Full transparency on the pipeline we build for you: every qualified opportunity and introduction, reported across all seven steps as it moves.
Every introduction at companies like these was reported to our clients as it moved
Activity is easy to count. What matters is where each opportunity stands, how far coverage has reached and whether the standards you set were held.
Approaches and replies are inputs. They do not prove the right person engaged.
A gap in most reporting
How we address it
Every qualified opportunity reported with the evidence behind it.
Without a record of each stage, next quarter’s pipeline is a guess, not a forecast.
A form of growth risk
How we address it
Coverage reported at every stage, quarter by quarter.
Without a record of every approach, there is no way to see your standards were held.
A risk to your standing
How we address it
Your standards applied to every approach, and shown in the report.
Every opportunity, introduction and stage, in view.
See the infrastructure behind them
Where each one stands.
Each qualified opportunity is reported with its situation, the steps it has passed and the next action agreed.
You receiveA defined next step, rather than a number to interpret.
See qualification
From request to scheduling.
Each introduction is followed from request to confirmation and scheduling, so you know which conversations are coming.
You receiveSight of every introduction as it moves.
See market access
Each stage, as it narrows.
Coverage narrows at each stage and every stage is reported, from accounts assessed to qualified.
You receiveHow far coverage has reached at each stage.
Plan the coverage you need
Where effort was reallocated.
On one completed mandate, qualified opportunities grew 18% a quarter, 127% a year. Not a forecast.
You receiveA mandate that sharpens every quarter.
Read what changes each quarterOpen at the same time, on one representative mandate.
See how we work with your team
Steps two, three and five engaged. Next step: an introduction to the deal team.
Steps two, four and six engaged. Next step: a warm introduction, requested.
Steps one, three, five and six engaged. Next step: a co-GP conversation.
Steps two and three engaged. Next step: initial qualification.
Steps four, five and six engaged. Next step: a meeting, scheduled.
A representative view from one mandate. It describes past work, not current activity, and every opportunity was screened against the client’s criteria before it was reported.
Approaches run across direct, warm and partner channels at once, and every approach, response and introduction is tracked and reported to you.
Messaging and compliance guardrails govern each approach before anything reaches the market. You set the standards, our team enforces them, and the report is where you see that they held.
Each figure is from one completed mandate and describes work already done.
Each stage is reported against the one before it. On this mandate, about one in four accounts moved forward at every stage, from the accounts assessed to the opportunities qualified.
You step in only when an opportunity has been qualified against your ideal buyer profile. The figures are from one representative mandate and describe past work.
When each stage starts and what reaches your team. Once built, the intelligence and distribution keep running, and so does the reporting. Timings vary by mandate.
We agree the ambition, test the mandate for fit and define who matters most.
What reaches youA written target profile, and the criteria a qualified opportunity must meet to be accepted.
We map where demand is forming and plan how to reach each decision-maker.
What reaches youEarlier sight of who is in market, and a plan for reaching each account’s decision-makers.
We go to market on your standards and qualify every response.
What reaches youQualified opportunities, each with its evidence and an agreed next step such as a meeting.
We adjust segments, messaging, channels and cadence to what works.
What reaches youEvery approach, response and introduction reported, and a sharper mandate each quarter.
For as long as the mandate runs. Once built, the intelligence and distribution run continuously, and so does the reporting.
No. Reporting runs on the infrastructure we operate on your behalf, so you do not build a research, data or revenue-operations function, unless you ask us to build the infrastructure in-house for you.
Yes. What each response shows feeds back into which segments are approached, what is said and which channels are used, so the mandate gets sharper every quarter.
No. Every figure describes one completed or representative mandate. They show the kind of record you receive, never a promise for yours.
What each stage of a coverage report shows, and why the counts narrow.
Read the article
A revenue advisory firm that owns the outcome, where the agency model breaks down.
See why we are not an agency
Accepted qualified opportunities against a written standard, not meetings booked.
See our commitmentEvery mandate is tracked at every step and reported to you for as long as it runs. Tell us about your market and the opportunities your team needs; where there is alignment, we begin with a working session.
We assess whether your market can deliver before any engagement.
If your market cannot deliver, we tell you early, and why.
Where there is alignment, initial drafts for your team to review.
We schedule a call with you to explore fit.
