Week 1: Revenue Reality Check
We start with a focused diagnostic of your pipeline, deals, forecast, and operating cadence. The goal is simple: understand what’s actually happening — not just what the dashboard reports.
Week 2: Identify the Breakpoints
We isolate where execution is breaking down across sales, customer success, and revenue operations. This is where most teams are surprised — not because they aren’t working hard, but because effort is misaligned.
Weeks 3–4: Execution Reset
We put structure in place: clear ownership, operating rhythms, and a realistic forecast you can trust. No big reorgs. No heroics. Just a system that works without constant intervention.
By the end of 30 days, you have:
• A forecast you can stand behind
• Clear accountability across the revenue engine
• A prioritized execution plan for the next 90 days
