Your forecast, your ARR, and your board deck each come from a system that was never built to agree with the others.
It holds together until someone checks. In diligence, a buyer ties your CRM to billing to the GL and finds three ARR numbers a few points apart. In the board read, a director asks why the forecast missed and no one can say which system to believe. Point an AI agent at that same data and it acts on the discrepancy faster than anyone can catch it.
Your forecasting tool reads a snapshot.
The revenue-intelligence layer sits on top of the CRM and reads current state, so its accuracy depends entirely on the hygiene of the data underneath it. It can't see that the amount changed after the deal closed, that a deal skipped four stages, or that the close date has slid three quarters in a row.
Groundwork reads the lifecycle, and signs its name.
Field history, post-close edits, stage skips, close-date cascades, reconciled from the CRM to billing to the general ledger. And because Groundwork is independent, the number comes with something no vendor dashboard can offer: it was produced by someone with no stake in the answer, which is what a board or a diligence team actually trusts.
Who this is for
- You run finance or revenue at a company on Salesforce, and the numbers have to hold up to someone outside the building.
- You have a raise, an audit, or an AI pilot on the calendar, and the reporting underneath it isn't ready.
- You just closed an acquisition or a carve-out, and two companies' systems now have to report one revenue number.
- You are inside a TSA window, and the reporting has to stand on its own before the clock runs out.
- You report to a sponsor or a board that expects the same number every quarter, produced the same way.
- You want the systems fixed inside your stack, not a deck telling you they're broken.
- You'd rather work directly with the operator doing the build than manage an agency.
Who this is not for
- Pre-revenue, still hunting for the motion. There's nothing to reconcile yet.
- No executive sponsor. This work reroutes how a company reports revenue, and it stalls without one.
- You want a staff-aug admin to sit in your Salesforce queue. That's a hire, not this.
- You want slides and a strategy readout. Groundwork ships implementation, not recommendations.
When something small breaks outside the original scope, I fix it. No change order, no surprise invoice. Anything that changes the shape of the engagement gets scoped in writing before it starts. I'd rather protect the working relationship than the billable hour, because the systems have to keep running long after I'm gone.
Three offers. Fixed scope, fixed price, one owner.
Each one is a productized build with a defined artifact at the end, with AI governance built underneath all three.
Forecast Accuracy
Can you trust the forecast? Model design, stage governance, operating cadence, and variance tracked quarterly against a target band.
NRR / GRR & Retention
Can you trust the NRR you told the board? Retention accounting built from contracts and reconciled to billing, not scored from CRM opportunities.
Cross-System Reconciliation
Do your CRM, billing, and GL agree? One ARR definition, a standing three-system reconciliation with a logged discrepancy register, and quote-to-cash guardrails so ARR enters clean.
AI governance, built into every engagement
Can you trust what the AI touches? Data dictionaries, human-in-the-loop SOPs, agent audit trails, least-privilege access. Agents inherit your data hygiene, so govern it before you scale it.
The bar Groundwork holds the work to.
Not dashboards delivered or hours billed. Measurable change in the number.
12 consecutive quarters · most recently 4% · Series A→C · architecture owned end-to-end by one operator
Second company, same method · it wasn't the company, and it wasn't luck
Series B · full ICP & product pivot · under 24 months · zero net GTM headcount added
Cut to same-day at one engagement, and to two days or better at every one since
Read the engagements behind these numbers →
15+ years of revenue and finance systems work for companies like these
Delivered through operating and consulting roles
VerizonGroundwork fixes what's broken and hands your team systems they can run. Governance keeps the number defensible after the build.
Diagnose
One to two weeks to map the revenue journey end-to-end. You get a written diagnostic naming the gaps a diligence team goes looking for first, scored and prioritized by dollars at risk.
Build
Fix the gaps that surface in diligence. Dashboards, governance, and integrations implemented directly in your systems. Not advisory. Not slides. Implementation.
Govern
Documentation, training, and a structured hand-off: your team owns the day to day. Then governance keeps the number defensible, with a quarterly re-scan, drift reviews, and board-week support behind it.
Priced up front, credited forward.
You start with a scored assessment, not a proposal from a stranger. Four steps, and you can stop after any of them.
Definition Review
How you define ARR, NRR, and churn, in writing.
Revenue Data Integrity Assessment
Scored scan of your Salesforce config. Credits forward.
Remediation Sprint
One of three tracks. Acceptance is a re-scan.
Revenue Governance Retainer
Quarterly re-scan, drift reviews, board-week support.
Every rung is fixed-fee, and the assessment credits in full toward the sprint it recommends. See what's included at each step →
See where your data would get flagged, before an investor (or your agents) do.
Twelve questions across three dimensions: can you trust your forecast, can you trust the NRR you told the board, and do your CRM, billing, and GL agree. No email required. A scored report lands at the end, on screen, no gate.
- Your composite score, 0–100, with a tier that says it plainly: Investor-Ready, Functional but Exposed, or At Risk.
- A scored read on each of the three dimensions, and where you'd get flagged first.
- Your top three quick wins: the three lowest-scoring answers, each with a recommended action.
- A named next step for your weakest dimension, free or paid.