SSummitRevenueStrategy Call

How we work

Most companies don't have a lead problem.
They have a revenue system problem.

Leads come in. Quotes go out. Deals stall. The pipeline looks busy and the forecast still misses. The constraint isn't demand — it's the system around the demand. SumRev partners with founder-led companies to fix it, in three phases.

Start with a $500 Pipeline TeardownRequest a Revenue Strategy Call →

The pattern

What a broken revenue system looks like.

If three or more of these feel familiar, your problem isn't lead volume. It's the system that's supposed to convert those leads into revenue.

  • Leads arrive faster than the team can respond
  • Follow-up depends on who's having a good week
  • The pipeline number is a story, not a forecast
  • Deals slip without anyone noticing until they're gone
  • Reps work hard, but no two work the same way
  • Reporting takes longer than the decisions it informs

Where every engagement starts

The $500 Pipeline Teardown.

Before we talk about building anything, we prove the diagnosis. The Teardown is a paid, structured look at your last 20 deals and your CRM — and the answer to whether you have a lead problem or a system problem.

$500

3–5 days

Flat fee · async delivery

  • —Review of your last 20 deals
  • —CRM and pipeline diagnostic
  • —Written teardown + ranked fix list
  • —Loom walkthrough you can share

Free if we don't find 3+ fixable leaks. And the $500 comes off your engagement if you decide to move into a Build within 30 days.

Get a Teardown — $500 →Ask a question first

The arc of a partnership

Diagnose. Build. Scale.

Every long-term partnership moves through the same three phases. Each one is a deliverable on its own — and each one is named for the business outcome it produces, not the consulting activity behind it.

01Diagnose

Pipeline Teardown

See exactly where revenue is leaking — in days, not quarters.

$500

3–5 days

You don't need another opinion. You need a map. We open your last 20 deals, your CRM, and your follow-up — and hand you a ranked list of where revenue is actually being lost, plus the one fix you can run yourself this week.

What changes in the business

  • →A clear answer to: lead problem or system problem?
  • →Top 3 revenue leaks, ranked by dollar impact
  • →One fix you can implement on your own
  • →A short Loom walkthrough you can share with your team
Start with a Teardown →
02Build

Sales System Build

Turn the demand you already have into predictable revenue.

From $6,500/mo

90-day partnership

Once we know where the system is broken, we install the operating layer that fixes it — inside your CRM, on your team, and in your week. The goal isn't more activity. It's a pipeline you can trust and a rhythm that holds without you.

What changes in the business

  • →A CRM and pipeline structure that reflects how revenue actually moves
  • →Follow-up that runs the same way every time, without reminders
  • →A weekly pipeline rhythm that surfaces what's slipping
  • →Visibility into where every dollar of pipeline is, and why
Talk about a Build →
03Scale

Operating System Handoff

Make the system survive your next hire, your next quarter, and your absence.

From $9,000

4–6 weeks

A system isn't real until it runs without us. We document the operating layer, train your team to own it, and transfer the weekly rhythm — so the next rep, the next manager, and the next quarter inherit something that works.

What changes in the business

  • →Documented operating procedures your team can follow
  • →Reporting and dashboards transferred to internal owners
  • →Team trained on the weekly review and accountability rhythm
  • →30 days of post-handoff support while the system settles
Plan a Handoff →

Why this works

Fix the system. The revenue follows.

Marketing brings the leads. Sales reps work the leads. But the system between them — how quickly a lead is reached, how follow-up runs, how the pipeline gets reviewed, how the team is held accountable — is what decides how many of those leads become revenue.

Most founder-led companies have already spent into the lead side of the equation. The leverage is on the other side: the system. That's the only thing we work on.

FAQ

What founders ask before starting.

Do we have a lead problem or a system problem?

Most founders we meet are generating enough leads. The revenue gap is in the system around those leads — response time, follow-up, pipeline visibility, and accountability. The Teardown answers this in days.

Can you work inside our existing CRM?

Yes. We've built revenue systems on HubSpot, Pipedrive, Go High Level, Close, and Salesforce. We don't sell software, and we don't migrate you off what's already working.

How is this different from hiring a sales rep?

A rep needs a system to step into. We build the system first. The rep you hire next actually ramps because the pipeline, cadence, and accountability already exist.

Where do most engagements start?

The Pipeline Teardown. It's the fastest way to see whether your problem is a revenue system problem — and whether we're the right partner to fix it.

$500 · 3–5 days

Find out if you have a lead problem or a system problem.

Start with the Pipeline Teardown. If we don't find at least three fixable leaks worth more than you paid, it's free.

Get a Teardown — $500 →Request a Revenue Strategy Call