AI-powered RevOps audits and implementation for consulting firms tired of losing deals to process gaps, leaky pipelines, and disconnected systems.
Most consulting firms grew by doing great work -- not by building a revenue system. The result is a mess of spreadsheets, gut-feel forecasting, a CRM nobody trusts, and a sales process that lives in a founder's head.
No visibility into why proposals go cold. No follow-up sequence. No data on where qualified buyers drop out. Just vibes and hope.
Adoption is low. Data is stale. Your team logs calls inconsistently, if at all. Leadership can't forecast revenue with any confidence.
Leads come in and fall into a void. No handoff process, no qualification framework, no feedback loop. Revenue is siloed by accident.
Win rate, sales cycle length, average deal size -- you have a rough guess, not a number. You can't optimize what you can't measure.
A comprehensive AI-assisted audit of your full revenue operation -- pipeline, CRM, handoffs, messaging, and metrics. You get a prioritized fix list with exact next steps, not a 40-page deck nobody reads.
Take the top 3 revenue leaks identified in your audit and actually fix them. CRM restructure, pipeline stage build-out, lead scoring model, follow-up sequences -- done in 30 days. Async by default, calls when it matters.
Fractional RevOps leadership for firms that need ongoing optimization, reporting, and strategy without a full-time hire. Monthly cadence, async Slack access, and quarterly roadmap reviews.
30 minutes. We map your current revenue motion, tools, team, and where things feel broken. No pitch, no fluff.
You share CRM access, pipeline data, and relevant docs. Everything handled securely with a signed NDA.
Our audit framework runs against your data. Patterns, gaps, and leaks surface in days, not weeks.
A prioritized roadmap delivered before the call. We walk findings, answer questions, agree on what to fix first.
Fix Sprint begins immediately after. Systems rebuilt, automations running, team trained before month end.
5–50 person shops doing great work but struggling to scale revenue predictably. You need your pipeline to reflect reality, not wishful thinking.
MSPs with strong delivery teams and weak sales infrastructure. Your close rate should be higher. Your renewal process shouldn't depend on one person.
Architecture, engineering, legal, accounting -- any billable-hours firm that has never thought in terms of a revenue system and is starting to feel the ceiling.
Clearline was built by someone who has sat inside professional services firms -- not just audited them from the outside. I've built and exited businesses, run digital marketing for consulting firms, and spent years building the systems that make revenue operations actually work in the real world.
That means I know the difference between a recommendation that looks good in a deck and one that your team will actually use on Monday morning. Everything I deliver is built to be used, not filed away.
The AI layer isn't a gimmick -- it's what allows me to do in 10 days what a traditional consultant takes 90 days to do, at a fraction of the cost, with more precision.
Book a free 30-minute discovery call. No pitch. Just an honest look at your revenue motion and whether we're the right fit.