Sales systems for IT and SaaS — built, installed,

handed over

Four services that connect into one system: strategy, account growth, operations, outbound. Most companies don't need all four. They need the one where revenue is actually leaking, and that's rarely the one they suspect.

20+ yrs in B2B sales for IT/SaaS   ·   Operators, not consultants   ·   Strategy + infrastructure in one team

FIND THE LEAK
Four services, because there are four places it breaks
Revenue problems look identical from the outside - the number is short. Underneath they're four different failures, and each needs a different fix. Hire SDRs when the problem is your ICP and you've scaled the wrong motion. Buy a CRM when reps each sell their own way and you've digitised the chaos.
REVENUE SYSTEM · FLOW DIAGRAM
TARGET
REACH
CONVERT
RETAIN
LEAK DETECTED AT: TARGET
Sales Strategy & GTM
Activity is high and nothing converts, which usually means the target itself is undefined. When the ICP isn’t fixed and the funnel math is guesswork, every decision below it is made in uncertainty, and more effort just moves faster in the wrong direction.
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REVENUE SYSTEM · FLOW DIAGRAM
TARGET
REACH
CONVERT
RETAIN
LEAK DETECTED AT: REACH
AI-Powered Outbound
Volume without replies is a channel and data problem, not a copywriting one. Generic sequences to unenriched lists, sent from domains that don’t land, produce exactly this. Signal-based targeting and real deliverability change the shape of the result.
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REVENUE SYSTEM · FLOW DIAGRAM
TARGET
REACH
CONVERT
RETAIN
LEAK DETECTED AT: CONVERT
RevOps & Sales Enablement
Deals that stall and forecasts you can’t trust point at the operating layer. Stages that mean nothing, reps each selling their own way, and no review rhythm – the strategy may be fine, it just isn’t reaching the floor.
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REVENUE SYSTEM · FLOW DIAGRAM
TARGET
REACH
CONVERT
RETAIN
LEAK DETECTED AT: RETAIN
Account & CS Management
Flat expansion and quiet churn mean you’re filling a leaky bucket. Retention and upsell need to be a deliberate motion with owners, playbooks and early-warning data – not something AMs get to when the quarter is calm.
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WHAT WE BUILD

Four pillars. One sales system

We're not a single-service shop. We design the strategy, install the infrastructure, ramp the people, and stay accountable to the number. Each pillar stands alone - but they're built to connect.

01 · TARGET
Sales Strategy & GTM

Start here if your team executes hard and revenue still won’t behave.

You don’t have a sales strategy – you have a pile of tactics. We install the three-level framework: who you sell to, how you win, how you execute. ICP with a scored FIT model, funnel math worked backwards from the revenue target, and quota that comes from the model instead of last year plus 20%.

YOU WALK AWAY WITH

Scored ICP + Account Tier Matrix · Revenue Generation Plan · acquisition model and funnel math · positioning and comp plan · review triggers.

02 · REACH
AI-Powered Outbound

Start here if outreach volume is up and replies are near zero.

The spray-and-pray era is over – buyers stopped reading generic email years ago. What works now is signal-driven: trigger events, enriched data, real personalisation at scale, and deliverability that actually lands. GTM engineers build it in Clay, HeyReach and your CRM – qualified pipeline without the SDR headcount tax.

YOU WALK AWAY WITH

Signal and trigger map · Clay enrichment workflows · warmed sending infrastructure · LinkedIn + email sequences · reply handling routed into CRM.

03 · CONVERT
RevOps & Sales Enablement

Start here if the strategy is fine on paper and nothing survives contact with the team.

Two functions, one job: ops makes the machine efficient, enablement makes the reps effective. Without both, a good strategy dies in a CRM nobody updates and an onboarding doc nobody read. We install the pipeline discipline, the forecast rhythm, the playbook and the ramp programme – then hand ownership to your team.

YOU WALK AWAY WITH

Clean CRM and pipeline stages · forecast cadence with real coverage math · sales playbook · onboarding and ramp programme · tech stack rationalisation.

04 · RETAIN
Account & CS Management

Start here if you’re winning new logos and quietly losing the base.

Median SaaS NRR sits around 104%. The companies trading at several times the multiple are at 120%+. That spread isn’t a customer-success problem – it’s a missing sales motion. We build expansion as a deliberate motion with owners, playbooks and early-warning data, not as something AMs do when they have spare time.

YOU WALK AWAY WITH

AM org design and comp · expansion playbooks · QBR framework · health scoring model · churn early-warning dashboards.

FIRST

Strategy defines the target

ICP, motion, pricing, funnel math. Everything downstream inherits these assumptions – including the bad ones.

THEN

RevOps makes it measurable

A strategy you can’t instrument is an opinion. Clean stages and a forecast rhythm turn it into a system.

THEN

Outbound fills the top

Automation amplifies whatever process exists, including a broken one. Point it at a validated ICP and it compounds; point it at a guess and it scales the guess.

LAST

Account management compounds the base

Found → won → retained → expanded. Skip the last step and you’re filling a leaky bucket faster.

HOW THEY FIT TOGETHER

The order matters more than the effort

You can buy these separately. Run them out of order and they cancel each other out.

"Most companies optimise execution when the leak is in targeting. The audit exists to stop you spending a quarter on the wrong layer."

Serg Panasenko · Founder, Sales Planet

DXC Technology · KPMG · Creatio · Case IH · Reply.io · SPD Technology · Intellectsoft · PandaDoc · SoftServe · Hyundai

ALUMNI OF

WHY US

Sales pros first. GTM engineers by design

Most firms are one or the other - strategists who hand you a deck, or automation shops that spin up tools nobody owns. You get both, plus people trained to run it after we leave.

Sales pros first. GTM engineers by design

Most firms are one or the other - strategists who hand you a deck, or automation shops that spin up tools nobody owns. You get both, plus people trained to run it after we leave.

Built for IT services and SaaS

Not generic sales consulting. We know the NRR benchmarks, why outsourcing motions broke, and which AI tooling actually moves pipeline.

Strategy plus execution

Sales pros design it, GTM engineers build it, your team owns it. No decks abandoned on a shared drive.

HOW WE ENGAGE

Five ways to work with us

Most clients start with the Sales Audit - the lowest-friction way to know what's broken before committing to anything bigger.

MODEL BEST FOR SHAPE
Sales Audit You’re not sure where the leak is 4-week diagnostic. Written report, prioritised actions, 90-day roadmap
AdHoc One specific, time-sensitive problem Focused analysis and fixes – dead channel, GTM validation, conversion drop
Retainer You need sales leadership, not a full-time hire Fractional leadership: strategy, talent, ops, key accounts
Time & Material Defined project scope Hiring processes, interviewing reps, workshops, system builds. Hourly
Board Advisor Oversight, not delivery Strategic guidance and practical review of the BD function

COMMON QUESTIONS

Before you pick a service

Which service do we need first?

The audit is how 95% of our clients enter. 4 weeks, written report, no obligation to continue. You walk away knowing exactly where your sales system is losing money - and what to fix first.

Yes, and many clients do - a Clay build, a CRM rebuild, an ICP redefinition. We'll tell you upfront if a single service won't hold on its own. Outbound built on an unvalidated ICP is the most common example: it works mechanically and produces nothing.

Work with it. We design the system and install the infrastructure, then train your people to own and run it. Fractional leadership is available on retainer, but the goal is always a team that operates without us.

An agency runs the motion for you and owns the knowledge - when the contract ends, so does the capability. We build the system inside your company, document it, and hand it over. Different economics, different exit.

Rarely. The frameworks are portable, but the value is in the specifics - NRR benchmarks, outsourcing buyer behaviour, which tools work in a technical sale. In a market we don't know, we'd be a generic consultancy, and there are plenty of those.

Foundational changes: ICP, motion, pricing, territories - typically show in pipeline quality within a quarter and in closed revenue over two to three. Ops and enablement fixes show faster; strategy changes are gated by your sales cycle length.

Not sure where the leak is? Start with the audit

Four weeks, a written report, no obligation to continue. You walk away knowing exactly where your sales system loses money, and what to fix first.

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