Seven steps from audit to a system you own.
Implementation runs 12–16 weeks, followed by approximately 30 days of stabilization. Every phase produces a written artifact you keep, and the engagement can run entirely asynchronously.
Phase durations depend on the architecture agreed in step two and are documented in the implementation plan before work begins.
- Step 01
Revenue Audit
Analyze acquisition, conversion, CRM, routing, follow-up and attribution as they operate today, and identify where revenue leaks between them.
Output- Current-state map
- Revenue leakage findings
- System inventory
- Implementation priorities
- Step 02
Architecture
Define the target revenue infrastructure, the systems of record, the handoffs between them, and a sequenced implementation plan.
Output- Target architecture
- System-of-record decisions
- Integration map
- Data model
- Implementation sequence
- Step 03
Build
Configure systems, integrations, conversion surfaces and workflows against the approved architecture.
Output- CRM configuration
- Conversion surfaces
- Routing logic
- Automation
- Integrations
- Step 04
Migration & Integration
Connect the relevant platforms and migrate the data required for the new structure to operate correctly.
Output- Migrated records
- Connected systems
- Validated mappings
- Migration log where applicable
- Step 05
Launch
Deploy the core infrastructure and move live traffic and live opportunities onto it.
Output- Production deployment
- Live routing
- Active workflows
- Production tracking
- Step 06
Stabilization
Monitor, test, fix edge cases and optimize handoffs for approximately 30 days after launch.
Output- Issue resolution
- Edge-case correction
- Handoff optimization
- Monitoring
- Step 07
Handover / Ongoing Optimization
Documentation is delivered and the implementation is yours to operate. Continuing optimization is scoped separately and is optional.
Output- Handover documentation
- Client owns the implementation
- Ongoing optimization optional
- No lock-in
The chain reviewed in step one.
Each handoff between demand generation and closed revenue is examined for where opportunities stop moving.
- 01Acquisition
Paid, organic, referral and outbound demand arriving from every channel you already pay for.
- 02Conversion
Websites and landing pages built as conversion surfaces, not brochures.
- 03Capture
Forms, calls and messages captured with source data attached from the first touch.
- 04CRM
One record structure for contacts, companies and deals, with lifecycle stages that match reality.
- 05Routing
Qualification and assignment by territory, service area, value and availability.
- 06Follow-up
Email, SMS and messaging sequences that run without anyone remembering to send them.
- 07Booking
Scheduling connected to calendars and to the right representative.
- 08Sales pipeline
Stages, tasks and triggers that keep opportunities moving instead of aging.
- 09Attribution
The reporting path from acquisition source to closed revenue.
Dependencies that set the schedule.
Implementation timelines assume these are in place. Delays on any of them move the plan, and that is stated in writing rather than absorbed silently.
- A named decision maker who can approve architecture and scope
- Administrative access to the systems in scope
- Current process documentation, or time with the people who hold it
- Agreement on definitions: qualified lead, opportunity, closed won
- A single channel for written approvals, so decisions are traceable
Step one is the Revenue Audit.
Receive a structured review of the systems between demand generation and closed revenue.