The Privvy Revenue Architecture™
A five-stage engagement we run over twelve weeks, ending in a standing advisory relationship. Strategy in the first month. Execution in the next. Durable systems in the last.
A revenue system, in the order it actually changes.
Most consulting engagements end at the slide deck. Privvy engagements are designed to end at an operating system — the rhythms, scorecards, and rituals the firm runs on after we leave.
The five stages are not a menu. They are the order in which a revenue system holds: a diagnosis honest enough to act on, a design grounded in the firm's economics, a deployment that lives inside the team, a defense that survives the next quarter, and a development relationship that keeps the architecture compounding.
Diagnose. Design. Deploy. Defend. Develop.
01
Diagnose
Weeks 1–2
A confidential audit of the firm — revenue, pipeline, pricing, delivery, and the leadership rhythm holding it.
Deliverables
- Revenue & financial diagnostic
- Pipeline and conversion review
- Pricing and offer audit
- Founder & leadership interviews
- Diagnostic readout — written, private
02
Design
Weeks 3–5
A custom revenue architecture: pricing, offer mix, retention model, and the financial scaffolding that holds it.
Deliverables
- Pricing architecture & offer redesign
- Retention and renewal model
- Pipeline target and pipeline math
- Comp and incentive design
- Operating model on a single page
03
Deploy
Weeks 6–9
We move into the firm. Sales motion, delivery rhythm, and the operating cadence go live, with the team running them.
Deliverables
- Proposal and discovery rebuild
- CRM and pipeline cadence
- Weekly operating rhythm
- Account governance for retention
- In-room coaching with the team
04
Defend
Weeks 10–11
Scorecards, retention systems, and the discipline to hold the line once the early energy fades.
Deliverables
- Quarterly scorecard architecture
- Retention rituals and account reviews
- Margin and utilization watchpoints
- Founder calendar and decision rights
- Renewal motion documented
05
Develop
Week 12 onward
A standing advisory relationship for the next year of the firm. A monthly cadence, with the system continuing to compound.
Deliverables
- Monthly advisory rhythm
- Quarterly business review
- Operating-system refinement
- Senior hire support, when needed
- Confidential founder counsel
One quarter to install the system.
Privvy engagements are designed in twelve weeks. Strategy in the first month, execution in the next, durable systems in the last. The advisory relationship that follows is for the long view.
Month 01
Strategy
Diagnose & Design — the financial model, pricing architecture, and operating model on paper.
Month 02
Execution
Deploy — sales motion, delivery rhythm, and the cadence go live with the team running them.
Month 03
Durable Systems
Defend & Develop — scorecards, retention rituals, and the standing advisory relationship begins.
The shape of an engagement.
- Cadence
- Weekly working sessions with the founder and leadership; daily Slack-light correspondence.
- Travel
- On-site for the diagnostic and one design week. Otherwise remote, by design.
- Confidentiality
- A mutual NDA precedes the diagnostic. Every artifact stays inside the firm.
- Investment
- Engagements are priced as a fixed fee for the twelve-week build, with a separate retainer for the standing advisory.
The diagnostic begins with a conversation.
Engagements always begin with a private conversation between the founder and the firm. We will tell you, plainly, whether Privvy is the right fit.
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