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How Integration Works:
We don't replace your tools—we make them smarter. Buyer intelligence becomes a layer that enriches your existing data, helping you understand not just what happened, but why it happened and what to do about it.

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Revenue Intelligence Solutions to End the Guessing

 From urgent crisis to strategic planning, we deliver the buyer truth that transforms revenue performance through systematic research, focused strategy, and guided execution.

The "Big 6" Moments CEOs Call Us

2. Unexpected Customer Churn

The Crisis

Your "happiest" customer just left, your QBRs showed all green, and nobody saw it coming.

How We Help:

We conduct exit interviews and at-risk account analysis to reveal why customers really leave—often completely different from what your success team reports. This truth drives a retention strategy based on actual customer priorities, not assumptions, and we help you implement early warning systems and save plays that prevent future blindside losses.

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1. Poor Performance/Missed Targets

The Crisis

The board wants answers, your teams only have excuses, and you're tired of the same missed quarter explanations.

How We Help:

We uncover the real reasons you're missing targets—not the stories your teams tell themselves—through systematic buyer interviews with won, lost, and stalled deals. The research reveals exactly where your revenue process breaks down, drives a focused improvement strategy targeting those specific gaps, and we guide your team through implementing the fixes that actually move the needle.

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4. Competitive Losses

The Crisis

You keep losing to competitors you know you're better than, and your win rate is declining despite product improvements.

How We Help

We interview deals you've lost to competitors to understand exactly why buyers chose them over you—beyond price and features. These insights drive a competitive strategy that neutralizes their advantages and amplifies yours, and we work with your teams to implement new battlecards, positioning, and win strategies that actually work.

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3. Team Conflict/Misalignment

The Crisis

Sales blames marketing, marketing blames product, product blames sales, and you're referee instead of CEO.

How We Help:

We create a single source of truth through buyer research that ends the "he said/she said" debates between sales, marketing, and product. This neutral, buyer-validated data becomes the foundation for an aligned go-to-market strategy everyone can support, and we facilitate the organizational changes needed to maintain that alignment.

6. New CEO/CRO

The Crisis

You've inherited a revenue engine, need to assess reality quickly, and can't trust the internal narratives.

How We Help

We provide an unbiased revenue assessment through buyer intelligence, giving you the ground truth about what's really working and what's not—without the politics or spin. This outside-in view accelerates your understanding of the business, provides a fact base for tough decisions, and helps you build credibility by addressing the real issues your team may be afraid to surface.

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5. PE/Investor Scrutiny

The Crisis

Investors need proof of revenue quality, the due diligence team is asking tough questions, and you need credible answers fast.

How We Help:

We provide independent, buyer-validated intelligence that gives investors confidence in your revenue quality and growth potential. The research not only satisfies due diligence but creates a value creation roadmap for post-investment growth, and we can serve as the execution partner to deliver on those growth commitments.

How We Deliver Revenue Intelligence

Our Three-Phase Approach

Phase 1: RESEARCH
 Uncover the Truth

We combine qualitative buyer interviews with quantitative analysis to create your complete revenue intelligence picture.

 

We talk directly to buyers—wins, losses, churns, and current customers—capturing the unvarnished truth about why they buy, why they don't, and why they leave.

 

Then we analyze the data trail: leads, opportunities, accounts, CRM records, marketing system data, and sales call recordings. This isn't surveys or guesswork; it's systematic buyer intelligence combining what buyers tell us with what your data reveals.

Phase 2: STRATEGY Transform Truth into Action

Research without action is expensive entertainment.

 

We gather and synthesize buyer intelligence into focused strategies that address your specific gaps and opportunities—whether that's fixing your win rate, stopping churn, or aligning your teams around what actually matters to buyers.

 

Through collaborative stakeholder sessions, we ensure every voice is heard and build the organizational buy-in needed for the required changes to succeed.

Phase 3: EXECUTION
Make Change Happen

Strategy fails without execution.

 

We help ensure the insights translate into measurable revenue impact through implementation support, team enablement, and organizational change management tailored to your situation.

 

We can also serve as program managers, guiding implementation and holding the organization accountable to execute on the changes that drive revenue growth.

Revenue Intelligence isn't about adding more technology—it's about making sense of what you already have. We integrate with and enhance your current systems to ensure insights flow into your existing workflows.

We Work With Your Existing Tech Stack

Technology Integration

Conversation Intelligence

  • Gong - Analyze patterns from recorded calls

  • Chorus - Extract insights from customer conversations

  • Zoom - Review meeting recordings and transcripts

  • Teams - Access customer interaction data

CRM & Marketing Automation

  • Salesforce - Enrich account intelligence and opportunity data

  • HubSpot - Enhance customer insights and journey mapping

  • Dynamics - Integrate buyer feedback into account records

  • Marketo - Align messaging with buyer truth

Analytics & BI

  •  Tableau - Visualize buyer intelligence trends

  • Power BI - Create revenue truth dashboards

  • Looker - Track intelligence-driven metrics

  • Google Analytics - Connect digital behavior to buyer feedback

Testimonial Videos

Ready to Accelerate Your Growth?

Schedule a consultation to discuss how our advisory services can help you achieve breakthrough results.

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