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Where every engagement starts

One picture of where your revenue comes from.

We connect to your CRM, ERP and inboxes, freeze your trailing revenue as a signed baseline, and build a first model of the business from your own records. You see which accounts are growing, which are leaving, and how much revenue already sits in quotes and accounts nobody is working.

Request a Blueprint Call How it works
Illustrative example.

How it works

Four steps, in this order.

  1. Connect the records

    01

    We take read-only access to the CRM, the ERP and the shared inboxes, under a data agreement that names what we touch and where it is kept. Nothing in your systems is changed.

  2. Freeze the baseline

    02

    We reconcile trailing revenue by account, product line and source, and the owner or finance lead signs it off. Every later result is measured against this line.

  3. Build the model

    03

    We join orders, quotes and correspondence into one picture: which accounts are growing, which are buying less, which product lines each account takes, and which inquiries never got an answer.

  4. Rank what we find

    04

    Revenue already in the records is listed and ranked by how quickly it can be recovered. The plan sets out what to build first and what to leave alone.

Illustrative example.

What we build

What the diagnostic produces.

A clean account list

Duplicate customers merged, recoded part numbers mapped and old exports reconciled, so every account appears once.

The signed baseline

Trailing revenue by account, product line and source, signed by the owner or finance lead.

Accounts that are slipping

Customers ordering less often or dropping product lines, found before they leave for good.

Unanswered demand

Quotes nobody followed up and inquiries that never got a reply, with what each was worth.

Concentration

How much revenue depends on the largest accounts, on one channel or on the founder.

A plan

What to build first, what it should return, and what to leave alone.

When it fits

This is usually the right place to start if:

  • You can't say with confidence where next year's revenue will come from.
  • Your CRM and your ERP disagree, or nobody trusts either.
  • You want to know what is already in your records before spending on new demand.

Companies we work with

What the company ends up with

A forecast the owner can defend, and a clear plan for what to build first.

Questions

Our data is a mess. Can you still do this?

It almost always is. Duplicate customers, recoded part numbers, history in old exports. Cleaning and reconciling it is part of the diagnostic, because the model is built on it.

What access do you need?

Read-only access to the CRM, the ERP and the shared inboxes, granted by your administrator under a data agreement. ITAR and customer-contract restrictions are handled before any access is granted.

Who signs the baseline?

The owner or the finance lead. It is the line every result is measured against, so it should be signed by someone who will still trust it a year from now.

What happens after the diagnostic?

The plan says which services to build first. Most companies continue with Pipeline Recovery or Account Expansion, because that revenue is the closest.

Find out what's already in your records.

Every engagement starts with a Blueprint Call: two conversations about your numbers and where your customers come from.

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