Services
The revenue architecture practice for the AI transition.
Three phases: diagnose the structural cause, redesign the work so it holds, run the engine on AI. For B2B SaaS executives and PE operating partners, $10M to $200M ARR. Strategy decks lose to working systems; every engagement ships something that runs.
Most teams start here
Revenue System Diagnostic
$24,000 · 10 days. A board-ready model of where growth is leaking, what it costs per quarter, and which intervention changes the system fastest. Know where it leaks before you redesign or automate it.
Phase 01 · Diagnose
Board-grade ground truth on where growth is leaking
Revenue System Diagnostic
Know exactly where your revenue engine is leaking growth, what it costs you per quarter, and which intervention has the highest leverage. Systems-dynamics math, not opinion.
Most SaaS revenue leaders diagnose performance through stage conversion rates, dashboard symptoms, and anecdotal pipeline reviews. This engagement rebuilds the revenue engine as a stock-and-flow system, identifies the dominant feedback loop, and quantifies which structural intervention changes the ARR trajectory fastest.
What you get
- Parameterized stock-and-flow model of the revenue engine
- Dominant feedback loop identified plus the 2 to 3 highest-leverage intervention points
- Capability-trap mechanism map: where heroics mask structural design failure
- ICP drift check
- Sensitivity analysis on the variables with highest leverage on ARR trajectory
- Board-ready diagnostic report
- Live leadership readout session
Frameworks: Winning by Design Bowtie, Systems Dynamics, Dynamic Work Design, SPICED
Ideal for: CRO, VP Revenue, or CEO at a $10M–$50M ARR company where pipeline looks healthy but NRR is flat.
AI Revenue Readiness Audit
Know which AI investments will compound your revenue and which will automate the wrong motion, before you spend the capital.
AI revenue investments usually fail in two ways: tool-first selection from vendor demos, or initiative-first transformation without process diagnosis. This audit scores every GTM process by quality, data availability, and leverage so capital goes only where automation will compound.
What you get
- Every GTM process scored on quality, data, and leverage
- Automate-now / redesign-first / do-not-automate ruling per process
- Capability-trap risk assessment per process
- Vendor-proposal evaluation matrix
- Board-ready AI investment sequence
Frameworks: Dynamic Work Design, Systems Dynamics, Bowtie, Claude Code / MCP
Ideal for: CRO or CEO at a $15M–$80M ARR company being pressured to adopt AI without a framework to evaluate proposals.
Executive Briefing
$3,500
half day
A 90-minute working session for one decision-maker: your revenue system mapped live, the three structural questions that matter, and whether a full diagnostic is warranted. Credited against any engagement within 90 days.
Phase 02 · Redesign
Fix the structure so the fix holds without heroics
Revenue Process Redesign
Permanently fix the two or three revenue processes costing you the most, engineered to hold without constant management attention.
Dynamic Work Design redesigns work at the task level: cognitive demands, information requirements, and feedback-loop design. This engagement applies that discipline to the revenue processes with the highest quantified leakage, then ships the runbooks and adoption system that make the new motion hold.
What you get
- Process selection workshop prioritized by leverage and feasibility
- Current-state and future-state work mapping using Dynamic Work Design notation
- Root cause analysis for each selected process
- Task-level redesign with cognitive demand reduction and embedded feedback loops
- Implementation runbooks for each redesigned process
- Change-adoption framework with leading indicators and manager coaching cues
- 30/60/90 checkpoint plan for adoption and measurement
Frameworks: Dynamic Work Design, Systems Dynamics, SPICED
Ideal for: RevOps or Enablement leader at a $20M–$80M ARR company with clear evidence of broken process and authority to implement changes.
NRR Architecture Build
Make net revenue retention compound by design instead of decaying.
NRR below target in a SaaS business with healthy gross retention is usually a post-sale motion design failure. This build defines the right side of the Bowtie, installs the handoff architecture, and creates the expansion trigger system that makes customer revenue compound.
What you get
- Post-sale Bowtie mapping with Adopt, Expand, and Advocate stage definitions
- SPICED post-sale adaptation for expansion conversations
- AE-to-CSM handoff architecture with data transfer and cadence design
- Expansion trigger library with response protocols
- NRR systems-dynamics model for current and redesigned motion
- Customer-success playbook for commercial expansion motion
- Measurement framework with NRR leading indicators and cohort tracking
Frameworks: Winning by Design Bowtie right side, SPICED, Systems Dynamics, Dynamic Work Design
Ideal for: CRO or VP CS at a $15M–$60M ARR company where GRR is above 85% but NRR is below 110%.
Forecast Architecture Build
Give the board a number you can defend: a probabilistic forecast derived from your system dynamics, not rep optimism.
Stage-weighted forecasts hit a ceiling because they model revenue as a static pipeline. This build replaces stage probability defaults with a systems-dynamics forecast model parameterized from your actual conversion, velocity, and segment behavior.
What you get
- Historical data analysis across pipeline, conversion, velocity, and segment data
- Systems-dynamics forecast model with P50, P75, and P90 outputs
- Forecast process redesign with leading-indicator inputs
- CRM forecast field specifications and calculation logic
- Manager coaching protocol for the new methodology
- CFO and board reporting template aligned to model outputs
- Working sessions for model calibration with revenue leadership
Frameworks: Systems Dynamics, Winning by Design Bowtie, SPICED
Ideal for: CRO or CFO at a $20M–$80M ARR company where forecast accuracy is below 85%.
Phase 03 · Run
Operate the engine on AI, governed, without you in the room
Agentic RevOps Layer
Turn revenue operations from spreadsheet reconciliation into a live engine that runs on signal.
This build leads with MCP-connected agents and Claude Skills that make revenue operations observable and executable. The layer connects to your CRM and revenue data, aligns schema to Bowtie stages, validates the data automatically, and surfaces the signals leaders currently assemble by hand.
What you get
- CRM audit against Bowtie stage definitions and data quality requirements
- Schema redesign specification aligned to Bowtie stages and SPICED
- MCP server configuration connected to revenue systems
- Agentic reporting for stage health, expansion signals, and NRR cohorts
- Claude Skills library for recurring revenue-team workflows
- Data governance specification with ownership model and hygiene SLAs
- Handoff and training for the RevOps team
Frameworks: Winning by Design Bowtie, Claude Code + MCP, Claude Skills, Systems Dynamics
Ideal for: RevOps leader or CTO at a $20M–$100M ARR company spending 30% or more of capacity on data reconciliation.
Where the market is going
AI-Native Revenue Operating Model
Design the human-plus-AI revenue org you will need in 18 months: agents run the routine motion, your people do the judgment work, and the board sees capability building during the J-curve dip instead of pulling the plug.
This is the future-state operating-model engagement for teams that know point automation is not enough. We design the revenue organization, workflow architecture, agent governance, and leading-indicator system needed to run a human-plus-AI GTM motion with control.
What you get
- Target-state operating model: which processes go autonomous, where human-plus-AI handoffs sit
- Leading-indicator dashboards that make capability-building visible during the dip
- Governance that prevents premature abandonment
- Role and workflow architecture for the agentic revenue team
Frameworks: Dynamic Work Design, Systems Dynamics, Agentic Operating Models, Claude Code / MCP
Ideal for: CEO, CRO, or PE operating partner preparing a $50M–$200M ARR revenue organization for governed AI-native operations.
Investment
Also available as a 90-day governed transformation at $35,000/month. Limited to two engagements per quarter; entry is by application, beginning with an Executive Briefing or Revenue System Diagnostic.
Get StartedRetainers
Embedded Revenue Architecture
One retainer, four intensities. A standing revenue architect embedded in your GTM org: the model, the agents, and the autonomous-operations roadmap, maintained as the business evolves.
Signal
$10M–$30M ARR$8,500/mo
3 months minimum
Monthly Bowtie diagnostics, systems dynamics monitoring, and strategic guidance for revenue leaders who need a thinking partner grounded in math. Typical clients identify 1-2 high-leverage interventions per quarter that the retainer investment pays for within 30 days.
- Monthly Bowtie health report with systems dynamics interpretation
- Single highest-leverage intervention identified each month
- 1–2 page strategic advisory memo per month
- 2x 60-minute live sessions per month
- Unlimited async Q&A (24-hour SLA)
- Up to 4 hours/month AI infrastructure maintenance
Standard
$25M–$60M ARR$16,500/mo
4 months minimum
Ongoing revenue architecture optimization: Bowtie monitoring, process redesign execution, and agentic infrastructure that compounds month over month. Clients typically recover 3-5x the monthly retainer in addressable revenue within the first quarter of optimization.
- Weekly automated Bowtie reporting + monthly written interpretation
- One DWD process redesign per quarter
- One Claude Skills build or MCP enhancement per month
- Monthly forecast model recalibration
- 4x 60-minute live sessions per month
- Up to 12 hours/month AI infrastructure work
Scale
$50M–$100M ARR$28,500/mo
6 months minimum
Full-stack revenue architecture for companies scaling through complexity: multi-segment Bowtie management, accelerated AI infrastructure, and systems-based decision-making. Designed for the complexity level where a single missed leverage point costs more per month than the retainer.
- Segment-level Bowtie health reports (weekly, automated)
- Two DWD process redesigns per month
- 6–10 Claude Skills across AE, CSM, RevOps, and management
- Up to 3 MCP servers deployed and maintained
- 6x 60-minute live sessions per month
- Up to 30 hours/month AI infrastructure work
- Transformation governance: J-curve navigation and board reporting
Enterprise
$75M–$200M ARR$45K–$65K/mo
6 months minimum
Embedded revenue architecture: dynamic.work_ operates as the intelligence and design layer inside the client's GTM org. For organizations where revenue system architecture failure is measured in millions per quarter.
- Complete revenue system audit and systems dynamics model (Month 1)
- Parallel DWD process redesigns (3–4 concurrent)
- Full MCP server suite + unlimited Claude Skills
- Agentic process automation: up to 5 autonomous processes by month 6
- Unlimited live sessions + dedicated Slack channel
- Dedicated team: primary architect + infrastructure specialist
- Transformation governance: J-curve navigation and board reporting
How Engagements Unfold
Know where it leaks. Fix it so it holds. Run it on AI.
Diagnose
Start with the Revenue System Diagnostic, AI Revenue Readiness Audit, or Executive Briefing. You get the structural cause, the leverage point, and a clear ruling on what should happen next.
Redesign
Based on the diagnostic finding, build the targeted fix: Revenue Process Redesign, NRR Architecture Build, Forecast Architecture Build, or the Agentic RevOps Layer.
Run
The system compounds through Embedded Revenue Architecture: the model maintained, agents governed, and the autonomous-operations roadmap advanced as the business evolves.
Typical path from first diagnostic to embedded architecture: 6 to 12 weeks. Total fixed-scope investment before retainer: $24K to $55K.
Not sure which engagement fits?
Tell us the symptom. We'll tell you if it's structural, and which engagement is the right starting point.
Every diagnostic produces a quantified structural finding, or we tell you within the first 3 days and scope the engagement down.