By Series B the mess is load bearing. Somebody has to unpick it without stopping the business.
At this stage there is usually real pipeline, real reporting, and real disagreement about both. The work is less about building and more about reconciling: definitions, attribution, forecast methodology and the tools bought during the last growth push.
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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