What we run for you
Board and management pack, tied to finance. Built from your CRM and finance data every month, and reconciled to your finance team's control totals before anybody sees it. A pack that does not tie is not sent. Every figure is traceable in an Excel backup, and a data quality report tells your team what to fix. In every package.
Independent review and readout. A senior review of every pack before it is issued: is each headline true, what caused the variance, what is being done, and who owns it. A monthly readout to your CEO and CFO, and the GTM section of your quarterly board meeting. In every package.
Ad hoc reporting. The questions that arrive between packs, answered from the same tied data. Three working days as standard, one for a board-urgent request.
Forecast process and improvement. Coverage calculated from your own conversion by stage, a weekly forecast call, and accuracy measured against the outcome every month, so your board knows which method has the better record for your business.
Deal desk. Discount and approval matrix, non-standard terms policy and a weekly deal review, implemented in your first 90 days. We review and recommend; your named people approve.
GTM meeting support. Pipeline reviews, forecast calls, quarterly business reviews and planning: the agenda, the data pack, facilitation where you want it, and an actions log carried from meeting to meeting.
Leadership of your RevOps team. For a team without a senior leader: priorities, one-to-ones and help hiring.