01 Diagnose the funnel
Step 01
Diagnose the funnel
We find where revenue is leaking and attach a dollar figure to every gap. You get a ranked, quantified problem list in the first week, not a vague audit.
Revenue lifecycle systems for B2B SaaS We build the revenue lifecycle SaaS teams actually run on.
Salesforce and HubSpot rebuilt end to end, with the stages, attribution, and reporting your whole team trusts. Built by former operators, built faster with AI.
$0 → $400M ARR we’ve helped scale
30+ SaaS funnels rebuilt
9 named case studies you can read
HubSpot + Salesforce the two platforms we rebuild on
Trusted by revenue teams at
Top of funnel · the pain Is this you?
If two of these are true, your revenue system is the bottleneck.
Two reports of the same number never match, so nobody trusts the dashboard.
Leads fall through the marketing-to-sales handoff and no one can say where.
Your stages mean different things to different reps, so the forecast is fiction.
You bought the tools. They never became one system.
Attribution is a black box, so you can’t defend the marketing spend.
The CRM works against the team, so the team works around the CRM.
The revenue lifecycle The whole bowtie
We rebuild every stage, and the funnel comes alive.
From demand gen to expansion, step through the lifecycle we build. Watch the bowtie fill in and flourish as every stage starts to pull its weight.
Every red ball is money going out: demand gen, sellers, onboarding, all spent before a dollar comes back. Deals spill out the sides at each stage. The few that reach the centre sign, cross into green, and multiply as the account expands.
Stage 1 · Demand Generation
Fill the top with leads you can trust.
Demand gen wired to attribution, so every lead traces to a source and the top of the funnel is real, not vanity.
- What good looks like
- Every lead traces to a real source, and sales and marketing finally agree on what a lead even is.
- Where teams go wrong
- Vanity volume up top: leads nobody can source, and a number the sales team quietly ignores.
Stage 2 · Sales Pipeline
A pipeline that matches how you sell.
Stages and handoffs redesigned around the real motion, so the forecast holds and deals stop stalling between teams.
- What good looks like
- Stages mean the same thing to every rep, so the forecast is a readout, not a negotiation.
- Where teams go wrong
- Six reps read the stages six ways, deals stall between them, and the forecast becomes a vibe.
Stage 3 · Onboarding
A handoff that doesn’t drop the ball.
The sale-to-success handoff rebuilt so nothing gets re-explained or re-discovered. The customer feels one company, not a relay race.
- What good looks like
- Context moves with the customer, so success starts on day one instead of re-discovering the deal.
- Where teams go wrong
- The sale gets tossed over the wall, the customer re-explains everything, and momentum dies at handoff.
Stage 4 · Customer Success
See churn before the forecast does.
Health signals wired into the system, so risk shows up on a dashboard months before it shows up in the number.
- What good looks like
- Account health is live on a dashboard, so risk shows up months before the renewal does.
- Where teams go wrong
- Churn is a surprise: the first signal is the cancellation, long after it was fixable.
Stage 5 · Expansion
Grow the accounts you already won.
Upsell, cross-sell, and advocacy triggers the data surfaces for you, so expansion becomes a system instead of a hope.
- What good looks like
- Upsell and advocacy triggers surface for you, so growing an account is a system, not a scramble.
- Where teams go wrong
- Expansion rides on a rep remembering to check in, so the accounts you won quietly flatline.
Signals Lifecycle
Demand, attributed Sources wired
- Paid, traced to pipeline
- Organic, traced to pipeline
- Outbound, traced to pipeline
Revenue engine
Pipeline that holds Forecast trusted
- Discovery → Demo
- Demo → Proposal
- Proposal → Close
Revenue engine
Clean handoff Handoff clean
- Context transferred
- Success plan set
- Nothing re-explained
Revenue engine
Health, visible Churn caught early
- Account health, live
- At-risk flagged early
- Renewals forecast
Revenue engine
Expansion, systematized Flourishing
- Upsell signals surfaced
- Advocates identified
- Net revenue climbing
Revenue engine
Expansion & success · the growth After the close
The deal is the start of the funnel, not the end.
Past the waist, the bowtie opens back up. Most of the money is here (renewal, expansion, advocacy), so we build the system to find it instead of hoping for it.
Renewals that aren’t a surprise
Health signals wired into the system, so churn shows up on a dashboard months before it shows up in the forecast. No more "wait, they’re leaving?"
Expansion the data actually finds
Upsell and cross-sell triggers surfaced automatically, so your CS team is selling to the accounts that are ready, not guessing on a hunch.
Onboarding that hands off clean
The sale-to-success handoff rebuilt so nothing gets re-explained, re-discovered, or dropped. The customer feels one company, not a relay race.
Advocates you can see
Your happiest accounts identified in the data, so references, case studies, and referrals stop being a fire drill every quarter.
How it works
A system you can see before you buy it.
Five steps, start to finish, from finding what’s broken to a team that runs the system without us. Here’s how the work actually goes.
02 Architect the system
Step 02
Architect the system
We design the lifecycle, stages, fields, and reporting around the motions that actually convert, drawn from revenue systems we have built at scale.
03 Build in-platform
Step 03
Build in-platform
We configure Salesforce and HubSpot to production standard. The edge cases most teams hit six months in, we handle before you go live.
04 Migrate and launch
Step 04
Migrate and launch
We migrate the data, reconcile every number against the source, and cut over cleanly, without stalling your team through the quarter.
05 Drive adoption
Step 05
Drive adoption
We train the team and stay until the system runs without us. Adoption is where most implementations quietly fail. It is where we finish.
In their words
All case studies → The people who rebuilt it with us.
Real operators at $40M to $150M ARR SaaS teams, in their own words. Thirty-plus funnels rebuilt; here are a few of the people behind them.
Matthew Sansone VP Revenue Operations, Aerospike
One funnel across sales and marketing
6 months to unify sales and marketing
SalesNerd operates more like an implementation team than a consulting shop.Read Aerospike’s story →
Rex Galbraith Chief Revenue Officer, Consensus
Built the expansion funnel that didn’t exist
6 months to make expansion a scalable system
The Sales Nerd team brought strategy, execution, and clarity.Read Consensus’s story →
Natealine Judie Director of Sales Operations, GoGuardian
Modernized GTM reporting and funnel visibility
11 months to modernize GTM reporting end to end
They untangled years of technical debt and delivered a clean, scalable GTM architecture.Read GoGuardian’s story →
Stanley Chang Head of Marketing, Beqom
Aligned the funnel to how they actually sell
9 months to align the funnel across teams
What stood out was their ability to foster alignment among key stakeholders.Read Beqom’s story →
Anthony Lansing VP of GTM Systems, Zappi
Aligned the executive team behind one GTM strategy
5 months to align the exec team on one GTM model
We now have a scalable, trusted reporting foundation and a shared language across Sales, Marketing, and Leadership.Read Zappi’s story →
Misha Tsidulko CEO, Hearth
A HubSpot build the team actually uses
3 months to install and adopt HubSpot
They didn’t just install HubSpot, they engineered it to fit our business model, stack, and data flows.Read Hearth’s story →
Two doors
We speak portfolio and we speak operator.
Your CRM should be the reason revenue grows.
Book a call and we’ll show you where your system is leaking, in the first conversation. Not ready to talk? Score it yourself in two minutes, or ask the fox to point you to the right read.