Forecasting Discipline
We rebuild forecasting methodology driven by pipeline math and productive capacity, so your number holds up under pressure.
We're operators who have owned the quota and have run revenue engines inside PE-backed companies.
Most consulting engagements start with months of discovery before any actual work begins. We bring unparalleled depth from operating inside PE-backed SaaS portfolios for years. We start from known revenue system failures. We're not junior generalists, we're specialists: former sales reps, CRM architects, data engineers, and RevOps experts, with MBB and Big 4 experience. We fix what's broken.
Focused execution across pipeline, forecasting, and coverage, implemented in weeks, with measurable impact.
We rebuild forecasting methodology driven by pipeline math and productive capacity, so your number holds up under pressure.
Funnel diagnostics, leakage analysis, and stage-conversion benchmarks. We isolate exactly where deals die, why, and what to fix this quarter. Then we implement dashboards your team actually uses.
TAM segmentation, capacity modeling, comp and quota alignment. Our analytics deliver better coverage without adding headcount.
Account research agents, deal-desk copilots, and signal routing, built into the rep's daily workflow. We go deep into the messy CRM/data reality and fix the hard parts that others avoid, i.e. data foundation and orchestration layers, so the outputs are accurate and usable.
Named references and logos on request.
A sample of recent work. Named references and full case studies under NDA.
Built a forecasting model segmenting bookings contribution from starting pipe, same-month creation and close, carryover, and pull-forward. Reweighted pipeline using historical conversion and velocity to calculate accurate math based forecasts.
Built AI-generated account briefs and pre-call summaries embedded directly into rep workflow, eliminating manual research and reducing prep time by 14 hours per rep per week. Replicated across core sales segments.
Built a churn-risk early warning system from CRM, support, usage, NPS, and rep inputs. Integrated into Salesforce so account managers and CS see risk in real time. Risk-tiered intervention playbooks. Both gross and net retention moved within two quarters.
Benchmarked best-in-class deals to score the live pipe. Stage-by-stage conversion dashboards. Killed the stale pipeline and gave leaders leading indicators on real pipe, improving conversion to Commit and sales cycles.
RAG over historic RFPs (Pinecone + GPT-4) with an Excel add-in for one-click answer population across 300-question questionnaires in Excel across multiple tabs. Reps moved from two-week RFP cycles to minutes.
Public-data scraping plus ZoomInfo and 6Sense enrichment plus a propensity model. Built reps a battlecard, multi-channel sequence, and feedback loop, closing $10M in three quarters from a sales play that hadn't existed before.
Tell us about your situation and what isn't working. We'll respond within 24 hours.
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