Results

Measured outcomes from RevOps and GTM operating system work.

These examples focus on what changed operationally, not just headline numbers.

35%

Pipeline velocity improvement

90%

Salesforce adoption after redesign

$50M+

Revenue influence across selected programs

*Selected engagements. Results vary by business model, baseline maturity, and implementation scope.

Mini Case Studies

Structured snapshots of context, intervention, and measurable change.

SaaS pipeline dashboard showing improved trajectory, confidence, and lifecycle governance milestones.

Industry / Context

Growth-stage SaaS (anonymized): Distributed sales organization with inconsistent lifecycle definitions and weekly forecast volatility.

Problem

Pipeline reviews centered on data disputes instead of decision-making.

What Changed

Implemented shared lifecycle criteria, rebuilt Salesforce stage governance, and introduced a forecast confidence rubric for leadership reviews.

Measured Outcome

35% pipeline velocity improvement and materially lower forecast variance in two planning cycles.

Healthcare regional operating map with standardized KPI controls and board reporting workflow.

Industry / Context

Healthcare services platform (anonymized): Rapid expansion with fragmented GTM ownership across regional teams.

Problem

Manual reporting workflows and inconsistent handoff criteria delayed board reporting.

What Changed

Standardized KPI definitions, clarified ownership by lifecycle stage, and restructured reporting workflows around system-generated metrics.

Measured Outcome

Board reporting shifted from manual aggregation to recurring systemized reporting with higher trust.

Fintech forecast risk dashboard with confidence bands and escalation thresholds.

Industry / Context

Fintech operator (anonymized): Fast hiring and rising deal complexity reduced quarter-close predictability.

Problem

Forecast risk indicators were late and lacked clear action thresholds.

What Changed

Defined risk band logic, introduced signal scoring, and aligned weekly operating rhythm to confidence changes.

Measured Outcome

Earlier risk detection and improved executive confidence in quarter planning decisions.

Request a relevant case study

We finally moved from debating numbers to running the business. The operating cadence, Salesforce redesign, and forecasting logic changed how leadership decisions get made.

CRO, Growth-stage SaaS