The Upshift Gearbox
A repeatable way to take a business from leaking revenue to a system that runs itself. Four gears, each with clear deliverables and a gate before the next. Then you choose: we hand it over, or we run it for you.
Diagnose
Find every leak before touching a single setting. Sold as the diagnostic audit.
WHAT HAPPENS
- Interviews across sales, marketing, operations and service
- Stack, data and integration audit
- Customer journey mapped from first inquiry to renewal and referral
- Leaks sized in dollars from your own volume, conversion and deal size
YOU GET
- A journey map with every leak marked
- Data health and stack report
- A prioritized 90-day roadmap
- A fixed-price quote for Gears 2 and 3
Rebuild
Fix the foundation everything else depends on. Quick wins land first.
WHAT HAPPENS
- CRM setup: clear stages from inquiry to renewal, with rules for each step
- Data cleanup: no duplicates, consistent fields, an owner for every client
- Who answers each new lead, and how fast
- Dashboards for the owner, managers and reps
YOU GET
- A CRM your team trusts and actually updates
- One source of truth for revenue
- Lifecycle and stage definitions in writing
- Live KPI dashboards
Automate
Take repetitive work off your team and make sure no opportunity waits.
WHAT HAPPENS
- Instant replies, qualifying questions and online booking
- Alerts for the right moments: renewals, upgrades, returning visitors
- AI assistants for phones, chat and support, with a human review step
- Every automation written up as a simple playbook
YOU GET
- Automations from our library installed and running
- A playbook library and recorded walkthroughs
- Admin hours handed back to your team
- A playbook new hires can follow on day one
Accelerate
Keep the engine tuned and add new automations as you grow.
WHAT HAPPENS
- Weekly review of open deals, renewals and data quality
- Monthly review of where clients come from and where they drop off
- New automations added as you grow
- Quarterly stack and cost audit
YOU GET
- A forecast you can defend
- Continuous improvement, not a one-time fix
- A team that knows the playbook
Hand over
We train your team, hand over every login and SOP, and step back. Quarterly check-ins if you want them.
Run it for you
We stay on as your fractional RevOps team on a monthly retainer, from advisory to full leadership.
Which gear are you in?
| If this sounds familiar | Start at | Typical engagement |
|---|---|---|
| "We know we're losing deals, but not where." | Gear 1 · Diagnose | Diagnostic audit |
| "Our CRM is a mess and nobody trusts the reports." | Gear 2 · Rebuild | Fixed-scope project |
| "Leads wait hours and my team lives in admin." | Gear 3 · Automate | Automation sprint |
| "The systems work, but growth has stalled." | Gear 4 · Accelerate | Monthly retainer |
What you own at the end. All of it.
Start in Gear 1.
Book a free 30-minute revenue diagnostic. You'll leave with an actionable plan and know exactly which gear you're in.
See what each gear costs →