You will recognize these
Your product catalog has outgrown your quoting process. 3+ products or usage-based pricing and your CRM can not keep up.
- Reps spend 2 to 3 days building a complex quote because pricing rules live in someone's head.
- CRM, billing, and GL show three different revenue numbers at month-end.
- A CPQ evaluation stalled because the product catalog is too messy to migrate.
- Finance spends days reconciling closed-won deals into the billing system.
What “done” looks like
For the CRO
Reps quote complex deals in minutes. Discount governance is visible and enforceable. Cross-sell and expansion numbers are moving.
For the CFO
One revenue number from quote to GL. Month-end close drops by days. Revenue leakage is visible and addressable.
For VP RevOps
A clean pricing model that reps follow. No more being the human router for every non-standard deal.
What gets built
8 weeks. Fixed scope, fixed timeline. Here is exactly what you get.
Q2R Audit & Roadmap
Stakeholder interviews with VP RevOps, CRO, AEs, Finance, and CS. Pricing export analysis, quote sample review, and revenue leakage assessment. Written report with prioritized build roadmap. Go or no-go on Day 5.
Pricing Model Cleanup
Full SKU rationalization for multi-product catalogs or commit/overage model extraction for usage-based pricing. Pricing rules formalized, bundling logic encoded, naming standardized. Delivered as a CPQ-import-ready structure.
Quoting Path Build
CPQ or native quoting configured with the clean pricing model, discount governance, and approval workflow. Tested against 3 to 5 live deal scenarios with your team.
DocGen & Integration
Template library for quotes, SOWs, and order forms with eSignature routing. CRM to CPQ to Billing to GL integration. No manual re-keying between systems.
Agent Blueprint & Testing
Your tailored Agent Deployment Blueprint: the 3 to 5 highest-ROI AI agents for your Q2R stack, grounded in your Week 1 audit data. Integration testing and runbook.
Rollout & Enablement
2 live training sessions with the sales team. Go-live transition. Handoff materials and enablement recordings for onboarding new hires.
What we need from you
We work autonomously. Your team provides alignment and sign-off. Total effort: 10 to 12 hours per week across the buying committee.
VP RevOps
2 hours per week. Weekly sync, pricing decisions, unblock requests.
Finance Lead
1 to 2 hours per week. Billing alignment and rev rec structure validation.
2 to 3 AEs
1 to 2 hours per week. Interviews Week 1, test deals Weeks 5 to 6, training Week 7.
Common questions
CPQ projects take 9 to 14 months. How do you do it in 8 weeks?
One operator, not a 4-consultant team. We scope tightly to the Q2R spine, not the entire RevOps stack. Fixed fee means we ship on time. If we miss the contracted end date, we work free until done.
We already tried a billing or CPQ vendor and it didn't solve the problem.
The tool handles billing. We handle everything upstream: the dirty catalog, the missing pricing rules, the broken integration between CRM and billing. The architecture around the tool is what was missing.
Will this pull my team off revenue work for two months?
Total client effort is 10 to 12 hours per week across the buying committee. VP RevOps gives 2 hours. Finance gives 1 to 2 hours. AEs join for interviews in Week 1 and testing in Weeks 5 to 6. Nobody is pulled off their job.
What if our CRM is too broken to build on?
The Week 1 audit surfaces exactly this. If your CRM needs foundational repair before we can build Q2R infrastructure, we say so and re-scope. Walk after the audit at zero cost.