The same thing we send before a first call. How the diagnostic works, what we build, what it has changed, and what everything costs.
Whether it’s your CRM, your tech stack, or you don’t know what wins a deal,
Tell us what is broken, or where you want to take your revenue system.
Read-only access to whatever you run. Nothing is written, nothing changes.
We read the systems and align the actions worth taking.
We work through the findings with you, and where Sapwood can help.
The report is delivered. Then we say what we would do, and what it costs.
We stay on to see the changes made, if they are worth it to your org.
One record per company, stages that mean something.
A CRM nobody trustsOne definition per number, a method behind the call.
A forecast nobody believesRevenue traced back to what produced it.
Pipeline with no sourceLifecycle, pricing, renewal mechanics, health scoring.
Churn you did not see comingLicenses finished, connected, wired into the work.
Tools you pay for and never useWeighted against what closed, delivered per rep.
Leads nobody gets to in timeWhat the models say, and the build that corrects it.
AI answering wrong about youThe rubric, the screen, the handover.
About to hire, cannot interview for itEvery consultant leaves. The system drifts, the scoring stops, and nobody notices until the forecast misses.
Kaypo keeps scoring every open deal on what your buyers actually do, long after the engagement ends. Every point traceable, every weight yours to set.
One time. Read-only access across your CRM, stack, attribution and reporting, a written report with every gap ranked by what it costs, and Hindsight run on your closed deals.
We own the revenue system and keep it working. Every discipline on the build page. What gets built next is set with you each month.
Kaypo scores every open deal and delivers to reps in Slack, included at no extra cost. $2,000 a month all in.
Scoring on its own, $99 a month. You get the signals and Hindsight. Not the build, the governance, or anyone inside your systems.
A migration, a comp model, Power BI alignment, a ZoomInfo or Clay build, enablement. Agreed before it starts.
Hi, I’m Daniel. A Colorado transplant and a new dad. Outside of here you can usually find me hiking, traveling, or riding my e-bike around town to pick up a local dessert.
The person who reads your CRM is the person who rebuilds it, and the person who answers when something breaks at month seven.
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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