We work across every dimension of go-to-market — not a single point of the funnel. Because isolated fixes don't produce durable results.
Every engagement starts with a clear diagnostic. The model depends on what you need built and how fast.
For companies that need experienced commercial leadership without a full-time hire. We integrate into your organization, own the commercial function, and build toward something that doesn't require us indefinitely. Typically structured as a defined number of days per month, scoped to your stage and priorities.
A structured engagement that starts with a clear read of where you actually are — benchmarked against what high-performing companies in similar situations have built — then delivers a prioritized plan and works through it with your team. The deliverable is a working commercial system, not a presentation.
For companies where the installed base far outpaces the service revenue it should be generating — and where aftermarket growth is the highest-margin, lowest-CAC opportunity on the table.
You've built a significant installed base but service revenue feels opportunistic rather than systematic. Attach rates are low, renewals are reactive, and the service P&L doesn't reflect the value you're actually delivering.
"Service revenue is the highest-margin opportunity most manufacturers have — and the most consistently underdeveloped. The gap between what's in the installed base and what's on service contract is usually the most direct path to EBITDA improvement available."
We build the full lifecycle monetization architecture: service packaging and tiered pricing, attach motions embedded at point of sale, 90-day-out renewal processes with CRM tracking and ownership, and the ARR visibility infrastructure that lets leadership forecast recurring revenue with confidence.
This isn't conceptual. We've built these systems inside companies that went from treating services as a cost center to running them as a distinct, growing P&L line — typically doubling service revenue within 12-18 months of implementation when the installed base exists to support it.
For companies where the coverage model has grown organically rather than strategically — and where the result is channel conflict, margin leakage, and inconsistent customer experience.
You're running a mix of direct sellers and manufacturer reps with undefined boundaries. Channel conflict is frequent. Your best reps are covering accounts your distributors should own. Margin varies wildly by channel and you're not sure why.
"Most channel problems aren't partner problems — they're governance problems. When the rules of engagement are undefined, the best reps fill the vacuum however benefits them, and the company pays for it in margin and customer confusion."
We design and implement the full coverage model: territory and account segmentation, rep-to-direct transition planning and execution where warranted, distributor selection and tiering criteria, rules of engagement documentation, deal registration process, and conflict resolution framework.
We've managed the rep-to-direct transition in under-performing territories — one of the highest-stakes commercial changes a company can make — and built hybrid direct/indirect models that improved both margin control and customer coverage simultaneously.
For companies where the forecast is a negotiation rather than a measurement — and where leadership doesn't trust the CRM data enough to make decisions from it.
Your forecast accuracy is consistently off by 20%+. CRM adoption is low. Deals sit in the same stage for weeks. The pipeline review meeting is a discussion about what deals might close rather than an inspection of what evidence supports each stage.
"A reliable forecast isn't a technology problem — it's a process and culture problem. The CRM is only as good as the discipline that feeds it, and that discipline has to be built, not mandated."
We build the full pipeline governance infrastructure: CRM data model and stage gate criteria, role-based entry standards and next-step requirements, weekly inspection cadence with defined questions, forecast methodology separating commit from upside, and executive dashboards that reflect actual pipeline health rather than wishful thinking.
We've taken organizations from ±30% forecast variance to consistent sub-10% accuracy — not by adding technology, but by building the human operating cadences that make the technology meaningful.
For companies where margin erosion is happening deal by deal — and where nobody has a clear picture of how much is being discounted, by whom, on what, and for what reason.
Your reps discount freely because there's no framework to push back against. List price is a starting point for negotiation rather than a defensible anchor. Gross margin varies significantly by rep and by deal and you don't have systematic visibility into why.
"Uncontrolled discounting is the most common margin leak in commercial organizations — and often the fastest to recover once a governance system is in place. Most companies recover 2-4 margin points within the first year."
We build the full pricing governance architecture: value-based pricing frameworks that give reps a story to tell rather than a number to defend, tiered offering structure that creates natural anchoring, discount approval matrix with clear thresholds and rationale requirements, and the CRM logging that creates visibility into discount trends over time.
We also build the enablement that makes it stick — the ROI tools, the competitive positioning materials, and the objection handling frameworks that let reps defend price rather than immediately concede it.
For companies with large, complex customers who represent multi-year revenue opportunity — but where the account relationship is transactional rather than strategic.
Your top 10 accounts generate a disproportionate share of revenue but there's no structured expansion program. Multi-site opportunities exist but aren't being systematically pursued. Executive relationships are shallow. Account plans exist in name only.
"The best new business is usually sitting inside your existing accounts. A structured key account program consistently generates 15-30% incremental revenue from the installed base without adding headcount."
We build formal KAM programs from the ground up: account tiering criteria, account plan templates, executive sponsorship model, multi-site expansion playbook, and the quarterly review cadence that keeps the relationship moving rather than managing the status quo.
We've personally closed single orders exceeding $1.5M by applying a repeatable enterprise pursuit motion to accounts that were previously treated as routine — and built the internal infrastructure to make that motion scalable across the organization.
For PE sponsors and acquirers who need an operator's assessment of commercial infrastructure — not a consultant's checklist — before making a capital allocation decision.
You're evaluating an acquisition target with a commercial story that needs pressure-testing. Revenue concentration, channel dependency, service attachment rates, and forecast quality all need to be assessed by someone who's built and managed these systems — not just analyzed them.
"Commercial due diligence done by someone who's actually managed a P&L looks very different from standard market analysis. We assess what exists, what's missing, and what it will take to get to the revenue thesis — with the specificity that comes from having built these systems ourselves."
We provide operator-lens commercial assessments: GTM architecture review, revenue quality and concentration analysis, channel dependency and transition risk, service attach and retention analysis, CRM quality assessment, and talent evaluation of the commercial leadership team.
We also support post-close integration — commercial integration planning, system standardization, and the operational build that moves the acquired company from its current state toward the performance thesis the acquisition was predicated on.