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Our Systems

Complete systems.
Installed, not advised.

Other firms hand you a deck and wish you luck. Our AI-empowered consultants install repeatable, scalable systems — hiring, scaling, closing, and everything in between.

Ken Lundin leading a sales team workshop What We Install

Every revenue challenge has a system behind it

QuotaFit, SmartScaling, and the O2C Roadmap are our flagship systems — but every engagement is custom-built. Here’s the full scope of what we install.

Pipeline Architecture
Design and install the pipeline stages, definitions, and exit criteria that make forecasting reliable.
Deal Coaching & Review
Live deal strategy sessions that teach your team to diagnose deals and plan next moves.
Sales Process Design
Document and install a repeatable sales process built for how your buyers actually buy.
Rep Performance & Development
Coaching cadences, 1:1 frameworks, and career paths that retain your best people.
Revenue Forecasting
Replace gut-feel forecasts with data-driven models tied to pipeline health metrics.
Sales Leadership Development
Build first-time sales managers into leaders who can run the system without you.
Hiring System

Every bad hire costs you 6 months and $200K

QuotaFit is a complete 22-chapter hiring system built specifically for revenue teams. Traditional interviews predict success just 20% of the time. QuotaFit combines structured interviews with validated assessments to reach 57–72% predictive accuracy — for your specific selling environment, not a generic sales profile.

What’s included

✓ 5-phase process: Define → Source → Assess → Interview → Retain
✓ Validated assessments measuring grit, skills, mindset, and sales DNA
✓ Structured interviews that simulate real sales interactions
✓ 90-day onboarding map tied to revenue milestones
✓ Scoring rubrics that remove gut-feel bias
72%
of hires perform in top half, Year 1
9%
attrition vs. 33% industry avg
“We now only let the top 10% of candidates even get to interview.”
— Brad Garber, COO & Equity Owner, Hidden Level
Scaling System

You’ve grown, but revenue still depends on you being in every big meeting

SmartScaling™ is the complete revenue scaling framework built from 200+ company installations. It maps your organization across 4 Pillars and 5 Stages of Growth — then gives you a clear, sequenced path forward.

What’s included

✓ 4 Pillars: People, Systems, Rhythm, and Proof
✓ 5 Stages of Growth — founder-led to fully scaled
✓ SMARTSCALING Scorecard — 4 pillars, 11 functions
✓ 90-Day Sprint Model — one constraint, fix it, repeat
✓ Built from 200+ installations at every stage of scale
“Average monthly revenue grew 307% in less than 6 months — from $330K to $1.34M per month.”
— Stacy Henry, CEO, Big Nerd Ranch
Sales Methodology

Deals stall in the middle and nobody knows the next move

Opportunity to Close Roadmap — a complete deal management system that replaces gut-feel forecasting with real data. Every deal gets scored on six factors. Every rep knows exactly what has to happen next. The biggest competitor isn’t a rival vendor — it’s “no decision.”

What’s included

✓ O2C Full (enterprise) and O2C Lite (SMB) versions
✓ 6-factor deal scoring: Need, Champion, Decision Maker, Competition, Process, Paper
✓ The Perfect Meeting™ — 7-step discovery framework
✓ Business Case Builder for internal champions
✓ Pipeline review cadence and deal inspection templates
40–60% of B2B deals are lost to “no decision” — not to a competitor.
“Our win rate was up just under 300% in 6 months. We had the most profitable year in the history of our company.”
— Justin Edmunds, Agency Owner, Third & Grove

25 years of what works,
delivered by AI-empowered consultants

Traditional consulting firms send you a consultant who charges $50–100K per month and takes 6–12 months to implement. We’ve taken everything that works and built AI systems to accelerate delivery.

Our consultants don’t start from scratch. They deploy proven systems — enhanced by AI — that have been installed in over 200 companies. QuotaFit, SmartScaling, and the Opportunity to Close Roadmap are just three of the systems in our arsenal.

Free Assessment

Not sure where you stand?
Find out in 10 minutes.

The SmartScaling Assessment scores your revenue infrastructure across 4 pillars and 11 functions — and shows you exactly where your binding constraint is.

Take the Free Assessment → 36 questions  ·  No pitch  ·  Instant results

Ready to see what’s possible?

Book a Revenue Diagnostic — a focused conversation about your revenue system and what’s holding it back.

Book a Revenue Diagnostic

Or take the free assessment →  ·  get the SmartScaling Book →