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// PRICING & ENGAGEMENT

Every week you run on an unreconciled forecast, your board meeting gets more dangerous.

Three products. One sequence. Priced for $5–50M ARR teams, not enterprise stacks that assume the hygiene you’re still building.

Currently booking Q3 2026 engagements
ROI
Positioning Context
For Series A companies at $7-10M ARR, forecast instability is a $190K-$280K quarterly valuation risk.Most companies in this band fall in that range; those with weaker forecasting discipline reach $375K+.
Controls are priced as a fractional investment against this loss. A small fraction of the quarterly gap at every stage.
Not sure which tier fits? Run the ROI Calculator →Not sure if you're ready? Run the free Diagnostic →
// AT A GLANCE

Three products. One sequence.

Series A$5-10M ARR
ProductWhat you getTimeline
ENTRY POINT
Revenue Integrity ScorecardMost start here

Forensic diagnostic, root cause map, 90-day roadmap, board-ready findings deck.

Fee credits in full toward the Controls Install. Sign within 30 days.

2 Weeks
IMPLEMENTATION
The Controls Install

Stage-exit governance, CRM hygiene controls, forecast dashboards, rep scorecard, board variance template.

30–60 Days
RETAINER
Ongoing Governance

Weekly pipeline reviews, monthly variance report, quarterly rep accuracy scorecard, board narrative deck.

Ongoing

Scope is calibrated to your go-to-market complexity, not just your funding stage. A Series A with a multi-product motion may scope closer to Series B. These profiles are starting points, not rules.

ENTRY POINT

Revenue Integrity Scorecard

Revenue Integrity Scorecard overviewSee all 20 failure modes we test

A board-defensible revenue scorecard that turns your gut-feel forecast into a single, defensible view of pipeline, win rates, and sales cycle. It surfaces the breaks in your funnel before your board does, so you walk into the next meeting with numbers you can stand behind.

CEOs and CROs at $5-10M ARR who are preparing for a board cycle or have missed a quarterly forecast and need to understand exactly where the number broke.

NO PII. NO API ACCESS.CSV EXPORTS ONLY~15 MIN OF YOUR TIME
  • Live Forecast Error Rate calculation from your existing data (CRM, spreadsheets, or both)
  • 20-point forensic diagnostic across CRM hygiene, qualification, rep behaviour, management process, and tool fragmentation
  • Root cause map: pinpoints which of the 20 failure modes, across 5 domains, are driving your miss
  • 90-day prioritised remediation roadmap with milestone owners
  • Board-defensible findings deck with benchmark comparisons
  • This fee credits in full toward the Controls Install when signed within 30 days of delivery
ROI Lens · Forecast Accuracy

Find the 60 days of runway your forecast may be missing.

Modeled scenario: at $7.5M ARR, even a conservative 10-15% forecast error rate masks ~$190K-$280K of quarterly variance, enough to misread two months of runway in a typical 12-18 month cushion. The math holds across the $5-10M ARR band; the gap scales roughly linearly with ARR. At this stage, most founders track runway weekly because the next milestone, whether Series B, profitability, or extension, depends on getting it right. The Scorecard costs ~3-5% of that gap to name every root cause. Industry research on forecast accuracy improvements typically shows payback under 12 months, often before the next board cycle.

METRIC NOTE: MAPE means mean absolute percentage error: the gap between forecast and actual over a defined period. On MxM pages, any MAPE math shown in pricing is illustrative unless explicitly labelled as an observed outcome. How MAPE is measured

SERIES A$5-10M ARR
$8,500
fixed fee · 2 weeks · no retainer
Delivery2 weeks from data receipt
Working sessions2 × 90 min
Payment100% upfront
CommitmentFixed scope
No PII. No API. ~15 min of your time.

Works from sheets, CSV exports, or management packs.

Starts within 5 business days of signature.

IMPLEMENTATION

The Controls Install

A 30-60 day RevOps install that hard-wires one clean sales process into your CRM: stages, fields, and forecast rules included. You leave with a repeatable operating rhythm, not just a prettier dashboard.

Teams that have completed the Scorecard and know which failure modes to address. Single sales motion, one CRM, early-stage governance build.

  • Scorecard fee credited in full toward this engagement when signed within 30 days of Scorecard delivery
  • Stage-exit governance framework installed to your CRM (Pipedrive, Salesforce, HubSpot)
  • Observable-evidence deal qualification criteria (MEDDPICC-aligned)
  • Pipeline hygiene rules + automated flagging for ghost deals, stale close dates, missing contacts
  • Rep-level forecast scorecard with accuracy tracking
ROI Lens · Forecast Accuracy

$27,500 install. ~$240K annual recovery.

Modeled scenario: a 15-point forecast accuracy improvement at $8M ARR recovers roughly $240K/year in planning efficiency. Industry research on forecast accuracy improvements typically shows 200-400% ROI over three years with payback under 12 months, driven by more accurate forecasts, higher win rates, and reduced revenue leakage.

SERIES A$5-10M ARR
from $27,500
30-60 days · milestone-based · Scorecard fee credited
Delivery30–60 days
Working sessionsWeekly check-ins
PaymentMilestone-based
CommitmentFixed scope

Requires Scorecard or equivalent diagnostic.

Begins within 2 weeks of engagement start.

RETAINER

Ongoing Governance

Ongoing calibration of the controls installed. Weekly pipeline reviews, monthly variance reporting, and quarterly rep scorecard updates keep the system accurate between board cycles.

Post-install teams that want ongoing calibration without hiring a full-time RevOps analyst. Keeps the controls accurate between board cycles.

  • Weekly pipeline review cadence: stage accuracy, stale deal flags, close date drift
  • Monthly forecast variance report: actuals vs committed vs pipeline
  • Quarterly rep accuracy scorecard update
  • Board-ready variance narrative deck (monthly)
  • Stage-exit adherence monitoring across CRM records
ROI Lens · Operational Risk

4 in 5 sales leaders missed a forecast last year.

Research benchmark (Xactly 2024 Sales Forecasting Benchmark Report): 80% of sales and finance leaders missed at least one quarterly forecast in the past year, with over half missing two or more. Each miss triggers rounds of re-forecasting, revised spend plans, and board communication. Governance keeps the controls calibrated so those hours stay on decisions, not corrections.

SERIES A$5-10M ARR
$4,500–$6,500/mo
3-month minimum
CadenceWeekly + Monthly + Quarterly
Minimum3 months
RenewalMonthly after min.
CommitmentPost-install only

Requires Controls Install.

Cancel anytime after 3 months with 30-day notice.

// SIDE-BY-SIDE

Modular capabilities

FeatureScorecardInstallGovernance
Forecast Variance ReconciledDiagnostic onlyFull automationWeekly calibration
Stage-Exit ControlsGap mappingHard-wired in CRMAdherence monitoring
Board-Ready ReportingStatic deckLive dashboardNarrative variance report
Qualification FrameworkAuditImplementationRep-level coaching
Turnaround2 weeks30-90 daysOngoing
Why pricing scales with stage

Higher stages are not priced higher because bigger companies have larger budgets. They are priced higher because the scope of work is genuinely larger: more entities, more sessions, more reconciliation layers, and more deliverables that Series A does not need. See how each engagement actually runs in the Engagement Protocol.

Series A
$5-10M ARR
  • +Single sales motion: one CRM, one process, one forecast rule set
  • +2 working sessions (kickoff + readout) - minimal time from leadership
  • +Scope: one set of stage-exit controls, one rep scorecard framework
Series B
$10-25M ARR
Additional scope vs Series A:
  • +Multi-segment analysis: additional work across product lines, geos, or motion types
  • +3 working sessions - includes cross-functional interviews (Sales + Finance + RevOps)
  • +Revenue recognition flagging and investor-grade readout deck: not included at Series A
  • +Finance-to-CRM reconciliation check added to governance retainer
Series C & PE
$25-50M ARR
Additional scope vs Series B:
  • +Multi-entity scope: diagnostic and install run across each portco, not one company
  • +4 working sessions - includes PE sponsor briefing and exit readiness baseline
  • +Audit trail controls and diligence mapping: additional governance layer not in Series B
  • +Portfolio-wide dashboard reconciliation and Operating Partner reporting added to governance
See the Series C & PE Governance track →
Phase 2from $25,000Requires Controls Install

AI Revenue Engineering

Controls Install graduates are eligible for AI Revenue Engineering, where clean data meets automation. Sales, marketing, and CS automations deployed on a governed pipeline, not wishful CRM inputs.

$5-10M ARR

Speed to pipeline. Reduce rep admin. AI-assisted outreach on clean stage-exit data.

Meeting Intelligence

Auto-capture call summaries, next steps, and CRM field updates after every sales call.

CRM Automation

Stage-exit enforcement, hygiene rules, and deal health scoring wired to your governed data model.

AI Outreach

Sequenced outbound built on ICP signals and win-rate data from your Scorecard baseline.

How it works
01

AI Readiness Audit

We assess your CRM hygiene, stage-exit controls, and data reconciliation status. If the foundation is not ready, we tell you exactly what needs to close first.

02

Tool Configuration

Gong, Clay, Intercom Fin, or equivalent, configured against your governed data pipeline. Not generic setup. Wired to your actual workflow and stage definitions.

03

Workflow Deployment + Handoff

Automated sequences, routing rules, and AI triggers deployed and documented. Your team takes over with a full operating manual.

Learn more about AI Revenue Engineering Revenue Engineering framework
Phase 2 Investment
from $25,000
Fixed fee · requires Controls Install
Scope items3 automation layers
PaymentMilestone-based
PrerequisiteControls Install
Full Details

Higher stage = additional automation layers and engineering scope, not just a higher price.

Common questions

If you wait until you have 10 reps to define stages, fields, and forecast rules, you will be cleaning up 10 different versions of how we sell while trying to raise your next round. At Series A, the point of RevOps is not bureaucracy. It is making sure your early motion is repeatable, measurable, and credible enough that your board and new hires can trust the numbers.
Yes, that is specifically what it is designed for. Research benchmarks consistently show that CRM data quality failures are common in growth-stage B2B companies. The diagnostic uses whatever you have: CRM exports, spreadsheet snapshots, manual pipeline lists. Clean data is not a prerequisite.
Yes. The Scorecard is the input document for the Install; it defines which of the 20 failure modes, across our 5 domains (CRM hygiene, deal qualification, rep forecasting behaviour, management process, tool fragmentation), are active, in which order to address them, and what "done" looks like for your specific configuration. The Controls Install without a diagnostic is guesswork.
No. Governance retains and calibrates controls that are already in place. Without the Install, there is nothing to govern, and you would be paying for pipeline review sessions on a broken process.
You have the option to move to Ongoing Governance, continue independently with the systems we built, or come back for a re-diagnostic in 6-12 months. There is no pressure to continue; the Install is designed to leave you self-sufficient.
Research benchmark: fractional revenue leadership retainers commonly land in the mid-four to low-five figures per month, depending on scope. MxM Revenue Engineering is a narrower, deeper product, specifically the forecast integrity layer. If your only problem is that you cannot trust your numbers, a fractional CRO is often broader and more expensive than the immediate need. If you need broader GTM strategy, you may need both.
We could offer month-to-month governance. We do not, because clients who cancel before three months consistently report that it was not working, when the actual problem was insufficient time to observe results. The minimum exists to protect your investment, not ours. After month 3, the agreement renews monthly with 30-day cancellation notice.
Most consulting engagements that did not work were diagnostic reports that never got implemented, or implementation projects that installed tooling without changing how the team operates. We do both: the Scorecard identifies the root cause, and the Controls Install changes the operating system. Definition of done is structural, not a slide deck.
Gong shows you what happened. Salesforce stores the data. A RevOps analyst interprets it. None of those three things tell you whether your forecast is structurally sound before it becomes a miss. We install the controls that define what goes into those tools, how it is classified, and what it means. That is a different layer.
Implementation runs alongside your existing quarter, not instead of it. The Scorecard is delivered within 2 weeks of receiving your CRM exports, spreadsheets, or management packs, with roughly 2 sessions from your team. The Controls Install requires consistent weekly check-ins but does not pull reps off their number. We design around your calendar.
The expectation going in is usually more overhead: more data requirements, more review sessions, more scrutiny from above. What changes is who holds the standard. Deals advance because criteria are met, not because a manager allowed it. That shifts pressure off field leaders in both directions. They are no longer defending pipeline quality to HQ, and they stop being the one rejecting rep requests to advance deals. The criteria do that work. What the review cadence has left is pipeline strategy.
We work with your RevOps person, not around them. In most engagements, the internal RevOps lead becomes the primary implementation counterpart: we build the controls framework together, they own execution and day-to-day calibration after handoff. The engagement makes them more effective, not redundant.
Yes. The diagnostic phase maps your specific stack, identifies which tools are load-bearing, and determines where the data breaks. We have worked in CRMs with 14 connected tools, spreadsheet forecasts running alongside automated systems, and pipelines that were partially in Notion. Fragmentation is the symptom. The diagnostic finds the root cause.
Our pricing reflects a narrower, more focused engagement than full-service RevOps retainers. We are not a fractional CRO, a GTM strategy firm, or a managed analytics service. We do one thing: install and govern forecast integrity controls. That specificity is why the price is what it is, and why the outcome is predictable.

The board does not just want the forecast. It wants to know how it moved.

The readiness check shows where your revenue numbers are likely to break under that question. The Scorecard validates it against your actual CRM, billing, forecast, and board reporting.

We don't share or sell your contact information.