The 100-Day Framework for Portfolio Revenue Operations
A structured program designed for PE timelines. We've refined this framework across 50+ portfolio company engagements. Here's exactly how it works.
Get Your Portfolio Health ScoreYour Portfolio Company's Operations Are Costing You Millions
Every day your newly acquired companies operate with fragmented systems that hide critical business insights, manual processes that limit scalability, inconsistent data that makes board reporting a nightmare, and disconnected teams working from different sources of truth.
Meanwhile, your competitors are building unified, data-driven operations that accelerate EBITDA growth.
The Only 100-Day Program That Delivers Working Systems, Not Reports
We've systematized the transformation process specifically for PE portfolio companies, delivering operational infrastructure that accelerates value creation.
Systematic Assessment
Complete operational audit with a prioritized improvement roadmap tied to your value creation thesis.
Rapid Implementation
100-day transformation program with weekly milestone tracking and transparent progress reporting.
Measurable Results
Documented efficiency gains and EBITDA impact analysis — numbers your investment committee can act on.
What You Get
Unified data architecture across all business functions. Automated workflows that eliminate manual bottlenecks. Real-time visibility into operational performance. Scalable systems that support aggressive growth targets. And team training with full knowledge transfer so you're not dependent on us.
Who This Is For
This framework applies whether you're deploying a CRM from scratch, rescuing a failed implementation, integrating a bolt-on acquisition, or standardizing across multiple portfolio companies. The phases flex to fit your situation, but the structure and timeline remain consistent.
Program Details
The 100-Day Program
Foundation & Quick Wins
Get immediate momentum while building systematic excellence
Week 1–2: Strategic Assessment
- Operational Systems Audit
- Value Creation Roadmap
- Quick Win Identification
- Team Capability Assessment
Week 3–4: Foundation Setup
- Data Architecture Design
- Critical Process Mapping
- Integration Planning
- Governance Framework
Core Implementation
Build the operational foundation that drives value creation
Week 5–8: System Unification
- HubSpot Configuration
- Data Migration and Cleanup
- Process Automation
- Reporting Infrastructure
Week 9–10: Integration & Testing
- System Integrations
- User Acceptance Testing
- Performance Optimization
- Security and Compliance
Optimization & Handoff
Ensure sustainable success and team empowerment
Week 11–12: Team Enablement
- Role-Based Training
- Documentation Package
- Change Management
- Power User Development
Week 13–14: Performance Validation
- Results Measurement
- ROI Documentation
- Continuous Improvement Plan
- Strategic Partnership Transition
What You Gain
Operational Efficiency
improvement in sales productivity
reduction in administrative overhead
forecast accuracy improvement
Financial Impact
EBITDA margin improvement
valuation premium at exit
annual improvement for $50M company
Time & Resource Value
recovered per department weekly
to full operational transformation
model transition to self-management
Portfolio-Wide Standardization
Custom pricing for 3+ companies — standardized implementation across multiple portfolio companies with economies of scale, shared best practices, and unified reporting capabilities.
What Makes This Different From Other Consulting Engagements
Most consulting engagements produce recommendations. This one produces working systems.
By day 30, your portco has pipeline visibility and basic reporting.
By day 70, automations are running and integrations are live.
By day 100, your team is self-sufficient and your investment committee has the data they need.
We don't bill by the hour. We scope the engagement, commit to the timeline, and deliver against milestones. If we miss a milestone, we own it.
Frequently Asked Questions
How is this different from hiring McKinsey or other big consultants?
We deliver working systems in 100 days, not 200-page strategy decks. Our focus is on implementation, not recommendations.
What if our portfolio company already has HubSpot?
Most of our clients have HubSpot but it's not optimized for PE requirements. We audit, fix, and optimize existing implementations.
Do you work with multiple portfolio companies from the same PE firm?
Yes, this creates significant value through standardization, shared best practices, and unified reporting across the portfolio.
What happens after the 100 days?
Your team becomes 90% self-sufficient. We transition to a strategic partnership role for ongoing optimization.
How do you ensure results given our aggressive timeline?
Our methodology is specifically designed for PE timelines with proven templates and weekly milestone tracking.
Ready to Transform Your Portfolio Company?
Start your 100-day transformation program and see measurable results within the first quarter.
Schedule Your Strategy Session