Services
Engagements are built to deliver clarity and measurable progress quickly—without adding unnecessary overhead. Most work starts with a short discovery, then moves into a focused execution plan with clear deliverables.
1) Account Strategy & Growth
For OEM and industrial teams that need a repeatable way to prioritize the right opportunities and build momentum.
Outcomes
- Clear account plans with measurable actions and owners
- Improved pipeline quality and stakeholder alignment
- Improved rhythm of execution and internal visibility
Typical engagement
- Discovery + current-state review
- Account segmentation and strategy framing
- 30/60/90-day execution plan with tracking
2) Pricing & Margin Discipline
Support for pricing reviews, customer communication, and negotiation preparation—built for real conversations.
Outcomes
- Pricing narrative and customer-ready messaging
- Prep packages for high-impact negotiations
- Improved consistency across commercial teams
Typical engagement
- Data + policy review (where available)
- Customer segmentation and approach planning
- Negotiation prep, scripts, and follow-up playbooks
3) Revenue Recovery & Leakage Prevention
Identify revenue leakage, recover disputed revenue when appropriate, and build process fixes that prevent recurrence.
Outcomes
- Recovery plan and prioritization of disputes
- Root-cause fixes (pricing, quoting, terms, handoffs)
- Simple reporting to keep teams aligned
Typical engagement
- Rapid assessment of disputes/leakage
- Action plan by account and root cause
- Process adjustments and accountability cadence
4) CRM & Process Execution
Design CRM workflows, reporting, and automation that reduce risk and improve execution—without overengineering.
Outcomes
- Cleaner workflows and reduced manual effort
- Improved visibility for leadership and teams
- Better adoption through training and simplicity
Typical engagement
- Workflow mapping and friction analysis
- Build/config + reporting setup
- Enablement: training, documentation, iteration
Not sure where to start?
Send a short description of the situation and what “better” looks like. I’ll respond with suggested next steps.