The CRO track
CRO services: revenue leadership for PE backed growth
Embedded revenue leadership that drives pipeline, alignment and EBITDA growth. We help PE backed companies, mid market distributors and B2B brands build pipeline architecture, align go-to-market motions, scale customer acquisition and unlock EBITDA growth through unified revenue operations, without full time overhead.
What we deliver
Embedded CRO services that drive pipeline, alignment and EBITDA growth
Embedded revenue leadership that aligns sales, marketing and digital under one accountable strategy. Built for PE backed and growth stage businesses that need executive level revenue operations without a full time hire.
Revenue strategy and sales alignment
Pipeline architecture and forecasting
Pipeline framework design with lead scoring models, MQL and 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
Segment all accounts into actionable cohorts, active and growing, active and 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
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 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 front line on one set of numbers.
Customer experience and rep time recovery
Recover 40 to 60% of rep selling time lost to post order admin, order status, repair tracking and invoice inquiries, through customer communication redesign, CSM process clarity and a phased self service portal strategy.
Pricing and packaging strategy
Transform one time transactional pricing into subscription first models with tiered packaging by segment. Design bundled versus pay per use structures, entry level gateway offers, and upsell and downsell motions that drive recurring revenue and predictable margins.
Digital revenue and customer growth
Customer portal and 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 customer experience.
Revenue analytics and board reporting
Multi level dashboards from board to front line with KPIs on pipeline velocity, attainment, marketing attribution, ROAS and CAC, all tied to EBITDA and enterprise value.
Subscription and recurring revenue models
Design and pilot subscription based service programs, repair, maintenance and managed services, that create margin accretive recurring revenue and serve as go-to-market entry points.
Customer data strategy and personalization
Data architecture, first party data activation, account segmentation by cohort, active, declining, churned and prospect, and personalized lifecycle flows that drive expansion revenue.
PE value creation and 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 to 5 year hold periods.
How the work actually goes
Case studies from inside portfolio companies, including the pipeline rebuild that took forecast accuracy from roughly 40% to 80%.
Who we serve
Find your fit
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 to 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 or VP Sales
Any organization
- My sales reps spend 40 to 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
Engagement examples
What the CRO track has looked like
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 go-to-market 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 an outsourced SDR model, sales handoff playbooks and a demand generation engine. Enabled a net new customer acquisition strategy aligned to territory and segment goals.
We do not publish the names of sponsors, portfolio companies or the people who lead them. References are arranged on a call.
What we solve
The problems that bring sponsors to this track
- Sales reps spending 40 to 60% of their 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, a 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 are after, it might be time to bring in a revenue leader who has done it before.
Growth doesn’t need to be complicated. It just needs to be demystified.
The CRO track is one of three. They are designed and built as one motion.