Accepting 3 Design Partners · Q2 2026 cohort

Your CRM has all the data.
None of the answers.

We turn your messy go-to-market data into metrics your whole team can trust. One number. Every team. Every time.

hubspot_raw_contacts
hubspot.contacts — raw export
NameEmailCompanyStageDeal AmtClose DateOwner
47 issues found · 23% of records
analytics.dim_contacts — transformed
NameEmailCompanyLifecycleARRClose DateOwnerDQ
100% validated · 0 issues

Built on a modern go-to-market stack

dbt Claude Google Cloud Salesforce HubSpot Anthropic Cursor Lightdash Airbyte Python dbt Claude Google Cloud Salesforce HubSpot Anthropic Cursor Lightdash Airbyte Python

Sound familiar?

The next best action to protect and grow revenue should be obvious. But your data stands in the way.

Sales Pipeline
$1.2M
Marketing Pipeline
$800K
Finance Pipeline
$547K

Multiple versions of the truth

Sales says $1.2M in pipeline. Marketing says $800K. Finance has a third number entirely. Same CRM, three different realities.

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Board prep Board day

Reports take weeks (and weekends)

Board meeting Monday. You'll spend your weekend rebuilding the same reports from scratch. Again.

AI Assistant
Based on your CRM data, Q4 pipeline is $2.3M with 847 qualified leads and a win rate of 34%. I recommend focusing on the Enterprise segment.

AI that makes things up

You bought the AI tools. They confidently generate answers from data that's incomplete, duplicated, or just wrong.

Pipeline_backup_v3
MQL_recount_FINAL
Board_numbers_USE_THIS
ARR_finance_version_v2

The messy spreadsheet layer

Between your CRM and actual decisions sits a graveyard of spreadsheets nobody maintains and everybody depends on.

Senior Data Engineer
Full-time · Remote · Posted 2d ago
$180K+ / year
• 6+ month ramp time
• Must learn entire GTM motion
• Build from scratch, alone
• Good luck hiring this person

The "just hire a data engineer" advice

Great idea if you have $180K, six months to onboard them, and a plan to teach them your entire GTM motion.

Sarah K.
Just updated the Q4 dashboard
dash.company.com/q4-pipeline
🤔 3 2 👀 4
Mike T. Where did you pull these numbers?

Stalled decisions

Nobody trusts the numbers enough to commit. So every decision gets re-litigated — until someone just goes with their gut anyway.

Nobody ships a software product without tested, version-controlled data behind it.
But somehow, we expect revenue leaders to make million-dollar decisions on raw, messy CRM data.
Craig Martin
Craig Martin Founder, GTM Eng

From raw data to real answers

Your CRM and revenue tools flow in. Trusted, AI-ready metrics flow out. Every day, automatically.

Ingest your data sources
HubSpot
Salesforce
Billing
Support
Product Usage
Processing
Data Platform
Transforms raw CRM data into trusted, AI-ready metrics. Purpose-built by RevOps experts on open-source tools.
100+
Revenue Metrics
40+
Data Quality Checks
100%
Open Source
Daily
Auto-Refresh
Dashboards
Pipeline value
Spreadsheets
Pipeline value
AI Assistant
Pipeline value
CRM Fields
Pipeline value

Know exactly where your CRM is leaking revenue.

We scan your CRM daily to see exactly where your data is breaking down — categorized by severity, object type, and business impact.

40+ Automated Tests · Scanning Your Entire CRM, Daily
Missing fields
Invalid values
Duplicate records
Orphaned deals
Stale records
Contacts Companies Deals Tickets
Contacts4,470 records
All contacts
Lead status: Open
Create date: Last 30d
NameEmailCompanyStageDeal AmtClose Date
SCSarah Chen[email protected]Acme CorpClosed Won$0Mar 14, 2025
MTMike Torres— missingBrexQualified$42,000Jun 1, 2025
JPJake ParkDUP[email protected]NovaTechProposal$18,500Apr 22, 2025
JPJake ParkDUP[email protected]NovaTechDemo$18,500— missing
LKLisa Kim[email protected]— missingNegotiate$67,000Jan 15, 2024
RORyan O'Brien[email protected]Flux AI— missing$31,000May 30, 2025
We pinpoint the exact records causing issues and recommend specific fixes — so your team knows exactly what to action.
CRM Data Quality Score
0/100
Score trend — last 90 days
+8 pts
Completeness
0%
Validity
0%
Uniqueness
0%
Associations
0%
Timeliness
0%
14 Critical
23 High
47 Medium
Gartner
"Bad CRM data costs B2B companies 12% of revenue."
We make sure yours isn't one of them.
Book a call

The dashboards your board actually wants to see.

A pre-built library of production-grade GTM metrics and dashboards. Crafted by RevOps experts. Built on verified data.

CRO Copilot
Pipeline health, forecast accuracy, rep performance & revenue trends — one screen for revenue leaders.
Current ARR
$8.7M
+6% QoQ
New Business
$1.8M
+14% QoQ
Expansion
$1.1M
+8% QoQ
Churn
-$520K
-12% QoQ
NRR
112%
+3pts QoQ
Net Revenue Movement
$500K$250K$0
Q1’25Q2’25Q3’25Q4’25Q1’26
New
Expansion
Reactivation
Churn
Win Rate
40%30%20%
24%
27%
31%
34%
36%
Q1’25Q2’25Q3’25Q4’25Q1’26
Avg. Deal Size
$50K$25K$0
$38K
$42K
$44K
$41K
$47K
Q1’25Q2’25Q3’25Q4’25Q1’26
Avg. Sales Cycle (Days)
60d30d0d
52d
48d
45d
42d
38d
Q1’25Q2’25Q3’25Q4’25Q1’26
Pipeline Analytics
Total pipeline, weighted value, deal distribution & forecast — your full pipeline picture in one view.
Total Pipeline
$3.2M
+18% QoQ
Total Open Pipeline by Stage
$1.02M
$860K
$740K
$580K
QualifiedDemoProposalNegotiate
Weighted Pipeline
$1.4M
+12% QoQ
Weighted Open Pipeline by Stage
$204K
$301K
$444K
$464K
QualifiedDemoProposalNegotiate
Open Deals
38
+4 QoQ
Open Deals by Stage
14
11
8
5
QualifiedDemoProposalNegotiate
Forecast
$680K
+22% QoQ
Forecast Breakdown
Closed Won
$180K
Commit
$280K
Best Case
$140K
Pipeline
$80K
Rep Performance
Forecasted bookings, pipeline contribution, quota attainment & activity — built for your 1:1s.
Forecasted Bookings
$680K
+14% QoQ
Forecast by Rep
Sarah M.
$200K
Mike T.
$160K
Lisa K.
$125K
Jake P.
$100K
Jenny K.
$95K
Won
Commit
Best Case
Pipeline
Forecast Attain.
87%
3/5 at 100%
Quota Attainment by Rep
Sarah M.
128%
Mike T.
108%
Lisa K.
102%
Jake P.
62%
Jenny K.
35%
Total Pipeline
$3.2M
+18% QoQ
Open Pipeline by Rep
Mike T.
$800K
Lisa K.
$720K
Sarah M.
$650K
Jake P.
$560K
Jenny K.
$470K
Qualified
Demo
Proposal
Negotiation
Total Activities
4,407
+9% QoQ
Activity by Rep (This Week)
Sarah M.
1,085
Mike T.
942
Lisa K.
938
Jake P.
778
Jenny K.
664
Emails
Meetings
Calls
+ PLUS
Custom Analytics 🏗️
Every business is different — there’s no one-size-fits-all. We offer GTM Engineering services to build custom dashboards that power your unique revenue motion.

Become Agent-Ready.

AI agents are only as good as the data underneath them. We give them clean pipelines, documented fields, and tested metrics — so they answer with facts, not hallucinations.

N
NovaTech GTM Agent
Live
What's our pipeline coverage this quarter?
3.2x overall. Enterprise segment is at 2.1x — below your 3x target. 4 deals flagged at risk this week, $182K total ARR exposure.
Which reps need attention?
2 of 8 AEs are below 60% quota pace. J. Kim needs 3 new qualified opps to recover. M. Chen has 2 deals stalled in negotiation >21 days.
What's driving churn this month?
Net revenue retention is 108%. 3 accounts flagged for contraction — all in SMB segment with declining product usage over 60 days.
Querying verified data from
100+ dbt models 40+ quality tests Full schema docs

What would you do with revenue data you actually trust?

Book a call

Who we work best with

Your team actually uses your CRM

It doesn't need to be perfect — but the data needs to exist. Reps log activity, deals move through stages.

$1M+ ARR with a real sales team

Past founder-led sales. Pipeline stages, quota-carrying reps, and revenue numbers someone is accountable for.

A revenue leader (or RevOps team) who owns this

A VP Sales, CRO, or Head of RevOps with the mandate to act on what the data reveals. Not a side project.

Metrics that don't tie out across teams

Sales says one pipeline number, marketing says another, finance has a third. Board prep is a fire drill.

🎯
You're exactly who we built this for.
Most teams we work with check all four. Let's see how fast we can get your data working for you.
Book a call

You have portfolio companies with GTM data problems

Your companies are scaling past founder-led sales but don't have the data infrastructure to match.

Board meetings surface data trust issues

Different pipeline numbers from different leaders. Forecast accuracy is a known gap across the portfolio.

You want a repeatable playbook, not one-off fixes

A standardized data platform that can deploy across multiple companies — not a different consultant for each one.

AI-readiness is on your roadmap

Your portfolio companies want to adopt AI for forecasting and GTM insights, but the underlying data isn't ready.

🚀
Let's talk portfolio-wide impact.
We deploy a standardized data platform across your portfolio companies — same playbook, every time.
Book a call
🤝
Know someone who needs this?
Earn 10% of the initial implementation (~$500 avg) for every referral that closes. Email us an intro at [email protected]

Not sure if your revenue data needs work?

12 questions · 5 minutes. Get an instant benchmarked report for your company's revenue data — from CRM adoption to pipeline hygiene.

Instant results No login required Shareable report
0
out of 100

Your pipeline data is unreliable

Gaps across your revenue stack mean decisions rest on incomplete data.

Dimension Scores
RevOps Coverage
0/10
Mktg → Sales
0/10
Activity Logging
0/10
Data Confidence
0/10
CRM Adoption
0/10
Tool Ownership
0/10
Stage Criteria
0/10
Sales → CS
0/10
CRM Challenges
0/10

Start with a free audit. Deploy in weeks, not months.

No long contracts. No vendor lock-in. More affordable than an in-house team. You own everything we build.

Step 01 Start here ↗
Data Audit
Free
Assessment of your current CRM data health
Recommended architecture fixes and quick wins
If we're not a fit, you walk away with a useful report to action
No commitment required
Step 03
Ongoing Services
From $1K USD / month
Custom metrics and models
AI-powered forecasting and insights
Ongoing maintenance and support
Scoped monthly based on your needs
Every model, every test, every line of code — yours when the engagement ends
You own 100% of the code

Book an Intro Call

See if GTM Eng is the right fit for your team.

30 minutes to talk through your GTM challenges and where your revenue data might be falling short. No pitch. No agenda.

Prefer email?