CRM-agnostic RevOps • Decision support

Pipeline clarity.
Forecast trust.
Decision confidence.

When leadership can’t trust the numbers, decisions stall. I restore clarity in days — without changing tools.

Book a 15-min clarity call

No pitch. No obligation. Leave with clarity.

Salesforce HubSpot Odoo Zoho CRM-agnostic

No CRM implementation. No tools sold. Fixed-scope, short engagements.

Who this is for — and who it’s not

A fast filter to reduce noise and protect focus.

For

  • CEOs, founders, and Heads of Sales in B2B teams
  • SaaS or services companies (11–200 employees)
  • Teams with a CRM but low trust in the forecast
  • Leadership needing clarity before scaling
  • Situations where dashboards exist, but confidence doesn’t

Not for

  • CRM implementation or tool replacement projects
  • Growth hacks, motivational content, or “sales coaching”
  • Influencers, freelancers selling services to each other
  • Teams seeking automation first (before clarity)
  • Anyone looking for a “quick win” story instead of reality

What breaks when clarity is lost

Common symptoms when pipeline hygiene degrades and forecasts become guesswork.

Unreliable pipeline

Decisions based on assumptions, not facts.

Forecast guesswork

Commit numbers debated instead of trusted.

Deal slippage

Revenue pushed month after month without explanation.

Decision gridlock

Leadership stuck in analysis instead of action.

The 7-day CRM-agnostic framework

Same structure every time — adapted to your context, not your tools.

1

Pipeline Reality Check

Deliverable: Clean pipeline + % truly actionable deals.

2

Forecast Trust Audit

Deliverable: Credible 30/60/90-day forecast + risk map.

3

Governance Reset

Deliverable: Simple rules leaders can enforce without consultants.

4

Decision Map

Deliverable: What can be decided now vs what cannot.

Engagement options

Short, fixed-scope, decision-focused engagements. No implementation. No tools sold.

Audit Only Starter

€1,200 / FR £1,100 / UK

For leadership teams needing fast clarity.

  • Pipeline + forecast reality review
  • Clear verdict on what’s usable
  • 30-day action plan + priorities

Audit + Fix Best Seller

€1,900 / FR £1,650 / UK

For teams where pipeline issues block decisions.

  • Audit + CRM quick wins (stages, hygiene, rules)
  • Forecast 30/60/90 visibility restored
  • Simple governance leaders can run

Audit + Fix + Enablement Premium Light

€2,900 / FR £2,450 / UK

For teams preparing the next growth phase.

  • Everything in Best Seller
  • 1h team enablement session
  • Weekly governance template + scoring baseline

What happens after the call

A calm, low-friction next step — or nothing at all.

1

Quick context alignment

We clarify your situation and what’s currently uncertain.

2

Clarity check

We identify where pipeline and forecast trust is breaking down.

3

Next step (or nothing)

If relevant, we pick the smallest engagement that restores clarity.

Book a 15-min clarity call

CRM-agnostic. No implementation. No tools sold.

Book your 15‑min clarity call

No pitch. No obligation. Clarity first.