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Selective by design
We take on a limited number of engagements each year. Fewer clients, deeper work, real accountability.
Boutique sales systems consultancy
We partner with a small number of founder-led companies to build the sales systems their growth depends on.
SumRev is not an agency. We work hands-on inside a limited number of businesses each year, installing the pipeline, follow-up, and accountability systems that turn demand into predictable revenue.
Where we start
The Revenue Leak Audit.
A paid, structured engagement to map exactly where revenue is leaking out of your business — and what to do about it. It's how every long-term partnership begins, and it stands on its own as a deliverable.
- Full pipeline and CRM diagnostic
- Lead-to-close conversion analysis
- Follow-up and response audit
- Ranked, prioritized fix plan
How we work
A different posture than most consultants.
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Outcomes, not opinions
Every engagement is tied to measurable revenue movement — pipeline created, conversion lifted, deals recovered.
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Built to operate, not advise
We work inside your CRM, your pipeline, and your team — not from the sidelines with a slide deck.
Who we work with
Founder-led companies ready to operate at the next level.
Our best partnerships start with operators who already have a strong product and real demand — and know the constraint is the system around their revenue.
- Founder-led, $1M–$10M in revenue
- Home services, SaaS, or professional services
- Healthy margins and a strong offer
- Existing demand outpacing internal systems
- Open to changing how the team operates
- Committed to a long-term partnership, not a quick fix
Who we're not for
We'd rather say so up front.
Selectivity protects the work. If most of these describe you, we're not the right partner — and we'll happily say so.
- Pre-revenue or still searching for product-market fit
- Looking for a marketing, ads, or lead-gen agency
- Want cold leads sourced on your behalf
- Enterprise orgs with a full internal RevOps team
- Unwilling to change CRM or operating habits
- Looking for tactics, not a long-term partnership
Who's behind it
Built around real sales leadership.
SumRev is led by an operator with a decade of building and running sales systems inside service businesses. Every engagement is delivered personally — not handed to a junior team.
We've seen the same problems repeat across growing service businesses: leads get ignored, CRMs become unreliable, follow-up depends on memory, and founders end up becoming the sales manager by default. SumRev exists to build the systems that remove those bottlenecks.
- 10+ yrs
- Operating inside revenue teams
- Limited slots
- A small number of partners each year
- Hands-on
- Inside your CRM, not above it
What success looks like
People buy the after, not the audit.
Before and after a SumRev partnership, the same business looks and operates differently. The pipeline you trust is the deliverable.
Before
A reactive sales operation.
- Leads sit overnight
- CRM isn't trusted
- Sales meetings are reactive
- Follow-up is inconsistent
- The founder is the sales manager by default
After
A pipeline you can run a business on.
- Every lead has an owner
- Pipeline is predictable
- Weekly accountability rhythm
- Clear, trusted reporting
- Repeatable follow-up that runs without reminders
From the field
Notes on pipeline.
Sales Systems
Salespeople perform better with a better system
Hiring a closer won't fix a broken pipeline. The reps who hit quota are the ones who inherit a working system — here's what that system looks like.
6 min read
Pipeline
Build a consistent sales pipeline
Pipeline inconsistency is rarely a lead-gen problem — it's follow-up and visibility. The operational playbook we use with fractional RevOps clients.
8 min read
Follow-up
A follow-up cadence that closes deals
A practical 14-touch cadence built for consulting, agencies, and professional services — designed for humans, not SDR factories.
6 min read
Selective engagement
Request a Revenue Strategy Call
A focused conversation to understand your business, your numbers, and whether a Revenue Leak Audit is the right next step. Not a sales pitch.
Request a Strategy Call →Long-term partnership
Apply to Work Together
We take on a small number of founder-led companies each year as long-term partners. If that's the kind of relationship you're looking for, start with an application.
Apply to Work Together →