Process | Jaymark Advisory Group
Process

Diagnose. Design. Deploy.

Same framework every engagement. Details flex to your stack and stage. Improvisation is how revenue systems stay broken.

01
Usually weeks 1 to 2

Diagnose

A deep look at how revenue actually moves today: stages, CRM trust, handoffs, and where work stalls. We lock success metrics before anything gets rebuilt.

What we cover

  • Stack and process review
  • Pipeline and handoff audit
  • Forecast and reporting honesty check
  • Retention signals already in the data

What you leave with

  • Clear gap map, not a generic scorecard
  • Success metrics agreed in writing
  • Scope options for the build
02
Usually weeks 2 to 4

Design

Architecture sized to your motion and tools. Stage language, qualification rules, automation blueprint, and the handoff model that connects sales to CS.

What we cover

  • Stage and ICP redesign
  • Automation and workflow blueprint
  • Handoff and renewal model
  • Reporting views your team will actually use

What you leave with

  • Build plan your ops lead can defend
  • Field and stage map for the CRM
  • Owners named for each workstream
03
Usually weeks 4 to 8+

Deploy

Built alongside your team inside the tools you already open. Enablement included. We tighten against live pipeline and retention data, then hand the system to you.

What we cover

  • CRM and workflow go-live
  • Team enablement and playbooks
  • Iterate on real deal and renewal data
  • Documentation and ownership transfer

What you leave with

  • Working system in your stack
  • Docs your team can run without us
  • Metrics dashboard tied to the original goals
Engagement model

How the work is scoped

Fixed scope before build starts. Your team stays in the loop. The system stays yours when we leave.

Scope

Written before we build

Diagnose produces options. You pick the engagement. No open-ended retainer that invents work midstream.

Ownership

Lives in your stack

Logic sits in your CRM and workflows. When the engagement ends, documentation and handoff go with it.

Cadence

Working sessions, not slide decks

We meet inside the tools with your operators. Progress is measured by system changes and pipeline signals, not status theater.

Expectations

What we need from your side

01

Access to the real system

CRM admin or equivalent, sample deals, and honest reporting. We cannot redesign what we cannot see.

02

A decision owner

Someone who can approve stage language, field changes, and handoff rules without a six-week committee.

03

Operators in the room

Sales, CS, or RevOps people who live in the motion. Architecture that ignores them fails in week two.

Ready when you are

Stop hoping revenue holds. Build the system under it.

A strategy call is a working session on your pipeline and retention picture. Clear read on gaps. Clear read on what it would take to fix them.

Schedule a strategy call

Fixed scope before anything starts. No obligation.

Schedule a strategy callScoped conversation, no lock-in
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