Engagement types

Every seam has a name.
Every engagement closes one.

We don't sell hours. We sell a scoped intervention against a named leak, matched to your size and your motion. This is the same catalogue we use internally to match you to the right operator.

The catalogue

Section 01

Motion

Size

23 engagements

Marketing management

Demand operations rebuild

One qualification bar, one routing rule set, one response-time commitment.

Mid-market: Scoring, routing and SLAs rebuilt so paid demand is worked while it is still warm.
Enterprise: Lifecycle model unified across regions and business units on one accepted definition.

60–90 days · 1–2 operators Marketing management

Marketing attribution model

One credit model finance accepts, held steady long enough to plan against.

Mid-market: First-touch and sourced pipeline defined, published and reconciled to the CRM.
Enterprise: Multi-model reporting rationalised to one governed basis across channels and BUs.

45–60 days · 1 operator, 1 analyst Marketing management

Marketing data and consent foundation

Deduplicated records, governed enrichment and consent that survives an audit.

Mid-market: Duplicates resolved and a hygiene routine that keeps them resolved.
Enterprise: Canonical account and contact model across automation, CRM and the warehouse.

60–90 days · 1–2 operators Marketing management

Marketing-to-sales handoff repair

Close the join where marketing's strong quarter stops being sales' strong quarter.

Mid-market: One accept definition, an SLA per segment and a shared weekly demand review.
Enterprise: Handoff contract enforced across regions with accept-rate reporting by team.

45–60 days · 1–2 operators Sales management

First sales process build

Stage definitions, qualification and a forecast cadence, from scratch.

Mid-market: Stages with exit criteria, a qualification method and a weekly forecast call.
Enterprise: Not run at this size.

90 days · 2 operators Sales management

Forecast methodology standardisation

One forecast method, measured against actuals every cycle.

Mid-market: Single-team rollout with variance tracked from the first week.
Enterprise: Cross-BU and region rollup methodology with variance governance.

3–6 months · 2–4 operators Sales management

Territory and quota redesign

Coverage and capacity that don't quietly punish your best reps.

Mid-market: Rep-level territory logic and a defensible quota model.
Enterprise: Multi-dimensional territory and quota model with capacity planning.

2–5 months · 2–4 operators Sales management

Deal desk stand-up

Govern pricing, discounting and non-standard terms before they leak margin.

Mid-market: Lightweight approval workflow with a published SLA.
Enterprise: Full governance with CPQ logic and discount analytics.

6 weeks–6 months · 1–4 operators Sales management

CRM rescue and re-architecture

Rebuild the system of record for forecasting, not for logging.

Mid-market: Single-instance cleanup, field governance and reconfiguration.
Enterprise: Multi-instance consolidation or a canonical data layer build.

3–9 months · 2–5 operators Customer management

Onboarding-to-value design

Make time-to-value a measured number instead of an assumption.

Mid-market: First formal onboarding playbook with a value milestone defined.
Enterprise: Segmented playbooks by product line and region.

6–14 weeks · 1–3 operators Customer management

Health scoring build

Early warning built on usage data rather than the last call notes.

Mid-market: Single composite score, maintained by a named owner.
Enterprise: Predictive automated scoring integrated to the data layer.

8 weeks–6 months · 1–4 operators Customer management

Renewal motion build

A renewal calendar and playbook, so renewals stop being a fire drill.

Mid-market: First renewal calendar, playbook and owner per account.
Enterprise: Renewal desk with capacity planning across segments.

2–6 months · 1–4 operators Customer management

Churn root-cause program

A taxonomy that tells you why, not just how much.

Mid-market: Structured exit interview synthesis and a first taxonomy.
Enterprise: Formal churn taxonomy with board-level reporting.

6–12 weeks · 1–3 operators Customer management

NRR and expansion motion design

Define the trigger that should start the expansion conversation.

Mid-market: Upsell trigger identification wired to the CS workflow.
Enterprise: Full expansion motion tied to comp and capacity planning.

3–6 months · 2–4 operators Financial management

Revenue recognition policy build

One written treatment per contract type, applied the same way every period.

Mid-market: First written policy per contract type, with the current period re-read against it.
Enterprise: Multi-entity policy harmonized across regions with an auditable control per treatment.

6–12 weeks · 1–3 operators Financial management

Quote-to-cash repair

Capture the order once, in the shape billing can actually invoice from.

Mid-market: Order and contract data standardized between the CRM and billing, rework removed.
Enterprise: Full quote-to-cash redesign across CPQ, billing, and the ledger.

2–6 months · 2–5 operators Financial management

Billing and collections cadence

Recover cash on the terms you already signed, without renegotiating anything.

Mid-market: Aging thresholds, named owners, and a weekly cash review that actually runs.
Enterprise: Segmented collections desk with dispute root-cause tracked back to order capture.

6–10 weeks · 1–3 operators Financial management

Tax and compliance treatment

One rule per jurisdiction, written down before the next deal tests it.

Mid-market: Tax treatment documented per jurisdiction and wired into order capture.
Enterprise: Cross-border treatment, entity structure, and filing controls reviewed end to end.

6–14 weeks · 1–4 operators Financial management

Pricing and margin governance

Make every discount attributable to an approver, not to a quarter end.

Mid-market: Discount policy, approval thresholds, and realized-price reporting.
Enterprise: Full price architecture with exception analytics across regions and product lines.

2–5 months · 2–4 operators Cross-motion

Comp plan alignment audit

Stop paying three teams to work against each other.

Mid-market: Sales comp plan sanity check against marketing and CS incentives.
Enterprise: Cross-motion incentive conflict resolution and modelling.

4–10 weeks · 1–3 operators Cross-motion

M&A revenue system integration

Merge two revenue systems without losing a quarter to it.

Mid-market: Not run at this size.
Enterprise: CRM, comp and lifecycle program merge after acquisition.

6–18 months · 4–10 operators Cross-motion

Fractional RevOps leadership

The function, before you can justify the headcount.

Mid-market: Core offering — an embedded lead reporting to the CEO or head of sales.
Enterprise: Interim leadership during a search or a reorganisation.

3–12 months · 1–2 operators Cross-motion

Board and investor reporting package

One reconciled number, prepared the same way every cycle.

Mid-market: Lightweight metrics pack tied to your two headline KPIs.
Enterprise: Full predictive reporting suite across BUs and regions.

4–12 weeks · 1–3 operators

From the network

Section 02

Playbooks written by the agencies listed in our directory. Each one is reviewed by Nuvello before it appears here.

Loading…

Every seam has a name.Every engagement closes one.