Description
Build a weekly leadership brief from reconciled spend, qualified-lead, opportunity, pipeline, and closed-won data. The playbook compares two completed periods, preserves the source behind each number, separates what changed from what remains uncertain, and assigns the next investigation to an owner.
Choose the level of support you need
| Option | Price | What it includes |
|---|---|---|
| Digital implementation kit | $695 one time | Complete Version 2.0 downloadable implementation kit for one named organization. |
| Guided setup | +$1,995 — $2,690 total | Two 60-minute sessions, scope and field-map review, one sample-output review, and one consolidated revision. ENC effort is capped at 8 hours. |
| Custom implementation | From $7,500 | A scoped configured workflow, testing, human review step, handoff documentation, and training. Request an implementation quote. |
Best for
CMOs, CROs, and revenue operations leaders whose CRM and spend records are reasonably clean but whose weekly leadership update is still assembled by hand.
What this release covers
One business unit, one currency, two completed equal-length periods, approved exports, and one internal review destination. It does not provide multi-touch attribution or a revenue forecast.
What you receive
The Version 2.0 kit includes an editable Word guide and PDF, a measurement scorecard workbook, START HERE instructions, a no-code setup path, a technical build guide, starter n8n nodes and reference scripts, input and output schemas, CSV templates, synthetic examples, and 32 automated acceptance checks.
License and support
One purchase licenses this release to one named organization, its employees, and contracted implementers. Source materials may not be resold, sublicensed, or redistributed. File-access and documented-defect help is included for 30 days.
Business results depend on your data, configuration, review process, and adoption. Examples use synthetic data; no revenue, savings, or performance result is guaranteed.
