Consulting — ValueOrbit

Why an engagement, not a subscription

Automating a broken process
produces broken output at scale.

Most companies between €1M and €20M ARR don't have a tooling problem. They have an execution problem. The playbook was never written down, the methodology was never enforced, and the forecast is a guess in a spreadsheet. You cannot buy your way out of that.

Execution gap

Your reps don't need another dashboard.

They need a clear definition of what "good" looks like — and a leader who will enforce it every Thursday forecast call. That's what we install.

Enforcement

Methodology without enforcement is theatre.

MEDDIC as a sticker on the CRM is not a system. We embed SPICED-X as gating logic — stage transitions blocked until Pain, Impact and Critical Event are locked.

Cadence

Tools don't change behaviour. Cadence does.

We run the weekly forecast call with you through the engagement. Muscle memory beats software. By day 90, your team is doing it alone — and it sticks.

The 30–90 day journey

Evaluate. Fix.
Automate.

One engagement, three phases, one destination: a revenue engine that runs itself. Every phase has hard deliverables, a named owner, and a measurable exit criterion. No ambiguity, no drift.

Day 01 – 30

Phase 01 · Evaluate

We find out where revenue is actually leaking.

We interview every rep, shadow your last three pipeline reviews, audit your CRM structure, and reconstruct the last 20 won and lost deals. By week four you have a quantified leak map, not opinions.

GTM diagnostic — current-state audit, rep interviews, deal reconstructions
ICP definition — pipeline-validated, not whiteboarded
Baseline KPIs — win rate, cycle time, forecast accuracy, rep ramp
SPICED-X live — deployed in your CRM by end of month one

OwnerEngagement Lead Exit criterionQuantified leak map, signed off by your CRO

Day 30 – 60

Phase 02 · Fix

We install the system — and run it with you.

Playbooks written. Stage gates configured. Forecast cadence live. We sit in your Thursday forecast call for the full engagement — not as observers, as co-pilots. By day 90 the discipline is yours.

Playbook deployment — sales, objection handling, delivery, renewal
Pipeline cadence — weekly forecast call run by us, then by you
Team coaching — AE, pre-sales, SDR, leadership — role-specific
Board reporting — template and rhythm installed

OwnerRevenue Architect Exit criterionTwo forecast calls run by your team, unassisted

Day 60 – 90

Phase 03 · Automate

AI agents take over enforcement.

Once the discipline is muscle memory, the platform turns it into automation. Conversation capture, CRM autofill, deal health, forecast roll-up, expand triggers — all running in the background while your team sells.

Full platform rollout — six agents activated in production
AI forecasting — methodology-driven roll-up, scenario modeling
CRM auto-sync — 10–12 hours of admin returned per rep, per week
Expand motion — renewal and upsell triggered at kickoff, not at renewal

OwnerPlatform Lead Exit criterionSix agents live; 10+ admin hours returned per rep, weekly

Day 90 · Destination

A revenue engine that runs itself.

What you walk away with

Hard deliverables. Not a PDF.

Every engagement ships the same artefacts — written, audited, embedded in your systems. Your CRO should be able to step out and the system keeps running.

Audit

Revenue Diagnostic

Current-state audit, leak map, win/loss pattern analysis, 20-deal post-mortem. Board-ready document.

Playbook

GTM Playbook

ICP, messaging, SPICED-X discovery guide, objection handling, renewal motion. All in your Notion or Confluence.

CRM

CRM Blueprint

Stage definitions, gating logic, custom fields, dashboards, forecast categories — configured in HubSpot, Salesforce or Pipedrive.

Cadence

Forecast Cadence

Weekly forecast call template, monthly QBR rhythm, board-reporting template. Ran live with you through the engagement.

Enablement

Team Enablement

Role-specific training for AE, SDR, pre-sales and leadership. Certified internally. Onboarding for new hires thereafter.

Platform

ValueOrbit Platform

Full platform rollout included in Pillar 1. Six AI agents live in your CRM by day 90. License price folded into the engagement.

Proof from the pipeline

Two engagements. Two different breakages.

What's broken is never the same twice. Here's what we fixed, specifically, for two reference customers in the last twelve months.

Advisory + Platform

A scale-up commercial engine, built for Series A.

Circular-fashion platform selling to global brands, progressing from seed to Series A. We installed SPEED-MC², trained the commercial team, and embedded methodology into daily CRM workflow — and landed the largest enterprise deal in company history.

1st

Largest deal in company history

Series A

Forecast-ready pipeline

Advisory + Platform

A commercial engine to match a leading Data & AI partner.

Leading Data & AI services boutique for luxury and retail. We deployed the Revenue Intelligence Platform on top of Salesforce and installed the pipeline, forecast and deal-review discipline to scale predictably.

Two ways in

Two ways in. One destination.

Engagements are scoped to company size and revenue team headcount. No per-seat surprises. Pricing disclosed on the diagnostic call.

Pillar 02 · Platform Only

Standalone SaaS. Pre-configured SPICED-X. Live in two hours.

Six AI agents out of the box
Salesforce / HubSpot / Pipedrive sync
Conversation capture & CRM autofill
Deal health & forecast roll-up
SDR-assisted onboarding
Up to 15 seats

Start with Platform →

The questions CROs actually ask us.

Six objections we hear in every diagnostic call — answered with specifics from live engagements, not slides.

Q 01 "We already use Salesforce / HubSpot. Are you replacing it?"

No. ValueOrbit sits on top of your CRM — we don't replace it. We enforce the methodology your CRM was never built for. OliveSoft runs Salesforce plus ValueOrbit; SaveYourWardrobe runs their existing CRM plus ValueOrbit. No migration, no seat rip-and-replace.

Q 02 "Gong / Clari already does this — why you?"

Gong records calls. Clari rolls up CRM data. ValueOrbit enforces the methodology that makes both of those tools actually work — at a fraction of the combined cost. And we train your team to operate it. None of the others do that.

Q 03 "We can't afford advisory right now."

That's why we built Pillar 2 — platform only. Start small, prove ROI in 90 days, add advisory when the business case is crystal clear. Most customers graduate from Pillar 2 into Pillar 1 within the first year.

Q 04 "Our team won't adopt another tool."

Onboarding is two hours, not two weeks. We automate the thing reps hate most — data entry — so adoption reaches 80%+ in 30 days. Our reference customers saw exactly this pattern. The team doesn't feel they've been given a new tool. They feel they've been given time back.

Q 05 "We're too early for methodology."

The companies that implement methodology before it's painful are the ones that scale cleanly. The ones that wait until it's already expensive spend the next three years unwinding it. SaveYourWardrobe did it before Series A. That's why they closed the largest deal in their company's history.

Q 06 "Who leads the engagement on your side?"

A named senior operator from our team — ex-Salesforce, ex-Oracle, ex-KPMG or ex-Volvo. They are in your weekly forecast call for the full 90 days. Not a junior consultant with a deck. The person who has actually run the playbook at scale.

Your process.
Rebuilt in 30–90 days.

Automating a broken process
produces broken output at scale.

Your reps don't need another dashboard.

Methodology without enforcement is theatre.

Tools don't change behaviour. Cadence does.

Evaluate. Fix.
Automate.

We find out where revenue is actually leaking.

We install the system — and run it with you.

AI agents take over enforcement.

Hard deliverables. Not a PDF.

Revenue Diagnostic

GTM Playbook

CRM Blueprint

Forecast Cadence

Team Enablement

ValueOrbit Platform

Two engagements. Two different breakages.

A scale-up commercial engine, built for Series A.

A commercial engine to match a leading Data & AI partner.

Two ways in. One destination.

The questions CROs actually ask us.

Thirty minutes. One deal.
No deck.

Your process. Rebuilt in 30–90 days.

Automating a broken processproduces broken output at scale.

Your reps don't need another dashboard.

Methodology without enforcement is theatre.

Tools don't change behaviour. Cadence does.

Evaluate. Fix.Automate.

We find out where revenue is actually leaking.

We install the system — and run it with you.

AI agents take over enforcement.

Hard deliverables. Not a PDF.

Revenue Diagnostic

GTM Playbook

CRM Blueprint

Forecast Cadence

Team Enablement

ValueOrbit Platform

Two engagements. Two different breakages.

A scale-up commercial engine, built for Series A.

A commercial engine to match a leading Data & AI partner.

Two ways in. One destination.

The questions CROs actually ask us.

Thirty minutes. One deal.No deck.

Your process.
Rebuilt in 30–90 days.

Automating a broken process
produces broken output at scale.

Evaluate. Fix.
Automate.

Thirty minutes. One deal.
No deck.