What We Offer
We integrate strategy, AI consulting, revenue operations, and CFO and FP&A support into a single operating system for your business. We identify bottlenecks across pricing, pipeline, process, and data. We redesign pricing and packaging, refine your go to market, and align handoffs across marketing, sales, success, and finance.
We build reliable data pipelines and executive dashboards, automate recurring workflows, and establish a weekly and monthly operating cadence. The result is clear signals, faster decisions, cleaner forecasts, and steady revenue growth driven by facts instead of guesswork.
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When the path isn’t obvious, we run short, surgical sprints that align leadership and unlock growth. We architect pricing, redesign GTM, and install an operating model with board-level decision systems, so every team knows what to ship next and why.
Projected Outcomes:
Strategy Sprint (2 weeks): Diagnose bottlenecks, prioritize the roadmap, and set the operating cadence.
Monetization Architecture: Tiers, usage/seat hybrids, discount & renewal mechanics that lift NRR.
GTM & RevOps Blueprint: Pipeline design, handoffs, attribution, partner motion, and playbooks.
Operating Model + KPI Tree: One source of truth from exec dashboard down to team scorecards.
Decision System: Cadence, meeting maps, and escalation paths that cut rework and drift.
Results: You receive a ruthless outside view, a confident plan you can take to the board, and fast early wins before a larger engagement.
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We become your quiet operating layer: RevOps, analytics, reporting, FP&A support, and automation care, under MNDA. You get a steady drumbeat of clean data, reliable forecasts, and the dashboards leaders actually use.
Projected Outcomes:
RevOps Run: Pipeline hygiene, lifecycle SLAs, attribution, QBR prep; weekly deal & funnel health.
Analytics & Reporting: Executive dashboards, self-serve views, alerts; “no surprises” close.
FP&A Support: Budgeting, forecasting, scenario models, variance analysis, and board packs.
Automation Care: SLA-backed maintenance for workflows/bots; change control and QA.
Trust & Security: MNDA first; role-based access, logging, retention; SOC2-lite posture.
What you get: A named lead, weekly ops rhythm, and tiered SLAs, delivering consistency at a fraction of the cost and coordination load of additional headcount.
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We don’t hand you slides, we build the stack. From data pipelines and executive dashboards to workflow bots and AI assistants, we remove manual work, shrink error rates, and speed up decisions.
Projected Outcomes:
Data Pipelines: Clean, modeled datasets that make reporting instant and repeatable.
Executive Dashboards: KPI walls that tie directly to actions; alerting for exceptions.
Workflow Bots: Intake, quote, invoice, collections, renewals; automated with audit trails.
AI Copilots: Task-level assistants for sales, finance, and ops with guardrails and governance.
Change & Training: Rollout playbooks, role-based enablement, and documentation your team keeps.
Approach: Process mining → prioritized backlog → 30/60/90 builds → stabilize and transfer or move to managed service.
48-Hour Rapid Diagnostic
In two days we establish a clean KPI baseline and a profit map, review pricing and packaging, and surface near-term growth moves across go-to-market and revenue operations. We identify quick automation wins that remove manual effort and specify an executive dashboard with the metrics that matter. You leave with a six-week action plan, a prioritized backlog, and clarity on what to build first.
Deliverables in 48 hours
Findings deck with a profit map and benchmark comparisons
Executive dashboard specification and data requirements
Six week action plan with owners and expected impact
Why it works
Fast clarity and a practical plan without a long engagement
Objective view across strategy, finance, and operations
Risk reduced by focusing on measurable moves first
CFO/FP&A Advisory
CFO / FP&A Advisory gives your leadership team a single source of financial truth and a forward view of the business. We design the operating cadence, models, and reporting that connect revenue, cost, and cash so decisions happen with confidence. The goal is simple: faster, clearer answers to “Where are we going, what will it take, and how do we get there with the least risk.”
Who it’s for
Founders, CEOs, and operators who need board-ready financials, a reliable forecast, and a finance engine that scales. Whether you’re building your first plan, professionalizing finance ahead of a raise, or tuning an existing model, we help you move from backward-looking reporting to forward-looking control.
Deliverables
Integrated 13-week cash model and 18-month driver-based forecast, tied to KPIs
Monthly close pack: P&L, balance sheet, cash flow, cohort/retention, unit economics
Revenue and margin bridge with pricing, mix, and volume attribution
Scenario planning toolkit (best/base/worst) with hiring & spend guardrails
Board-ready reporting and cadence; policies for budget, approvals, and variance control
Why it works
Decisions move from opinion to signals, every call grounded in metrics that matter
Forward view replaces rear-view: cash, runway, and capacity are Visible and actionable
Finance becomes a system your team can run without consultants, documented, repeatable, owned by you
Boardroom Strategy Sprint
We convene the right stakeholders, challenge assumptions, and redesign the operating model so strategy, pricing, and go-to-market work as one system. Expect a refined value proposition, a clear offer architecture, territory and channel design where relevant, and an execution cadence your team can run without consultants. The sprint closes with a board-ready plan, financial impact ranges, and the decision log to align leadership.
Deliverables
Production dashboards with documented data sources and ownership
Automations for handoffs, approvals, renewals, and reporting
A live playbook with standard operating procedures and change logs
Why it works
Measurable wins arrive early and compound over the term
Your team learns the system and can run it without heavy consulting
Every artifact is documented and owned by your organization
Implementation Retainer
We execute the roadmap with disciplined sprints. Data pipelines are built, dashboards go live, workflows and automations are deployed, and change management lands inside the business. Governance is simple: weekly standups, monthly executive reviews, and transparent delivery metrics. The outcome is measurable lift in revenue quality, faster cycle times, and a team that can sustain the system after we exit.
Deliverables
Production dashboards with documented data sources and ownership
Automations for handoffs, approvals, renewals, and reporting
A live playbook with standard operating procedures and change logs
Why it works
Measurable wins arrive early and compound over the term
Your team learns the system and can run it without heavy consulting
Every artifact is documented and owned by your organization
Next step
Tell us your priorities and systems. We will map week by week sprints and start with quick wins.
Why Leaders Bring In VTO
Internal teams are close to the work. We’re close to the pattern. We bring outside signal, a repeatable playbook, and the operating rhythm to turn ideas into lift. Every engagement starts with clarity, moves with disciplined sprints, and ends with a system your team can run without us.
Context
Rapid product growth created revenue noise: unclear packaging, uneven activation, and a dashboard nobody trusted.
What We Did
Rebuilt pricing and packaging, defined the activation path, implemented a lean RevOps spine, and shipped the first executive dashboard. Automation removed low-value tasks in success and sales.
Outcome
Material lift in net revenue retention, faster time-to-value for new customers, and a weekly executive readout that drove decisions instead of debates. Leadership gained a six-week backlog and a cadence the team still runs.
Client remark
“Two weeks in, we stopped guessing and started operating on signal.”
Context
Project work created unpredictable cash and overloaded teams. Pricing and scope were inconsistent across accounts.
What We Did
Productized the offer ladder, set clear SLOs, introduced utilization guardrails, and wired the quote-to-cash workflow. Finance got the reporting pack; sales and delivery adopted one playbook.
Outcome
Healthier retainers, smoother delivery, and a pipeline that matched capacity. The business now makes decisions with a forward view instead of a rearview mirror.
Client remark
“The operating model finally matches our ambition.”
Wondering what this looks like in your numbers and workflows?
Let’s map it in 15 minutes. We’ll outline your highest-impact path and whether we’re the right partner.
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