PJM Revenue System X-Ray

A clear first step for
messy CRM, weak adoption,
and disconnected AI.

In two weeks, I trace how your sales process, CRM, data, team habits, and AI work together. You leave knowing where work is breaking and what to fix first.

$5,000 fixed

2-week engagement

✓Credited toward a larger engagement

Start the X-Ray Ask about fit

Where I look first

Sales Process

How does the organization expect people to sell?

CRM + Workflow

Does the technology reinforce that process or fight it?

Data + Visibility

Can reps and managers get the information they need to make decisions?

Adoption + Enablement

What is happening in the field, and where does behavior diverge from the designed process?

AI Opportunity

Where can AI remove work, improve decisions, or surface useful context without introducing more complexity?

What you leave with

How the system works today
A clear view of how process, CRM, data, and field execution fit together today.
What is breaking and why
Where the work gets harder than it should, and what is driving it.
What to fix first
The highest-value changes, what can wait, and where I would focus first.
90-day plan
A 90-day plan with the order of work, who owns it, and how you will know it is working.
Review with the leadership team
We review what I found, challenge the priorities, and agree on what happens next.

Where AI can remove work, improve decisions, or surface useful context, I identify those opportunities alongside the other recommendations.

If this sounds familiar

Your CRM is live, but the field still works around it.
Managers have data, but still struggle to get a clean read on what is happening.
Process, data, enablement, and technology are moving on separate tracks.
You’re exploring AI, but want the use cases grounded in real sales work.
You know something needs to change, but want clarity before committing to a bigger fix.

Already know exactly what needs to change and just need someone to configure it? You probably don’t need this X-Ray.

How this works

30 min
Fit Call
We talk through what is happening, what you have already tried, and whether the X-Ray makes sense.
2 weeks
X-Ray
I talk with the people closest to the work, review the systems and data, and trace how the sales process works in practice.
Final
session
Working Session + 90-Day Plan
We walk through what I found, pressure-test the priorities together, and leave with a clear plan for the next 90 days.

From there, you choose. Take the plan and run it internally, or bring me in to help build it, coach the team, or operate alongside you.

Start with clarity

Ready to get a clear read on the system?

The X-Ray is $5,000 and takes two weeks. If we move into a larger Build, Coach, or Operate engagement, I credit the $5,000 toward that work.