— Services

Four ways to work together.

Every engagement has a clear scope and a clear finish line. The person on the first call is the person who builds the system.

01 · StartHealth Check2 weeks, fixed price 02 · BuildPipeline Engine Build4–6 weeks 03 · ExtendGTM Data & AI AutomationPer project 04 · StayFractional GTM EngineerMonthly retainer

The usual path runs left to right, but you can start wherever the problem is.

01 · Start here

GTM Systems Health Check

A full audit of your CRM and how your team actually uses it. You get a ranked list of what to fix, in what order, and why.

For teams whoKnow their systems are holding them back, but can’t say exactly where.

Solves
  • Data Duplicates and broken workflows nobody trusts.
What’s included
  1. Data and properties.Duplicates, empty fields, and properties nobody trusts.
  2. Lifecycle and lead status.Whether stages mean the same thing to marketing and sales.
  3. Workflows and routing.What fires, what breaks, and what nobody owns.
  4. Pipelines and reporting.Whether the dashboards match how deals really move.
  5. A prioritized fix list.Ranked by revenue impact and effort, reviewed together on a call.
Week 1Access, interviews with sales and marketing, audit.
Week 2Findings, fix list, and a walkthrough call.
02 · Build

Pipeline Engine Build

The system that takes a lead from first touch to booked meeting to closed revenue, built into your CRM and the tools around it.

For teams whoHave leads coming in, but routing, follow-up and reporting depend on who remembers what.

Solves
  • Setup A CRM set up in a hurry, never built for how the team sells.
  • Inbound Hot leads wait hours or slip through the cracks.
  • Outbound Every rep prospects their own way, so nothing repeats.
What’s included
  1. Lead capture.Every form, chat and inbound source lands in one clean record.
  2. Routing.The right rep gets the lead fast, with a clear next step and an SLA.
  3. Lifecycle stages.Definitions sales and marketing agree on, enforced by the system.
  4. Scoring.Fit and intent scoring against your ICP, so reps work the best accounts first.
  5. BDR structure.Sequences, tasks and handoffs that make outbound repeatable.
  6. Pipeline dashboard.One view of pipeline that leadership trusts.
Week 1Discovery and design.
Weeks 2–4Build and test in your CRM.
Weeks 5–6Training, rollout and handoff.
03 · Extend

GTM Data & AI Automation

Connect the data your CRM can’t see, then put it to work. Built for teams whose product data and revenue data live apart.

For teams whoNeed reps to see product usage, or want AI doing research and routing instead of people.

Solves
  • Siloed Data Product, marketing and revenue data that never connect.
  • Scoring Reps chase the loudest leads, not the best-fit accounts.
  • Manual Work Reps buried in research, data entry and follow-up.
What’s included
  1. Warehouse and product-usage sync.Usage and account data in the CRM, where reps can act on it.
  2. Enrichment.Firmographics and contacts filled in automatically, so records stay complete.
  3. AI scoring.Accounts ranked on fit, intent and usage signals together.
  4. Agentic workflows.AI that researches accounts, routes leads and drafts follow-ups for a rep to approve.
04 · Stay

Fractional GTM Engineer

A senior GTM engineer who owns your GTM systems and keeps improving them month after month, without the full-time hire.

For teams whoHave no RevOps team, or one ops person carrying too much.

Solves
  • Ops Capacity No one owns the systems, or one person owns too much.
What’s included
  1. Ownership.One person accountable for the system, its backlog and its documentation.
  2. A monthly roadmap.What gets built next, agreed with your revenue leader.
  3. New builds as you grow.Workflows, reports, integrations and new team setups.
  4. A direct line.Questions answered by the person who built the system.
Not sure where to start?

Share what’s broken. Leave knowing where to begin.

30 minutes to find out which engagement fits, or whether you need one at all.

Book a call →