Service
Quarterly Revenue Systems Sprint
If your team is already closing around 25 percent or more, your biggest problem isn’t “how do we sell,” it’s “how do we track everything, follow up on time, and see the truth in the pipeline.”
The Quarterly Revenue Systems Sprint is a focused 90 day build where we install a real sales and RevOps operating system on top of your existing tools, or, if you don’t have anything in place yet, we work together to find and build in the best system.
Foundation
Build the sales OS your team should have had from day one
We map your full buyer journey, clean up your stages, and give you one pipeline everyone trusts. Reps know where every deal sits, leaders see reality in real time, and nobody is guessing from scattered spreadsheets and half-updated boards.
One clear pipeline from first contact through cash collected
Clean stages and exit criteria that everyone understands
A predictable weekly operating rhythm for moving deals forward
Delivery
Built on your existing stack or from scratch in something new
We don’t force you onto yet another platform unless your current tools are actually the problem. We build inside your CRM when it makes sense, or design an end-to-end system in a system like Airtable or ClickUp when you’re starting from zero. Either way, you leave with automation, workflows, and dashboards your team will actually use.
Pipeline and stage design wired into your CRM or ClickUp
Follow Up OS installed so reps know who to contact, when, and why
Dashboards and automations configured for leaders, managers, and reps
INSIDE THE SPRINT
What you get in 90 days
Pipeline & stage design
We map your buyer journey and rebuild your stages with clear rules, so there’s no confusion about where a deal sits or what needs to happen next.
Follow Up OS installation
We install a weekly operating rhythm inside your tools that tells each rep who to contact, when to reach out, and why – no more guessing or sticky notes.
Agentic workflows & automations
We set up workflows so tasks, reminders, and key follow ups are created automatically, and important deals get flagged before they quietly die.
Role-based dashboards
Leaders see revenue and health, managers see coaching opportunities, and reps see their day and their pipeline all from the same source of truth.
Documentation & training
We document the system and run practical training so your team knows how to use it and your revenue leader knows how to hold people to it.
Ready for AI & future RevOps
You leave with clean data, clear stages, and a stable OS, the foundation you need for deeper AI, forecasting, and ongoing RevOps work without constant rebuilds.