Product 3 of 5 · Fixed price

Trusted Numbers. Numbers your whole leadership team can stand behind.

Trusted Numbers gives you one customer list everyone trusts and one page of numbers leadership can stand behind. It is made of three fixed-price pieces: a rebuild of your reports from the raw records, a cleanup of your CRM (the customer relationship management system where your team keeps customers and deals), and a connection between the CRM and one other system so nothing is typed twice. You can buy one piece or all three, each at the price shown, after a free audit.

from $4,000Owners and operations leaders whose sales, finance and operations teams each bring a different figure to the same meeting.

Tell us what is going wrong See what is in the box

You might be saying

“Sales says one number, finance says another, and I do not know which one to believe.”
“We have the same customer in the system three times, spelled three ways.”
“Someone retypes every order from one system into the other, and that is where the mistakes come from.”

What is in the box

3 sizes. Pick the one that fits.

Numbers you can defend

Reporting and forecast rebuild

$4,500from, 3 weeks

Pick this when the records are mostly sound but nobody agrees on what the reports mean or how they were worked out.

Your pipeline, the list of open deals and what each is worth, rebuilt from the raw records
Your win rate, the share of finished deals that you won, rebuilt from the raw records
Your forecast, the estimate of what will close and when, rebuilt from the raw records
Every definition written down in plain words, so "won", "open" and "lost" mean the same thing to everyone
Every exclusion written down, so you can see what was left out of each number and why

Start with this

One clean customer list

CRM cleanup

$5,000from, 3 to 6 weeks

Pick this when duplicates, blank fields and mismatches with billing are the reason nobody trusts the CRM.

Dedupe: duplicate records for the same company or person merged into one
Field standards: one agreed way to fill in each field, so the same thing is always recorded the same way
Reconciliation against billing: the CRM checked line by line against your billing records, with the differences resolved
The rules that keep it clean after we leave, set up in the CRM itself

Start with this

Nothing typed twice

One system integration

$4,000from, 3 weeks

Pick this when people copy the same information by hand between the CRM and one other system, such as billing or operations.

One system connected to your CRM in both directions, so a change in either place shows up in the other
Error handling, so an update that fails is caught and flagged instead of quietly lost
A log of what moved between the two systems, so you can check what happened and when

Start with this

A fixed price, in writing

The prices here are starting points. You get one number in writing before any work starts.

30% waits for your test

Before kickoff we agree what done looks like. That part of the fee is due only when your test passes.

Yours to keep

Everything we build is in your accounts, with documentation your own team can run.

What you can point at when it is done

A written page of definitions and exclusions behind your pipeline, win rate and forecast, so any figure can be traced back to the records it came from.
A customer list with the duplicates merged, the fields filled in one agreed way, and the totals checked against billing.
A working two-way connection between your CRM and one other system, with a log you can open to see what moved.

What this does not cover

We do not promise the rebuilt numbers will look better. In one engagement, a win-rate analysis that reported 24.7% turned out to be 9.1% once it was rebuilt from the raw records. In another, booked revenue of 13.78 million dollars was corrected to 11.21 million after deals counted twice were found. Those are two past results, not a prediction for your business.
The integration piece connects one system to your CRM. Each further system is a separate piece of work with its own quote.
This is not accounting, tax or audit work. We check the CRM against your billing records, but your books stay with your finance team and your accountant.

How you buy it

Four steps, the same every time.

1Free auditWe look at your CRM, your reports and how information moves between your systems, and tell you which of the three pieces you need and in what order. Book it at [/contact/](/contact/).
2Fixed quote in writingYou get a written scope and a fixed price for each piece you choose, along with the acceptance test you will use to judge the work. Nothing starts until you have agreed to it.
3BuildWe do the work on the tools you already own. Merges and corrections are shown to you before they are applied, and the definitions are agreed with the people who use the numbers.
4HandoverYou run your own acceptance test, and part of the fee is held until it passes. Everything we built, including the written definitions, the rules and the log, is yours to keep.

The detail, if you want it

The services behind this product, and a case study from the work.

How pricing works

RevOps Analytics & Forecasting

Pipeline, win rate, attribution, renewals, forecasting. Every number comes with its denominator and a list of what got excluded.

Learn more

CRM Cleanup & Migration

Duplicates, dead fields, deals counted twice, lead sources that went nowhere. We find them, fix them, and write the rule that keeps them from coming back.

Learn more

RevOps analytics

24.7% → 9.1%real new-business win rate

The win-rate analysis nobody could reproduce

Read the case

Questions about this product

Do I need all three pieces?

No. Each piece is sold on its own at the price shown. The free audit tells you which ones you need, and it is common to start with the piece that is causing the most arguments.

Which piece should come first?

It depends on where the distrust comes from. If the records themselves are wrong, cleanup usually comes before reporting, because a report built on duplicate records repeats their mistakes. If the records are sound and the dispute is over what the numbers mean, start with reporting.

Do we have to buy new software?

No. The work is done on the tools you already own. If a piece does need a software license or AI model spend, it is billed to you at cost, with nothing added.

What happens if the real numbers are worse than the ones we report today?

Then you find out now, with the working shown, instead of at the end of a quarter. Every definition and exclusion is written down, so you can see exactly why a number moved and explain it to your board, your bank or your team.