How much time does this take from my team?

Usually 60–90 minutes for intake, a small amount of async follow-up if needed, and 60 minutes for the debrief. The work is deliberately light on meetings.

What do you need access to?

At minimum: your CRM, core sales assets, and a sample of recent call recordings. If there are live deals worth reviewing, that helps sharpen the diagnosis.

What happens after the debrief?

You leave with the scorecard, primary constraint, recommendation set, and 90-day plan. Some teams implement internally. Others move into Ready to Scale or Revenue Copilot if they want help building the fix.

Do you implement fixes in Rapid Roadmap?

No. Rapid Roadmap is diagnostic by design. That keeps the assessment focused and unbiased. If you want implementation support afterwards, that becomes a separate engagement.

What tools do you work in?

Usually your CRM, call recording platform, Google Workspace, Notion, and any sales assets or reporting tools relevant to the review.

Rapid Roadmap: a revenue audit for B2B SaaS teams

Rapid Roadmap is a one-week diagnostic for B2B SaaS teams that need a clear view of what is slowing revenue down, where the real constraint sits, and what to do next.

This is for teams who know something is off in pipeline, process, or messaging and want an evidence-based assessment before investing in a bigger build. I review your CRM, assets, call recordings, and live deal flow to identify the primary constraint and map the next 90 days.

Book an introductory call View pricing

What you leave with

A practical GTM scorecard

A structured 100-point assessment that makes strengths, gaps, and risk visible quickly.

One primary constraint

The single bottleneck most limiting growth right now, backed by evidence from your CRM, assets, and live deal flow.

A 90-day action plan

A sequenced plan showing what to fix first, what can wait, and how to track progress.

How it works

Lightweight on meetings. Heavy on evidence.

Before

The Week

Delivery

Before we start

Intake

You complete a short form and share access to CRM, assets, and recordings. Context reviewed async before the clock starts.

Days 1–2

Review

CRM inspection, pipeline hygiene, stage flow, conversion points, and asset review from discovery to close.

Days 2–3

Live sampling

Call recordings and deal walkthroughs to see what's actually happening in the field.

Days 4–5

Synthesis

Scorecard, constraint diagnosis, and recommendation stack. Pattern-finding validated against real deals.

Following week

Debrief

60-minute walkthrough of findings and the 90-day roadmap, scheduled when you can focus.

Before

Before we start

Intake

You complete a short form and share access to CRM, assets, and recordings. Context reviewed async before the clock starts.

The Week

Days 1–2

Review

CRM inspection, pipeline hygiene, stage flow, conversion points, and asset review from discovery to close.

Days 2–3

Live sampling

Call recordings and deal walkthroughs to see what's actually happening in the field.

Days 4–5

Synthesis

Scorecard, constraint diagnosis, and recommendation stack. Pattern-finding validated against real deals.

Delivery

Following week

Debrief

60-minute walkthrough of findings and the 90-day roadmap, scheduled when you can focus.

What I look at

CRM & Pipeline Structure

Pipeline stages, inspection workflow, and forecasting process.

Deal Progression

Why deals stall, slip, or die, and where the patterns hide.

Discovery & Qualification

Quality and discipline at the front of the funnel.

Messaging Consistency

From top of funnel through to proposal.

Stage Assets & Usage

What's actually being used in live deals, not just stored.

Coaching Signals

Where reps struggle: discovery, value, pricing, close.

What Rapid Roadmap usually uncovers

Stage definitions that don't match how deals really move
Pipeline that looks healthy but isn't inspectable
Qualification gaps that create late-stage churn
Messaging that's 'fine' but not repeatable across the team
Assets that exist, but aren't used in live deals
Forecasting noise caused by process, not rep effort

Deliverables

Every engagement includes a comprehensive diagnostic package designed to give you clarity and a path forward.

100-point Rapid Roadmap scorecard
Primary constraint diagnosis (with supporting evidence)
Top 10 recommendations, prioritised by impact and effort
A 90-day execution roadmap
60-minute debrief + Q&A

/100

Pipeline

Discovery

Messaging

Tooling

AI readiness

Illustrative scorecard format. Your final score reflects your current operating context and evidence from your pipeline, process, assets, and calls.

Is this for you?

Good fit if

You want clarity fast, before committing to a build program
You suspect the constraint is in enablement, process, or messaging
You're open to direct feedback tied to evidence

Not a fit if

You want someone to run your entire GTM function for you
You're not willing to share CRM access or active deal context
You're only looking for high-level strategy slides

“Nathan has an outstanding grasp of the B2B SaaS sales process. We recently launched a SaaS product and engaged Nathan to review our sales collateral, refine our sales process, and provide coaching on our active deals. After completing Nathan's program, the difference is night and day. We are now confidently moving prospects through a well-structured sales process with clear next steps and better conversion.”
Marija Petkovic
Founder & CEO