The Revelate Method
Five phases grounded in Lean, Six Sigma, and continuous improvement — built to find the real bottleneck and fix it fast.
Typical engagement: 8–16 weeks from discovery to Revelation
Discover
Enter your world
Start by understanding the humans before the systems. I shadow your sales reps, sit in on forecast calls, and interview stakeholders across marketing, sales, and CS. The goal: understand the gap between how your revenue process is designed and how it actually works.
Most consulting engagements skip this — they go straight to auditing the CRM. But the CRM is a symptom. The people using it (or working around it) are the source.
What you get
- Stakeholder interview synthesis
- Current-state workflow map
- Process gap identification
- "Jobs to be Done" analysis
Diagnose
Find the real bottleneck
Now I go into the systems. Every automation, every integration, every data flow — mapped and measured. I pull CRM data, build a value stream map from first touch to closed-won, and identify the single biggest constraint limiting your revenue throughput.
Most teams think they know where the bottleneck is. The data usually tells a different story. That gap between assumption and reality is where the biggest wins hide.
What you get
- Full system architecture map
- Data quality scorecard
- Revenue value stream map
- Constraint analysis with dollar impact
Design
Blueprint the fix
I translate everything from Discover and Diagnose into a prioritized sprint roadmap. Not a 50-page strategy deck — a clear list of improvements ranked by revenue impact, starting with the constraint that costs the most.
Each item has a defined scope, success metric, and estimated ROI. This is where root causes get separated from symptoms, and where you see the full picture of your revenue operation for the first time.
What you get
- Root cause analysis
- Prioritized sprint roadmap
- ROI projection per improvement
- Target-state architecture
Deliver
Ship every week
This is the bulk of the engagement. Each two-week sprint follows a tight cycle: plan the highest-impact fix, build it in sandbox, test it, push to production, and measure the result. If something doesn't work, we roll back and adjust.
Small improvements compound — 8 weeks of targeted sprints typically outperforms a 6-month agency project because every change is informed by the last one.
What you get
- Weekly production deployments
- Sprint reviews with measured outcomes
- Tested rollback procedures
- Continuous backlog reprioritization
Revelation
Everything clicks
This is the moment everything comes together. Clean data flowing through automated workflows. Dashboards your leadership team actually trusts. A CRM your reps don't have to fight.
I hand off complete documentation, run hands-on training sessions with your team, and set up monitoring so they'll know if anything drifts. The before-and-after metrics dashboard makes the impact undeniable. Your team owns the system — and knows how to keep it running.
What you get
- Complete documentation and runbooks
- Hands-on team training sessions
- Monitoring and alerting setup
- Before / after metrics dashboard
- 30-day post-engagement support
See The Results
$100M+ Series C SaaS Company
Smart water cooler manufacturer · Former employer
The Challenge
- Lead routing took 2+ hours manually through spreadsheets and Slack
- Sales team bypassed Salesforce for Google Sheets due to data trust issues
- Duplicate systems costing $200K+ annually
- Board deck numbers didn't match CRM
The Solution
- Intelligent territory-based lead routing with automated SLA tracking
- Unified data pipelines across Salesforce, HubSpot, and analytics
- Real-time pipeline reporting with automated data quality checks
- Consolidated 50+ integration workflows
Quantified Results
Timeline: 12-week embedded engagement ·Team: Principal-only delivery ·Scope: 150+ workflow implementations
Ready for your Revelation?
Whether you're building from scratch or rebuilding from chaos — let's map the path forward together.