Revenue systems architecture & advisory
Designate helps B2B SaaS companies fix misaligned revenue systems — so leaders can trust their numbers, teams can execute consistently, and growth becomes predictable.
For revenue leaders and founders at B2B SaaS companies scaling from $5M–$50M ARR.
Leadership can't distinguish signal from noise. Pipeline reviews become status checks, not decision-making instruments.
Leaders get pulled into day-to-day execution just to regain visibility. Micromanagement replaces system trust.
Sellers spend more time navigating tools and workarounds than selling. Effort increases while results plateau.
Information lives everywhere — CRM, spreadsheets, Slack — but no single source reflects operating reality.
Leads slip between marketing, sales, and CS. Each team optimizes locally while end-to-end flow degrades.
What worked at $3M ARR actively resists the motions needed at $15M. The system evolved incrementally, not intentionally.
See where your revenue systems stand — in under 5 minutes.
Take the scorecardWe don't start with solutions. We start with a clear picture of where friction actually lives — then design systems that reduce it structurally.
Surface credible friction signals through structured executive conversation. Separate symptoms from root causes.
Map system-level breakdowns across forecasting, pipeline, handoffs, data, and accountability structures.
Architect solutions that address root constraints — not isolated symptoms — so execution gets lighter as you scale.
Every engagement begins with diagnostic clarity. No recommendations without understanding. No implementation without alignment.
We assess your CRM configuration, workflow design, reporting accuracy, and cross-functional handoffs to show you exactly where systems are creating friction — and what to fix first.
We rebuild your CRM, workflows, and dashboards based on diagnostic findings — cleaning data, redesigning pipelines, automating handoffs, and creating reporting you can trust.
We map your entire revenue motion, align KPIs to workflows to systems, and build the foundation that lets you scale without breaking — from lead to renewal.
For teams that want ongoing support after an engagement — monthly systems reviews, light CRM support, strategic advisory, and quarterly planning to keep systems aligned as the business evolves.
Monthly retainerScore your revenue operations across 5 dimensions in under 5 minutes. Get a personalized breakdown with specific recommendations — based on the same diagnostic framework we use with B2B SaaS clients.
Receive your results instantly — no sales call required.
Take the scorecard →Designate was founded by Nate Mutispaugh after 15+ years inside B2B SaaS revenue teams — selling, building GTM motions, designing CRM workflows, and watching strong people fail inside weak systems.
From founding-stage sales teams to scaling revenue organizations, Nate saw the same pattern: system misalignment creates friction that compounds silently — and the right structural interventions restore clarity, trust, and execution speed.
That experience spans CRM architecture across Salesforce and HubSpot, sales enablement programs built for distributed teams, and cross-functional work with CROs, VPs of Sales, and revenue leaders at B2B SaaS and technology companies.
Built and rebuilt pipelines, lifecycle stages, and data models in Salesforce and HubSpot — for teams that needed to trust what they were looking at.
Designed routing, automation, and cross-functional handoffs that reduced friction between marketing, sales, and CS.
Created dashboards and forecast models that leadership could actually use to make decisions — not just review in meetings.
Trained distributed sales teams on new systems, methodologies, and tools — because a system only works if people use it.
"Effort doesn't scale. Systems do."
If you're a revenue leader at a growing SaaS company and execution feels heavier than it should — let's talk. No pitch, no pressure. Just a clear conversation about whether this work makes sense for your situation.
A 30-minute conversation to understand what's happening in your revenue execution. We'll identify whether the friction you're experiencing is a people problem, a process problem, or a system design problem — and what the most useful next step would be.
No proposal on the first call. Just clarity.