Most Series A–B founders I talk to got here on instinct and momentum — and now they're hitting the same wall: deals are inconsistent, the forecast is a guess, and nobody knows what "good" looks like for a rep. The system that got you here won't get you to $30M. I help you build the one that will.
Answer 12 questions about how your revenue engine actually works today — not how you wish it worked. You'll get an instant score across the dimensions that determine whether a Series A or B company can scale, plus a category-by-category breakdown of where the gaps are. The nine components of the Revenue OS are what a full engagement builds to fix what this surfaces.
These are the 12 questions an experienced operator asks in the first week of a GTM engagement. Answer honestly — the score is only useful if it's accurate.
Every engagement starts with a conversation, then a half-day working session to make sure we're solving the right problem. From there, you decide how deep you want to go. There's no pressure to do more than what's useful — and no way to skip ahead before the foundation is solid.
Most early-stage revenue problems aren't tool problems. They're system problems — unclear ICPs, undefined sales stages, unstructured rep workflows, no forecasting discipline, and managers without a weekly operating rhythm.
Before building the OS, I spend a month going deep — interviewing your team, auditing your CRM, reviewing your documentation, and learning how deals actually move. The nine components below are what I build to fix what that work uncovers. You can't wire up automation and AI until this foundation exists.
Once the OS is in place, automation and AI amplify it. Without it, they just accelerate chaos.
I've spent my career walking into revenue functions that needed to be built or fixed — broken process, inherited pipeline, a team that's working hard without a system. I know what the CRM says versus what's real, and what a board expects in 90 days.
I was one of HubSpot's first 50 AEs and spent nine years watching the company grow from $1M to over $1B ARR. I built the partner channel from zero to $30M ARR before leading global sales teams across four regions.
Since then I've led commercial sales at Lattice, built Vendr's first revenue product, and currently serve as de facto CRO at Databox — running a live transition as the company navigates its transformation from legacy SaaS to AI-native SaaS.
I wrote the book on inbound selling — literally. Inbound Selling (Wiley, 2018) has been used at HBS and in sales orgs worldwide. A revised 2026 edition is in progress.
No pitch deck, no discovery form. Just a direct 30-minute conversation about where you are and where I can help.