SYMPATICO Advisory Group
The pipeline behind your revenue number, checked deal by deal.
An independent, CRO level read of every deal. We work with the CEO and CFO, alongside your sales leader, so the number holds up to the bank, the board or investors before it goes into the plan. You get the evidence behind every deal, every week, and an operator who has run revenue teams for 20 years to read it with you.
- 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?
Who this is for
One set of facts for the three people who answer for the number.
"Is the number I give the bank and the board real?"
An independent read of every deal, every week, from an operator who has run the seat. And someone in the seat when you need one.
"Can I put the sales number into the model?"
The revenue line checked deal by deal before it reaches your model. You keep the model, your sales leader keeps the team.
"How do I show the CEO and CFO my number holds?"
An outside baseline that backs your call with evidence, so the questions go to the deals, not to you.
For CEOs and founders
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."
- "I can't build next year's plan on a number I can't check."
- "The CRM's AI scored the pipeline. Nobody checked the AI."
How it works
Start with your own pipeline. It takes two minutes.
Run the Shakedown
Export your deals and upload them, or book 30 minutes and we run it together on screen. 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.
For CFOs and finance leaders
The revenue line in your plan starts as a sales call. Nobody outside sales checks the deals behind it.
You own the cash plan, the hiring plan and the conversation with the bank or the board. The top line all of it rests on is called by sales and rarely checked deal by deal by anyone outside sales. SYMPATICO gives finance an independent read of every deal, every week, without a new system and without putting your sales leader on trial.
- The revenue line in your forecast, checked deal by deal against the one sales called, every week
- Your FP&A lead or fractional CFO keeps the model. We hand them the deal evidence behind the revenue line, so it holds up with the bank and the board
- Which deals carry the risk, and the questions to ask about them
- Your head of sales in the room, not on the spot. We look at the data, not the person
- No CRM login needed to start. Whoever runs your CRM pulls one export, and the file stays in your browser
For CROs and sales leaders
A baseline you own.
New in the seat, you inherited a number someone else built. Established, you know your deals better than anyone, and you are still the one asked to defend them. An independent read puts the evidence next to your call before the CEO and CFO see it, so the conversation is about the deals, not about you.
- Your call and the deal evidence side by side, before the forecast meeting
- A clean baseline in your first 90 days, credited to you
- Questions for your one on ones built on facts, not opinions about the rep
- No call recording, no surveillance, nothing new for your reps to feed
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 45 minute Profit Snapshot on last year's financials.
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.
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.