How it works
Revenue Operations Assessment
Where you are now → Where could you be → How to get there
Phase 1: Current State Analysis
A clear picture of where the business stands today.
90-minute kick-off strategy call with leadership to determine where the business wants to go with a top-down observations of issues & opportunities.
How revenue is moving through the business
Stakeholder meetings with department lead and one 'boots on the ground' team member.
Independent review of SaaS, data infrastructure and client journey.
How the business is positioned in the market
Independent analysis of market facing assets.
Independent market and competitive research and analysis of current positioning, pricing and service offering against the identified markets & ICP(s).
What is creating unnecessary workload
Points of friction & opportunity loss
Revenue leakage
(where is capital and/or time being lost)
What assets exist & what is missing
(ex: Sales enablement, SaaS, templates, SOPs, SLAs, staff)
Current Conversions & Op expenses
Message consistency, positioning & data capture
Phase 2: Ideal State
Independently develop an optimized revenue operations maintaining what's working and leveraging data informed market opportunities, competitive advantages and growth opportunities.
Market Positioning & Opportunities
Offer Structure
Target Markets & ICPs
Competitive Advantages
Pricing Strategy
Leveraging Existing Assets
Tech Stack & Automation Opportunities
Data Capture & Activation
Sales Process Optimization
Client Journey & Expansion Opportunities
Phase 3: Findings & Opportunities
Strategic direction for building a scalable revenue engine.
Leveraging Existing Assets
Pipeline Development
Sales Process & Enablement
Market Opportunities
Client Journey Optimization
Internal Efficiency Gains
Prioritized Opportunity Roadmap
Implementation project plan with prioritized pipelines.
ROI Potential
Ease of Implementation
Revenue Impact
Operational Efficiency Gains
Phase 4: Implementation
Implement the project plan with an internal team or enlist our team to implement some or all of the optimization roadmap. Timelines and investment determined with the clear project plan in-hand.
Assets for long-term use
Everything built during this engagement stays with your business.
Commercial Positioning Assets
- Competitive research & analysis
- Market research & analysis
- Refined positioning
- Core messaging architecture
- Brand narrative alignment
- Market-facing credibility recommendations
Revenue Infrastructure Assets
- Defined ICP framework
- Customer journey map
- Qualification criteria
- Sales process structure
- Funnel and pipeline framework
Sales Enablement Assets
- Inventory
- Library of asset needs
- SaaS & automation recommendations
- Training, tools and resources recommendations
Operational & Strategic Assets
- Revenue leak analysis
- Commercialization roadmap
- Internal KPI and team operations visibility structure
- Recommendations for future scale and team integration
Project Timeline
Kick-off booked June 25th, 11:30AM EST
Week 1-2: Discovery
90-minute Kick-off Strategy Session
Stakeholder Interviews
Market Research & Analysis
Competitive Research & Analysis
Week 3: Current State → Future State
Current State Mapping
Optimize State Mapping
Implementation & Activation Project Plan Development
Week 4: Delivery
60-minute Leadership Meeting
Review Findings & Opportunities
Review Project Plan
Assess Implementation Partnership
Investment & Payment Structure
$2,000 CAD
Fixed Project Fee
Applicable taxes excluded.
Payment Terms
50% $1,000 CAD
Due upon engagement agreement
25% $500 CAD
Due 14 days following kickoff
25% $500 CAD
Due upon delivery
Typical Outcomes
Improved visibility into revenue flow
Clear operational priorities
Reduced revenue leakage
Improved leadership alignment
Strategic roadmap for growth
Defined next-stage implementation
Natural Next Steps:
Revenue Sprint
Focusing on implementing one-two identified high-impact pipe of the business.
Revenue Infrastructure Build
Implementing all identified opportunities.
Fractional CRO Support
Ongoing advisory support.
Outsourced Sales Execution
Lead Gen or Full-cycle after implementing opportunities identified in the assessment whether installed internally or with us.
Let's Grow!
1) Submit the client onboarding form
2) Sign SOW (sent upon receipt of onboarding form)
3) Submit first milestone payment (sent upon receipt of SOW)
4) Book 90-minute strategy kick-off
5) Grow
Entrepreneur - Strategist - Operator - Implementor
Revenue Architecture. Sales Execution. Scalable Growth.
Proudly known as a revenue leader specializing in building and executing high-ticket B2B growth systems.
Adept in strategy development, market positioning, full-cycle selling, team leadership and consistently produce predictable and scalable revenue engines.
Growing Businesses Is My Expertise
Growing People Is My Passion
Directly Closed
Influenced via Strategy and Leadership
Qualified Inbound Close Rate
Qualified Outbound Close Rate
Cross-Vertical Selling Experience
Primary buyers: Founders, C-suite, VP & Directors
Financial Services
Professional Services
Commercial Real Estate
Commercial Insurance
BioTech
SaaS
Education
Unions
Tourism
Government
Energy
Entertainment
Non-profit
Health
Manufacturing
Legal
A team led by someone who has built the systems, sells through the systems & scales revenue within the systems.
Multiple Presidents Club Winner
Builds outbound engines from zero
Scales revenue & teams across multiple industries
Leads national sales systems in matrix organizations
Develops data-informed strategies
Navigates M&As efficiently and effectively
AI & Automation Consultancy
From referral-dependent with frustrated investors to a repeatable revenue engine
Where It Started: Technically strong automation and AI consultancy operating on referrals and SMB project-based work. No structured go-to-market strategy in place with limited access to higher-value clients.
Revenue Constraints Identified:
No defined ICP or vertical focus
No outbound motion for lead generation
Pricing misaligned with value
Sales cycles unclear and inconsistent
The business was under-positioned relative to its capability.
Strategy developed and deployed:
Built first outbound GTM targeting mid-market opportunities with supportive sales assets
Repositioned offers and increased pricing 75–100% creating immediate revenue impact
Collapsed multi-step sales cycle into single-cycle close leaving more time for lead gen
Introduced data-driven pipeline segmentation and messaging per ICP
Results:
Closed by month 4
Qualified pipeline built
Successful expansion
Revenue engine established
Web Development Consultancy
From inconsistent revenue to a $1.2M+ trajectory
Where It Started: Strong delivery team with no reliable way to generate or convert business. Revenue inconsistency resulting in a team reduction due to lack of pipeline.
Revenue Constraints Identified:
No defined sales process
No partnership strategy
No structured lead generation or qualification
Full reliance on referrals and one-off wins
Growth felt risky instead of controlled.
Strategy developed and deployed:
Built full go-to-market system
Designed partnership and visibility programs
Implemented repeatable sales process
Trained founder on lead generation, qualification, and closing
Built onboarding system for future sales hires
Results:
Scaled from $0 in year one
3-yr Projected trajectory
Predictable and established
Positioned for sucess
Sales & Growth Consultancy
An audience of 200k engaged on LinkedIn without a single client
Where It Started: An engaged audience built with tactics and strategies that were engaged without any converting to paying clients.
Revenue Constraints Identified:
No defined offer
No clear way to purchase
Conflicting market positioning across market assets
No clear ICPs, value proposition or outcomes
They enjoyed his content without realizing he could teach them to build an audiance just like his.
Strategy developed and deployed:
Defined a four-phase sequential offer stack
Developed his GTM to convert his first 25 clients
Identified the highest conversion opportunities in his existing network
Updated market facing assets to be aligned with the offer stack
Built templated delivery assets to scale without needing to hire
Results:
Expression of interest from ICPs
submitted upon launch
Immediately converted to clients
Continuing to grow with interested
prospective clients
For his business, in the market and
the future trajectory
National Public Affairs Firm
From inconsistent business development to $3.7M year one net new revenue
Where It Started: Established national consulting firm with strong delivery and brand. Business development inconsistent across teams. Limited visibility into pipeline quality.
Revenue Constraints Identified:
No standardized sales process
Inconsistent pipeline management
Underutilized cross-sell opportunities
Reactive and reluctant RFP participation
Growth constrained by lack of structure and business development skillset.
Strategy developed and deployed:
Built national GTM strategy and sales framework
Introduced KPI discipline and pipeline tracking
Implemented forecasting and reporting systems
Designed RFP and cross-sell programs
Aligned 90+ staff under a unified model
Results:
YoY revenue growth
Reduction in wasted pipeline
Increase in RFP opportunities
Net new revenue in year one
National Financial Services Organization
From in-person sales to a scalable remote revenue system
Where It Started: National financial services organization specializing in A&S insurance products for business owners and medium-high risk tradespeople. Strong sales culture built primarily around traditional relationship selling and in-person prospecting prior to COVID disruptions.
Revenue Constraints Identified:
No remote sales infrastructure.
Training and sales systems solely reliant on in-person activity.
Poor market presence with outdated digital assets causing friction, revenue leakage and credibility loss.
Retention and client relationship management varied widely. High dependency on individual agent process and follow-up discipline.
COVID-lockdowns halted lead generation, sales continuity and subsequently, revenue and agents' income.
The business needed a scalable system that protected revenue generation during a major market disruption.
Strategy developed and deployed:
Designed and implemented a fully remote sales enablement system for a 60-agent national sales team
Introduced structured remote prospecting workflows across phone, email, social networking, referrals and digital outreach
Developed training, support systems and communication frameworks to maintain sales activity during lockdowns
Standardized training and selling processes while preserving relationship-first sales culture
Repositioned market presence with updated digital assets removing friction, repairing revenue leakage and increased data capture
Focused heavily on retention strategy, relationship management and long-term account stability
Results:
YoY revenue increase post system install
Presidents club recipients
Remote selling system implemented nationally
Improvement to client retention
Multi-service HVAC Company
From operational chaos to a scalable, system-driven business
Where It Started: 6-year old HVAC install, cleaning and repair business with 400K AR had big goals and no clarity of how to get there. Their primary system, GHL, was causing severe time, revenue and opportunity loss — with market opportunities ripe for growth that couldn't be captured without fixing the foundation first.
Revenue Constraints Identified:
GHL misconfiguration causing missed leads and follow-up failures
No automated workflows for scheduling or dispatch
Manual processes consuming billable technician time
No pipeline or revenue visibility for forecasting
Growth was being blocked by the very system meant to support it.
Strategy developed and deployed:
Full GHL system rebuild and reconfiguration
Automated lead capture and follow-up sequences
Dispatch and scheduling workflow automation
Pipeline visibility dashboards for leadership
Results:
Starting point when PIVOT engaged
Fully rebuilt and optimized
Visible, trackable, and growing
Set to scale with confidence
See the before and after below
PIVOT Network Inc.