The market a commitment like this needs behind it
Measure how many accounts stand behind a year of qualified opportunities.
Plan the coverage your market needsOur commitment.
We commit to accepted qualified opportunities, not to activity or meetings booked: each one measured against a written standard you approve, with our work capped and paced to what your team can take on.
Accepted qualified opportunities have come for our clients from companies like these
We are held to opportunities your team accepts.
Meetings can be booked and missed, or held without any commercial fit. So our commitment is narrower and more useful: opportunities your team accepts, against a written standard you approve before launch.
What is usually promised
“We will book a set number of meetings.”
A full calendar, with quality open to argument and no limit on the effort spent filling it.
What we commit to
A set number of accepted qualified opportunities.
Judged against criteria you approve before launch, with our work capped, and paced to the capacity of your team.
- 01
A standard agreed in writing
Before launch, we put in writing with you what a qualified opportunity means for your business: which accounts, situations and decision-makers count.
- 02
Judged on the evidence
Every opportunity arrives with its evidence, and your team judges it against the standard it approved. Criteria are never changed after the fact.
- 03
Capped, and paced to your team
Work stops at whichever comes first: the agreed number of accepted opportunities, or a ceiling on meetings. Throughout, the pace matches what your team can work.
Five tests every accepted opportunity meets
Aware of the problem
Able to fund a solution
The right size for you
Within what you can serve
Genuinely interested
Four terms, kept apart, and only one counts.
Each term, agreed before launch, records what actually happened.
- 01Accepted qualified opportunityClears the written standard after the conversation. Each one counts.
- 02Qualified meetingAccount and role criteria met before the call. Counts only after review.
- 03Held meetingYou and the prospect actually speak. Not counted automatically.
- 04Booked meetingA calendar event exists. It does not count.
How an opportunity is accepted, in five moves.
Settled in writing before the first conversation.
Read what a mandate commits us to
Notes and evidence are captured from each conversation as it happens. That record is what the review works from.
The opportunity then enters review with its evidence attached. Until it has been reviewed, it does not count toward the commitment.
Your team reviews it within a written window agreed before launch. Silence after the window counts as acceptance, so no opportunity is left waiting.
Your team accepts it, or rejects it by naming the written criterion it fails and the evidence for that. A job title alone is not a reason to reject.
Where a rejection is valid, the shortfall is cured with a replacement. The commitment is met only with opportunities your team has accepted.
Who owns each part of the commitment.
Everything up to the accepted opportunity is ours.
See how we work with your teamOur team owns
Decided together
Your team owns
Market intelligence and target accounts
The written standard, before launch
Attending each qualified conversation
The approach to each decision-maker
The pace your team can safely work
Discovery and same-day follow-up
Pacing, and the evidence behind each opportunity
The scorecard review and rejection evidence
Proposals and pricing
Administering acceptance against your standard
Changes to the profile, and the next round
The close, and delivery
What mandates held to this commitment produced.
Market and termEngagementThe challengeResult
Education · 90 daysAn education technology company generates 373+ qualified opportunities.It had to reach schools and PTOs within the fall and spring windows.373+Qualified opportunitiesCapital markets · 12 monthsA private credit platform builds a $19B mandate pipeline.Deal flow was irregular and depended on referrals.$19BMandate pipelineFinancial services · 12 monthsA franchise network builds a $3.52M pipeline.It relied on referrals, with no repeatable way to reach decision-makers.$3.52MPipelineLife sciences · 4 monthsA biopharmaceutical company reaches 65+ aligned investors.Raising a seed round, it needed investor access beyond its own network.65+Aligned investorsCapital markets · 6 monthsA private credit advisory firm gains 100+ new buy-side introductions.Growth depended on referrals, and on when others brought deals forward.$300M+Mandate pipelineEach figure is from one completed mandate and describes work already done.
How a commitment is sized, in one worked example.
An engagement is committed to a number of accepted qualified opportunities, with production capped at a ceiling of held meetings, whichever comes first. The target stops weak meetings counting as success; the ceiling stops rejection from creating unlimited work.
In this worked example from our commitment model, a client selling a high-value solution is committed 22 accepted opportunities or 64 held meetings, over ninety days. It illustrates the method; it is not a client result.
22Accepted qualified opportunities, the target
64Held meetings, the ceiling
34.4%Acceptance rate the design requires
2.91Held meetings available for each accepted opportunity
What happens when an engagement completes.
If the target is met before the ceiling, production stops while your team works the pipeline. If the ceiling comes first, rejections are audited by segment, buyer and approach. If your team reaches capacity early, production pauses or queues, because demand that cannot be worked is not useful.
The next decision is then taken with you, on the evidence, and it is one of four.
- Refill: the standard works and the market is deep
- Narrow: one segment, buyer or trigger clearly outperforms
- Redesign: the value exists, but the design was wrong
- Walk: no follow-up, no capacity or broken economics
Questions on the commitment.
Can tests be added to the five?
Yes, one or two, where they materially change commercial viability: check size, geography, regulation, an active project or channel fit. Any addition is written into the standard before launch.
What does the written standard record?
The firmographics, the problem or trigger that makes a conversation relevant now, access to the buyer and the evidence required. It also settles in advance the review window and how duplicates, no-shows, reschedules and existing deals are treated.
What do you look at before terms are set?
Your gross margin, sales cycle, capacity, market depth and churn, with the evidence of your actual close rate. Each is assessed before terms are set, so the commitment rests on your own figures.
Why stop at the accepted opportunity, not revenue?
It is as far as we can objectively influence and audit. Past that point your own sales execution becomes the main variable, so revenue is evidence for renewal, never a guarantee.
Where the commitment leads.
Judged by the opportunities that reach your team
A revenue advisory firm that owns the outcome, where the agency model breaks down.
See why we are not an agency
The companies a commitment like this suits
Established B2B companies where one new client carries significant value.
See who we work withStart with the standard your opportunities must meet.
Tell us about your market and what a qualified opportunity means for your business. Diligence is at no cost, and you get a clear answer on fit.
Diligence at no cost
We assess whether your market can deliver before any engagement.
A clear answer on fit
If your market cannot deliver, we tell you early, and why.
A draft scope
Where there is alignment, initial drafts for your team to review.
An initial diligence call
We schedule a call with you to explore fit.