Priced up front, credited forward.
Everything is fixed-fee. You start with a scored assessment, not a proposal from a stranger, and it credits in full toward the work it recommends. Four steps, and you can stop after any of them.
Definition Review
A working session on how your company defines ARR, NRR, and churn, and a two-page memo naming the ambiguities a diligence team will challenge. We never touch your systems. If your numbers already tie, you'll have that in writing.
Revenue Data Integrity Assessment
A static scan of your Salesforce configuration; it never touches your live org or reads a record. You get a 0–100 Revenue Data Integrity Score with per-signal bands, your top three exposures in dollars, a remediation sequence ordered by dollars at risk rather than effort, and the baseline record the fix is measured against. The fee credits in full toward any sprint signed within 90 days.
Remediation Sprint
Scoped from the assessment into one of three tracks: Forecast Accuracy, NRR/GRR & Retention, or Cross-System Reconciliation. Fixed scope, and acceptance is a re-scan proving the risk is closed. Not included: CRM migrations, billing-system replacement, net-new integrations.
Revenue Governance Retainer
Continuous governance so the number stays defensible without anyone rebuilding it by hand: quarterly re-scan and scorecard, drift and access reviews, and a board-week support window. Excludes migrations and new integrations; change orders from day one.
The first-week rule: if the assessment isn't surfacing material findings, you'll know inside week one, not at the end of an engagement. And if the numbers hold, you bought proof they hold, right before someone outside the building checks them.
For PE & VC sponsors — assessments across a fund’s portfolio plus a portfolio-level risk readout for the operating partner. From $60,000 / quarter.
Not sure which fits? Book a short intro call and we'll scope it together.
What you're choosing between.
The honest comparison, including where the alternatives are the better answer.
How Groundwork compares.
Against the forecasting-software layer, a traditional advisory firm, and a full-time VP hire.
| Groundwork | Forecasting Software | Advisory Firm | In-House VP Hire | |
|---|---|---|---|---|
| What it reads | The lifecycle: field history, post-close edits, stage skips, reconciled CRM ↔ billing ↔ GL | Current CRM state; accuracy depends entirely on CRM hygiene | Interviews and exported snapshots | Whatever there’s bandwidth for |
| Who attests the number | An independent third party, which is what a board or diligence team trusts | The vendor, grading its own output | The firm, in a readout deck | The team that produced it |
| NRR / GRR | ✓ Contract-level, reconciled to billing | Scored from CRM opportunities | – Usually out of scope | Depends on hire skillset |
| Who does the work | A senior architect, the same person from call to code | Your team configures and maintains it | Junior analysts execute a framework deck | Full-time VP hire (3–6 month ramp) |
| Time to first outcome | 2–4 weeks | Multi-week implementation, then ongoing per-seat licenses | 6–12 weeks (discovery, alignment, SOW) | 3–6 months (recruit + onboard) |
| Stack access | Direct: builds in your CRM, billing, and GL | Sits on top of the CRM; no billing/GL reconciliation | Read-only dashboards & slide decks | Full access but single-threaded |
| Cost (annual) | Governance retainer $7,500/mo, Operating $12,500/mo ($90K–$150K a year) | Per-seat + platform licenses, annual contracts | $200K–$400K+ (firm retainer) | $250K–$400K+ (salary + equity + benefits) |
| AI governance coverage | ✓ Built in: data dictionaries, SOPs, agent audit trails | AI features, not governance of them | – Usually out of scope | Depends on hire skillset |
| Deliverable format | Working systems in production | Dashboards on top of your existing data | Decks + recommendations | Depends on bandwidth |
Start with the free benchmark. It takes five minutes.
Twelve questions, three dimensions, a composite score, and what to fix first. No email, no follow-up sequence.
Take the Revenue Intelligence Benchmark →