Commercial proposal

Pricing, scope and timelines for Revenue Architecture consulting.

Three stages, available standalone or in sequence. The diagnostic defines what the operation needs, the project rebuilds the architecture, and the retainer sustains the routine until it becomes habit.

Pricing below is the reference for B2B operations with a structured sales team. The final number is confirmed in writing after the diagnostic, with no extra charge for rescoping.

The three stages

Each stage has defined pricing, timeline and deliverables. None requires buying the next one.

01

Revenue Architecture diagnostic

Investment

USD 3,500

Fixed fee, up to 2 installments.

Timeline

3 weeks

Objective: Show, with your own data, where revenue loses predictability and in which order it should be fixed.

Scope

  • CRM read: stages, hygiene, fields and opportunity history.
  • Forecast versus actual analysis for the last 6 available months.
  • Five interviews with Marketing, Sales, CS and Finance leadership.
  • Mapping of rituals, qualification criteria and parallel data sources.

Deliverables

  • Map of the current revenue architecture, with prioritized bottlenecks.
  • Written diagnostic listing workstreams in execution order.
  • Two-hour readout session with leadership.
02

Revenue operation restructuring project

Investment

From USD 14,000

Up to 6 monthly installments. Final fee set during the diagnostic.

Timeline

12 weeks

Objective: Rebuild definitions, pipeline, data and rituals so the forecast becomes worthy of decisions.

Scope

  • Funnel and stage redesign with objective entry and exit criteria.
  • Implementation of the new structure in the CRM, with required fields and automations.
  • Forecast method: commit definition, cut-off date and gap reading.
  • Dashboards for coverage, stage conversion, average cycle and pipeline velocity.
  • Pipeline review and forecast review installed with agenda and owner.
  • Training for the sales team and leadership on the new routine.

Deliverables

  • Restructured CRM operating as the single source of truth.
  • Forecast running with month-by-month accuracy history.
  • Executive revenue dashboards delivered and documented.
  • Playbook of rituals and criteria, written for the team to run without me.
03

Executive revenue retainer

Investment

USD 2,800 per month

Minimum 6-month cycle, renewable.

Timeline

6 months

Objective: Sustain the installed architecture and shorten the time between a gap appearing and a correction happening.

Scope

  • Two monthly sessions of forecast review and pipeline review with leadership.
  • One monthly root-cause session and commercial priority adjustment.
  • Direct channel for structure, process and tooling decisions.
  • Dashboard evolution as the operation changes.

Deliverables

  • Decision log for each cycle, with what was agreed and who owns it.
  • Monthly predictability report: gap, coverage and conversion.
  • Quarterly roadmap for the operation, including the AI layer when it fits.

12-week project timeline

Standard sequence, adjusted to context after the diagnostic.

  1. Weeks 1 and 2Shared definitions of funnel, stages and qualification criteria.
  2. Weeks 3 to 5CRM restructuring and hygiene of the existing pipeline.
  3. Weeks 6 and 7Forecast method plus coverage and conversion dashboards.
  4. Weeks 8 and 9Review rituals installed and leadership training.
  5. Weeks 10 and 11Assisted operation: two cycles running with the team.
  6. Week 12Handover, written playbook and the next 90-day roadmap.

How the stages combine

Most engagements start with the diagnostic and decide the rest based on it. There is no obligation to buy the full package.

  • Diagnostic only: when leadership needs an external read before investing in structure.
  • Diagnostic plus project: the standard path when the operation already knows the base must be rebuilt.
  • Project plus retainer: when the company wants to guarantee the new routine survives the next quarter.

Commercial terms

  • Service agreement with attached scope, signed before kickoff.
  • Payment by transfer, first installment on signature.
  • Remote by default. On-site meetings are scoped separately, travel covered by the client.
  • Mutual confidentiality, with an NDA when the company prefers.
  • Session rescheduling with 48 hours notice, at no cost.
  • Retainer cancellation with 30 days notice.

What is not included

  • CRM, data or automation tool licenses.
  • Custom software development and engineering integrations.
  • Day-to-day operation: I install the system and train the team, I do not replace sales leadership.
  • Demand generation, paid media and content production.
  • Sales team recruiting.

FAQ

Is the pricing fixed?
The diagnostic is a fixed USD 3,500. The project starts at USD 14,000 and the final fee is defined in writing at the end of the diagnostic, before any decision. The retainer is USD 2,800 per month with a minimum 6-month cycle.
Do I have to buy all three stages?
No. Each stage is standalone. Most companies start with the diagnostic and decide the rest after seeing the map of their own operation.
How long until I see results?
The diagnostic delivers the read in 3 weeks. The project delivers a running forecast and installed rituals in 12 weeks. Measured predictability gains usually appear from the second full cycle.
Is the work remote or on-site?
Remote by default, with live video sessions. On-site meetings are possible and scoped separately, with travel covered by the client.
Do you run the sales operation during the project?
No. I design the architecture, implement it in the CRM and train leadership and the team. Day-to-day operation stays with whoever owns it.
Is AI part of the scope?
It enters after the base supports a reliable read. Applying AI on a dirty pipeline accelerates the error. In the retainer, the AI layer shows up on the quarterly roadmap once the data is trustworthy.

The next step is a 30-minute conversation.

In it I confirm whether your context fits the stages above and which one to start with. If it does not fit, I say so on the call.