Ongoing Partnership

Think of us as your fractional RevOps leader.
Without the overhead of a full-time hire.

Systems evolve. Markets shift. Your revenue operations need someone watching. Advisory provides monthly calibration, forecast validation, and early warning signals.

Start with a free assessment Book a discovery call →
Month-to-month after 90 days From $397/mo Monthly calibration
See the full methodology →
After the structural work

Advisory clients typically start with a Diagnostic or Optimization engagement. The retainer keeps the system healthy after the structural work is done. 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
ADV+Guided
$397/mo
  • Monthly operating review
  • Workspace calibration
  • Benchmark updates
  • Email support
  • Quarterly trend report
Advisory Retainer
$2,500/mo
  • Everything in ADV+Guided
  • Weekly strategy sessions
  • CRM configuration changes
  • Process optimization
  • Forecast validation
  • Priority Slack/email access
02

Your Monday morning, with an advisory retainer.

Four metrics tracked continuously. Twelve months of health data. Problems surface while they're still fixable.

Console Health Dashboard Live
Pipeline Health
0 ▲
Forecast Accuracy
0 ▶
Handoff SLA
0% ▲
Data Quality
0 ▼
System health over 12 months
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F
M
A
M
J
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A
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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 structured review, validated forecasts, early warnings, and evolving benchmarks.

Monthly Deliverables

Monthly operating review

Structured review of system health, conversion trends, and pipeline integrity. Prioritized by business impact.

Forecast validation

Independent forecast check against stage data. Catch gaps between commit and reality before the board does.

Early warning signals

Proactive alerts when metrics drift. Problems surface while they're still fixable.

Benchmark updates

Quarterly benchmark refresh against the growing Designate dataset. See how your function compares to real peers.

04

Advisory keeps the system healthy after the structural work.

No long-term lock. Month-to-month after the initial 90-day period. The low commitment is the trust signal.

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?
Not required, but recommended. Advisory is most effective when the foundational system is already solid. Most clients start with a Diagnostic or Optimization engagement first.
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?
ADV+Guided provides monthly reviews and benchmark updates. The Advisory Retainer adds weekly strategy sessions, hands-on CRM changes, and priority access.
Can I upgrade or downgrade between tiers?
Yes. Switch tiers at any monthly boundary with 15 days notice. Most clients start with ADV+Guided and upgrade when they see the value.

Systems evolve.
You need someone watching.

Start with the free scorecard to see where your system stands today.

Start with a free assessment