Pillar 01 · Advisory + Platform

Your process. Rebuilt
in 30–90 days.

A senior-led engagement that diagnoses the leaks in your revenue engine, rebuilds your qualification and forecasting discipline, and deploys AI agents that enforce the new system at scale. Not a deck. Not a workshop. A new operating model your board can see running.

Why an engagement, not a subscription

Automating a broken process
produces broken output at scale.

Most companies between €1M and €20M ARR don't have a tooling problem. They have an execution problem. The playbook was never written down, the methodology was never enforced, and the forecast is a guess in a spreadsheet. You cannot buy your way out of that.

Reality 01

Your reps don't need another dashboard.

They need a clear definition of what "good" looks like — and a leader who will enforce it every Thursday forecast call. That's what we install.

Reality 02

Methodology without enforcement is theatre.

MEDDIC as a sticker on the CRM is not a system. We embed SPICED-X as gating logic — stage transitions blocked until Pain, Impact and Critical Event are locked.

Reality 03

Tools don't change behaviour. Cadence does.

We run the weekly forecast call with you through the engagement. Muscle memory beats software. By day 90, your team is doing it alone — and it sticks.

The 30–90 day journey

Evaluate. Fix. Automate.

One engagement, three phases, one destination: a revenue engine that runs itself. Every phase has hard deliverables, a named owner, and a measurable exit criterion. No ambiguity, no drift.

Day 01 – 30
Phase 01 · Evaluate

We find out where revenue is actually leaking.

We interview every rep, shadow your last three pipeline reviews, audit your CRM structure, and reconstruct the last 20 won and lost deals. By week four you have a quantified leak map, not opinions.

  • GTM diagnostic — current-state audit, rep interviews, deal reconstructions
  • ICP definition — pipeline-validated, not whiteboarded
  • Baseline KPIs — win rate, cycle time, forecast accuracy, rep ramp
  • SPICED-X live — deployed in your CRM by end of month one
Day 30 – 60
Phase 02 · Fix

We install the system — and run it with you.

Playbooks written. Stage gates configured. Forecast cadence live. We sit in your Thursday forecast call for the full engagement — not as observers, as co-pilots. By day 90 the discipline is yours.

  • Playbook deployment — sales, objection handling, delivery, renewal
  • Pipeline cadence — weekly forecast call run by us, then by you
  • Team coaching — AE, pre-sales, SDR, leadership — role-specific
  • Board reporting — template and rhythm installed
Day 60 – 90
Phase 03 · Automate

AI agents take over enforcement.

Once the discipline is muscle memory, the platform turns it into automation. Conversation capture, CRM autofill, deal health, forecast roll-up, expand triggers — all running in the background while your team sells.

  • Full platform rollout — six agents activated in production
  • AI forecasting — methodology-driven roll-up, scenario modeling
  • CRM auto-sync — 10–12 hours of admin returned per rep, per week
  • Expand motion — renewal and upsell triggered at kickoff, not at renewal
What you walk away with

Hard deliverables. Not a PDF.

Every engagement ships the same artefacts — written, audited, embedded in your systems. Your CRO should be able to step out and the system keeps running.

Deliverable 01

Revenue Diagnostic

Current-state audit, leak map, win/loss pattern analysis, 20-deal post-mortem. Board-ready document.

Deliverable 02

GTM Playbook

ICP, messaging, SPICED-X discovery guide, objection handling, renewal motion. All in your Notion or Confluence.

Deliverable 03

CRM Blueprint

Stage definitions, gating logic, custom fields, dashboards, forecast categories — configured in HubSpot, Salesforce or Pipedrive.

Deliverable 04

Forecast Cadence

Weekly forecast call template, monthly QBR rhythm, board-reporting template. Ran live with you through the engagement.

Deliverable 05

Team Enablement

Role-specific training for AE, SDR, pre-sales and leadership. Certified internally. Onboarding for new hires thereafter.

Deliverable 06

ValueOrbit Platform

Full platform rollout included in Pillar 1. Six AI agents live in your CRM by day 90. License price folded into the engagement.

Proof from the pipeline

Two engagements. Two different breakages.

What's broken is never the same twice. Here's what we fixed, specifically, for two reference customers in the last twelve months.

Two ways in

Two ways in. One destination.

Engagements are scoped to company size and revenue team headcount. No per-seat surprises. Pricing disclosed on the diagnostic call.

Pillar 02 · Platform Only
Standalone SaaS. Pre-configured SPICED-X. Live in two hours.
  • Six AI agents out of the box
  • Salesforce / HubSpot / Pipedrive sync
  • Conversation capture & CRM autofill
  • Deal health & forecast roll-up
  • SDR-assisted onboarding
  • Up to 15 seats
Start with Platform
Enterprise · Multi-entity
Custom
For PE-backed groups and multi-brand operators. Cross-portfolio methodology.
  • Cross-entity GTM diagnostic
  • Shared SPICED-X methodology
  • Portfolio forecast roll-up
  • Dedicated senior operator
  • Volume platform pricing
  • Portfolio-style service model
Talk with a partner

Together, we closed the largest deal in our company's history — and built a repeatable commercial engine to keep doing it.

M
Mehdi Doghri
COO · SaveYourWardrobe

"As one of the leading Data & AI partners for luxury and retail, we needed a commercial engine to match. The ValueOrbit Revenue Intelligence Platform on top of Salesforce gave us the pipeline, forecast and deal-review discipline to scale predictably."

Marouan Fakhfakh · CRO, OliveSoft

Common objections

The questions CROs actually ask us.

Q 01
"We already use Salesforce / HubSpot. Are you replacing it?"

No. ValueOrbit sits on top of your CRM — we don't replace it. We enforce the methodology your CRM was never built for. OliveSoft runs Salesforce plus ValueOrbit; SaveYourWardrobe runs their existing CRM plus ValueOrbit. No migration, no seat rip-and-replace.

Q 02
"Gong / Clari already does this — why you?"

Gong records calls. Clari rolls up CRM data. ValueOrbit enforces the methodology that makes both of those tools actually work — at a fraction of the combined cost. And we train your team to operate it. None of the others do that.

Q 03
"We can't afford advisory right now."

That's why we built Pillar 2 — platform only. Start small, prove ROI in 90 days, add advisory when the business case is crystal clear. Most customers graduate from Pillar 2 into Pillar 1 within the first year.

Q 04
"Our team won't adopt another tool."

Onboarding is two hours, not two weeks. We automate the thing reps hate most — data entry — so adoption reaches 80%+ in 30 days. Our reference customers saw exactly this pattern. The team doesn't feel they've been given a new tool. They feel they've been given time back.

Q 05
"We're too early for methodology."

The companies that implement methodology before it's painful are the ones that scale cleanly. The ones that wait until it's already expensive spend the next three years unwinding it. SaveYourWardrobe did it before Series A. That's why they closed the largest deal in their company's history.

Q 06
"Who leads the engagement on your side?"

A named senior operator from our team — ex-Salesforce, ex-Oracle, ex-KPMG or ex-Volvo. They are in your weekly forecast call for the full 90 days. Not a junior consultant with a deck. The person who has actually run the playbook at scale.

What happens next

Thirty minutes. One deal.
No deck.

Bring one deal you can't figure out — stuck, slipping, or about to close without you knowing why. We'll run SPICED-X against it live and leave you with a concrete leak map. If the call's useful, we talk engagement. If not, you still keep the map.