Every week you run on an unreconciled forecast, your board meeting gets more dangerous.
Three products. One sequence. Priced for $5–50M ARR teams, not enterprise stacks that assume the hygiene you’re still building.
Three products. One sequence.
| Product | What you get | Timeline | Series A$5-10M ARR |
|---|---|---|---|
ENTRY POINT Forecast Integrity Scorecard | Forensic diagnostic, root cause map, 90-day roadmap, board-ready findings deck. | 3 Weeks | $6,500 fixed fee · 3 weeks · no retainer |
IMPLEMENTATION The Controls Install | Stage-exit governance, CRM hygiene controls, forecast dashboards, rep scorecard, board variance template. | 30–60 Days | from $22,500 30-60 days · milestone-based |
RETAINER Ongoing Governance | Weekly pipeline reviews, monthly variance report, quarterly rep accuracy scorecard, board narrative deck. | Ongoing | $4,500–$6,500/mo 3-month minimum |
Scope is calibrated to your go-to-market complexity, not just your funding stage. A Series A with a multi-product motion may scope closer to Series B. These profiles are starting points, not rules.
Forecast Integrity Scorecard
A board-defensible revenue scorecard that turns your gut-feel forecast into a single, defensible view of pipeline, win rates, and sales cycle. It surfaces the breaks in your funnel before your board does, so you walk into the next meeting with numbers you can stand behind.
CEOs and CROs at $5-10M ARR who are preparing for a board cycle or have missed a quarterly forecast and need to understand exactly where the number broke.
- Live Forecast Error Rate calculation from your existing data (CRM, spreadsheets, or both)
- 20-point forensic diagnostic across CRM hygiene, qualification, rep behaviour, management process, and tool fragmentation
- Root cause map: pinpoints which of the 5 failure modes are driving your miss
- 90-day prioritised remediation roadmap with milestone owners
- Board-defensible findings deck with benchmark comparisons
- 2 working sessions (kickoff + readout) with CRO/CEO
$6,500 to diagnose a $375K problem.
Modeled scenario: at $7.5M ARR, a 20% forecast error rate implies ~$375K of quarterly variance. The Scorecard costs less than 2% of that gap to name every root cause. Research benchmark: Forrester TEI studies of revenue orchestration platforms report 200-400% ROI with payback under 12 months from forecast accuracy improvements of this magnitude.
Works from sheets, CSV exports, or management packs.
Starts within 5 business days of signature.
The Controls Install
A 30-60 day RevOps install that hard-wires one clean sales process into your CRM: stages, fields, and forecast rules included. You leave with a repeatable operating rhythm, not just a prettier dashboard.
Teams that have completed the Scorecard and know which failure modes to address. Single sales motion, one CRM, early-stage governance build.
- Stage-exit governance framework installed to your CRM (Pipedrive, Salesforce, HubSpot)
- Observable-evidence deal qualification criteria (MEDDPICC-aligned)
- Pipeline hygiene rules + automated flagging for ghost deals, stale close dates, missing contacts
- Rep-level forecast scorecard with accuracy tracking
- Management review cadence design (weekly, monthly, quarterly)
- Board-defensible variance template
- Weekly check-ins throughout + post-install handoff session
$22,500 install. ~$240K annual recovery.
Modeled scenario: a 15-point forecast accuracy improvement at $8M ARR recovers roughly $240K/year in planning efficiency. Research benchmark: Forrester TEI studies of revenue orchestration platforms report 200-400% ROI over three years with payback under 12 months, driven by more accurate forecasts, higher win rates, and reduced revenue leakage.
Requires Scorecard or equivalent diagnostic.
Begins within 2 weeks of engagement start.
Ongoing Governance
Ongoing calibration of the controls installed. Weekly pipeline reviews, monthly variance reporting, and quarterly rep scorecard updates keep the system accurate between board cycles.
Post-install teams that want ongoing calibration without hiring a full-time RevOps analyst. Keeps the controls accurate between board cycles.
- Weekly pipeline review cadence: stage accuracy, stale deal flags, close date drift
- Monthly forecast variance report: actuals vs committed vs pipeline
- Quarterly rep accuracy scorecard update
- Board-ready variance narrative deck (monthly)
- Stage-exit adherence monitoring across CRM records
- Async update channel for real-time governance signals
4 in 5 sales leaders missed a forecast last year.
Research benchmark (Xactly 2024 Sales Forecasting Benchmark Report): 80% of sales and finance leaders missed at least one quarterly forecast in the past year, with over half missing two or more. Each miss triggers rounds of re-forecasting, revised spend plans, and board communication. Governance keeps the controls calibrated so those hours stay on decisions, not corrections.
Requires Controls Install.
Cancel anytime after 3 months with 30-day notice.
Modular capabilities
| Feature | Scorecard | Install | Governance |
|---|---|---|---|
| Forecast Variance Reconciled | Diagnostic only | Full automation | Weekly calibration |
| Stage-Exit Controls | Gap mapping | Hard-wired in CRM | Adherence monitoring |
| Board-Ready Reporting | Static deck | Live dashboard | Narrative variance report |
| Qualification Framework | Audit | Implementation | Rep-level coaching |
| Turnaround | 3 weeks | 30-90 days | Ongoing |
Higher stages are not priced higher because bigger companies have larger budgets. They are priced higher because the scope of work is genuinely larger: more entities, more sessions, more reconciliation layers, and more deliverables that Series A does not need.
- +Single sales motion: one CRM, one process, one forecast rule set
- +2 working sessions (kickoff + readout) - minimal time from leadership
- +Scope: one set of stage-exit controls, one rep scorecard framework
- +Multi-segment analysis: additional work across product lines, geos, or motion types
- +3 working sessions - includes cross-functional interviews (Sales + Finance + RevOps)
- +Revenue recognition flagging and investor-grade readout deck: not included at Series A
- +Finance-to-CRM reconciliation check added to governance retainer
- +Multi-entity scope: diagnostic and install run across each portco, not one company
- +4 working sessions - includes PE sponsor briefing and exit readiness baseline
- +Audit trail controls and diligence mapping: additional governance layer not in Series B
- +Portfolio-wide dashboard reconciliation and Operating Partner reporting added to governance
AI Revenue Engineering
Controls Install graduates are eligible for AI Revenue Engineering, where clean data meets automation. Sales, marketing, and CS automations deployed on a governed pipeline, not wishful CRM inputs.
Speed to pipeline. Reduce rep admin. AI-assisted outreach on clean stage-exit data.
Auto-capture call summaries, next steps, and CRM field updates after every sales call.
Stage-exit enforcement, hygiene rules, and deal health scoring wired to your governed data model.
Sequenced outbound built on ICP signals and win-rate data from your Scorecard baseline.
AI Readiness Audit
We assess your CRM hygiene, stage-exit controls, and data reconciliation status. If the foundation is not ready, we tell you exactly what needs to close first.
Tool Configuration
Gong, Clay, Intercom Fin, or equivalent, configured against your governed data pipeline. Not generic setup. Wired to your actual workflow and stage definitions.
Workflow Deployment + Handoff
Automated sequences, routing rules, and AI triggers deployed and documented. Your team takes over with a full operating manual.
Higher stage = additional automation layers and engineering scope, not just a higher price.
Common questions
If you wait until you have 10 reps to define stages, fields, and forecast rules, you will be cleaning up 10 different versions of how we sell while trying to raise your next round. At Series A, the point of RevOps is not bureaucracy. It is making sure your early motion is repeatable, measurable, and credible enough that your board and new hires can trust the numbers.
Yes, that is specifically what it is designed for. Research benchmarks consistently show that CRM data quality failures are common in growth-stage B2B companies. The diagnostic uses whatever you have: CRM exports, spreadsheet snapshots, manual pipeline lists. Clean data is not a prerequisite.
Yes. The Scorecard is the input document for the Install; it defines which of the 5 failure modes are active, in which order to address them, and what "done" looks like for your specific configuration. The Controls Install without a diagnostic is guesswork.
No. Governance retains and calibrates controls that are already in place. Without the Install, there is nothing to govern, and you would be paying for pipeline review sessions on a broken process.
You have the option to move to Ongoing Governance, continue independently with the systems we built, or come back for a re-diagnostic in 6-12 months. There is no pressure to continue; the Install is designed to leave you self-sufficient.
Your board is tracking Revenue Variance.
Are you?
Three weeks to board-ready findings. No PII, no API access.
We don't share or sell your contact information.