A focused review of your revenue operations and pipeline.
A ninety-day diagnostic to roadmap for the revenue engine. CRM and data audit, pipeline and attribution fixes, a rebuilt go-to-market motion. Delivered with the DevriX team.
When this engagement makes sense
Pipeline coverage looks fine on paper and conversion does not move.
The CRM is technically present and operationally ignored.
Marketing and sales argue about attribution every month and nobody wins.
Forecast accuracy is below 70% and the CEO has stopped trusting the number.
A new motion (outbound, partner, PLG) was launched without the operating system to support it.
The board wants a defensible go-to-market story before the next round or exit.
Most mid-market revenue problems are not a lead problem. They are a systems problem: broken attribution, a CRM no one trusts, handoffs that drop deals, a forecast nobody believes. More leads into a leaky system makes the leak worse. The fix is upstream.
The deliverables
Revenue diagnostic
A written read on where the revenue engine is leaking. CRM hygiene, pipeline integrity, attribution model, handoff points, forecast reliability. Scored, sourced, and ranked by EBITDA impact.
Prioritized roadmap
A 90-day sequence of fixes with effort, owner, and expected lift. Quick wins separated from structural changes. Tied back to the EBITDA bridge if there is one.
CRM and data layer rebuild
Where the diagnostic surfaces it, the DevriX team executes: object model, automation, reporting, integrations. Not a deck; running infrastructure.
Attribution and reporting
A single source of truth for pipeline, conversion, and revenue. Dashboards leadership actually opens.
GTM motion rewrite
ICP refresh, messaging tightening, sales process redesigned around the corrected funnel. Trained into the team, not handed to them.
Optional retainer conversion
The sprint can roll into a 6 to 12 month operating retainer once the engine is running. You keep the senior judgment and the execution capacity in one relationship.
The engagement
Diagnose
CRM and data audit. Pipeline review. Conversion analysis by stage and source. Management and sales interviews. Customer call sampling.
Decide
Findings reviewed with leadership. Roadmap prioritized. Workstreams scoped with DevriX. Decisions made on what gets fixed, what gets killed, and what gets parked.
Deliver
The first wave of fixes ships. CRM cleaned. Attribution stood up. GTM motion retrained. Weekly revenue review installed. The team can operate the system without us by week 13.
A good fit if
- PE-backed mid-market companies under-performing on the revenue thesis.
- Growth-stage CEOs preparing for a round or an exit.
- Sponsors who suspect the GTM team has built around a broken operating system.
- Portfolio companies post-merger with two CRMs and no single funnel.
Probably not if
- —Pre-revenue companies still searching for product-market fit.
- —Companies that need a head of sales hire more than a system fix.
- —Boards looking for a slide on AI in the GTM stack with no intent to execute.
Forecast accuracy from 58% to 84% in one quarter.
A PE-backed B2B services company had a $40M ARR engine and a CRM that everyone routed around. The diagnostic surfaced three structural problems and twelve hygiene problems. The DevriX team rebuilt the object model and reporting in six weeks. The GTM motion was retrained against a corrected funnel in four. Forecast accuracy hit 84% the quarter the rebuild went live. The retainer continued for the rest of the hold.