Find and fix the leaks in your revenue engine.
I help founder-led and growth-stage B2B companies repair CRM, lead flow, SDR/AE handoffs, pipeline discipline, forecasting, and sales management cadence. Engagements start with a Revenue Diagnostic Sprint, then move into hands-on implementation.
Most revenue problems are operating-system problems.
More reps, tools, or leads will not fix a revenue motion that cannot be inspected. I focus on the execution layer where leads, follow-up, pipeline, conversion, and management discipline break down.
Pipeline looks better than it is
Stages are loose, next steps are vague, close dates drift, and forecast calls become opinion management.
CRM data is not trusted
Fields, sources, stages, ownership, routing, and reporting do not support actual sales management.
Leads are being wasted
Inbound, paid, or outbound leads are delayed, misrouted, underqualified, inconsistently worked, or poorly followed up.
SDR/AE handoffs are inconsistent
Qualification rules, meeting quality, ownership, and feedback loops are informal or missing.
Managers cannot inspect execution
Activity exists, but the team lacks a clean operating rhythm for coaching, accountability, and conversion improvement.
Tools are present but underused
HubSpot, Salesforce, Gong, ZoomInfo, dialers, and automation tools are not connected to a coherent revenue process.
Start with a Revenue Diagnostic Sprint.
A focused diagnostic is the lowest-risk way to find the real revenue leakage before committing to a larger rebuild. The output is not a theory deck. It is a prioritized operating plan tied to the specific failure points in your funnel, CRM, pipeline, team process, and management cadence.
Diagnostic outputs
- CRM, lead flow, pipeline, and forecast inspection
- Lead source, routing, qualification, and follow-up review
- SDR/AE handoff and sales manager operating cadence review
- Revenue leakage map with priority fixes
- Implementation roadmap for the next 30–60 days
Implementation-heavy consulting
I work as a sales and RevOps operator, not a strategy-only advisor. After the diagnostic, the work usually becomes system cleanup, sales process design, dashboarding, coaching cadence, and execution management.
CRM & Pipeline Rebuild
HubSpot, Salesforce, or Zoho cleanup focused on stages, fields, source tracking, routing, dashboards, automation, and manager inspection.
Lead Conversion Repair
Audit paid, inbound, and outbound lead flow to identify where leads are being wasted, misrouted, underqualified, or poorly followed up.
SDR/AE Process Design
Qualification rules, handoffs, follow-up discipline, meeting quality, call review, daily/weekly routines, and manager accountability.
Forecast & Operating Cadence
Pipeline inspection, forecast hygiene, deal review structure, activity quality metrics, and revenue meeting rhythm.
Outbound & GTM Buildout
ICP definition, list strategy, messaging tests, SDR workflows, dialer/sequence process, and early pipeline validation.
Fractional Sales / RevOps Leadership
Ongoing senior operating support for founders and small GTM teams that need execution leadership without adding a full-time executive.
Proof of impact
The common pattern across these outcomes: the fix was not one more tool or a generic sales training session. It was rebuilding the operating system underneath revenue execution.
How I work
Diagnose
Inspect CRM, lead flow, funnel conversion, sales process, activity quality, pipeline rules, dashboards, and forecast discipline.
Prioritize
Separate cosmetic process issues from the few operating failures that are actually leaking revenue or blocking scale.
Implement
Rebuild fields, stages, routing, dashboards, workflows, handoffs, operating cadence, and coaching loops with the team.
Inspect
Create a management rhythm that makes execution visible: pipeline review, forecast governance, call quality, activity quality, and conversion tracking.
Who this is for
Best fit is a B2B company with sales activity already in motion but weak revenue infrastructure underneath it.
- Founder-led SaaS companies moving from founder selling to managed sales execution
- Teams hiring SDRs, AEs, or RevOps before the operating model is mature
- Companies using HubSpot, Salesforce, or Zoho but not trusting the data
- Sales leaders who need cleaner pipeline inspection, forecasting, and rep accountability
- PropTech, InsurTech, fintech, industrial B2B, and services companies with complex handoffs
Not a fit if you only want a slide deck.
This work is diagnostic, operational, and implementation-heavy. The goal is to make the revenue machine inspectable, accountable, and capable of producing repeatable pipeline and bookings.
Book a revenue diagnostic call
Send context on your sales motion, CRM, lead flow, pipeline, or forecasting problem. I’ll respond with a direct view on whether a diagnostic makes sense.
- Email: eric.r.holly@gmail.com
- Location: San Jose, CA (Pacific Time)
Prefer context first? Email the current problem, CRM/tools, team size, and what is not working.