Your whole revenue on one page.
From the first contact to the customers who renew. We set up your own CRM, move your old data in and build the Revenue Bowtie board with your team, in twelve working sessions.
Revenue BoardConcept preview · sample dataThe whole revenue journey.
Six things, the same for every team.
Built once, installed for you. The sessions go into your data and your habits, not into designing a system from scratch.
Your own CRM
One install for your company, on a server in the country you choose, under your own subdomain. Unlimited users.
Data model and pipeline
Companies, people, deals, contracts and renewals, with the definitions your leadership signs off in the first two sessions.
Your old data, moved in
From spreadsheets or your current CRM, with duplicates cleaned out on the way.
The Revenue Bowtie board
V1 to V13, CR1 to CR5 and time in each stage, readable in English, Thai and Chinese.
Twelve working sessions
Ninety minutes each, recorded, with a one page guide for every play we install.
Revenue Room Care, months 1 to 3
Hosting, backups, updates, group office hours and the full play library while you settle in.
Twelve sessions. Four gates.
One working session a week, ninety minutes each. Your team does the work in the session and we steer. A phase only starts when the gate before it has passed.
- 0
X-Ray
Week 0A free 30 minute consult.
- 1
Agree the words
Weeks 1 to 2 · 2 sessionsDefinitions and targets.
- 2
Lay the foundation
Weeks 3 to 6 · 4 sessionsData model, old data in, pipeline set up.
- 3
Measure
Weeks 7 to 9 · 3 sessionsThe V1 to V13 board and a weekly revenue meeting.
- 4
Run it
Weeks 10 to 12 · 3 sessionsForecast, handover, day 90 checks.
- 5
Revenue Room
From month 4Care in a group, or Partner one to one.
Every gate has a rule.
| Gate | Passes when | If it does not |
|---|---|---|
| Week 2 · Definitions | Your leadership signs off the definitions of each number and each pipeline stage. | We do not start building. We book a separate 30 minute session with leadership first. |
| Week 6 · Foundation | Old data is in, and duplicates are under 2%. | Session 7 moves back a week. Day 90 does not move. |
| Week 9 · Measure | The board runs on live data and agrees with your old numbers on more than 90% of records. | One extra data session, on our time. |
| Day 90 | Both guarantee checks. | We keep working for free until they pass, up to day 120. |
We guarantee what we control.
By day 90, two things are true. If one of them is not, we keep working for free until it is, up to day 120.
We guarantee
- V1 to V13 are on the board, from live data
- 80% of your salespeople log their work in the CRM, four weeks running
Your side of the deal
- You join at least 10 of the 12 sessions
- You give us access to your current systems within 5 days
We do not guarantee sales or NRR. Those depend on your market and your team.
Who does what.
We do not disappear to build a system and hand it back. Habits change in the sessions, with your people doing the work.
| Who | What they do | Time each week |
|---|---|---|
| Us | Lead the twelve sessions, choose the order of the plays and check every gate. | Every session |
| Your leader | Owns the result: signs off the definitions, runs the weekly revenue meeting and decides which leak gets fixed first. | About 1 hour |
| Your system admin | Joins every session, does the homework between them and teaches the rest of the team. | 3 to 4 hours |
| Your sales team | Uses the system every day and logs customers and deals in it. | Part of normal work |
What is fixed, what you set, what waits.
| The same for every team | Set to fit you | Not included |
|---|---|---|
| The core data model | Pipeline stage names, products and currency | New objects outside the template |
| The definitions of V1 to V13 and NRR | The language of screens and board: English, Thai or Chinese | Links to ERP or industry systems |
| The order of the twelve sessions and gates | Who owns each pipeline stage | Chat app connections |
| The day 90 guarantee checks | Your own targets | Changes to the core of the software |
| The software version we have tested | The country your server runs in | Company-wide single sign-on |
Two minutes of honest self-assessment.
A good fit if
- You sell B2B, and your revenue is spread across people, spreadsheets and systems
- Leadership, often in another country, wants one picture of revenue it can trust
- You can name one person to own the system and join the sessions
- Your team is ready to log customers and deals in one system, not on personal phones
Probably not, yet
- You want someone to run your campaigns or manage your sales team
- You need quote documents or invoicing built
- Nobody can join ten of the twelve sessions in the next three months
- You expect the system to create demand. It shows where revenue comes from and where it leaks
Start with a free
30 minute call.
The Revenue X-Ray comes first. We look at your process and mark the numbers you cannot see today.
Book a callQuestions
How soon do we see the board?
The board can go up in a week. Numbers you can trust need at least four weeks of live data, and salespeople need time to move from deals on their phones to deals in the system. That is why most of the twelve sessions are people work, not system work.
Can we move over from HubSpot or from spreadsheets?
Yes. We move your data from spreadsheets or your current CRM, HubSpot included, and clean out duplicates on the way in. The second gate checks that the old data arrived before anything is built on top of it.
Do you guarantee more sales?
No. We guarantee what we control: by day 90 the board runs on live data and 80% of your salespeople log their work weekly. Sales and NRR depend on your market and your team.
Do you build quotes or invoices?
We never build quote documents. Linking paid invoices back into the CRM, so NRR is counted from real cash, is a later play inside Revenue Room Partner.
What happens after the twelve sessions?
Revenue Room Care is already running from month one, so nothing stops. From month four you continue in Care or move up to Partner.