ENGAGEMENTS BUILT AROUND YOUR NEXT STAGE

Choose a starting point. Understand the investment. Move forward.

Launch, strengthen revenue workflows, or improve operational control. CBC defines the work around your priorities - with clear deliverables, responsibilities, and cost components.

Implementation. Software. Support. Clearly defined.

STAGE 01

Launch Foundation

Deploy baseline infrastructure, core CRM architecture, and foundational delivery channels with immediate operational clarity.

Fixed Scope · Rapid Activation

STAGE 02 · HIGH DEMAND

Revenue Engine

Unify acquisition pipelines, automate conversion handoffs, and eliminate pipeline leakage with end-to-end telemetry.

Modular Workflows · Performance SLA

STAGE 03

Scale Operations

Institutionalize governance, deep ERP integrations, cross-team orchestration, and dedicated executive oversight.

Full Ecosystem · Enterprise Governance

DIAGNOSTIC ALIGNMENT

Which priority best describes your business?

Select your immediate operational horizon below to highlight the recommended advisory scope and navigate directly to engagement deliverables.

Have a defined project instead? Explore focused project scopes →

ENGAGEMENT FRAMEWORKS

Three paths. A scope that fits your business.

Each plan provides a clear starting structure. Your proposal specifies the systems, deliverables, limits, timing, and support included.

TIER 01 / FOUNDATION

Launch

For emerging practices establishing core operational infrastructure and verified baseline conversion funnels.

Best Fit:

  • B2B service firms under $1M ARR
  • Transitioning from manual founder-led deals
  • Need validated CRM & clean pipeline handoffs

Representative Scope:
Single CRM instance architecture, core lead intake pipeline, automated booking flow, and 3 foundational SOP documents.

Progress Focus:
Eliminate lead leakage and standardize inbound qualification within 30 days.

Investment StructureScoped to your business

A starting point for your discussion

Revenue Engine

Our primary systematic overhaul for growth-stage businesses experiencing demand outpacing operations.

Best Fit:

  • Established firms from $1M to $5M revenue
  • Sales and delivery teams feeling operational friction
  • Seeking repeatable playbooks and pipeline velocity

Representative Scope:
Full pipeline orchestration, cross-tool integrations (HubSpot, Slack, Stripe), SDR-to-AE routing rules, and weekly sprint reviews.

Progress Focus:
Compress deal cycle length by 28% and eliminate duplicate admin tasks across teams.

Investment StructureScoped to your business

TIER 03 / ENTERPRISE

Scale Ops

For mature organizations scaling multi-market delivery, complex executive reporting, and cross-departmental operations.

Best Fit:

  • Multi-entity teams or $5M+ ARR organizations
  • Complex tech stacks requiring custom data APIs
  • Needs dedicated RevOps and SLA governance

Representative Scope:
Custom data warehouse synchronization, executive revenue dashboards, dedicated sprint architect, and rigorous security SLA protocols.

Progress Focus:
Establish institutional predictability, governance, and autonomous multi-pod execution.

Investment StructureScoped to your business

SPECIFICATION & SCOPE BREAKDOWN

Compare the Work - Not Just the Label.

True consulting engagements differ by engineering rigor, operational depth, and governance architecture. Review the exact delivery parameters across each partnership tier below.

Swipe horizontally to inspect detailed tier specifications →
Evaluation Dimension
Tier 1
Launch

Foundation & rapid time-to-value for emerging motions
Tier 2
Revenue Engine

Predictable pipeline generation & automated conversions
A starting point for your discussion
Scale Ops

Unified architecture, governance & cross-entity expansion
Primary Priority Core engagement intent Rapid pipeline activation, baseline CRM standardization, and immediate lead capture validation. Full-funnel pipeline orchestration, inbound and outbound automation, and conversion velocity. Multi-entity revenue architecture, enterprise compliance governance, and structural operational resilience.
Strategic Work GTM & positioning scope Go-to-market mapping, ICP validation, and structuring a single cohesive customer purchase path. Multi-channel lifecycle stage modeling, multi-touch attribution architecture, and annual RevOps roadmap. Cross-functional revenue governance boards, global expansion playbooks, and M&A systems consolidation.
Systems Emphasis Tooling & integrations Core CRM setup, standard email tooling connections, and essential form/webhook ingestion. Bi-directional CRM to ERP syncing, automated enrichment pipelines, dynamic lead routing, and scoring rules. Custom API microservices, enterprise data lake sync, high-volume event streaming, and compliance auditing.
Team Enablement Internal adoption & training Two dedicated team onboarding sessions, operator runbooks, and foundational SOP documentation. Role-based workflow workshops, reps objection-handling matrix, and bi-weekly pipeline review clinics. Internal RevOps center of excellence, executive leadership cadence, and certified change management tracks.
Reporting Emphasis Visibility & analytics depth Foundational conversion metrics, weekly pipeline snapshot, and primary lead source tracking. Cohort velocity analysis, stage-by-stage cycle times, customer acquisition cost (CAC) by channel, and LTV trends. Predictive pipeline scenario modeling, executive board decks, real-time revenue telemetry, and audit logs.
Ongoing Support Cadence & SLA commitments 30-day post-launch warranty with standard ticketing queue and 24-business-hour response time. Dedicated senior RevOps partner, weekly sprint check-ins, and 4-hour SLA on critical revenue funnels. Embedded fractional RevOps leadership, direct Slack Connect channel access, and 1-hour critical-priority SLA.
Software Costs Licensing & third-party tools Direct client billing on standard vendor tiers; architecture designed to eliminate duplicate SaaS licenses. Volume discount negotiation assistance, seat optimization modeling, and tier rightsizing reviews. Enterprise license consolidation strategy, vendor procurement oversight, and custom API tier cost audits.
Expansion Signal Readiness for next tier Team outgrows basic pipeline handoffs, requiring custom qualification rubrics or multi-rep territory routing. Organization launches international business units, multiple independent product lines, or prepares for M&A. Transitioning into fully autonomous internal operations with a permanent in-house RevOps engineering team.

Unsure which scope boundary fits your current quarter? Every tier includes tailored scoping discussions to prevent over-architecting.

COMMERCIAL TRANSPARENCY

Know what makes up the total commitment.

Your engagement may include three separate cost components. The proposal identifies each one so your leadership team has complete budgetary clarity from day one.

COMPONENT 01

Implementation

Covers deep architecture discovery, systems configuration, custom integration workflows, and rollout execution delivered by senior practitioners.

  • One-time project fee tied to milestone completion
  • Includes solution design and core API pipeline build
  • Hands-on data migration and staging validation
  • Formal team enablement and sign-off sessions

Commitment Structure: Milestone-based, fixed scope.

COMPONENT 02

Software & Licenses

Covers required SaaS seats, platform subscriptions, and API infrastructure tiers. Managed directly on your accounts with zero consulting markups.

  • Direct vendor billing on your enterprise credentials
  • Transparent tier recommendations matched to scale
  • No agency margin or hidden reseller markup
  • Audited regularly to eliminate unused licenses

Commitment Structure: Direct subscription to software vendors.

COMPONENT 03

Ongoing Support

Provides proactive optimization, continuous process refinement, system maintenance, and strategic quarterly alignment to protect your return on investment.

  • Predictable monthly retainer with guaranteed response SLAs
  • Ongoing automation monitoring and performance tuning
  • Executive roadmap reviews and strategic advisory hours
  • Flexible scaling as operational throughput increases

Commitment Structure: Monthly recurring advisory agreement.

SCOPE FACTORS

Your investment follows the work required.

Every engagement is engineered specifically for your operating reality. We evaluate six primary dimensions to scope an effective, predictable roadmap.

Systems

The quantity, architecture, and maturity of existing platforms to unify or rebuild, including custom API connectors, core ERPs, and primary CRM infrastructure.

Workflows

The depth of conditional logic, approval chains, and automated handoffs needed to replace manual touchpoints throughout your revenue pipeline.

Data

Data hygiene requirements, historical record migrations, cross-object schema normalization, and executive reporting models required for clean attribution.

Content

Asset readiness, messaging alignment, lifecycle email copy, sales battlecards, and customer-facing collateral necessary to make technical tooling operational.

Team

Internal stakeholder involvement, cross-departmental alignment complexity, change management bandwidth, and customized user training programs.

Support

Post-launch SLA expectations, dedicated advisory availability, sprint review cadences, and continuous optimization requirements following system deployment.

These factors help define a practical proposal. They do not determine a price automatically.

FRAMEWORK TO APPLICATION

See how a plan becomes a defined engagement.

From strategic architecture to operational execution: discover how structured plans translate into calibrated milestones, dedicated personnel, and tangible enterprise impact.

REAL-WORLD APPLICATION

Illustrative scope examples.

Engagements are engineered around operational reality, not arbitrary hours. These sample blueprints demonstrate how tier structures translate into concrete delivery workstreams, internal team inputs, and verifiable commercial results.

Specific scope finalized following diagnostics session

TIER 01 / SCENARIO

Launch Foundation

Business Priority: Rapid market entry and structural go-to-market validation with a lean operating footprint.

Possible Work: Core positioning framework, primary sales funnel build, baseline CRM automation, and initial conversion tracking instrumentation.

Client Inputs: Weekly 60-minute strategy alignment, access to raw product assets, and rapid stakeholder approvals on brand assets.

Measures to Consider: Funnel completion rate, early lead capture velocity, and clean baseline acquisition cost.

TIER 02 / SCENARIO

Revenue Engine

Business Priority: Accelerating qualified pipeline velocity, optimizing conversion yields, and establishing predictable recurring revenue.

Possible Work: Multi-channel acquisition architecture, nurture sequence redesign, sales enablement playbook, and revenue intelligence attribution models.

Client Inputs: Bi-weekly commercial reviews, integration access to marketing and CRM stacks, and direct coordination with sales leadership.

Measures to Consider: Sales-qualified lead velocity, opportunity close rates, customer acquisition payback window, and contract value growth.

TIER 03 / SCENARIO

Scale Operations

Business Priority: Enterprise-grade operational resilience, cross-functional automation, and sustained margin expansion under volume.

Possible Work: End-to-end RevOps orchestration, client onboarding infrastructure automation, executive telemetry dashboards, and proprietary workflow automation.

Client Inputs: Dedicated operations liaison, bi-weekly governance councils, and integration access across operational enterprise systems.

Measures to Consider: Net revenue retention rate, cost per delivered onboarding milestone, workflow turnaround velocity, and operating leverage ratios.

STANDALONE SCOPES

Need one priority addressed?

A defined project can be the right starting point when the need is specific. Rather than locking into an expansive multi-stage transformation, we isolate your single bottleneck and deliver a production-ready solution with clear deliverables, fixed milestone pricing, and clean handover.

AI Workflow & Agent Adoption

Custom LLM integrations, retrieval pipelines, and autonomous ops agents engineered to automate routine analysis and administrative throughput.

CRM Architecture & Pipeline Setup

Full HubSpot or Salesforce pipeline refactoring, automated lead scoring, custom object mapping, and deal hygiene cadences for predictable revenue tracking.

High-Converting Web Architecture

Commercial web platforms built for positioning clarity, sub-second load times, technical SEO dominance, and high-intent buyer qualification.

SOPs & Operational Playbooks

Codified operational standards, step-by-step handover documentation, and quality assurance rubrics designed to eliminate single-person dependencies.

FOCUSED ENGAGEMENT

Scope a Targeted Sprint

Have a specific problem that needs decisive execution? We evaluate your exact requirements, define explicit acceptance criteria, and deliver with zero scope drift.

  • Guaranteed 2 to 4-week execution window
  • Fixed milestone pricing with zero hidden fees
  • Direct senior technical partner oversight
  • Complete IP and documentation transfer

30-min architecture review : No obligation

POST-DEPLOYMENT CADENCE

Support The System After Implementation.

Sustained performance requires deliberate continuity. We structure ongoing engagements into three transparent tiers designed to preserve architectural integrity, accelerate end-user adoption, and guide long-term capability expansion.

TIER 01 / WORKFORCE ADOPTION

Adoption Support

Post-deployment friction occurs when teams revert to legacy habits. Adoption Support embeds rapid-cycle troubleshooting, team enablement sessions, and workflow stabilization to cement organizational ownership across the initial 90-day window.

  • Direct escalation channels for frontline operators and functional managers
  • Weekly adoption telemetry reviews to pinpoint workflow drop-offs
  • Targeted onboarding refreshers as new team members join operational squads
Adoption support console tracking user enablement metrics and system onboarding progress
Performance review dashboard analyzing pipeline latency and throughput benchmarks

TIER 02 / SYSTEM AUDITING

Performance Reviews

Structured inspection cycles prevent technical drift and silent workflow decay. We evaluate operational telemetry, test integration fault tolerance, and isolate bottlenecks before degradation impacts customer-facing speed.

  • Monthly architecture audits covering data hygiene, latency, and sync resilience

  • Quarterly throughput benchmarking against predefined commercial KPIs

  • Structured executive audit reports with prioritized remediation backlogs

TIER 03 / STRATEGIC ADVISORY

Operational Guidance

As business strategy expands, internal systems must adapt synchronously. Operational Guidance provides dedicated access to senior architects to vet software additions, scale data schemas, and architect subsequent expansion phases.

  • Bi-weekly strategic consultation with a dedicated systems architect
  • Independent tooling evaluation and schema expansion impact analysis
  • Security permissions, governance frameworks, and change-management oversight
Senior systems architect consulting with leadership team on enterprise scalability roadmap

CONTRACTUAL GOVERNANCE & SLA STANDARDS

Availability, frequency, response expectations, and included work are defined in the support agreement.

Every engagement schedule establishes firm incident escalation windows, scheduled maintenance allowances, and defined engineering limits to guarantee operational predictability and complete scope transparency.

PROGRESSION ARCHITECTURE

Expand when the business need changes.

Expansion follows an assessment of the new need. Engagements never lock leadership into oversized scopes or premature commitments. As commercial momentum compounds and functional bottlenecks shift, partnership bandwidth pivots organically to target your exact next friction point.

  • Zero artificial lock-in or scope inflation
  • Quarterly objective checkpoints evaluate actual leverage
  • Seamless tier migration without operational friction

Trigger evaluations reviewed every 90 days or on demand.

Phase 01
Initial Engagement

STAGE 01 · Launch

Trigger for Shift

Core value proposition and initial PMF demonstrated. Manual founder-led closing reaches capacity limits.

Next Focus Area

Systematize Acquisition: Build predictable outbound engines, lead triage frameworks, and baseline CRM rigor.

↓
Phase 02
Acceleration Tier

STAGE 02 · Revenue Engine

Trigger for Shift

Unit economics stabilize across 2+ channels. Inbound volumes outpace current rep and tool coordination.

Next Focus Area

Full Funnel Automation: Multi-tier attribution, dedicated sales enablement, and streamlined onboarding workflows.

↓
Phase 03
Enterprise Scale

STAGE 03 · Scale Ops

Trigger for Shift

Cross-department operational friction during rapid headcount addition or complex multi-product rollouts.

Next Focus Area

Institutional Ops: High-throughput RevOps governance, executive intelligence telemetry, and enterprise compliance.

PROPOSAL TRANSPARENCY & GOVERNANCE

Agree on the details before implementation begins.

We eliminate ambiguity before a single system component is configured. Every engagement starts with a comprehensive statement of work that specifies exact technical boundaries, team allocations, and acceptance criteria.

No hidden platform licensing markup. No unapproved scope expansion. You receive a legally binding specification so your executive team can approve with absolute certainty.

Includes mutual sign-off stages and direct partner escalation guarantee.

1. Commercial Objectives & Baseline KPI Definitions

Every scope outlines quantifiable benchmarks: cycle time reduction, CRM data hygiene thresholds, and target pipeline conversion metrics documented prior to system design.

2. Granular Deliverables & Architectural Blueprints

Full inventory of custom automations, data schema maps, API webhook endpoints, and standard operating procedures (SOPs) produced for internal operators.

3. Milestone Gates & Acceptance Protocols

A structured timeline featuring formal review checkpoints. Phase progression occurs strictly after client validation in staging environments.

4. Explicit Software Licensing & Tooling Costs

Complete separation of consulting advisory fees from platform subscriptions. You hold direct billing rights to all SaaS accounts with zero agency commission hidden inside.

5. Predictable Invoicing & Transparent Retainers

Fixed monthly or milestone-linked billing schedules with unambiguous terms. If out-of-scope requirements emerge, changes require written addenda before billable work proceeds.

ENGAGEMENT CLARITY & PROTOCOLS

Your Questions, Answered.

Explicit parameters regarding software ownership, milestone delivery, change requests, and team involvement.

Who owns the software, automations, and custom architecture once built?

You retain 100% intellectual property and administrative ownership of all code, workflows, database schemas, and documentation. Everything is constructed directly within your company's dedicated cloud instances or transferred upon milestone completion, ensuring zero proprietary vendor lock-in.

How are mid-engagement scope modifications and unanticipated additions handled?

Every engagement establishes baseline deliverables and priority backlog items during sprint zero. If emerging operational requirements require scope adjustments, we evaluate impact transparently, swapping non-critical backlog tasks or scheduling a structured extension without disrupting active milestones.

What software licenses or third-party subscriptions are required, and are they included?

All software licenses (such as CRM seats, API integrations, and cloud infrastructure) remain billed directly to your organization for full financial control. We outline required tool costs in advance during initial scoping so your team faces zero hidden software overhead.

Can we combine elements across different core plan tiers?

Yes. Engagements are built around modular components. During our initial scoping review, we determine whether a hybrid configuration (such as Launch system architecture paired with Scale Ops data governance) delivers the optimal operational balance for your stage.

How are delivery milestones and implementation phasing organized?

Engagements operate across structured two-week sprints. Each phase delivers working systems, validated data models, and team training modules rather than abstract slide decks. You receive end-of-sprint demonstrations and sign-off checkpoints before subsequent phases commence.

What level of internal team bandwidth is required during deployment?

We design deployments to minimize operational drag. Your designated executive sponsor and department leads typically invest 2 to 3 hours weekly across sprint reviews, requirements validation, and testing sign-offs. We handle the heavy engineering and administrative implementation.

What ongoing support and maintenance options exist after initial delivery?

Following handover, we provide a 30-day warranty window for immediate bug resolution and operational stabilization. Beyond that period, organizations can transition seamlessly into our ongoing systems stewardship retainer or manage operations independently via our handover playbooks.

How quickly can our engagement initiate once the agreement is signed?

Onboarding begins within 5 to 7 business days of agreement execution. Initial discovery, system access credentialing, and sprint zero scheduling kick off immediately, ensuring your strategic roadmap translates into execution without lag.

DIRECT ADVISORY

Have Specific Architecture Requirements?

If your organization operates proprietary data pipelines, unique enterprise security constraints, or multi-subsidiary governance, a standard tier description may not tell the whole story. We offer direct architectural walkthroughs to clarify exact logistics before commitments.

  • Review existing infrastructure and API readiness
  • Define precise timeline milestones and delivery dependencies
  • Confirm fixed investment scope without hidden additions

30-minute scoping call : Direct technical evaluation : Zero obligation

CBC STRATEGY & SYSTEMS

Choose the next step with clarity.

Tell us where your business stands, what needs to work better, and what you want to achieve. We'll discuss the right engagement starting point.

Direct Partner Review • Clear Commercial Transparency • Tailored Roadmap