90-day engagement
A defined scope. A practical operating rhythm.
Turn fragmented technology, manual workflows and inconsistent revenue operations into reliable, measurable systems. Start with a scoped 90-day engagement—not an open-ended promise.
Days 1–30
Diagnose and agree
Map the systems, identify operational bottlenecks and agree priorities, ownership and a measurable scope.
Days 31–60
Implement
Put the agreed CRM improvements, workflows and technology controls into practice, with testing and documented handoffs.
Days 61–90
Optimize and decide
Review the evidence, refine what is working and decide what to continue, change or stop.
Before implementation
Understand the company before prescribing the plan.
Review the commercial model, customer journey and existing systems together. Use the evidence to prioritize the work—not a one-size-fits-all playbook.
Customer and offer
Ideal customer profile, buyer versus user, product readiness, differentiators, pricing and subscription structure.
Marketing history
Current paid and unpaid channels, previous experiments, observed results and why an approach was stopped.
Sales and customer journey
Estimated sales cycle, funnel stages, conversion baselines, objections, onboarding and follow-up ownership.
Systems and meaningful data
A list of your software and data sources first. Connections and access are arranged later, within an agreed scope.
Goals and resources
First-90-day success criteria, budget, available team capacity and implementation dependencies.
Ownership and approvals
Named decision-makers, sales responsibility, approval boundaries and a practical operating cadence.
What each stage produces
Days 1–30
Diagnose and agree
- Systems and workflow inventory
- Baseline measurements
- Approved scope and responsibilities
Days 31–60
Implement
- Prioritized implementation
- Workflow testing and exception handling
- Documentation and team handover
Days 61–90
Optimize and decide
- Measurement against the baseline
- Operational refinements
- Next-step recommendation
Agree the terms before the work.
The proposal sets out deliverables, measurements, responsibilities, dependencies, compensation and a capped scope. Projects and retainers are quoted by scope.
Delivery is assessed against the agreed work and baseline—not guaranteed revenue. At the end of 90 days, decide together what to continue, refine or stop.
How is the work priced?
Projects and retainers are quoted by scope. Deliverables, responsibilities, compensation and limits are agreed before work begins.
Do you guarantee revenue growth?
No. We commit to defined deliverables and measurement. Revenue depends on your offer, market, sales execution and other factors.
Is equity required?
No. Cash projects and retainers are the default. Cash-plus-equity partnerships are selective and require due diligence and signed terms.
What is outside the default scope?
Product development, specialist legal or compliance work, large creative projects and continuous helpdesk coverage are not automatically included.
Start with the bottleneck.
Let’s discuss your business, the systems involved and whether a scoped engagement is the right next step.