores, and a prioritized action plan with 30/60/90-day milestones.

🛠

Architecture Blueprint

The technical and process blueprint for your future-state revenue operations — data model, object hierarchy, integration map, and automation logic.

📖

Process Playbooks

Documented, repeatable processes for lead routing, opportunity management, forecasting cadence, CS handoff, and renewal workflows.

📈

Live Dashboards

Built and configured dashboards for pipeline health, forecast accuracy, rep performance, funnel conversion, and executive reporting.

🎓

Team Enablement

Training sessions, recorded walkthroughs, and reference guides that ensure your team actually adopts the new systems and processes.

🚀

Ongoing Advisory

Monthly check-ins, quarterly reviews, and on-call strategic guidance. Your fractional RevOps partner for continuous optimization.

Engagement Options

Choose Your Level of Partnership

Every option uses the same proven methodology. Choose based on your scope, timeline, and how deep you want to go.

Common Questions

Questions About Working Together

We don't just give you a deck and disappear. Our engagements are hands-on — we build inside your systems, train your people, and stay accountable to outcomes. We measure success by adoption and impact, not deliverables shipped.
Absolutely. Most clients start with a Diagnostic Sprint. It gives you a clear picture of where you stand and a roadmap for what to fix — whether you do it yourself, hire internally, or engage us for the full build. No pressure, just clarity.
At minimum: your revenue leader (CRO/VP Sales), someone from ops, and an executive sponsor. During the Diagnose phase, we'll interview across Sales, Marketing, CS, and Finance. During Build, your ops team works alongside ours. We keep the time commitment reasonable — most stakeholders spend 2-3 hours per week.
Great — that's most of our clients. We're not starting from zero. The diagnostic tells us what's working, what's broken, and what's missing. We build on your existing foundation and only change what needs changing. No rip-and-replace unless it's truly warranted.
We're completely tool-agnostic. We work across the major CRMs (Salesforce, HubSpot), engagement platforms, BI tools, and RevOps infrastructure. Our recommendations are based on your needs, team size, and budget — not vendor partnerships or referral fees.
Adoption is baked into the process, not bolted on at the end. We build enablement materials during implementation, run hands-on training sessions, create quick-reference guides, and set up adoption tracking dashboards. If your team doesn't use it, we haven't done our job.
It varies by company size and starting maturity, but most clients see measurable impact within the first quarter: higher win rates, shorter sales cycles, better forecast accuracy, and improved NRR. Use our ROI Calculator to model the impact for your specific numbers.
Clarity

What We Don't Do

Setting expectations matters. Here's what's off the table.

We're Not Implementers for Hire

We don't execute the work for you. We architect and teach. Your team executes. We oversee and optimize.

We Don't Do Tool Setup Without Strategy

Configuring Salesforce first is backwards. We design the system first, then the tool serves that system.

We Don't Sell Hours

Engagements are structured around outcome and impact. Fixed fees for diagnostics. Monthly retainers for advisory. No billable hour surprises.

Ready to Architect Your Revenue Engine?

Start with a 30-minute diagnostic call. We'll talk through where you are, where you want to be, and whether we're the right partner to get you there.

Book a Diagnostic Call See Client Results