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Target Segment // CMOs & CROs

You can't prove marketing is working because you can't trust your own data.

The board wants pipeline metrics. Your team needs direction. And you're making both calls with data you're not confident in. We fix that in 30 days.

Book a Discovery Call

// SYS.DIAGNOSTICS

Sound familiar?

These are the things revenue leaders tell us on every first call. If even one resonates, there's a good chance your funnel has leaks you can't see yet.

[ 01 ]

Your reports don't agree with each other.

Pull a number from HubSpot and you get one answer. Pull it from Salesforce and you get another. Marketing says pipeline is up. Sales says it's flat. Nobody's lying. The systems just aren't connected.

[ 02 ]

You can't defend your budget.

The board asks "what's marketing's contribution to pipeline?" and you hedge. You know marketing is working. You can't prove it cleanly because contribution visibility is near zero.

[ 03 ]

Sales and marketing blame each other.

Marketing says they're sending qualified leads. Sales says the leads are garbage. The truth is nobody has agreed on what "qualified" means, and the handoff process is manual and inconsistent.

[ 04 ]

Your CRM is a liability, not an asset.

Dead contacts, duplicates, broken workflows, fields that mean different things to different people. The data foundation is rotting and every report built on top of it is suspect.

// ROOT_CAUSE

This isn't a people problem. It's an infrastructure problem.

Your team isn't failing. The systems underneath them are. CRM platforms ship features faster than any internal team can implement them. Your company is paying for Einstein, Agentforce, or Breeze and none of it is configured. Dashboards get built and nobody trusts them because the data feeding them is incomplete.

The typical response is to hire a RevOps person. That takes 3 to 6 months to find, another few months to ramp, and they see one funnel. One company. One stack. They don't have the cross-company pattern recognition to know where to look first.

Meanwhile, leads are routing to the wrong people, response times sit at 6+ hours, and your attribution gap means marketing can't prove what's working.

// METHODOLOGY

Start with the diagnostic. Stay for the fix if you need it.

Most CMOs and CROs we work with land in Tier 2: Diagnostic + Fix.

Phase 01 // 30 Days

Funnel Visibility Blueprint

We map your entire revenue funnel. You get a full audit, a unified dashboard your leadership team can actually log into, an ICP scoring matrix, an AI readiness assessment, and a prioritized 12-month roadmap.

Phase 02 // 2-4 Months

Implementation

Automated data capture so every email, call, and meeting logs itself. Enrichment pipelines so leads arrive pre-researched. AI qualification so routing happens in minutes instead of hours.

Phase 03 // Ongoing

Optimization & Training

Quarterly impact reports showing before-and-after delta, agent calibration, proactive monitoring, team training, and ICP recalibration as your market evolves.

// OUTPUT_PROJECTIONS

What changes after a typical engagement.

Time-to-first-contact
How fast a new lead hears from a rep after entering your system.
6+ hours Under 15 minutes
Manual lead research hours
Time your team spends manually researching and qualifying inbound leads each week.
15-25 hrs/wk Under 5 hrs
MQL-to-SQL conversion
The percentage of marketing-qualified leads that sales accepts as genuinely qualified.
5-12% 20-30%
QML-to-opportunity conversion
How often AI-qualified leads progress into a real sales opportunity.
Not tracked Measured weekly
Routing accuracy
Whether leads reach the right rep based on territory, segment, and deal size.
~60% correct 95%+
Contribution visibility
The share of closed-won revenue you can trace back to specific marketing efforts.
Near-zero 90%+
Meeting-to-momentum conversion
Whether booked discovery meetings actually advance to the next pipeline stage.
No visibility Tracked per rep

Ready to trust
your own numbers?

Book a 30-minute discovery call. We'll talk through what you're seeing in your funnel and whether a diagnostic makes sense.

// RELATED_INSIGHTS

Recommended reading for revenue leaders.