Engagement Level 2

Commitment: 30 Day Diagnostic

No long-term commitment to begin.

Demonstrate strategy and initial results.

Investment: Project Based

Contact for scope of work conversation.

What's included:

• Full pipeline health assessment

• Sales process audit — what's documented vs. what reps actually do

• Tech stack review and tool adoption analysis with AI recommendations

• Team performance assessment

• Prioritized action plan with 90-day roadmap

Best for: Companies that need a clear picture before committing to a longer engagement.

Common Starting Points

Where Most Engagements Begin

• "Revenue has plateaued despite adding headcount" → Outside CRO engagement starting with R-IQ (Revenue-IQ) baseline and SOAP (Strategy On A Page) facilitation

• "Sales process varies by rep and nobody can forecast accurately" → Revenue Operations Review leading to process standardization and CRM buildout. Create and implement best practices and personalized outreach

• "Leadership has a strategy but the frontline isn't executing it" → SOAP workshop + 90-day coaching program

"AI tools have been purchased but nobody uses them"→Tech stack audit + adoption program built around R-IQ workflows

The Team

Our team of difference makers cover top-to-bottom of the sales organization if needed allowing for coaches at every level of the organization. We also have Fractional C-Suite Partners covering like-minded Fractional CFO's, CMO's, and COO's bringing strategic alignment with us.

Grant Hanson

Founder / Fractional CRO

Jon W.

VP of Sales (30+ Years experience)

Tyler H.

Director of Sales

Cal H.

Business Development