Pipeline & Forecast Leadership
Run weekly pipeline reviews. Install stage definitions. Make forecast calls reflect reality, not hope.
VP-level leadership. Without the VP price tag.
Fractional sales leadership for teams that need real operational control — before you're ready for a $250K+ hire.
The gap most teams are stuck in
You need leadership. You can't afford the hire.
Founders are still running deals when they should be running the company. First-time managers are learning on the job. Forecasts are fiction. Deals slip and no one knows why.
Founder-led sales
You're closing deals but can't build the system. Every hire feels like a gamble.
First-time managers
Promoted for closing, not coaching. No inspection rhythm. Reps are on their own.
Between stages
Post-seed, pre-Series B. A full CRO is overkill — but you need someone running the motion.
Who this is for
Teams that need operational leadership — not just advice
This isn't "coaching from the sidelines." We work inside your motion: deals, pipeline, forecast, coaching cadence. If you need someone to actually run it, not just consult on it, this is the fit.
✓ Right fit
- 5-25 person sales team
- Revenue between $2M-$20M
- Founder or first-time VP needs operational support
- Ready to install systems, not just "get advice"
✗ Not the right fit
- Need a full-time hire (we can help you find one)
- Looking for pure coaching/advisory
- Need AE/BDR capacity → Outsourced Support
- Just need training → Training
What we actually do
Operate inside your motion — not outside it
We show up in your pipeline reviews, your forecast calls, your manager 1:1s. We build the cadence, install the standards, and run it until your team can own it.
Deal Strategy
Work live opportunities with reps. Unstick stalled deals. Build the muscle for qualification and next-step control.
Manager Development
Shadow your managers. Build their 1:1 structure, call review cadence, and coaching instincts.
Operating Rhythm
Install the weekly/monthly cadence. Agendas, owners, accountability. The system that runs without you.
What you walk away with
Concrete systems your team owns — not a report that sits in a folder.
Operating Cadence
Weekly/monthly rhythm with agendas + owners
Forecast System
Stage definitions + inspection standards
Manager Toolkit
1:1 templates, scorecards, coaching prompts
Playbook Foundation
Standards for how your team wins
How it works
Embedded leadership, not drive-by consulting
1
Diagnostic
We start with a Diagnostic to surface what's actually happening — pipeline, process, coaching gaps.
2
Embed
We join your motion — pipeline reviews, forecast calls, manager sessions. Typically 2-3 days/week.
3
Transfer
We install systems and develop your managers to run them. Exit when your team owns it.
Typical engagement: 3-6 months. Some teams keep us longer for ongoing support.
Leadership is the third lane in the Revfinery system. Diagnostic surfaces what's broken. Training builds capability. Leadership installs the system that makes it stick.
FAQs
How is this different from a consultant?
Consultants advise. We operate. We're in your pipeline reviews, your forecast calls, your manager 1:1s — building the muscle while running the motion.
What's the time commitment?
Typically 2-3 days per week, embedded in your rhythm. Some weeks more during ramp-up; some less as your team takes over.
What does it cost?
Significantly less than a full-time VP Sales hire. We'll scope it based on your needs — reach out to discuss.
Can you help us hire a full-time leader?
Yes. Many engagements end with us helping you hire and onboard your first VP — with systems already in place for them to run.
Get playbooks & templates
Practical notes on messaging, discovery, pipeline discipline, and running deals in complex B2B.