Quarterly Pipeline Governance
Ongoing retainer for leadership teams who want an external chair for monthly pipeline councils and quarterly forecast readiness.
Cadence
Monthly — 2-hour pipeline council: stage adherence check, commit deal scrutiny, and manager accountability for CRM updates.
Quarterly — Forecast readiness review before board or investor meetings: narrative draft, evidence packet, and risk register.
Fit
Companies between 15 and 80 sellers who have completed a diagnostic or playbook project with us and want continuity without adding headcount.
Term
Initial twelve-month commitment; 60-day notice after the first quarter. See refund policy for retainer cancellation terms.