SYMPATICO Advisory Group
Your forecast shouldn't be a guess. Your quarter depends on facts.
Most growing companies make hiring, inventory and cash decisions on a forecast nobody has had time to check against the data. SYMPATICO gives you what a seasoned CRO would: the truth about every deal, every week, and an operator who has run revenue teams for 20 years to act on it.
- No new software
- No contract to start
- Free Shakedown: your file never leaves your browser
Would you be opposed to two minutes with your own pipeline before we ever talk?
The problem
The ceiling is the forecast.
Most missed quarters were visible weeks earlier. Nobody was looking at the right data. Deals that went quiet, close dates that keep sliding, one contact on a six figure deal. It is all sitting in your CRM. Without someone checking it every week, it shows up as a surprise in the last two weeks of the quarter.
- "We missed the number and nobody saw it coming."
- "Every rep tells me their deals are fine."
- "I am still the best salesperson in the building."
How it works
Start with your own pipeline. It takes two minutes.
Run the Shakedown
Export your deals and upload them. Every deal gets a health score from what your CRM shows, not what anyone hopes. Your file never leaves your browser.
Walk through it with Jeremy
Fifteen minutes on what your readout says, which deals to question first, and what the gap between called and supported means for your quarter.
Decide what happens next
Use the readout yourself, get it on your desk every week, or bring Jeremy in to run the seat until you hire the right leader.
The CRO Cockpit
What a CRO would put in front of you every week.
- Deal health on every open deal, with the reason behind every flag
- The data backed forecast next to the one your team called
- Pipeline coverage against your target, rep by rep
- What your won and lost deals say about the next ones
No new software for your team to adopt. It works from the CRM you already have, and a person reads it with you.
Click to enlargeWhen you need someone in the seat
Between sales leaders, or still the main salesperson yourself?
Some companies do not need a readout, they need a leader. I step in as your fractional CRO, part time, on a schedule set by what your team and your number need. I run the weekly pipeline call, fix the process, coach the team, and hand a working system to the leader you hire next, often one I help you find.
When the leak is margin, not sales
Revenue is up and profit is not? Start with a free Profit Snapshot.
We run your numbers live in 45 minutes using last year's financials and show the three biggest profit opportunities on one page, with every assumption showing.
If an assumption looks wrong to you, say so. That is the point of putting it on the page.
| Scenario | Margin | Profit | Change |
|---|---|---|---|
| Today | 15% | $750K | n/a |
| Step up | 20% | $1.00M | +$250K |
| Target | 25% | $1.25M | +$500K |
Scenario model, not a forecast. Example figures only.
How we are paid
No surprises about who benefits.
The Shakedown and the Profit Snapshot are free. Cockpit packages are scoped to your team and quoted on a call, and the Profit Roadmap has a fixed fee we agree before any work starts.
We are independent. If the math ever points to a specialist or vendor, we say so in writing, tell you if we earn a referral fee, and recommend one only when the numbers support it.
About
I have sat in the chair you are trying to fill.
I spent more than 20 years running sales and revenue teams inside software and data companies. I have built the teams, fixed the forecasts, and sat in the meeting where the quarter was missed.
I started SYMPATICO because growing companies deserve the same revenue discipline as the big ones, and the same honesty about margin. I will tell you what the numbers say, even when it is not what you hoped to hear.
Jeremy Elmore, founder. Based in Houston, working with growth stage and mid market companies whose number has to be right.
Free tools and briefs
Free tools and short reads, depending on where you are.
Is your sales forecast real?
A health score for every deal, the gap between what was called and what the data supports, and the questions to ask each rep. Book 30 minutes and we run it together on screen, or have your team upload the export themselves. Free, and the file never leaves your browser.
Where growing companies quietly overpay.
Eight leaks, each with a published benchmark and one question to ask your team, plus a scorecard to count your own. Four pages.
Planning to sell in the next few years?
What a recurring saving is worth at sale, what buyers credit and discount, and a 24 month timeline. Two pages.
Is your forecast built on behaviors?
A free field guide for sales leaders. Twenty behaviors that predict revenue, one number to watch for each, and a way to coach them every week.
Contact
Not sure if it is the forecast or the margin? That is what the call is for.
Pick a time that works. Fifteen minutes, nothing to prepare.
If the numbers don't support working together, I'll tell you on the call.
Rather write first? Leave a note and I will reply within one business day.