Straight advice
Honest advice on what will move the numbers. If Rev-IQ isn't the right fit, you'll hear that plainly.
Advisory
Senior commercial judgement, from a diagnostic to a seat on your advisory board.
Five ways to work with Rev-IQ in an advisory capacity, each scoped to the actual problem. If you need someone to own the commercial engine day to day, see Fractional CRO.
Commercial diagnostic
An evidence-based read on where growth is constrained.
See details ↓Advisory board seat
Monthly, independent oversight to keep the plan on track.
See details ↓Growth & GTM advisory
Build, fix or scale the go-to-market motion.
See details ↓Retention advisory
Onboarding, customer success and renewals that hold.
See details ↓Workshops & sessions
Working sessions for leadership teams, boards and events.
See details ↓
Diagnostic
Commercial diagnostic
For businesses that know something in the commercial engine isn't working and want the evidence before committing to a fix. It also gives an advisory board seat or fractional engagement a clear, evidence-based starting point.
Format: Fixed scope, agreed up front
What you leave with
- An economic baseline built from your financial and CRM data
- The real causes of churn and stalled growth, with the evidence
- Clear positioning and a credible growth path
- A prioritised 90-day plan with owners and dates
What this typically includes
- Financial and CRM analysis
- Stakeholder and customer interviews
- A churn and retention review
- A positioning review against the market you want to win
- Dashboards for the numbers that matter
Not ready to talk yet? Start with a free AI skill, then a diagnostic.
Advisory board
Advisory board seat
For founders and leadership teams with a plan who want experienced, independent oversight to keep execution on track. Joel joins your advisory board as the commercial voice, holding the team to what was agreed and helping make the calls that matter.
Format: Monthly, with pre-reading and follow-up
What you leave with
- A standing monthly checkpoint on progress against the plan
- Decisions made and owners named at every session
- Early warning when execution starts to drift
- Written follow-up with actions, owners and dates
What this typically includes
- Pre-reading reviewed before each session
- A monthly session on progress, the numbers and the next decisions
- Commercial challenge on pipeline, pricing, retention and growth priorities
- Input on board and investor readiness ahead of a raise or exit
Growth
Growth & GTM advisory
For businesses that need to build, fix or scale their go-to-market motion, from a first sales process to a pipeline that can actually be forecast.
Format: Advisory or hands-on implementation
What you leave with
- A sharp definition of the target customer
- One chosen go-to-market motion, with the reasoning written down
- Qualification standards and pipeline stages the team actually uses
- A measurement plan for pipeline, conversion and forecast accuracy
What this typically includes
- Diagnosing whether the model is founder-led, sales-led or product-led, and whether that's still the right call
- Designing or repairing the sales process, qualification criteria and pipeline structure
- Reviewing pricing and packaging against the current market and customer base
- Working alongside your existing sales and marketing leaders
Retention
Retention & customer journey advisory
For businesses where the front door works but the back end leaks: onboarding that varies by who's running it, customer success with no early warning system, or churn no one saw coming.
Format: Advisory or hands-on implementation
What you leave with
- A customer journey map from signed deal to renewal, with owners at each stage
- A standard onboarding scope
- A working customer health model
- Support tiers and response targets the team can meet
What this typically includes
- Mapping the customer journey from signed deal through renewal
- Designing a standard onboarding scope and implementation plan
- Building a health-score model and a customer success operating rhythm
- Setting support tiers and SLAs that match the size of the customer base
Sessions
Workshops, speaking & leadership sessions
For leadership teams, boards or events that want a grounded, commercially literate perspective on growth, retention and operating performance, delivered as a working session that ends in decisions.
Format: A single working session
What you leave with
- Decisions made in the room
- A named owner for each decision
- Follow-up actions with dates, written up and shared afterwards
What this typically includes
- Leadership team workshops on a specific commercial problem: pipeline, pricing, retention, operating rhythm
- Board or investor-facing sessions on commercial readiness
- Conference or event speaking on technology business growth, retention and revenue operations
- Content built specifically for your audience
Need someone to own it?
How a fractional CRO works →
Fractional CRO
When advice isn't enough, a fractional CRO takes a seat in your leadership team, owns the commercial priorities and is accountable for results.
Built on operating experience
The frameworks and advisory work here come from actually running commercial functions inside telecommunications, technology services, software and SaaS businesses across Australia, New Zealand and the UK.
Structured before commercial
Every engagement starts with a diagnostic read of what's actually happening, so the scope fits the problem.
Not sure which pathway fits?
Book a strategy conversation