Days 1–14 · Agree what “better” means
Choose a primary measure, a comparable baseline period, a minimum sample and a review date. Record what counts, what does not and where the figures come from. Agree success criteria and reasons to pause.
FROM FIRST CONVERSATION TO FIRST REVIEW
Start aligned.
Stay accountable.
A clear sequence helps your team know what happens next—and what we need from each other.
- Before signing · Confirm fit and capacity
Tell us about your product, team and main sales challenge. Review the scope, named delivery owner, available start date and full costs together.
- Days 1–14 · Establish the baseline
Agree on the source data, definitions, success criteria and minimum sample. Map your existing tools and permissions. Build one shared view of the starting point.
- Days 15–30 · Introduce the operating rhythm
Assign opportunity owners, standardize follow-up and review calls. Train the team on the agreed process and document changes.
- Days 31–60 · Review and refine
Review the pipeline weekly, reconcile collections and refunds, and adjust based on evidence. Explain measurement corrections rather than overwriting history.
- Days 61–90 · Decide what comes next
Compare outcomes, total costs and limitations. Agree whether to continue, change scope or stop, with a documented handover.
FIRST 90 DAYS · DELIVERY CHECKPOINTS
The work and the checkpoints behind the timeline.
Checkpoint
A written scope, baseline, approved access plan and named owners. The pilot moves into active delivery only after these are agreed. Missing or unreliable data is a problem to resolve, not a result to hide.
Days 15–30 · Put the process into use
Introduce stage definitions, follow-up responsibilities, call-review criteria and the reporting rhythm. Review a small sample of records before expanding the workflow.
Checkpoint
Your team can identify the owner and next step for an opportunity. The manager can show what was reviewed, which coaching actions were assigned and which records still need attention.
Days 31–60 · Test the changes
Review the same agreed measures, reconcile new receipts and refunds, and record process changes. Account for differences in lead quality, volume or pricing that could affect the comparison.
Checkpoint
A weekly decision log: continue a change, adjust it or stop it. If the sample is too small or the baseline is not comparable, say so. A rising number alone does not prove the service caused it.
Days 61–90 · Make the commercial decision
Compare the agreed outcome with the starting point, total fees, seller costs and relevant delivery costs. Review unresolved work, client feedback and the limits of the evidence.
Checkpoint
A documented continue, change-scope or stop decision. Any extension needs a reason and revised review point. A case study requires separate permission for the exact proposed public copy.
SHARED RESPONSIBILITY
Who is responsible for what.
RevAccord’s delivery owner
- Maintain the agreed process, review rhythm and action list.
- Provide the coaching and recruiting work within scope.
- Record observations, explain corrections and flag blockers.
- Report work, available capacity and scope changes.
- Prepare the pilot decision and handover.
Your business and sales team
- Name a decision-maker and approve scope and access.
- Provide accurate source records and recording permissions.
- Keep opportunity records current and complete sales actions.
- Approve offers, hires and seller compensation.
- Deliver the product and resolve customer issues.
THE OPERATING RHYTHM
What an ordinary week looks like.
ILLUSTRATIVE REVIEW AGENDA
30 minutes focused on decisions.
First 5 minutes: review last week’s actions and unresolved blockers.
Next 10 minutes: inspect stalled opportunities, upcoming decisions and missed follow-ups.
Next 10 minutes: discuss one coaching priority and any meaningful measurement change.
Final 5 minutes: confirm actions, owners and due dates.
Foundation includes a weekly 30-minute meeting. Managed allows a 45-minute weekly meeting and a separate monthly commercial review. Preparation and follow-up share the package’s delivery hours.
AN EXPLICIT EXIT
Leave with a process you can keep using.
At the end of the pilot
Review the agreed process documents, playbooks, findings and data export. Managed includes recruiting and team handover material from the work completed. Identify any open actions and their next owner.
Close access deliberately
Review which reporting grants and tool permissions are still needed. Revoke those no longer required. Your existing CRM, calendar and payment accounts remain yours; continuation is governed by the written agreement.
Tell us about your starting point →START WITH A CLEAR PLAN
Your next stage deserves
a better sales operation.
Define the problem. Agree on the work. Measure what changes.
Start your pilot inquiry ↗Compare packages →