Advisory & Fractional
A structured diagnostic for mid-market B2B companies that have real revenue ambition but a foundation that hasn't caught up. Four weeks. Built to diagnose and begin.
4-week engagement · Process · Technology · People
You have a revenue team, a CRM, and a growth target — but the pipeline is unpredictable, functions are measuring different things, and every new hire lands on top of processes that were never fully defined. The gaps that exist today don't stay the same size as your business grows. They compound.
Sales stages, ICP definition, expansion sequencing, customer journey non-negotiables.
What your GTM and AI stack should actually be pointed at — build-vs-buy judgment, reporting infrastructure, data model gaps, and whether your tooling investments are aimed at real problems or expensive distractions.
Role clarity, hiring sequencing, accountability structure, incentive alignment.
How it works
Interviews across Sales, CS, Finance, and Marketing, plus a read of your pipeline, retention, and reporting. The goal is to surface where the shared logic is actually broken — not where it's assumed to be.
Map the fragmented definitions — ICP, pipeline stages, success metrics — against the data, and isolate the few foundational gaps driving most of the downstream noise.
A prioritized, sequenced set of fixes the whole revenue org can execute against — with the first 90 days mapped, not just a list of problems.
For teams that want a hand executing, the assessment can extend into fractional or project-based work to stand up the systems the diagnostic calls for.
Let's talk