Scope of Work
What We Will Focus On:
Pricing and discount governance
Rules tied to unit economics, including approval logic and guardrails that hold under pressure.
CRM truth and definitions
Required fields, stages, qualification standards, and hygiene rules that make data comparable.
Finance-grade reporting
Dashboards that reconcile to actual outcomes, linking revenue to margin and key cost drivers.
Buyer-journey execution standards
Defined handoffs and service levels across Marketing, Sales, and Customer Success.
Sales and CS professionalization
Consistent qualification, coaching rhythm, renewal motion clarity, and escalation rules.
Business Outcomes
How This Ties Into Outcomes:
Gross margin becomes enforceable
Gross margin improves because discounting and delivery cost are governed.
Discount rate becomes controlled
Price realization improves because exceptions are visible and approved by rule.
Forecast becomes finance-trustworthy
Forecast accuracy improves because CRM definitions and inputs are standardized.
Conversion becomes diagnosable
Stage conversion becomes clear because handoffs and standards stop breaking.
Performance becomes comparable
Rep performance and manager outcomes become comparable across markets and teams.
Installation Sequence
A 4-phase install built for real operations
Commercial Reality Check + Debrief
We map the current commercial system: unit economics, KPIs, data integrity, buyer-journey handoffs, decision rules, and where margin and conversion leak.
90-Day Workplan
We define a 90-day intervention: scope, milestones, owners, dependencies, decision rights, and “definition of done” for each workstream across Pricing, CRM, Reporting, and Execution Standards.
Build and Implement
We work shoulder-to-shoulder with your leaders to implement the new rules, dashboards, and routines in the organization, until the systems work in weekly reality.
Enablement and Handover
We train managers and teams, install habits and review routines, and transfer ownership. The system keeps running after the project because enforcement and continuity are built in.
Engagement Levels
Scope of Work
We run the work in phases. Each phase has a clear definition of done, named owners, and exit criteria. You choose either Standard or accelerated timeline; Remote-first or on-site; and whether you provide an internal project manager, or StrategicRX runs PM temporarily.
Level 1
Foundation
Build the core system fast with minimal disruption.
Includes: definitions, CRM truth rules, pricing and discount guardrails, baseline dashboards, and a basic operating cadence.
Best for: CEOs who need clarity and control quickly.
Level 2
Revenue Org
Make the system the default behavior across Sales and Customer Success.
Includes everything in Tier 1, plus enablement, manager cadence, coaching standards, and enforcement across the buyer journey.
Best for: CEOs who want consistent execution across managers and markets.
Level 3
Company-Wide
Extend the operating reality across cross-functional interfaces and leadership.
Includes everything in Tier 2, plus cross-functional operating rules, performance management, hiring and onboarding standards, and multi-market governance.
Best for: CEOs reducing founder dependency and building a leadership bench.
Recent Projects
Previous Clients
B2C tech · GCC · high-volume sales
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Implemented pricing and discount guardrails
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Built dashboards linking revenue to margin drivers
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Standardized execution and performance management
Multi-market B2C org · 500+ employees
- Built first reliable sales tracking setup
- Built multi-market dashboard across currencies
- Set foundations for professional performance management
Key Questions
What CEOs ask before committing
What do you actually install?
How disruptive is this to the team?
What do you need from us to make this work?
Do you take over Sales leadership or manage the team?
How do you ensure adoption after you leave?
Do you guarantee revenue growth?
What does success look like?
Next Step
Get clarity before you change anything
This is a fast diagnostic of your commercial system. Answer 12 questions, then book a debrief with me. We interpret the results and clarify what you need next.
Run the Commercial Reality Check