For teams ready to make their platform deliver.
What we do
Audit of platform, lead lifecycle, scoring & nurtures — complete, evidence-driven review of how leads move from first touch to revenue, identifying leak points, data gaps, and automation failures.
Redesigned scoring + MQL/SQL definitions sales will trust — new scoring model tied to behavior, firmographic fit, and revenue intent; clear MQL → SQL criteria aligned with sales workflows and SLAs so handoffs stop feeling like hand grenades.
Prioritized optimization roadmap — a tactical, time-boxed plan that sequences quick wins and high-impact engineering/ops work so you realize value fast and sustain improvement.
Deliverables
Platform audit report: data lineage map, funnel conversion diagnostics, playbook of broken automations, and heatmap of tech debt.
Lead lifecycle blueprint: canonical lifecycle stages, required fieldset per stage, event triggers, and SLA matrix for response and follow-up.
Scoring model: weighted attributes, decay rules, threshold bands (cold/warm/hot), validation tests, and open-source-style documentation for handoffs.
MQL/SQL definitions & acceptance playbook: pragmatic, sales-validated criteria, example cases, escalation flow, and a roll-back plan for early issues.
Nurture program catalog: segmented nurture journeys, content cadence, CTA sequencing, and KPIs per stream.
Prioritized roadmap: backlog with effort/impact scoring, RACI, milestones for 30/60/90 days, and measurement plan for lift.
How we work (short, honest, effective)
Two-week discovery sprint to validate telemetry, interview sales/CS/marketing, and run a sample scoring pilot.
Collaborative redesign workshops with revenue, ops, and engineering to build consensus (yes, we actually get sales to agree).
Rapid iteration: implement minimum viable scoring and one nurture flow in 30 days, then expand with A/B tests.
Practical governance: change control for scoring, monthly scorecard reviews, and a lightweight SLA cadence.
Expected outcomes
Clear, trusted signals: Sales accepts MQLs more often and conversion rates improve.
Less churn between teams: fewer disputes, faster lead follow-up, fewer lost handoffs.
Measurable revenue impact: improved SQL conversion, shorter sales cycles, and higher pipeline velocity.
A repeatable playbook: your team can sustain scoring rigor and continuous improvement without outside babysitting.
Who this is for
Mid-market and enterprise SaaS companies with existing marketing automation and CRM who see leads but not predictable revenue from them.
Teams that want a practical, measurable approach (not a theoretical model that lives in a slide deck).
Next steps
Book a 30-minute scoping session to share platform access, current conversion metrics, and one sales objection you hear most. We’ll return a custom 30/60/90 plan and a plug-and-play pilot brief.
We do the messy bits so your platform actually delivers.
For teams ready to make their platform deliver.
What we do
Audit of platform, lead lifecycle, scoring & nurtures — complete, evidence-driven review of how leads move from first touch to revenue, identifying leak points, data gaps, and automation failures.
Redesigned scoring + MQL/SQL definitions sales will trust — new scoring model tied to behavior, firmographic fit, and revenue intent; clear MQL → SQL criteria aligned with sales workflows and SLAs so handoffs stop feeling like hand grenades.
Prioritized optimization roadmap — a tactical, time-boxed plan that sequences quick wins and high-impact engineering/ops work so you realize value fast and sustain improvement.
Deliverables
Platform audit report: data lineage map, funnel conversion diagnostics, playbook of broken automations, and heatmap of tech debt.
Lead lifecycle blueprint: canonical lifecycle stages, required fieldset per stage, event triggers, and SLA matrix for response and follow-up.
Scoring model: weighted attributes, decay rules, threshold bands (cold/warm/hot), validation tests, and open-source-style documentation for handoffs.
MQL/SQL definitions & acceptance playbook: pragmatic, sales-validated criteria, example cases, escalation flow, and a roll-back plan for early issues.
Nurture program catalog: segmented nurture journeys, content cadence, CTA sequencing, and KPIs per stream.
Prioritized roadmap: backlog with effort/impact scoring, RACI, milestones for 30/60/90 days, and measurement plan for lift.
How we work (short, honest, effective)
Two-week discovery sprint to validate telemetry, interview sales/CS/marketing, and run a sample scoring pilot.
Collaborative redesign workshops with revenue, ops, and engineering to build consensus (yes, we actually get sales to agree).
Rapid iteration: implement minimum viable scoring and one nurture flow in 30 days, then expand with A/B tests.
Practical governance: change control for scoring, monthly scorecard reviews, and a lightweight SLA cadence.
Expected outcomes
Clear, trusted signals: Sales accepts MQLs more often and conversion rates improve.
Less churn between teams: fewer disputes, faster lead follow-up, fewer lost handoffs.
Measurable revenue impact: improved SQL conversion, shorter sales cycles, and higher pipeline velocity.
A repeatable playbook: your team can sustain scoring rigor and continuous improvement without outside babysitting.
Who this is for
Mid-market and enterprise SaaS companies with existing marketing automation and CRM who see leads but not predictable revenue from them.
Teams that want a practical, measurable approach (not a theoretical model that lives in a slide deck).
Next steps
Book a 30-minute scoping session to share platform access, current conversion metrics, and one sales objection you hear most. We’ll return a custom 30/60/90 plan and a plug-and-play pilot brief.
We do the messy bits so your platform actually delivers.
