Subscription revenue makes every reporting flaw compound rather than pass.
In SaaS the same data feeds acquisition, expansion and renewal, so one bad definition shows up in three places. The highest value work is usually lifecycle, attribution and renewal mechanics rather than anything to do with new logos.
Every engagement starts with a free systems diagnostic: read-only access across the CRM, tech stack, attribution and reporting, and a written report with every gap ranked by what it costs a year. You keep the report either way.
After that the retainer is $2,000 a month for up to fifteen hours a week, with Kaypo deal scoring included at no extra cost, and anything outside the usual scope is agreed with you first.
| Route | Typical cost | What you are buying |
|---|---|---|
| Free diagnostic | $0 | Written report, yours to keep |
| Sapwood retainer | $2,000 a month | Up to 15 hrs/wk, Kaypo included |
| Kaypo on its own | $99 a month | Deal scoring without the retainer |
The diagnostic is free. The retainer is $2,000 a month for up to 15 hours a week with Kaypo deal scoring included. Anything outside the usual scope is agreed with you first, at no separate rate.
Yes. Read-only access, a written report with every gap ranked by what it costs a year, and it is yours whether or not you continue.
One operator. HubSpot Revenue Operations certified, fifteen years across go-to-market and revenue operations. The person who reads your CRM is the person who rebuilds it.
No. Sapwood is not a reseller and is paid by no vendor.
Leave an email and I will reply myself, usually the same day. No sequence, no newsletter, and no calendar link unless you ask for one.
Would rather just book time? Here is the calendar.
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