What we can deliver

CRM governance

One record per company, stages that mean something, and rules that keep it that way.

What a month looks like
  • Field and object changes as the business changes
  • Duplicate and creation rules maintained
  • Stage criteria kept true to how reps actually sell
Reporting and forecast

Definitions written down, dashboards built on them, and a forecast with a method behind it.

What a month looks like
  • Dashboards maintained as questions change
  • One definition per number, documented
  • Forecast reviewed against what actually closed
Attribution

Campaign taxonomy and handoff wired so revenue traces back to what produced it.

What a month looks like
  • Taxonomy enforced on new campaigns
  • Routing and handoff monitored
  • Source reporting reconciled each month
Revenue architecture

Lifecycle, pricing and renewal mechanics, and the health signals underneath them.

What a month looks like
  • Opportunity and renewal lifecycle maintained
  • Health scoring tuned on real usage
  • Quota and comp models kept current
Tech stack

The tools you already license, finished, connected, and actually used.

What a month looks like
  • New tools configured and wired in
  • Integrations watched and repaired
  • Licenses reviewed against what gets used
Signal delivery

Every signal the business already produces, weighted and delivered to reps.

What a month looks like
  • Weights re-tested against closed deals
  • Slack delivery tuned per team
  • New signals added as sources appear
AI answer visibility

What the models say about you, checked and corrected on a cadence.

What a month looks like
  • Buying questions re-run across the models
  • Structured data and llms.txt kept true
  • Changes tracked week over week
RevOps hiring support

When you are ready to hire the role, the rubric, the screen, and the handover.

What a month looks like
  • Job description and scoring rubric
  • Technical screen run with you
  • Systems handover to whoever lands

Not sure which part is broken?

That is what the diagnostic is for. Read-only access to your systems, and a written report you keep either way.

Let us look under the hood

Questions

Can I start without a call?

Yes. The retainer is $2,000 a month and you can start it from the pricing page in about a minute. No call, no proposal, no onboarding fee. Cancel any time. If you would rather talk first, the diagnostic is free and there is a calendar on the book page.

How do I actually hire Sapwood?

Two ways. Start the retainer directly from the pricing page and we email you within the day to arrange read-only access, or take the free diagnostic first and decide afterwards.

Can Sapwood help with this?

Yes. The free systems diagnostic reads your CRM, tech stack, attribution and reporting and returns a written report with every gap ranked by what it costs a year.

What does it cost to work with Sapwood?

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.

Who does the work?

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.

Keep reading

Where this sits, and what it costs to fix.

Find what is broken, freeTick what is true and see what we would doWhat everything costsThe work, with numbersHow an engagement runs
Start the retainer now.

$2,000 a month, up to 15 hours a week, Kaypo included. Monthly, cancel any time, no call required first.

Want to talk it through?

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.

One reply from a person. Nothing else.

Got it. You will hear from hello@sapwood.io.

Would rather just book time? Here is the calendar.