CRM architecture
Choose the right operating model and system boundary for customer, pipeline and revenue data.
GTM technology selection
Choose the stack before it hardens into process debt.
Independent research for CRM, enrichment, sales engagement, revenue intelligence and automation decisions where overlap and integration cost matter.
Decision scope
One bounded technology decision at a time.
The sprint works best when there is a real choice on the table rather than a vague request to “improve RevOps.”
Enrichment & orchestration
Evaluate enrichment providers and workflow layers for coverage, quality, overlap, cost and complexity.
Sales engagement
Compare sequencing, calling and rep workflow options without buying three tools for the same job.
Revenue intelligence
Assess forecasting, call intelligence and pipeline visibility against the decisions leadership actually needs.
Agentic GTM workflows
Separate useful automation from expensive novelty, governance risk and maintenance burden.
Consolidation
Decide what should stay, overlap, move into another platform or be retired before process debt hardens.
When this is useful
Before a tooling choice becomes expensive to unwind.
Operating ownership
You are hiring the first RevOps or GTM systems owner.
Stack overlap
Rapid growth left overlapping tools and inconsistent data models.
Renewal pressure
A renewal, migration or consolidation decision is approaching.
Build vs buy
Leadership wants a build-vs-buy view before committing engineering time.
AI sprawl
AI tooling accumulated faster than governance or adoption.
Deliverable
Research built to support a decision, not fill a slide deck.
Decision criteria tied to the real workflow and constraints
A market scan that excludes obviously poor-fit options
A shortlist with material claims checked against sources
Integration, adoption, governance and switching-cost trade-offs
A clear recommendation with explicit uncertainty
A decision memo the operating owner can challenge
Independence
The buyer funds the research.
We do not accept a vendor commission for changing the recommendation. Missing evidence remains missing instead of being filled with confident-looking assumptions.