DOES ANY OF THIS SOUND FAMILIAR?
The number is visible.
The truth behind it isn’t.
Maybe pipeline looks healthy, but bookings keep missing. The forecast changes depending on who presents it. Or leadership knows something isn’t working, but nobody can agree on why.
01
The forecast can’t be defended.
Leadership sees the number, but doesn’t trust what is behind it.
02
Pipeline looks fine. Revenue doesn’t.
Volume is masking stalled, aged, or low-evidence opportunities.
03
The systems tell different stories.
Sales, Finance, Customer Success, and the CRM disagree on what is true.
04
The team is busy. The constraint isn’t obvious.
More activity isn’t producing more predictability.
05
Leadership has competing explanations.
Volume is masking stalled, aged, or low-evidence opportunities.
06
Something changed.
A new leader, investor, market, or sales motion exposed weaknesses that weren’t obvious before.
CLARITY BEFORE ACTION
You don't need another dashboard.
You need to know what is actually happening.
Revenue problems rarely begin where they show up. A missed forecast may actually be a qualification problem. Weak pipeline may be a targeting, capacity, or conversion problem.
The purpose of the Sprint is to separate symptoms from causes before your team spends time and money fixing the wrong thing.
One clear view of the problem.
Within 5 business days.
I work backward from the decision leadership needs to make and follow the evidence through the revenue system.
The objective isn’t to audit everything.
It’s to identify what matters.
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Pipeline quality and movement
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Forecast methodology and inspection
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Funnel conversion
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Sales stages and qualification
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ICP and segmentation
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Territory and capacity assumptions
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CRM architecture and reporting logic
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Revenue definitions and data quality
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Customer and renewal signals
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Management cadence and ownership
WHAT YOU GET
Evidence you can act on.
A plan your team can use.
01
Executive Diagnostic
A working session to understand what leadership is seeing, where confidence breaks down, and which decisions are being affected.
04
Priority Actions
The three to five changes most likely to materially improve the situation.
02
Revenue System Review
Focused analysis of the data, process, systems, and operating assumptions surrounding the problem.
03
Findings
A clear explanation of what I believe is happening, what the evidence supports, and where uncertainty remains.
05
30 / 60 / 90-Day Path Forward
A practical plan showing what should happen next, in what sequence, and who should own it.
06
Executive Readout
A working session with leadership to review the findings, challenge assumptions, and agree on the path forward.
HOW IT WORKS
From the executive question
to the next decision.
DAY 1
Frame the problem
Leadership diagnostic and identification of the decisions that need better evidence.
DAY 2
DAY 3
Follow the signal
Review the relevant pipeline, CRM, reporting, processes, assumptions, and operating mechanics.
Make the decision visible
Findings, priorities, recommendations, and an executive readout with leadership.
SELECTED EVIDENCE
I’ve spent 18+ years working inside revenue systems.
Across founder-led, growth-stage, and private-equity-backed technology companies, I’ve helped leadership teams understand why revenue wasn’t behaving the way they expected and install better ways to operate.
Jason Dommel / RevIntel
90%
$5.4M
$4.33M
31,000+
Forecast accuracy achieved
Pipeline surfaced through conversation intelligence
Stalled pipeline isolated
Sales conversations analyzed for customer and revenue signal
Selected results from prior work. Each engagement is different; these are not five-day Sprint outcome guarantees.
WHO THIS IS FOR
This is probably not the right engagement if you’re simply looking for extra Salesforce administration, dashboard production, or staff augmentation.
For leaders who need
evidence before action.
Find the evidence.
Make the decision visible.
Fix the underlying system.
A focused diagnostic.
Something important isn’t adding up.
Leadership needs an independent point of view.
The business has data, but not enough clarity.
Recent change has exposed weaknesses in the revenue model.
You want evidence before committing to a larger transformation.
You need someone who connects the executive question to the underlying systems.
START WITH WHAT'S HAPPENING
THE ENGAGEMENT
You don’t need to diagnose the problem before reaching out.
$3,500
Tell me what you’re seeing, what’s changed, or what doesn’t make sense. I’ll help determine where to start.
If the diagnosis reveals a larger issue, RevIntel can help design, build, or operate the solution. Either way, you leave knowing what your team should do next.
Fixed fee - Paid upfront
Results within five business days. Defined scope.
No long-term commitment.
Start with a free conversation to confirm fit.