SCALE SYSTEM
Integrate marketing, sales & finance into one engine.
We lead forecasting, attribution, and executive alignment so growth becomes forecastable—and accountable.
Who it’s for
Mature organizations that need integrated planning and revenue predictability.
- Multiple teams & channels
- Budget governance + ROI scrutiny
- Executive reporting requirements
Outcomes
- Forecast accuracy and revenue vs. plan
- Attribution to gross margin by campaign
- Quarterly growth sprints & budget models
Your CRO’s role
Executive — owns integrated revenue architecture and presents forecasts to CEO/CFO.
~8-12 hrs/month
What's included in the Scale System
System Integration
CRM ↔ Finance ↔ Marketing data model & governance.
Forecasting
Revenue, pipeline, and margin views tied to spend.
Executive Reporting
CEO dashboard, cadence, and accountability rhythm.
Scale Plan
Quarterly growth sprints and resource models.
Process (12 months)
- Architecture → unified data + KPI schema
- Forecasting → dashboards & review cadence
- Leadership → weekly exec rhythm & adjustments
- Scale → quarterly growth & budget plans
Watch a 1-minute testimonial for Fractional Chief Revenue Officer, Steve Doyscher, by Tom Richards.