CRO Services – Revenue Leadership for PE-Backed Growth

Pipeline Architecture and Forecasting

Pipeline Architecture & Forecasting

Pipeline framework design with lead scoring models, MQL/SQL definitions, BANT-C qualification criteria, and stage-gate enforcement inside CRM. Turns pipeline data into predictable revenue forecasts the board can trust.

Account Segmentation and GTM Motions

Account Segmentation & GTM Motions

Segment all accounts into actionable cohorts—active/growing, active/declining, churned, prospect-near-facility, prospect-far—and assign prescribed value offers and plays to each. Turns “go sell more” into concrete, account-level revenue motions.

Outsourced SDR and Hunting Capacity

Outsourced SDR & Hunting Capacity

Design and deploy outsourced SDR programs targeting two motions: win-back of churned accounts using differentiated value offers, and net-new logo acquisition within strategic geographies. Free your closers to close.

Sales Leadership and Coaching Operating Rhythm

Sales Leadership & Revenue Alignment

Define coaching rhythms, territory reviews, and QBRs while breaking silos between sales and marketing with unified KPIs, shared pipeline visibility, and revenue-accountable operating cadences. Align everyone from the board to the frontline on one set of numbers.

Customer Experience and Rep Time Recovery

Customer Experience & Rep Time Recovery

Recover 40–60% of rep selling time lost to post-order admin—order status, repair tracking, invoice inquiries—through customer communication redesign, CSM process clarity, and phased self-service portal strategy.

Account Segmentation and GTM Motions

Pricing & Packaging Strategy

Transform one-time transactional pricing into subscription-first models with tiered packaging by segment. Design bundled vs. pay-per-use structures, entry-level gateway offers, and upsell/downsell motions that drive recurring revenue and predictable margins.

Digital Transformation

Customer Portal & Self-Service Strategy

Phased customer portal design—from post-order visibility and repair tracking through self-service quoting and full digital commerce—that recovers rep selling time and improves CX.

Revenue Analytics & Board Reporting

Revenue Analytics & Board Reporting

Multi-level dashboards from board to frontline with KPIs on pipeline velocity, attainment, marketing attribution, ROAS, and CAC—all tied to EBITDA and enterprise value.

Sunscription and Recurring Revenue

Subscription & Recurring Revenue Models

Design and pilot subscription-based service programs (repair, maintenance, managed services) that create margin-accretive recurring revenue and serve as GTM entry points.

Customer Data Strategy and Personalization

Customer Data Strategy & Personalization

Data architecture, first-party data activation, account segmentation by cohort (active, declining, churned, prospect), and personalized lifecycle flows that drive expansion revenue.

Customer Analytics

PE Value Creation & Revenue Roadmaps

Gap assessments, multi-year revenue roadmaps, execution support, and exit-focused strategy linking revenue KPIs to enterprise value and investor narratives within 3–5 year hold periods.

Chief Executive Officer

Lower middle-market or Mid-market companies
> Sales and marketing are operating in silos and revenue is unpredictable
> I need a revenue leader who can align GTM strategy and own the full pipeline
> I have strong functional leaders but no one connecting sales, marketing, and digital into a unified growth engine

Private Equity Sponsor

Lower middle-market or Mid-market companies
> My portfolio company needs accelerated organic revenue growth within a 3–5 year hold
> I need a revenue leader to build pipeline architecture and GTM motions from the ground up
> I need a gap assessment, revenue roadmap, and execution support tied to EBITDA and enterprise value

Chief Revenue Officer / VP Sales

Any organization
> My sales reps spend 40–60% of their time on post-order admin instead of selling
> I need pipeline quality, not just pipeline volume
> Sales and marketing are not aligned on revenue goals, attribution, or handoff criteria
> I need account segmentation with prescribed GTM motions, not just a CRM cleanup

CRO Services – Engagement Examples

PE-Backed National Technology Distributor

Led a full revenue gap assessment across sales, marketing, digital, and customer experience. Designed pipeline architecture, account segmentation with prescribed GTM motions, outsourced SDR strategy, and a phased customer portal roadmap. Delivered board-level recommendations tied to EBITDA growth.

Global B2B Services Company

Serving as Fractional CRO, led a complete GTM transformation — restructured pricing from one-time product sales to a subscription-first model, designed six high-impact go-to-market motions, built tiered product packaging by segment, introduced entry-level services as the gateway to recurring revenue, and repositioned marketing as an education engine to drive new customer acquisition and retention.

Global IT Solutions Distributor

Built a $300M qualified pipeline from scratch by designing outsourced SDR model, sales handoff playbooks, and a demand generation engine. Enabled net-new customer acquisition strategy aligned to territory and segment goals.

Sales reps spending 40–60% of time on post-order admin instead of selling
Pipeline quality issues — no lead scoring, no stage-gate criteria, no forecasting rigor
Sales and marketing silos undermining pipeline growth and revenue predictability
No prescribed GTM motions — reps left to figure out territory and segment strategy on their own
Pricing stuck in one-time transactional models with no path to recurring revenue
No tiered packaging by segment — one-size-fits-all offer leaving margin on the table
Leadership bandwidth gaps in senior revenue, sales, and digital strategy

Need CRO Services? Let’s talk.

If this reflects the kind of revenue transformation you’re after, it might be time to bring in a revenue leader who’s done it before.

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