Advisory Services

Strategic Revenue Architecture for B2B SaaS

Three engagement tiers designed to meet you where you are in your growth journey. From diagnostic clarity to full architectural design to embedded leadership.

Our Offerings

The Three Tiers

Choose the engagement model that fits your current needs. You can always scale up as your business and ambitions grow.

Entry

RevOps Diagnostic

2-Week Engagement

Get clarity on where your revenue engine stands. A focused assessment that uncovers the highest-leverage breakdowns in your architecture and delivers a prioritized roadmap for the next 12 months.

  • CRM & data integrity audit
  • Lead-to-revenue process mapping
  • Tech stack efficiency review
  • Forecasting accuracy assessment
  • Executive summary & action roadmap

Perfect for companies wanting a clear baseline before committing to a full build-out. This is your starting point.

Learn More
Premium

Fractional RevOps Leadership

6–12 Month Retainer

Embedded strategic leadership. We become your senior revenue operator, integrated into your executive team. Strategy, execution, hiring, and ongoing optimization.

  • Dedicated strategic partner
  • Executive team integration
  • Board-ready reporting & insights
  • Ongoing system optimization
  • Team hiring & development
  • Quarterly business reviews
  • Full operational leadership

For companies that need a seasoned operator on retainer without the overhead of a full-time hire.

Book a Call
Our Process

How We Work

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.
4
Execution
Build it. Implement, enable teams, deploy reporting, and establish operating cadences.
5
Optimization
Measure, refine, and evolve. The system runs on its own. We ensure it keeps improving.
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.

Tier Comparison

Feature RevOps Diagnostic Revenue Architecture Fractional Leadership
Duration 2 weeks 3–6 months 6–12 months
CRM Audit
Process Mapping
Architecture Design
Implementation Support
GTM Alignment Workshops
Dashboard & Reporting
Monthly Reviews
Executive Integration
Board-Ready Reporting
Team Hiring & Development
Ongoing Optimization

Ready to Build a Revenue Engine That Works?

Start with a 30-minute discovery call. No pitch. No deck. Just a clear-eyed assessment of where you stand and what it would take to architect a system that scales.