One system, three moves, and the software that makes it stick.
Every engagement starts with the same assessment: strategic first, then tactical. What comes next depends on where the fix actually lives, and how far you want to take it.
What’s actually true about this business, and what would you change if you were being honest?
A clear-eyed read on where the business stands (market position, business model fit, organizational structure) before anything gets recommended. Not a maturity model. Not a framework for its own sake. A straight answer, and what it would take to act on it.
- Clear-eyed business & market assessment
- Business model fit and growth-path review
- Organizational structure and reform recommendations
- Go-to-market and positioning strategy
You get a clear-eyed read on what’s actually holding growth back, and a recommendation built around the constraints you actually have, not a template pulled from a bigger company’s playbook.
Start with an assessment →Your pipeline is lying to you. Here’s how I make it stop.
Revenue operations is the infrastructure underneath the sales number: the CRM, the pipeline stages, the reporting, the coaching rhythm. When it’s built wrong, every number downstream of it is a guess. This is the discipline I’ve gone deepest on, for twenty years.
- Revenue diagnostic across pipeline, CRM, and the last several quarters
- CRM hygiene rebuild: stage definitions, required fields, data ownership
- Evidence-based forecast methodology, replacing rep gut-feel
- Manager coaching cadence and written, adopted playbooks
- Reporting consolidation into one dashboard your team actually opens
You get a pipeline number leadership can act on instead of hedge around, managers coaching instead of chasing, and a forecast that survives contact with the board.
Start with a diagnostic →The recommendation, shipped as something you can open Monday morning.
Once the strategy or the revenue fix is clear, I build it: a working application, not a slide describing one. A clickable prototype comes first, so you’re approving something real, not a scope document.
- Workflow and problem assessment, data and document mapping
- Visual prototype you can react to within hours
- Functional application build
- AI extraction or automation behind it
- Dashboard and reporting your team actually uses
- Deployment, training, and an ongoing improvement retainer
You get a system running in the business, not a document your team has to go build. Everything in the systems library below has been designed as a concrete, buildable instance of this.
See the systems library →Custom applications, or built on top of your existing systems: prototypes in hours, live in days, not weeks.
Every one of these is a specific business problem, strategic or revenue-ops, turned into software.
Revenue diagnostic dashboard
Where the pipeline is actually lying to you, visualized.
Proposal & commitment tracker
Nothing falls through the cracks between sent and signed.
Client onboarding portal
The handoff from sold to delivered, systemized.
Contract & renewal manager
Renewals tracked before they’re emergencies.
Executive reporting system
The numbers a leadership team actually needs, not a data dump.
Board reporting portal
Governance-grade reporting without a manual deck every quarter.
Partner opportunity tracker
Channel and partner pipeline with the same rigor as direct sales.
Project margin-risk dashboard
Which engagements are quietly losing money, before the quarter-end surprise.