Demo: what you get.

The deliverables we hand a client, shown on a fictional company. Open any of them.

Know the plan.

Start of the line

Founders hand over their CRM when they know what happens to it. Thirteen weeks, six phases, and nothing changes without your sign-off.

Week by week: what we do, what you get, what we need from you.

For founders hiring their first RevOps lead

13 weeks0 changes without your sign-off

Audit line · 2 stations

The audit comes first and changes nothing. Read-only, scored, with the evidence behind every finding.

14 findings ranked by severity, each with its evidence, fix and effort.

For a CRM that grew without an owner

58 / 10014 findings, 4 critical

Every automation mapped, then rebuilt so each field has one writer.

For "nobody knows which workflow does what"

64 → 1811 property collisions → 0

Process line

A forecast is only as good as its stage definitions. We write them down and check every deal.

120 open deals checked against seven stage rules, and the forecast after cleanup.

For a forecast that moves every week

7 rules120 open deals checked

Lead scoring, the data platform and live reporting are in the Playground.

Three things you can run

The health check is free. We review your CRM read-only and send a scored report like the sample above.