Services & Pricing

The right engagement
for where you are.

Start free. The audit data tells us exactly which engagement makes sense — and what to tackle first.

Three Ways to Work Together

Every engagement starts
with evidence, not assumptions.

📋
Revenue Engine Audit™
Free
$2,500 value · Instant report · No email required
  • 33 diagnostics across 8 revenue areas
  • Score out of 165 with tier classification
  • Estimated annual revenue leakage in dollars
  • Critical gaps with pre-written recommendation blocks
  • Personalized 90-day action plan
  • Downloadable branded PDF report
Take the Free Audit →
No credit card. No obligation.
Most Popular First Step
🎯
Revenue Strategy Session
$497
USD · 30 minutes · Credited toward retainer
  • Full audit review with Stephen — live, on Zoom
  • Deep-dive into your top 3 revenue gaps
  • 90-day implementation roadmap built together
  • Priority sequencing — what to fix first and why
  • $497 credited to Month 1 if you proceed
  • Session recording provided
Start with the Audit First →
Booking opens after completing the audit.
⚡
Fractional Sales Operations Retainer
$1,600
USD / month · 36 hours included · Cancel anytime
16
Hrs Live
20
Hrs Delivered
  • CRM audit, build & optimization
  • Lead funnel — automated & repeatable
  • KPI dashboards & live reporting
  • Process documentation & playbooks
  • Sales automation (Zapier, Coefficient)
  • Weekly coaching & team enablement
  • Cross-functional alignment
  • Territory & account management
Start the Retainer →
$497 strategy session credited toward Month 1.
The Math
$1,600/month vs. $12,500+/month for a full-time Sales Manager
Same output. No benefits, no onboarding time, no 6-month ramp. Deliverables start in Week 1.
What Gets Built

Implemented deliverables — not advice.

Every item below is a configured, documented, running system your team owns after the engagement.

⚙️
CRM Architecture & Configuration
Pipeline stages with entry criteria, deal routing rules, activity automation, and data hygiene standards. Configured and live.
PipedriveHubSpotSalesforce
🎯
Lead Funnel System
End-to-end funnel from capture to close. Lead scoring, routing, nurture sequences, and conversion tracking. Automated at every stage.
ZapierCoefficientCRM Native
📊
KPI Dashboards & Reporting
Live pipeline visibility, conversion rates, deal velocity, CAC, win rate, and revenue forecast. No more weekly Excel exports.
TableauMicrosoft 365CRM Native
📋
Sales Playbooks & Documentation
Onboarding guides, objection handling scripts, ICP definitions, qualification frameworks, and territory coverage plans. Written once, used forever.
ConfluenceSharePoint
⚡
Process Automation
Eliminate manual data entry, enforce follow-up cadences, connect your tool stack. Every repetitive task identified and automated.
ZapierCoefficientMake
🗺️
Territory & Account Management
Strategic territory design, account tiering, whitespace analysis, and distributor volume forecasting. Coverage maximized, not based on history.
TableauCRM Native
The Difference

Consultant vs. implementer.

✗ Typical Sales Consultant
  • Delivers a slide deck with recommendations
  • You implement (or don't) after they leave
  • Generic frameworks applied to your situation
  • Engagement ends — no running systems remain
  • Charges $250–500/hr for advice
  • No accountability for results
✓ This Engagement
  • Delivers configured, running systems
  • Stephen implements — you approve and own it
  • Built specifically for your CRM, team, and industry
  • Engagement ends — documented systems remain
  • $1,600/month for 36 hours of implementation
  • KPIs set in Month 1 — results are measurable
🛡️ Month-to-month · Cancel anytime · Deliverables are yours to keep

No lock-in.
Just results.

Every engagement is month-to-month. Cancel anytime. The CRM configurations, playbooks, dashboards, and automations you've received are yours regardless. The goal is systems that outlast the engagement — not dependency on a consultant.

Start with the Free Audit → Ask a Question on LinkedIn