Fix the revenue data every SaaS founder is missing

Get fractional RevOps help to clean your CRM, track renewals, and build a forecast you can defend with investors.

Fix my forecast

Your Revenue Picture Is A Blur

  • 1

    You cannot answer basic questions like what you sold, to whom, for how much, and where the deal actually came from.

  • 2

    Your forecast is a guess because CRM data is missing, inconsistent, or spread across random spreadsheets nobody fully trusts.

  • 3

    Board and investor meetings feel risky because renewal, pipeline, and revenue numbers are messy, late, or hard to explain in plain language.

Make Your Revenue Picture Crystal Clear

Get a fractional RevOps partner who fixes your data, CRM, and reporting so you finally see what is really happening in your revenue, every week.

Know exactly what you sold and to whom

Set up clear product, account, and deal fields in your CRM so you can see what you sold, to which customer, for how much, and via which channel.

Build a forecast based on real data

Replace messy spreadsheets with a simple forecasting model tied to clean pipeline, stage, and renewal data so your forecast feels solid, not like a guess.

Walk into investor meetings with clean numbers

Use focused dashboards that track pipeline, renewals, and ARR in plain language so you can explain your numbers fast and answer tough questions with confidence.

The revenue data work every founder keeps putting off

Six practical fixes that turn messy revenue data into a forecast you can actually trust.

Find the real data gaps

Audit your CRM, pipeline, and reports so you finally see what is missing and what is guesswork.

Track leads that actually happened

Set up clear lead and opportunity tracking so you know exactly where pipeline really comes from.

Know what you sold, to whom

Put a simple structure on products, segments, and terms so pricing, packaging, and expansion decisions stop being guesses.

Build a forecast on facts

Replace spreadsheet guessing with a forecast tied to real opportunities, renewals, and stages in your CRM.

Show numbers investors trust

Create clean dashboards for board and investor updates so you stop apologizing for messy or confusing reports.

Turn founder magic into playbooks

Document how you sell today so a small team can follow it without you in every single deal.

"We went from feelings-based Founder sales to a structured approach to enterprise sales. We've been more intentional with our messaging, marketing and pricing, enabling us to secure better customers at a higher value thanks to your help. We now have a sales process that works!"

Rich Summers
Co-Founder
Lets Flo

Frequently Asked Questions

Who is this for?

You are a B2B SaaS founder, somewhere between Seed and Series A, still close to most deals. Your board wants better numbers, your CRM is messy, and your forecast feels like a guess. That is where I come in.

What exactly do you help me fix?

I help you fix the basics that sit under your forecast. What you sold, to whom, where the lead came from, what is up for renewal, and what is in the pipeline. Once that data is clean and consistent, your reports and forecast stop feeling like guesswork.

How is this different from hiring a full‑time RevOps or VP of Sales?

You get senior help without taking on a big salary and a full headcount. I work with you part‑time, focused on the data, systems, and simple playbooks you need at your stage, instead of building a big team and heavy processes you are not ready for.

What does working together look like in practice?

First, I review your CRM, pipeline, and current reports to find the gaps. Then we set up clear fields and simple rules so your team records what you sell, to whom, and where deals come from. After that, we build a forecast and a small set of reports you can trust, and I coach you and your team on using them every week.

Do I need a specific CRM or tool to get value from this?

No. If you already use a CRM, we clean it up and put the right structure in place. If you are still in spreadsheets, we work with what you have and set you up to move into a CRM when you are ready. The focus is on getting the data right, not buying more tools.

How long before I see a difference in my numbers and forecast?

Most founders start to see clearer numbers within a few weeks, once we fix the biggest gaps in the data. A forecast you can stand behind usually comes together over the next one or two cycles, as clean data starts to build up and you stop relying only on gut feel.

Fix the revenue data gaps

Get clean, reliable revenue data so your forecast stops feeling like a guess and your next board or investor meeting is backed by numbers you actually trust.

Fix my forecast now