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Services

Service modules built for measurable RevOps and GTM outcomes.

Engagements are structured like products: explicit outcomes, defined artifacts, and fit by delivery format, including practical AI strategy and implementation where useful.

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Collaborative workshop board mapping current-state constraints to target operating model deliverables.

Productized Services

Choose the workstream that matches your immediate risk and growth priorities.

RevOps Operating System Design

Outcome: one lifecycle model with clear ownership, handoff standards, and operating cadence across revenue teams.

Typical deliverables

  • Lifecycle stage framework and definition map
  • Cross-functional ownership and escalation matrix
  • Operating cadence design (weekly, monthly, quarterly)
  • KPI governance standards by role and stage

Engagement format fit

  • Diagnostic
  • Sprint
  • Advisory

Salesforce Optimization

Outcome: a CRM architecture teams actually use, with cleaner data and less reporting rework.

Typical deliverables

  • Object and field architecture recommendations
  • Workflow and automation redesign priorities
  • Data quality controls and exception handling
  • Adoption instrumentation and enablement checklist

Engagement format fit

  • Diagnostic
  • Sprint

Forecasting and Pipeline Risk

Outcome: tighter forecast confidence with earlier visibility into slippage, signal quality changes, and model risk.

Typical deliverables

  • Forecast methodology and cadence reset
  • Risk rubric and confidence band definitions
  • Pipeline quality criteria and scoring logic
  • Leadership review pack template and narrative cues
  • AI use-case selection and implementation plan for forecasting workflows
  • Model governance controls and human-review checkpoints

Engagement format fit

  • Diagnostic
  • Sprint
  • Advisory

Executive Reporting and Board Readiness

Outcome: decision-grade reporting that connects operational metrics to leadership, finance, and investor narratives.

Typical deliverables

  • KPI dictionary and measurement logic
  • Board and leadership dashboard blueprint
  • Attribution and funnel reliability checks
  • Reporting governance playbook and ownership map

Engagement format fit

  • Sprint
  • Advisory

Engagement Formats

Delivery models matched to urgency, scope, and internal capacity.

30-Day Diagnostic

Best for teams needing clarity quickly before investing in implementation work.

  • Current-state assessment
  • Priority stack
  • Build sequence recommendation

60-90 Day Build Sprint

Best for teams ready to implement process and system changes with clear ownership.

  • Operating model implementation
  • System and reporting updates
  • Adoption + governance handoff

Strategic Advisory

Best for leaders who need ongoing senior guidance as scope or organizational complexity expands.

  • Executive decision support
  • Quarterly planning input
  • Risk and roadmap recalibration
  • AI implementation roadmap input

Fit Check

This is usually a strong fit when these conditions are present.

  • Forecast confidence is low and confidence changes late in quarter.
  • Salesforce reporting requires frequent manual correction.
  • Lifecycle definitions differ across sales, marketing, and customer success.
  • Leadership needs clearer GTM accountability and execution visibility.
  • Leadership wants to apply AI in forecasting or analytics without sacrificing governance.
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