How We Engage
We help industrial manufacturers and distributors close the commercial operations gap. Most engagements start small, with a fixed-fee review of the decision in front of you. Larger work follows only when the review shows it's worth doing.
Where Most Engagements Start
Four ways to begin, each scoped to one decision and priced as a fixed fee or a monthly retainer.
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A commitment-by-commitment reading of an integrator's contracted obligations against its own delivery documents, with budget and schedule exposure quantified. Fixed fee, one to three weeks.
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Build or buy, CPQ migration, or CRM and ERP fit, decided against how your quoting and order process actually works rather than against a demo. Fixed fee.
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One week for a sales leader in their first 180 days: what the commercial process actually does, where it leaks, and what to fix first. Fixed fee.
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Part-time leadership of sales operations and CRM for companies that need the function, not a full-time hire. Monthly retainer.
Larger Engagements
When a first review shows the gap is worth closing, these are the next steps.
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A four-to-six-week diagnostic for a value creation plan, a growth plan, or exit preparation.
We pressure-test the commercial engine across people, process, and platform, and deliver a clear verdict: what's broken, what the Manual Tax is costing, and a prioritized roadmap.
What We Assess
Pipeline health and forecast accuracy
CRM adoption and data integrity
Territory structure and account coverage
Quoting and pricing consistency
What you get: The commercial operations gap in dollars and a prioritized roadmap. Flat fee, with no downstream commitment.
Best for: New acquisitions in their first 12 months, founder-led transitions, commercial diligence before a sale, and companies weighing the complexity of an add-on.
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We build what the review or audit finds.
The findings set the scope, not a discovery phase that runs for months.
What we Implement
Commercial platform architecture (opportunity model, data model, record structure)
Territory management and account-based forecasting
Pipeline and forecasting for leadership and board reporting
Quote-to-cash process design and system integration
We work in Salesforce, including Sales Cloud, Service Cloud, Manufacturing Cloud, and Field Service. The platform serves the process, not the other way around.
How it works: Project-based, with defined milestones. Typically 8 to 16 weeks from kickoff to go-live.
Best for: Companies where the review is complete and leadership is ready to invest in commercial infrastructure.
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For companies that keep acquiring.
Every add-on creates a new commercial integration problem: a different CRM, different quoting, and a different territory structure. We provide a repeatable playbook for each acquisition and keep the platform current as the business grows.
What we provide
Commercial operations integration for each add-on, on a repeatable playbook
Ongoing platform administration and optimization
How it works: Monthly retainer with defined hours and deliverables. It scales with your acquisition pace.
Best for: Companies growing by acquisition, and PE firms executing a buy-and-build strategy, that need a dedicated commercial operations partner.
Tech stack rationalization and license cost reduction
Quarterly business reviews with your leadership team or PE operating partners
Start with a Conversation
Most engagements start with a 15-minute conversation and a fixed-fee review. You'll get a clear picture of what the gap is costing and how to close it.