Book a first conversation.
30 minutes. No deck. No pitch. The goal is an honest read on whether your shape of problem fits what A&Y actually does — and if it doesn't, a referral to someone better suited. That happens in about one in three first calls. I read every note personally and respond within one business day.
Tell me about your revenue org.
The more specific the better. ARR band, what's broken in the forecast, where you are with the CRM, what you've already tried. Operator detail beats elevator-pitch summary.
Got it. Thanks.
I read every note personally. You'll hear back within one business day, usually sooner. If something's urgent in the meantime, email braden@ayadvisory.net directly.
Pick a 30-minute slot.
If a calendar is easier than a note, here's the booking link. Same conversation either way.
30-minute first conversation. Same conversation as the form on the left — pick whichever is easier.
Open the booking pageDirect contact
Based in
South Jordan, Utah · US/Mountain (UTC−7 / UTC−6 DST)
Coverage
Primary: Silicon Slopes corridor — Lehi, Provo, SLC. In-person coffee preferred locally.
National remote engagements served on US/Mountain hours.
A quick fit check.
A&Y is built for a specific buyer. The first call goes faster — and you get a more useful read — when both sides know what fits.
Strong fit
- B2B SaaS, $3–20M ARR (sweet spot $5–10M).
- 10–40 GTM headcount, no full-time RevOps leader.
- Pain trigger: missed forecast two quarters in a row, board pressure on revenue ops, churn surprise that revealed no early-warning system, or a botched HubSpot/Salesforce implementation.
- Comfortable engaging on a productized, multi-week or multi-month basis.
- Want senior partnership, not implementation labor.
Out of scope (but happy to refer)
- Pre-revenue / Series Seed — no operating system to govern yet.
- $50M+ ARR enterprise — Big 4 / Skaled / Demand Spring zone.
- Non-B2B SaaS verticals (consumer, hardware, agency, regulated healthcare delivery, government).
- HubSpot Solutions Partner SI scope (commodity work, wrong margin profile).
- Hourly-rate engagements or pre-formatted SOWs — wrong buying mode.