How We Work

Every engagement starts with a paid, fixed-scope diagnostic.

This allows us to:

• Understand how revenue actually flows today

• Identify what’s broken vs what’s simply misused

• Avoid unnecessary rebuilds

• Create a clear, prioritized plan before touching anything

Typical diagnostic outputs include:

• Lifecycle and data model assessment

• Pipeline and automation review

• Reporting gaps and root-cause analysis

• A clear roadmap with recommended next steps

This phase is about clarity, not implementation.

Once priorities are clear, we move into a defined implementation sprint.

Sprints are:

• Time-bound (typically 4–6 weeks)

• Outcome-driven

• Scoped based on diagnostic findings

Common sprint work includes:

• Lifecycle and pipeline rebuilds

• Automation cleanup and standardization

• Sales and Marketing handoff alignment

• Reporting foundations leadership can trust

After implementation, some teams keep us involved to maintain momentum.

Monitoring retainers are designed to:

• Maintain data quality

• Prevent CRM drift

• Support light optimization

• Provide strategic RevOps guidance

This is not a “do everything” retainer.

It’s designed to keep the foundation solid as your team scales.