The Revenue Systems Review
Ten business days inside your systems. Written findings and a ninety-day plan your company keeps whether or not we work together again. $5,000 USD, fixed, invoiced on the first day.
What it is
Most operating companies past $2M in revenue run on four systems that were bought at different times by different people: something for intake, something for the pipeline, something for billing, and a spreadsheet that makes the other three agree. The Review reads all four as one system, finds where the same customer exists twice and the same number exists three times, and writes down what has to change for one report to be true.
What you get on day ten
A written document, usually twelve to twenty pages, in four parts.
Where the revenue actually goes.
A map of every place a customer, order, contract or invoice is recorded, with the handoffs drawn, and the points where a record is retyped by hand.
The reports that do not exist yet.
For a device manufacturer that is usually revenue by hospital by system with the service contract attached. For a distributor it is orders by account by product line with margin on the same row. The Review names yours and shows what is missing for it to exist.
What to fix, in order.
Each item with the system it lives in, the person who owns it, and the size of the job. Nothing is recommended that a company of your size cannot run.
The ninety-day plan.
Week by week. Your team can run it without CWT. Many do.
Who it is for
Ontario device manufacturers, medical distributors and biomedical service companies between twenty and two hundred people, run by an operator with signing authority who has stopped trusting the number on the Monday report. If the company has a full-time revenue operations lead already, the Review is not the right purchase.
How it runs
Day one: a ninety-minute session with the operator and whoever owns each system. Days two through eight: read-only access to the systems, twenty-minute conversations with the people who use them, and the record of what was found posted to a shared board every day. Day nine: the draft. Day ten: the findings walked through with you, in person in the GTA or on a call.
What happens after
Two thirds of Reviews end with the company running the plan themselves. Where the operator wants CWT inside the company for the ninety days that follow, the Review fee is credited in full against the first month of that engagement, provided it is signed within thirty days of the findings.
The two ways in
Take the Revenue System Score. Six minutes, twelve questions, a number for where the reporting stands and what it is costing.
Take the ScoreOr book the first thirty minutes directly.
Proof
238,945 records moved across 27 years of a firm's history with none lost. How the migration ran
A Florida marine contractor saw the labour cost of one job for the first time, from data his crews were already collecting. The number nobody had read