B2B REVENUE • CLEAR THINKING. PRACTICAL NEXT STEPS.
Before you hire, spend more, or change direction, get personalized analysis and a report reviewed by Gretchen Phillips—plus her executive video readout to watch whenever it works for you.
More than an AI-generated report. A human perspective on what your revenue needs next.
$250 one-time • Report + executive video readout
No sales call required.
INSIDE A REVENUE SCAN
The answer isn’t always another salesperson. Sometimes it’s a sharper definition of the customer you should be pursuing.
Sales are happening, but results are not yet consistent.
Put your time and money where they can make the greatest difference.
01 / FIND YOUR STARTING POINT
You don’t need to know the diagnosis. Start with the question you’re trying to answer.
YOU HAVE A SALES ENGINE
“We’re selling. Why aren’t we growing the way we should?”
For B2B companies with customers and an active sales effort. Understand whether your biggest constraint is your target market, pipeline, sales execution, economics, or readiness to grow.
YOU’RE BUILDING A REPEATABLE WAY TO SELL
“Are we ready to move beyond founder-led sales?”
GTM means go-to-market: who you sell to, why they buy, and how you reach and win them. For B2B founders turning early customer traction into a sales approach someone else can learn.
Not sure which fits? Send Gretchen a short note. These Scans focus on businesses that sell to other businesses.
02 / MORE THAN A SCORE
Clear enough to act on. Substantive enough to share with your leadership team.
Your Scan connects the evidence to the decision in front of you. It explains where you stand, what stronger performance looks like, and what to do first.
Selected pages show the diagnosis, recommendations and practical next steps. Your personalized Scan includes the complete report and Gretchen’s executive video readout. Sample companies and data are illustrative only.
The answer to your central question, in plain language.
Your strengths, gaps, and relevant comparisons—with the confidence and limits made clear.
What matters most, why it matters, and where to put your attention.
What to start, stop, and continue, with a sequence that makes sense.
A personal video brief from Gretchen Phillips accompanies your report, walking you through the key findings and where to focus next. An optional 15-minute Q&A gives you room to discuss it.
03 / A SIMPLE PROCESS
Pay securely through Stripe. Each Scan is $250, with no subscription or sales call required.
After checkout, you’ll go straight to the intake. Share what you know; supporting files are optional. It’s okay to say “I don’t know.”
Receive your report and a personal video brief from Gretchen within three business days of completing the intake. Gretchen Phillips personally reviews your Scan.
Your report includes an optional private 15-minute Q&A. If you decide to go further, apply a $100 credit toward your next RS engagement within 30 days.
04 / THE PERSON BEHIND THE PERSPECTIVE
Founder, The Revenue Specialist
Full background on LinkedInRevenue experience.
Applied to your next decision.
Gretchen has led growth, distribution, and transformation across health tech, B2B SaaS, and employee benefits—as a chief revenue officer, EVP of sales, and strategic advisor to Fortune 500 and venture-backed companies.
Her experience includes Oura, Peloton, ActiveOps, and Prudential. As Executive Vice President of Sales at ActiveOps, a workforce intelligence software company, Gretchen was instrumental in the company’s North American expansion, driving revenue growth, building and developing the sales team, and improving sales performance.
Those are prior operating roles, not client engagements of this practice. Today, she brings that experience to helping B2B founders and leaders understand what their revenue needs next.
Every Scan is personally reviewed by Gretchen. The goal is a useful recommendation you can understand, question, and act on.
05 / BEFORE YOU BEGIN
You can still begin. Share what you know and flag what you don’t. Your Scan explains what the available evidence supports and identifies any gaps that change the recommendation. You do not need a polished dashboard to tell us what’s happening.
The Revenue Scan examines an existing sales engine and where performance can improve. The Go to Market Readiness Scan asks whether your early sales approach is ready to be taught and repeated beyond the founder—and what to demonstrate first if it isn’t.
Where a relevant, supportable comparison exists, yes. We explain what good and weak performance look like, distinguish RS assessment criteria from external benchmarks, and make the quality of each comparison clear. We don’t invent benchmarks to fill a table.
Watch Gretchen’s video brief and use the report’s findings and roadmap with your team. You can book the optional private 15-minute Q&A to discuss the report. If further help makes sense, $100 of your Scan fee can be applied to your next RS engagement within 30 days. There is no obligation to continue.
The Scan is a focused assessment and set of recommendations. It does not include hands-on implementation, a full commercial diligence engagement, or a revenue guarantee. Any deeper work is discussed and scoped separately.
The Scans are designed for B2B companies—businesses selling to other businesses. If you sell mainly to consumers or have a mixed model, email us before purchasing so we can check the fit.
CLARITY BEFORE COMMITMENT
$250 • Your report + Gretchen’s video brief