Voice of Customer
“From spreadsheets to board-ready dashboards in under 30 days.” — Series A Healthtech Founder
Install a scalable, repeatable sales & marketing process your board can trust.
We replace ad-hoc rules with production-ready pipeline definitions, automations, and dashboards.
The result: forecasting you can rely on and repeatable handoffs between marketing and sales.
Unreliable pipeline, duplicate records, and inconsistent stage definitions make forecasting impossible.
Pipeline stage definitions and SLA matrix
CRM cleanup and workflow implementation (rules, automations)
Board-ready dashboards and forecasting model
Admin runbook, QA checklist, and a training session for admins
Unreliable pipeline, duplicate records, and inconsistent stage definitions make forecasting impossible.
Teams with inconsistent pipeline stages or flaky reporting
Founders needing accurate forecasting for board updates or fundraising
Companies scaling sales ops without reliable processes
Forecast accuracy and repeatable revenue cadence
Reduced deal slippage and better resource allocation
Clear owner(s) for manual processes and automations
“From spreadsheets to board-ready dashboards in under 30 days.” — Series A Healthtech Founder
Empowering growth for B2B SaaS leaders in healthcare, finance, and insurance.