Strategic guidance from CRM operators
Senior advisors who have built and run service businesses on Tegrity Connect — not theoretical consultants. We help you redesign your sales process, retention plays, and operations.
Operators in your corner, not slide decks on your shelf
Tegrity Connect Consulting puts a senior operator alongside your team — someone who has built and run service businesses on this exact platform. We do not arrive with a 60-page deck. We arrive with a thesis on what to change first.
Every engagement is hands-on: weekly working sessions, real deliverables built alongside your team, and a measurable outcome by month three. You get an advisor whose job is to make your team better, not to bill the most hours.
What every consulting engagement ships with
Weekly working sessions
90 minutes a week with your senior advisor — not status calls, working sessions on real problems.
Operating cadence redesign
We rebuild your forecast call, your pipeline review, your CSM 1:1, and your QBR process to fit Tegrity.
Funnel diagnosis
A data-backed read of where your funnel leaks and three specific plays to plug the biggest hole.
Custom playbook
A written playbook for your team — sales process, CSM motion, support escalation — tailored to your business.
Quarterly executive review
A 90-minute readout to your leadership team on what shipped, what worked, and where to go next.
Direct Slack access
Your advisor is reachable on Slack between sessions for fast feedback and gut-check questions.
A working engagement, not an audit
You get a senior advisor in your weekly meetings, building plays alongside your team — for the length of the engagement.
Discovery week
Week 1: your advisor sits in on your meetings, reads your dashboards, and writes a one-page thesis on what to change first.
Diagnosis & priorities
Weeks 2-3: a data-backed funnel diagnosis plus the three plays that will move the needle this quarter.
Build & ship
Months 1-3: we build the playbooks, redesign the operating cadence, and ship the first round of plays with your team.
Measure & iterate
Month 3+: quarterly readouts, iteration, and continuous building — for as long as you want the engagement.
Flat monthly retainer. Cancel anytime.
$3,500
per monthFlat retainer billed monthly. Most engagements run 3-6 months, but you can cancel after any month with 30 days notice.
- Weekly 90-minute working sessions
- Direct Slack access to your advisor
- Operating cadence redesign
- Funnel diagnosis and priority plays
- Custom written playbook
- Quarterly executive readout
- Sprint of three plays shipped within 90 days
- Cancellation with 30 days notice
What teams unlock with a strategist in the room
22% close-rate lift
“Our advisor redesigned how our reps prep for first-call. Three months in, our win rate jumped 22 points.”
— Hartford & Co.
$120k MRR saved
“We had no early-warning system for churn. Our advisor built one in six weeks and we saved $120k in MRR last quarter.”
— Brightline SaaS
6 hrs/wk reclaimed
“Our operating cadence used to eat a full day per leader. After the redesign, we got six hours per week back.”
— Northgate Roofing
Skip the playbook PDFs. Get an operator.
Book a strategy call and we will scope an engagement that ships real change inside 90 days.