For PE-Backed Portfolio

Aligns sales, marketing, customer success, and product on one funnel, one KPI set, and one governance cadence that actually runs.

• Shared definitions across every commercial function
• KPI framework with a named owner per metric
• Foundational: often the right starting point before other engagements

Not sales training. BANT and MEDDICC built directly into CRM opportunity types, stage gates, and KPI reporting.

• Deal-type segmentation: where BANT applies, where MEDDPICC applies
• CRM fields and opportunity-type triggers
• Stage-gate KPIs and a forecast review cadence

A fast, evidence-based read on pipeline health, straight from your CRM data, not from what leadership assumes is true.

• Opportunity aging, deal clustering, push-out analysis
• Risk-flagged list of which deals are real
• 3-5 prioritized fixes, ranked by effort and impact

One shared pipeline and forecast you can actually trust across every portfolio company, plus new cross-sell revenue between them.

• Cross-sell revenue did not exist before
• Forecast and win rate comparable across every company
• A governance cadence that survives past the engagement

Know whether Europe is worth it, and which country to pick, backed by real cost, ROI, and break-even numbers, before you commit budget or headcount.

• A validated go, no, or not-yet decision, not a slide deck
• Real cost, ROI, and break-even numbers for the recommended country
• A faster path to time-to-first-revenue once you commit

Design and launch of a channel program built to survive contact with quota pressure: segmentation, contracts, governance, and a phased launch.

• Ideal Partner Profile, value proposition, contract framework
• Territory rules, deal registration, incentive alignment
• Design, implement, and scale, with a named internal owner at handover