Your revenue org has a leak. We'll help you find it.
Fix B2B revenue workflows from lead to onboarding kickoff.
When pipeline leaks, the break usually isn't where it looks. It's in the handoffs nobody owns, the stage definitions nobody agrees on, and the follow-through nobody enforces.
Recognize Any of These?
These aren't edge cases. They show up in almost every revenue org once the team outgrows what can be managed by feel and the process hasn't kept up. The result is wasted hours, deals lost in the gaps, reps and managers pointing fingers at each other, and leadership making calls on data nobody trusts.
NOBODY TRUSTS THE FORECAST
Every pipeline review turns into a negotiation. Nobody trusts the stage data, so decisions get made on gut, not numbers.
DEALS FALL THROUGH THE CRACKS
Leads go cold between SDR and AE. The workflow doesn't enforce follow-through, so nobody catches the drop.
NOBODY KNOWS WHO OWNS WHAT
Ownership at handoffs is assumed, not defined. When something slips, the answer is always "I thought they had it."
How We Work
We don't show up with tired, generic frameworks and leave you with a useless deck. What we build is specific to your org — your process, your tech stack, your team's actual behavior. The goal isn't change for change's sake — it's a revenue workflow your team will actually run, enforced in the systems they already use.
Map how revenue actually moves through your org — not how the slides say it does. We identify the top 2–3 points where pipeline stalls, falls through, or produces data leadership can't rely on.
Build the workflow your team will actually run. Stage criteria, handoff requirements, ownership, and a RACI that sticks — documented as a working operating model.
Define the dashboards and monitoring cadence tied to your actual workflow. Stall rates, follow-through, stage dwell — numbers you can act on without reconciling a spreadsheet first.
Put the redesigned workflow into your current stack. Required fields, routing rules, handoff SLAs, and safe automation — deployed and piloted with your team before we move on.
We document what was built, how it works, and how to maintain it. Your team runs the next 30 days on their own — with optional ongoing guidance if you want someone close by as things come up.
Testimonials
"Zach was the first leader to bridge the gap between Sales and CS — and the impact lasted long after he moved on."
Commercial Growth & Strategy
"He thinks critically about every element of a business and strives to implement processes that will not only drive immediate results, but that will grow and scale well."
GTM Strategy
"He's the glue that's held the marketing, inbound SDR, outbound BDR, and sales organization together."
GTM Strategy
"Process and workflow focused. He successfully overhauled our SDR program and made a lasting impact on the team."
Account Executive
"Under their guidance, I achieved the best sales results in my career — driving initiatives that are not just effective but sustainable in the long term."
Revenue & Strategy
"One of the most adept bridge-builders I've encountered, effortlessly connecting teams and departments to drive results."
Analytics & Data Science
Where Do You Want to Start?
DIAGNOSE + PLAN
4–6 weeks
For teams that want clarity on what's broken and a documented plan to fix it.
We map how revenue actually moves through your org and find where it's breaking. You leave with documented stage criteria, handoff requirements, ownership, and KPI specs — and a clear picture of what needs to change.
A working operating model. Ready to run.
DEVELOP + DEPLOY
6–12 weeks
For teams that know what's broken and are ready to fix it, not just document it.
We take the mapped workflow and get it live — directing your internal team or bringing in the right specialist if you need one. Required fields, routing rules, handoff SLAs, and automation only where it makes sense. Documented and handed off.
The work done. Documented and handed off.
ONGOING GUIDANCE
Monthly
For teams that want ongoing guidance keeping what's built intact and iterated where necessary.
Monthly KPI review, adoption checks, and decision support. We stay close to the operating model, flag what needs attention, and help you make the right calls before small issues become bigger ones.
An advisor who knows your operating model.
FOCUSED WORK
As Needed
For teams that need one specific thing done. Starts with a scoping call.
- Revenue workflow audit
- Stage definitions + handoff design
- RACI + operating cadence build
- KPI definitions + dashboard spec
- AI/automation eligibility assessment
- ...and more — just ask!