CRO ADVISORY + PRACTICAL AI

Turn revenue strategy into the way your team works.

Get clear on the plan. Build the playbook. Coach your leaders. Put AI to work inside your GTM workflows.

For founders, CROs, and sales leaders.

LESS HUNTING. MORE PREPARED.
Account notesPast conversationsYour playbook
Your process + practical AI
ILLUSTRATIVE OUTPUT

Your meeting brief

Last time
The team agreed to map how new sellers prepare for calls.
Open question
Who reviews preparation today, and where does it slow down?
Decision to reach
Choose one workflow and a person to test it with.

Example only · Built around your context

Explore 10 practical workflows
Keith Roseland-Barnes, founder of NORTIQ
Keith Roseland-BarnesFounder, NORTIQ

WORK DIRECTLY WITH KEITH

Good process.
Better conversations.
Useful AI.

20+ years building and leading revenue teams. Now helping founders and sales leaders turn the plan into work their teams can use.

Experience across Oracle, Hortonworks, Cloudera, DataRobot, Unravel, and early-stage teams.

Meet Keith ↗

THE WORK IN PRACTICE

See what this looks like with a team.

EPIC Training logo20%

revenue growth in 6 months after 5+ years flat

Reported customer outcome
“The biggest change is the fact that we brought actual structure.”
Tim Chugh · EPIC Training
Read EPIC Training’s story ↗
BEFORE

Reactive inbound sales. Fragmented customer context. Limited pipeline visibility.

WHAT CHANGED

A shared sales playbook, clearer CRM structure, proactive account planning, and coaching support.

Each story reflects its own scope, team, and adoption.

PRACTICAL AI

Useful help. Inside the work.

From finding the right accounts to discovery, coaching, solution development, and the forecast. Choose a workflow to see how AI can help.

ILLUSTRATIVE WORKFLOW / 02

Find the patterns behind your best-fit customers.

  1. 01 / You bring

    Won and lost deals, customer characteristics, and your team's experience.

  2. 02 / AI helps

    Compare the patterns: business problems, company fit, buying triggers, and reasons deals stall.

  3. 03 / You get

    A draft ideal customer profile (ICP), account-fit criteria, and gaps to investigate.

ILLUSTRATIVE OUTPUT

Account-fit brief

Pattern to test
Our strongest deals have a named owner for the problem.
Check the evidence
Compare won and lost deals by problem, trigger, and decision owner.
Still unknown
Does this pattern hold outside our existing customer base?

Example only · Built around your context

A question worth testing

Do we win more often when a company has a growing sales team and a clear owner for the problem? Compare the evidence before changing the target list.

The human part Your team validates the patterns. Account fit alone does not prove buying intent.

  • Challenger
  • JOLT
  • MEDDPICC
  • Never Split the Difference
  • 3 Why's
  • Leading indicators of success
Built around your playbook, approved context, and the way your team works.Talk through a workflow

A few useful answers.

Who do you work with?

Founders, CROs, and sales leaders who need help with revenue decisions, team execution, or practical AI in their GTM workflows.

Can we start with one thing?

Yes. Start with the decision, playbook, coaching need, or workflow that matters most. We agree the scope around that.

Do we need a playbook already?

No. We can build from how your team sells today, or improve the guidance and materials you already have.

Where does AI fit?

In specific tasks such as research, deal preparation, reviewing qualification evidence, and drafting follow-up. Your team reviews the output and owns the decisions.

What needs to change in your revenue team?

Bring the decision, the execution gap, or the workflow. Let’s work out where to start.