Services

Three services. One standard.

We don't do everything. We do three things exceptionally well — and we start by diagnosing which one will actually move the needle for your business.

Service 01

CRM Implementation & Optimization

Salesforce and HubSpot builds, audits, and migrations. Whether you're starting from scratch, rescuing a failed implementation, or preparing for a migration — we make the platform produce.

As a HubSpot Gold Partner with deep Salesforce expertise, we implement the right platform for your stage. Not the one with the best sales rep. Then we optimize it until it actually delivers pipeline visibility and sales adoption.

  • Full CRM implementation (Salesforce or HubSpot) from discovery to go-live
  • CRM rescue — fixing failed or stalled implementations
  • Platform migrations (Salesforce → HubSpot or reverse)
  • Data model design and pipeline stage architecture
  • Sales process mapping before any system configuration
  • Reporting, forecasting, and dashboard setup
  • Team training and adoption programs
  • Ongoing optimization and quarterly audits
Start a CRM Project

What You Can Expect

  • Real-time pipeline visibility within 60–90 days
  • Sales team adoption rate above 80%
  • Accurate forecasting by the next board meeting
  • Elimination of duplicate data and stale records
  • CRM becomes your single source of truth — not a chore
Platforms
Salesforce HubSpot HubSpot Gold Partner
Service 02

Sales Tech Stack Advisory

Everyone is buying AI tools. Few are using them well. We provide independent evaluation of your current stack — with no vendor relationships, no affiliate incentives, and no agenda beyond helping you build a system that works.

We design tech stacks for the specific sales motion you're running — not the average company, not the case study, your company. Then we integrate the tools that actually fit and remove the noise.

  • Independent tech stack audit — current state assessment
  • AI tool evaluation: Clay, Gong, ZoomInfo, Reply.io, Outreach, Apollo
  • Tech stack design for your specific sales motion
  • AI integration into CRM workflows
  • Vendor selection and contract guidance (no affiliate fees)
  • Stack consolidation — cutting tools you're paying for but not using
  • Data enrichment and signal-based prospecting setup
  • ROI measurement framework for every tool in the stack
Get a Stack Audit

What You Can Expect

  • Clear picture of which tools are producing value
  • AI tools integrated into your actual workflow — not alongside it
  • Reduced tech stack cost (we typically find 20–35% waste)
  • Prospecting workflows that run with signal data, not lists
  • A tech stack designed for your next stage, not your current one
Tools We Evaluate & Integrate
Clay Gong ZoomInfo Reply.io Outreach Apollo Salesloft Clari
Service 03

Revenue Operations Alignment

When sales, marketing, and customer success are operating off different data models — you get pipeline disagreements, attribution fights, and forecasts nobody trusts. RevOps alignment fixes that at the data and process level.

We build the shared data model, reporting framework, and governance process that lets all three functions see the same truth. Then we help you staff or operate it — either building the function or serving as fractional RevOps leadership.

  • GTM data model alignment across sales, marketing, and CS
  • Pipeline definition and stage standardization
  • Single-source reporting and dashboard architecture
  • Forecasting methodology and cadence design
  • Marketing attribution model setup
  • CS handoff process and health scoring
  • Fractional RevOps leadership (ongoing or project-based)
  • RevOps function build-out and hiring guidance
Start a RevOps Project

What You Can Expect

  • Sales and marketing aligned on the same pipeline definition
  • Board-ready forecast that leadership can defend
  • Attribution clarity — where pipeline actually comes from
  • CS expansion visibility built into the revenue model
  • RevOps function that scales with the company
How We Compare

Why not a traditional implementation partner?

Capability Big Consulting (Deloitte, Accenture) Pure-Play Platform Partner Sales Tech Partners
Sales strategy expertise Generalist Platform-focused ✓ 25+ years B2B sales leadership
CRM implementation depth Juniors do the work ✓ Strong ✓ Senior practitioners only
AI tool integration Limited / expensive add-on Platform-native only ✓ Stack-agnostic expertise
Independent vendor guidance Partner incentive conflicts Pushes their platform ✓ No vendor commissions
Speed to value 6–18 month engagements Varies ✓ Measurable results in 90 days
Mid-market fit ($5M–$100M ARR) Priced for enterprise ✓ Yes ✓ Purpose-built for this stage
Gartner-level credential ✓ Large firm Rarely ✓ 2× Gartner Magic Quadrant

Not sure which service you need?

Most engagements start with a stack audit. We diagnose first, prescribe second. Book a 30-minute call and we'll tell you what we actually see.

Book a Strategy Call About Steve