Complete System Design

This is the system your next hire inherits.
Not the mess they have to clean up.

You cannot scale effort. You can only scale systems. Architecture designs a complete revenue operating system: lifecycle stages, CRM configuration, stack integration, reporting, and cross-functional alignment.

Start with a free assessment Book a discovery call →
Fixed fee 8-16 weeks Complete system design 30-day stabilization
See the full methodology →
For companies ready to scale

Architecture is for companies who need the whole system rebuilt, not just targeted fixes. If you only need 2-5 specific repairs, start with Optimization. If you're not sure what's broken, start with the Diagnostic.

01

Six layers of your revenue operating system.

Right now, every new hire requires you to explain how things work. After architecture, the system explains itself.

System Blueprint
1
Clean foundation Every record means one thing. Every field has a purpose.
Wk 1-2
2
Pipeline you can trust Stages that reflect how your buyers actually buy.
Wk 3-4
3
Reps sell, not administrate Routing, sequences, and SLAs handle themselves.
Wk 5-8
4
Numbers your board believes Dashboards built for decisions, not decoration.
Wk 9-10
5
Tools that talk to each other One system of record. No copy-paste between tabs.
Wk 11-13
6
Runs without you Your next hire reads the playbook, not your Slack history.
Wk 14-16
Revenue Operating System
02

Six phases. A complete system in 8-16 weeks.

From full system audit through migration, training, and 30-day stabilization. Nobody wakes up to a system they don't recognize.

Engagement Timeline
1

Discovery

Full system audit. CRM access, stakeholder interviews, process mapping, stack inventory.

Week 1-2
2

Architecture Design

Lifecycle stages, lead-to-revenue process, data model, integration map. Every design decision documented.

Week 3-4
3

CRM Build

Properties, pipelines, automation, routing rules. Built in sandbox, tested against real scenarios.

Week 5-8
4

Reporting Layer

Dashboards, reports, and alerting that surface the metrics leadership actually uses for decisions.

Week 9-10
5

Migration

Cutover from old system to new. Data migration, team training, parallel-run period.

Week 11-13
6

Stabilization

30-day post-launch support. Fix edge cases, tune automation, validate reporting accuracy.

Week 14-16
03

A revenue system that scales without you.

Not a plan. A working system. Documented, tested, and transferred to your team.

Deliverables

Architecture blueprint

Complete system design document. Data model, process flows, integration map, automation logic.

Built CRM system

Pipelines, automation, routing, all implemented and tested in your production environment.

Reporting dashboards

Pipeline, forecast, conversion, and health dashboards. Built for the metrics leadership reviews.

Operations playbook

How each process works, who owns it, how to modify it. Written for your next RevOps hire.

Architecture is the foundation. Advisory keeps it healthy as the business grows.

1
Diagnostic
$3,500+
2
Optimization
$8,500
3
Architecture
$18,000+
4
Advisory
From $397/mo
04

Fixed price. Complete system.

No hourly estimates. No scope ambiguity. The investment covers discovery through stabilization.

$18,000+
Fixed fee · 8-16 weeks
  • Full system discovery and audit
  • Architecture blueprint document
  • CRM build (pipelines, automation, routing)
  • Reporting dashboards
  • Data migration and team training
  • 30-day post-launch stabilization
  • Operations playbook
05

Frequently asked

How do I know if I need Architecture vs. Optimization?
Optimization fixes 2-5 specific breakdowns. Architecture redesigns the entire system. If your CRM was set up for a different stage of business and you're about to scale, Architecture is the right fit.
Will this disrupt our current operations?
The build happens in sandbox. Migration includes a parallel-run period where both systems operate simultaneously. Nobody wakes up to a system they don't recognize.
What happens after the engagement ends?
You own everything. The operations playbook documents every process, automation rule, and design decision. Many clients add an Advisory retainer for ongoing calibration.
What if the scope changes during the project?
Scope is defined during Discovery and documented in the architecture blueprint before any building starts. If something genuinely new surfaces, we discuss it transparently.

Build the system once.
Scale it forever.

Start with the free scorecard to see where your system stands, or go straight to a conversation about what you need.

Start with a free assessment