Tier 01 · Diagnostic
Diagnostic Sprint
Fixed scope · 2–3 weeks · one-time
The problem
You're curious but not ready to commit to a multi-month retainer. Buying a multi-month engagement on a first conversation is unrealistic — for either side. A 2–3 week structured audit produces a defensible roadmap and gives you a low-risk way to evaluate the operator before a larger commitment.
What's delivered
- Full GTM audit covering CRM, processes, data quality, tech stack, and forecasting.
- Stakeholder interviews: CRO/VP Sales, CMO/Head of Marketing, Head of CS, plus 2–3 reps. 45 minutes each.
- Metrics baseline report: data completeness, duplicate rates, stale pipeline, forecast variance over the last 2 quarters, tech stack utilization and renewal calendar.
- 90-day prioritized roadmap with 10–15 initiatives ranked by (Impact × Urgency) ÷ Effort. Bottom two-thirds explicitly killed.
- Written current-state report (8–12 pages) plus a recorded findings readout for absent stakeholders.
- 60-minute findings readout with CEO and named stakeholders.
Definition of done
Roadmap signed off in writing by CEO plus at least one functional leader. Top 3 priorities for the next 60 days documented in a single page. The work product is yours regardless of whether we continue.
What's out of scope
No implementation work — no deduplication, workflow rebuilds, or dashboard creation. No vendor procurement decisions on your behalf. No custom integration work. The Diagnostic produces the plan; Tier 2 builds against it.
Start a Diagnostic Sprint
Tier 02 · Build
Foundation Build
90 days · monthly cadence
The problem
The diagnostic surfaced what's broken. Now the operating system needs to be built — data model, lifecycle definitions, pipeline stages, forecasting cadence, dashboards, handoff SLAs — in a way your internal team can own afterward. This is the engagement that produces the case study.
How the 90 days run
Days 1–30 — Discover & Prove
- Admin-level access to CRM, marketing automation, BI, warehouse.
- Stakeholder interviews complete; current-state report delivered (8–12 pages).
- Top 5 dashboard errors fixed by day 30 — visible win.
- One previously-undocumented process (typically lead routing or deal stage criteria) documented in a shared wiki.
- First weekly written 1-page status. Cadence continues through engagement.
Days 31–60 — Build the Operating System
Four parallel workstreams:
- Data Foundation. Source-of-truth model, required-field validation rules, enrichment waterfall, historical cleanup to 95%+ completeness on core fields, written data dictionary.
- Process & Lifecycle Design. Lead lifecycle definitions, marketing-to-sales SLA, deal stage exit criteria, lead routing rules in CRM automation, sales-to-CS handoff template.
- Forecasting & Reporting. Weighted pipeline model, Commit/Best/Pipeline categories, weekly forecast cadence, exec dashboard (one screen), sales manager dashboard, CS dashboard.
- Team Enablement. Playbook (max 20 pages), two 60-minute training sessions, adoption tracking, weekly office hours.
Days 61–90 — Institutionalize & Transition
- Final documentation library with named internal owner per system.
- Top 10 "how to" recorded training videos.
- Monthly RevOps governance cadence with written agenda template.
- Before/After ROI report with dollar-quantified impact.
- Tier 2 → Tier 3 transition proposal delivered in week 12.
90-day acceptance criteria
- Data completeness on core CRM fields: 90%+.
- Forecast accuracy improvement vs. day-30 baseline: target 30–40%.
- CRM adoption: ~60% → ~95%.
- 2–3 executive dashboards live and used in weekly forecast calls.
- Internal owner identified for every system built.
- Written before/after ROI report delivered.
Payment & terms
Monthly invoicing, not milestone-based. Net 15. First invoice paid before kickoff. 30-day termination for convenience either side. Change orders priced and approved in writing before work begins.
Discuss a Foundation Build
Tier 03 · Govern
Fractional RevOps Leader
6-month minimum, auto-renew · 20–25 hrs/mo
The problem
The foundation is built. You don't need another build phase — you need ongoing strategic governance to keep the system from degrading, support hiring decisions, evaluate the tech stack quarterly, and serve as a trusted advisor to the CRO and to yourself on revenue strategy.
What's delivered
- Monthly forecast governance review with CRO/CEO. Written 1–2 page memo.
- Quarterly GTM strategy review with full leadership team. Deck delivered.
- Quarterly tech stack roadmap update including renewal-calendar review.
- Hiring support when you're ready for a RevOps analyst — interview rubric, scorecard, candidate sourcing input.
- Async availability for major decision review (comp plans, tech purchases, org design).
Acceptance criteria
Forecast accuracy maintained or improved quarter-over-quarter. Tech stack consolidation savings tracked and reported. Internal RevOps capability matures over time — you should be moving toward needing A&Y less, not more. That is the right outcome.
What's out of scope
Day-to-day CRM administration. Hands-on dashboard building, workflow construction, data cleanup. Sales coaching at the rep level. (All referrable, or scoped as a Tier 2 extension.)
Discuss a Tier 3 retainer
Tier 04 · Advise
Executive Advisory
6-month minimum · 4–6 hrs/mo
The problem
You've hired a full-time RevOps lead and no longer need fractional leadership. You still want pattern-recognition from the operator who built the foundation. Most consultants lose this client entirely. Tier 4 keeps the relationship intact — and most Tier 3 graduations should attempt this conversion.
What's delivered
- Monthly 90-minute strategy session with CEO/CRO.
- Quarterly offsite participation (in-person or remote).
- Async Slack/email availability for ad-hoc decisions.
- Review of major decisions — comp plans, major tech purchases, org design changes.
Discuss Executive Advisory