Three distinct engagements designed to diagnose, build, and sustain an AI-enhanced revenue engine — no matter where you're starting from.
Every engagement targets the six core levers of scalable B2B revenue. Here's how our services stack up.
| Revenue Lever | Revenue Audit | Revenue Sprint | Revenue Advisory |
|---|---|---|---|
|
ICP & Targeting Identify your best-fit buyers with AI signal scoring |
✓ Diagnose | ✓ Build | ✓ Optimize |
|
Messaging & Positioning Value props, sequences, and talk tracks that convert |
✓ Diagnose | ✓ Build | ◑ Review |
|
Pipeline Management Stage gates, velocity metrics, and deal inspection |
✓ Diagnose | ✓ Build | ✓ Manage |
|
Forecasting AI-assisted forecast models with commit/upside tiers |
◑ Assess | ✓ Build | ✓ Run |
|
Customer Expansion Renewal health scoring, upsell triggers, NRR optimization |
◑ Assess | ✓ Build | ✓ Monitor |
|
Marketing ROI Attribution, sourced pipeline tracking, budget optimization |
◑ Assess | ◑ Design | ✓ Optimize |
Before you can build a better revenue system, you need to know exactly what's broken and why. The Revenue Audit gives you a complete, honest picture of your current GTM operation — and a prioritized roadmap to fix it.
We interview your sales, marketing, and CS leaders. We analyze your CRM data, pipeline history, and win/loss patterns. Then we deliver a comprehensive playbook with specific, sequenced recommendations you can act on immediately.
The Revenue Audit is perfect for companies that know something isn't working in their revenue engine — but aren't sure where the real problem is. Or for leadership teams about to make significant GTM investments and want to validate their assumptions first.
The Revenue Sprint is where strategy becomes a live, operating AI-enhanced revenue system. In eight weeks, we build your ICP model, deploy AI agents across your revenue cycle, write your playbooks, and train your team.
This is a hands-on, build-with-you engagement. By week eight, your reps are running the system, your pipeline is visible, and your forecast is trustworthy. This isn't consulting — it's implementation.
Companies that complete a Revenue Sprint typically see measurable results within 90 days of go-live.
Revenue systems need to evolve as your business grows, your market shifts, and AI capabilities advance. The Revenue Advisory keeps a senior partner embedded in your business — reviewing performance, optimizing your AI agents, and helping leadership make better revenue decisions.
Think of it as having a fractional Chief Revenue Officer with deep AI expertise, without the full-time executive price tag. Most clients engage Advisory after completing a Sprint, though we also work with companies that already have RevOps teams and need senior oversight.
The Revenue Advisory is for companies that have an AI-enhanced revenue system in place and want to keep it sharp as they scale — or for leadership teams that need a senior revenue strategy partner without adding headcount.
We build and deploy purpose-built AI agents across your full revenue cycle — not generic AI tools, but agents tuned to your ICP, your data, and your process.
Prepares full account briefs before every call — identifying key decision makers, competitive insights, and relevant triggers. Delivers a 70–80% reduction in account research time so reps show up prepared, not improvising.
Generates meeting prep including account strategies, drafts personalized proposals, and composes follow-up emails — saving each rep 5+ hours per week they can redirect to high-value selling activities.
Analyzes calls to identify discovery gaps and checks messaging effectiveness against your best performers. Continuous coaching feedback drives a 10% win rate improvement without adding management overhead.
Monitors your CRM continuously, flags deal risk early, and identifies unhealthy deals before they slip — giving leadership time to intervene. Results in 20–30% fewer stalled deals quarter over quarter.
Surfaces upsell and cross-sell signals systematically across your entire customer base — matching usage patterns, contract milestones, and growth indicators to your expansion playbook so no opportunity is missed.
Tests and optimizes marketing campaigns in real time — analyzing response rates, creative variants, and messaging performance to continuously improve pipeline generation without manual A/B testing effort.
Take our free AI Readiness Assessment to get a personalized recommendation — or schedule a 30-minute call and we'll figure it out together.