Delivered inside the engagement — or as standalone projects that convert to it. Defined scope. Defined deliverable. Your team owns the result.
Durations shown are typical ranges. Final scope and timeline are set after a scoping conversation on your specific environment.
An embedded, part-time Sales Ops leader for a mid-market company that needs the function but can't justify a full-time hire. You get the judgment of a 20-year operator running AI-native sales ops in production today — and four proprietary tools that open live on your data in the first call.
West territory is tracking 94% of quarterly target with 3 weeks remaining. Two deals flagged at risk — Holbrook and Meridian — both with no CRM activity in 12 days. Remaining pipeline at Stage 4+ covers the gap if both close at historical win rate.
Comp plans built in QUOTAL — not spreadsheets. We model quota at the rep level, simulate attainment scenarios, and deliver a structure your CFO can defend and your reps can understand.
A forecast built on win rate data and pipeline hygiene, not gut feel. PULSE weights your pipeline by stage and rep, produces a revenue readiness score, and flags at-risk deals before the quarter closes.
Salesforce works best when it's built around how your team actually sells. We align your process, fields, and views to your sales motion — then drive adoption through structured training and accountability, not mandates.
The foundation most mid-market teams skip. We build the sales ops function from scratch — process, systems, reporting cadence, and the playbook your next hire walks into on day one.
Map every recurring manual workflow in your sales ops function — forecasting, pipeline review, comp tracking, reporting — and replace each one with a structured AI-assisted process. Less manual work. More time selling.
Start with a conversation about the engagement — or scope a standalone project as your entry point.
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