What the work covers
A diagnosis, in writing, inside four weeks. Your live CRM data, two quarters of wins and losses, conversion by stage and by rep, the comp plan, pricing and the contracts. You get back a ranked list of what's actually costing you money (usually three or four things) and a 90-day plan you can hold us to.
A forecast the board will sign off. Stages with exit criteria someone can test. A weekly deal desk for every deal above an agreed size, where the qualification gets challenged in the room instead of ticked in a CRM field. A commit, best case and pipeline call your CFO can defend.
The contract book. What your contracts let you bill, set against what you actually bill, and a plan to close the difference: excess use, legacy terms, price, term length. Your account managers have the customer conversations. We show them how.
Retention. With gross retention below 90%, most new business just refills the bucket. Renewal work starts in month three, not month eleven, and account managers get paid on net growth.
Acquisitions. One pipeline definition, one comp plan and one forecast across everything you've bought.
Your permanent hire. We write the spec from what the business needs now, help run the search and hand over a working system. Your CRO is useful in month one rather than month six.
For investors. The same lens across a portfolio: buy-side commercial diligence before a deal, and the first 100 days after it. For the 18 to 24 months before a sale, that work has its own page: Exit readiness.