We partner with leadership to design and manage the full revenue operation across marketing, sales, customer success, and finance. Through connected operating and financial models, we align growth targets with demand generation, pipeline, team capacity, quotas, compensation, customer retention, and cash collection. We help you test assumptions, evaluate investments, and understand what your business needs to deliver profitable growth. Then we translate the strategy into clear plans, connected systems, and performance management that keeps execution aligned.
A revenue target is only useful when the business can support it. We build connected operating and financial models that link marketing investment, pipeline conversion, sales capacity, compensation, customer retention, and expansion to revenue, profitability, and cash flow.
We use these models to test assumptions, compare scenarios, and reconcile growth ambitions with operational capacity. Leadership gains a clear view of what needs to happen, what it will cost, and where to adjust.

Market opportunity, segmentation, ICP, positioning, routes to market, channel and partner strategy, pricing, packaging, and growth priorities.

Top-down targets reconciled with bottom-up models, departmental plans, budgets, investment allocation, scenarios, and quarterly replanning.

Channel investment, attribution, lead scoring and routing, funnel conversion, pipeline contribution, acquisition costs, and payback.

Team structure, role design, headcount, hiring, ramp, productivity, territories, account assignments, and coverage models.

Quota allocation, attainment modeling, pay mix, incentive measures, commission structures, accelerators, crediting rules, and payout costs.

Qualification, stage exit criteria, pipeline requirements, coverage, velocity, deal inspection, win/loss analysis, sales methodology, and enablement.

Bookings, revenue, renewals, expansion, churn, forecast categories, team rollups, accuracy, and risk and upside scenarios

Sales-to-CS handoffs, onboarding, adoption, time to value, health scoring, service capacity, renewals, retention, and expansion.

Deal desk, discount and approval policies, contracts, order handoffs, billing, invoicing, collections, and visibility from bookings to recognized revenue and cash.

Gross and contribution margins, cost to acquire and serve, customer and segment profitability, commission expense, payment terms, receivables, and working-capital implications.

Technology architecture, integrations, automation, data quality, metric definitions, ownership, reporting controls, and reconciliation across CRM, billing, and finance.

Executive dashboards, forecast and pipeline reviews, monthly and quarterly business reviews, accountability, documentation, training, and change management.
For established businesses that need a connected revenue strategy, reliable planning, and stronger execution across marketing, sales, customer success, and finance.
We bring the strategy, models, and operating discipline together so leadership can make informed decisions and manage the business against one connected plan.

We begin with an assessment of your revenue strategy, financial and operating models, team structure, processes, systems, and data. Working with leadership, we identify the constraints affecting growth, profitability, and cash performance, then establish a prioritized engagement roadmap.
We build the models and operating plans behind your decisions, connecting marketing investment, pipeline, sales capacity, compensation, customer retention, and expansion to revenue, margins, and cash flow. Together, we test assumptions, evaluate scenarios, and translate the plan into departmental targets and clear ownership.
We also lead the implementation needed to put the strategy into practice, including process redesign, systems configuration, reporting, team enablement, and leadership reviews.
Your Engagement May Include:
Each engagement is scoped around your business priorities and may combine a defined strategic project with ongoing fractional RevOps leadership.
Our Process
Assess → Model → Align → Implement → Review → Optimize
Revenue decisions affect the entire business. A higher target changes pipeline requirements, hiring needs, quotas, commission costs, delivery capacity, and cash expectations. We connect those decisions so leadership can evaluate the full impact. With more than 20 years of experience in revenue operations, GTM strategy, and business transformation, we bring strategic judgment and hands-on modeling to your planning process. We build around your business, reconcile assumptions across teams, and turn the plan into clear priorities, ownership, and measurable execution.
From market opportunity to cash collection, your team gains one connected view of how the business grows and what it takes to grow profitably.
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