Consulting
Know your number. Trust it. Plan for it.
Find the money you’re losing, fix it, and prove it paid off. A fixed price in writing before anything starts. Stop after any step.
Three results. Start anywhere.
From a plan on paper to a plan that pays off.
Next year’s plan, ready for approval
$4,950 when your free call is by December 1, then $7,500
Quotas that add up to your number, and the same target pay for the same role.
Get StartedYour plan, rolled out
Fixed price, quoted after your review call
A page for every rep, the hard talks in the right order, and the first quarter checked.
Talk It ThroughFind out what you’re losing
$25,000–$45,000 for the year
Every leak found and priced from your own records, then re-measured all year.
See the YearThe year I went looking
Nearly $4 million had dropped out of the pipeline. New sales that year were $2 million.
We were losing twice what we won. Nearly 800 warm leads came in that year, and fewer than 150 closed. Nobody had defined a good follow-up. One rep wasn’t working his leads at all.
None of it was hidden. It was all in the CRM. Nobody went looking. Including me, for years.
That’s the work I do now: go looking, put a dollar figure on what I find, and say what can be fixed with what you already have.
Adapted from the introduction to Silent Revenue Killers
What you get
Every leak in dollars, ranked by what pays back first.
Every finding has an owner (a role, never a name) and a mark: verified, estimated or not priced.
Software nobody logs into
An expense you can cancel. It is not revenue, and I won’t call it that.
$68,000 a year
A cost you can stop paying
Ranked third because it pays back fastest, not because it is the biggest number.
Illustrative: a made-up company, not a client result.
The year, step by step
A report, then a year of checking that it paid off.
One fixed price for the year, from $25,000. See pricing. Nothing hourly.
What makes this different
I check your CRM, your spending and your sales team. Most reviews check one of the three.
74 checks on HubSpot, 92 on Salesforce, plus what the CRM never sees.
| What gets examined | Me | A CRM or RevOps review | A billing recovery audit |
|---|---|---|---|
| Inside the CRM — sampled from 74 scored checks on HubSpot, 92 on Salesforce, which adds demand generation and support | |||
| Duplicate and incomplete records | In scope | In scope | Not covered |
| Pipeline stage definitions | In scope | In scope | Not covered |
| Dead deals sitting open in the forecast | In scope | Partly | Not covered |
| Forecast reliability | In scope | In scope | Not covered |
| Lost reasons actually recorded | In scope | Partly | Not covered |
| Deals with no owner, or an owner who left | In scope | Partly | Not covered |
| Whether a renewal pipeline exists at all | In scope | Not covered | Not covered |
| Line items reconciling to deal amount | In scope | Partly | In scope |
| Work the system asks reps to do by hand | In scope | In scope | Not covered |
| Leads handed to sales and never worked | In scope | Partly | Not covered |
| Marketing-to-sales handoff | Partly | In scope | Not covered |
| How your systems connect to each other | Not covered | In scope | Not covered |
| Lifecycle stages and lead scoring | Not covered | In scope | Not covered |
| Outside the CRM | |||
| Customers who left, priced against the base | In scope | Not covered | Not covered |
| Whether expansion is hiding churn | In scope | Not covered | Not covered |
| Software licenses nobody opens | In scope | Not covered | Partly |
| Work delivered and never invoiced | In scope | Not covered | In scope |
| Underbilling against the contract | Partly | Not covered | In scope |
| Stale renewal pricing | Partly | Not covered | In scope |
| Discount given away at the close | In scope | Not covered | Partly |
| Commission paid on renewals that took no selling | In scope | Not covered | Not covered |
| Customers who renewed but spent less | In scope | Partly | Not covered |
| People and capacity — workload by territory, what turnover costs, and selling time | |||
| Equitable territories and opportunities | In scope | Not covered | Not covered |
| Rep attrition priced as lost revenue | In scope | Not covered | Not covered |
| Selling time lost to system upkeep | In scope | Partly | Not covered |
Almost nobody puts a dollar figure on the sales team itself. Weak rep, or thin territory? What does it cost when a good rep quits? I price those.
Plain terms
How I work.
- One price, in writing, before anything starts. Nothing hourly.
- I don’t sell software, and I take nothing for referrals.
- The report comes first. Its ranking doesn’t change after.
- You choose who does the fixes: your team, someone you trust, or me.
- Consulting is provided through MetrixGrove, the revenue consulting firm I co-founded, under its own written agreement. The sales plan sessions come from Randall Revenue Reset LLC.
- Built for B2B companies, usually $10M to $100M in revenue. Smaller? Ask.