Ongoing Partnership

Systems don't fail suddenly.
They drift. Advisory catches it before your next board review.

The Console tracks every dimension. Advisory interprets the signals that matter and names what to close before it compounds. Monthly calibration, forecast validation, and proactive alerts.

Start with a free assessment Book a discovery call →
Monthly calibration Forecast validation From $397/mo
See the full methodology →
After the structural work

Advisory is most effective after structural work is done. It also works as a standalone instrument for teams with an existing system that needs ongoing calibration. Month-to-month after 90 days.

01

Choose the level of involvement you need.

Two tiers. One focused on monitoring and review. One that includes hands-on system changes.

Advisory Tiers
Guided Advisory
For teams that need visibility and interpretation.
$397/mo
  • Monthly operating review
  • Workspace calibration
  • Benchmark updates
  • Email support
  • Quarterly trend report
Advisory Retainer
For teams that need visibility and execution.
$2,500/mo
  • Everything in Guided Advisory
  • Weekly strategy sessions
  • CRM configuration changes
  • Process optimization
  • Forecast validation
  • Priority Slack/email access
02

The Console shows what's changing. Advisory tells you what to do about it.

Four metrics tracked continuously. Twelve months of health data. Advisory names which signal to act on before it becomes a board conversation.

Console Health Dashboard Live
Pipeline Health
0 ▲
Forecast Accuracy
0 ▶
Handoff SLA
0% ▲
Data Quality
0 ▼
System health over 12 months
J
F
M
A
M
J
J
A
S
O
N
D
Data Quality dropped 8pts this month. Enrichment rules are stale. Review recommended before Q1 planning. 2h ago
03

Ongoing instruments, not one-time documents.

Each month you get what the board slide needs to show before it becomes a surprise.

Monthly Deliverables

Monthly operating review

Structured review of system health, conversion trends, and pipeline integrity. You leave every call with a prioritized list of what to change and why.

Forecast validation

Independent check of stage data against committed numbers. Catches the gap between what's in the CRM and what leadership is telling the board.

Early warning signals

Proactive alerts when metrics drift. You know about a pipeline problem in week two, not at the end-of-quarter debrief.

Benchmark updates

Quarterly benchmark refresh against the Designate dataset. Shows how your function compares to peers running similar operations.

04

Advisory keeps the system healthy after the structural work.

No long-term lock. Month-to-month after 90 days. Most clients know the value is real within the first quarter.

1
Diagnostic
$3,500+
2
Optimization
$8,500
3
Architecture
$18,000+
4
Advisory
From $397/mo
05

Frequently asked

Do I need to complete another service first?
Recommended for teams without an existing system. Advisory is most effective when the foundational structure is already solid. If gaps surface during onboarding that require project work, we scope that separately.
Can I use Advisory without completing a prior engagement?
Yes. Advisory works as a standalone instrument for teams with an existing system that needs ongoing calibration. The Console gives us shared visibility into your system health before every call. If structural gaps surface that require project work, we scope that separately.
What's the minimum commitment?
90-day initial period, then month-to-month. Cancel anytime after the first 90 days with 30 days notice.
What's the difference between the two tiers?
Guided Advisory is the visibility layer: monthly reviews, calibration, and benchmark updates. The Advisory Retainer adds hands-on work: CRM changes, weekly strategy sessions, and priority access for teams that need someone who can act, not just advise. Most clients start with Guided Advisory and upgrade when monitoring alone isn't enough.
Can I upgrade or downgrade between tiers?
Yes. Switch tiers at any monthly boundary with 15 days notice.

Systems evolve.
You need someone watching.

Take the free scorecard. See where your system stands today. Advisory keeps it there.

Start with a free assessment