30 minutes. We'll assess your biggest gap and tell you exactly what we'd do — no sales pitch, just a straight assessment from someone who's been in your seat.
Fill out the form and we'll get back to you within one business day to schedule a 30-minute call. No prep required on your end — we start with a quick audit of what you've got and where the gaps are.
We spend the first 20 minutes understanding your current CRM setup, team adoption rate, and what's not working. Then we give you a direct assessment of what we'd prioritize — and whether we're the right fit. No pitch, no pressure.
Our sweet spot is B2B SaaS and technology companies between $5M–$100M ARR. We're honest about fit — if you're outside that range, we'll tell you upfront whether we're the right partner or not.
Project-based work typically runs 60–90 days. Most clients see measurable improvement in CRM adoption and pipeline visibility within that window. Advisory and fractional RevOps engagements are typically quarterly with optional renewals.
Yes — we offer a focused Tech Stack Audit as a standalone, fixed-fee engagement. It includes a full assessment of your current CRM configuration, tool stack, and team adoption, plus a prioritized recommendation framework. It's designed to answer the question "what should I do first?" before committing to a larger project.
Yes. We serve clients across the US and in Europe. Steve is Atlanta-based but works across time zones. If you're in Europe, we typically accommodate UK/EU business hours for calls and project management.
We respond within one business day.