Revenue Engine Diagnostic
For B2B leaders who are scaling and starting to feel it.
$5M to $15M is a specific kind of messy.
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Not broken. Not in crisis. Just grown faster than the structure underneath it. The things that worked when you were smaller are starting to show their age. Growth is still happening but it's taking more out of you than it used to. And somewhere in the back of your mind you know there are things you've accepted as "this is just how we are" that don't actually have to be that way. That's exactly what this diagnostic is designed to surface.
What an outsider sees that you can't
When you're inside a company long enough, you go nose-blind. The founder who gets pulled into every large deal because "they're the only one who can land this one." The clients who call the CEO directly because no one ever told them not to. The "policies" that exist in a Slack message from 2022 that nobody can find. The gap between how your founding team operates and how newer hires are expected to figure it out.
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None of it feels like a problem until you're trying to scale through it.
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An outsider who's seen a hundred companies at this stage spots it immediately. Not to judge it. To name it, sequence it, and tell you which two or three things will actually move the needle if you fix them first. That's exactly what I do.
Where I look
Sales Process and Pipeline
Where deals are falling off and why. What's missing in follow-up and qualification. Why your best prospects buy and why they don't. Where the founder or CEO is still getting pulled in to save deals that should close without them. What your pipeline is actually telling you versus what you think it's telling you.
Client Success and Revenue Expansion
Not just retention. A proactive success program that spots revenue risk before it becomes churn, captures expansion opportunities before they go cold, and creates a feedback loop between sales, success, and marketing. Whether clients are set up to succeed or just set up to start. And whether your best clients are referring anyone, and if not, why not.
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Partners and Referrals
Underoptimized partners is one of the most common leaks I find. Good vibes, no structure, no accountability, and no results. Partners in name only. Clients who love you and would refer you if anyone ever asked. A goldmine of relationships that aren't generating what they could because there's no system behind them.
Marketing's Impact on Revenue
Not traffic or impressions. Whether your content is actually helping deals close. Whether sales and marketing agree on what a good lead looks like and what happens to it. Whether you have a process to hand leads back to marketing when they're not ready, instead of letting them disappear. Whether your current clients know about the new things you offer. And whether your content is built for the buyer who's already done half their research before they talk to anyone.
Events
If you're investing in events, you should be getting real ROI from them. Most companies show up with a booth, some giveaways, and hope. There's almost always room for more strategic pre-marketing, more intentional mid-show activity, and a tighter follow-up system that doesn't lose momentum the week after.
What you get
Not a 40-page report that sits in a drawer. A clear picture of what's actually going on in your revenue engine, and a prioritized plan for what to do about it. The top 2-3 areas that will move the needle most, with specific actions for each. A "here's what else I noticed" layer so nothing gets lost. And enough clarity to either execute it yourself or know exactly what you'd need help with.
Who this is for
B2B SaaS and FinTech companies between $5M and $30M. Growing, but starting to feel the friction. Leaders who want an unbiased expert opinion on what to focus on, what to kill, and what they might be missing entirely.
Also a good fit if:
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You're expanding and want to do it right the first time
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You're about to make a big move and want a second opinion first
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You want to understand how I work before committing to something bigger
Not for:
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Pre-revenue or early stage companies
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Organizations that need immediate hands-on execution support
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Anyone looking for validation of decisions already made
What clients have said
"Summer brought us the strategy we needed and pointed out opportunities for growth that we would never have thought of."
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"Summer got right to what was the biggest drag and started working on what would get traction the quickest."
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"Summer quickly pinpointed exactly what I needed. I implemented a couple of changes and saw immediate improvements in my sales calls."