Revenue Methodology & Toolkit

Most revenue problems aren't mysterious.
They're just unmapped.

SOLVE Revenue Group brings a structured diagnostic methodology and purpose-built tools to sales organizations that need to stop guessing and start fixing.

75+ Revenue frameworks & tools
2 Purpose-built tool lines
1 Proven methodology
The SOLVE Framework
S
Study
Financials, sales data, pricing, portfolio mix. Find where revenue is leaking.
O
Observe
Field rides, cadence reviews, sales calls. What's actually happening vs. reported.
L
Locate
Pinpoint breakdowns: pricing leakage, portfolio misalignment, execution gaps.
V
Validate
Pressure test with leadership and data. Quantify the revenue upside.
E
Execute
60–90 day action plan. Owners, timelines, metrics.

Sound familiar?

These are the revenue conversations happening in boardrooms right now.

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"We're missing forecast every quarter."

Pipeline looks healthy on paper but deals slip, compress, or disappear. No one knows exactly why.

🔍

"I know there's a problem. I can't find it."

Revenue is down but the root cause keeps shifting depending on who you ask — data, people, or market.

⚙️

"Our sales process isn't consistent."

Every rep runs their own playbook. Some win. Most don't. Nobody can replicate what works.

🏗️

"We're scaling but the org isn't built for it."

Headcount is growing but productivity per rep is flat. The structure isn't keeping pace with the ambition.

One framework. Two applications.

SOLVE operates as both an internal diagnostic engine and an external client-facing sales framework — so you're never guessing, and neither is your buyer.

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Internal SOLVE

Your Diagnostic Engine

S

Study

Financials, sales data, pricing architecture, portfolio mix. Identify revenue leaks and margin compression before anything else.

O

Observe

Field rides, leadership cadence reviews, live sales calls. Understand what's actually happening versus what's being reported.

L

Locate

Pinpoint exact breakdowns: pricing leakage, portfolio misalignment, sales execution gaps, org structure issues.

V

Validate

Pressure test findings with leadership and data. Quantify the revenue upside before making a single recommendation.

E

Execute

Build the 60–90 day action plan with defined owners, timelines, and measurable outcomes. Not a deck. A plan.

🤝

External SOLVE

Client-Facing Sales Framework

S

Surface

Open the revenue conversation with precision.

"Where are you seeing friction in revenue right now?"
O

Outline

Mirror the problem back clearly so the client feels understood — not sold to.

L

Link

Tie what they're describing to known revenue patterns you've diagnosed before. This is where credibility is built.

V

Verify

Get alignment on the impact before proposing anything.

"If we fixed this, would it materially impact revenue?"
E

Engage

Close the diagnostic — not a deal. The ask is small. The trust built is large.

"Let me map this out in 2–3 weeks and show you exactly what to fix."

Built for two of the hardest revenue environments in sales.

The SOLVE methodology and toolkit are purpose-built for CPG field sales and SaaS revenue organizations — not adapted, not translated. Built from scratch for each.

CPG · Field Sales

Consumer Goods Sales Leaders

Distribution networks, broker relationships, retail execution, trade spend. The complexity is real.

  • Velocity is dropping and you're not sure if it's distribution, pricing, or execution
  • Trade spend is climbing but ROI data doesn't tell you where it's working
  • Field reps are inconsistent — great account visits and terrible ones in the same week
  • Broker relationships feel passive and you don't know how to change the dynamic
  • New item launches stall out after the first 60 days
50+ CPG-specific frameworks & tools
SaaS · B2B Revenue

SaaS Sales Leaders

ARR targets, pipeline coverage, rep ramp, churn defense. The pressure is unrelenting.

  • Pipeline looks healthy but deals keep slipping out of quarter
  • New reps are ramping too slowly and attrition is erasing capacity gains
  • Forecast accuracy is low and leadership trust is lower
  • Renewal risk is invisible until it's too late to save the account
  • QBRs are happening but customers aren't seeing the ROI they were sold
10 SaaS-native tools & frameworks

Every tool built on the SOLVE framework.

Not generic templates. Purpose-built frameworks designed for practitioners who need to move fast and get results.

ARR / MRR Forecast Model
New ARR, expansion, churn, net new modeling with live scenario engine
$99
Get Tool
Pipeline Coverage Calculator
Coverage ratio by stage, weighted pipeline, gap analysis against target
$99
Get Tool
Renewal Risk Assessment
Health scoring, churn signals, early warning system for at-risk accounts
$99
Get Tool
SDR → AE Handoff Framework
Qualification scoring, handoff checklist, SLA tracking, conversion metrics
$79
Get Tool
Expansion Revenue Playbook
Trigger identification, play mapping, champion map, pipeline tracker
$129
Get Tool
Sales Capacity Planner
Ramp model, attrition, hiring plan, productive capacity vs. ARR target
$129
Get Tool
Deal Inspection Scorecard
MEDDIC scoring, health signals, risk classification across your pipeline
$99
Get Tool
QBR Framework
Health dashboard, ROI evidence, renewal setup, agenda builder
$99
Get Tool
Rep Scorecard
Quota attainment, skills assessment, activity metrics, development plan
$99
Get Tool
Comp Plan Modeler
OTE builder, accelerator stack, payout curve, team cost modeling
$149
Get Tool

All SaaS tools include demo mode, print-to-PDF export, and localStorage persistence.

Browse All SaaS Tools →

From broken revenue to fixed — in three moves.

Whether you're buying a tool or bringing us in, the process is the same.

1
Diagnose

Map the revenue problem

Use the SOLVE diagnostic — either independently with our tools or with our team — to identify exactly where revenue is breaking and why. No assumptions, no guessing.

2
Build

Design the fix

Deploy purpose-built frameworks and tools to structure the solution. Every tool in the SOLVE toolkit maps to a specific diagnosis — so you're never using a generic template on a specific problem.

3
Execute

Drive it to the number

A plan without accountability is a document. SOLVE frameworks include defined owners, measurable metrics, and time-bound milestones — so execution actually happens.

Questions we get asked.

Straight answers before you buy.

Does my data save between sessions? +

Yes. Every tool saves your work automatically in your browser — no account, no login, no cloud required. Close the tab and reopen it later; your data is right where you left it. Note: clearing your browser cache will reset the tool.

Do I need to buy a license for each rep? +

No. One purchase covers your entire team. Buy it once and share it across as many people as you need — no per-seat fees, ever. This is intentional. We'd rather your whole team use the tool than have licensing get in the way.

Do these tools work on any device? +

Yes. Every tool runs in any modern browser — Chrome, Safari, Firefox, Edge — on Mac, Windows, or tablet. No software to install, no IT approval needed.

Can I share my work with my team? +

Yes. Every tool includes print-to-PDF export — one click and you have a clean, professional document to share in a meeting, email, or deck. Each person on your team can also run their own copy of the tool independently.

What happens after I buy? +

Instant download. You'll get a link immediately after purchase. Open the file in any browser and start using it right away — no setup, no onboarding, no waiting.

Do you offer refunds? +

Yes. If a tool isn't right for you, contact us within 7 days of purchase and we'll make it right. We'd rather you get the correct tool than keep your money on the wrong one.

Are CPG and SaaS tools interchangeable? +

No — and that's intentional. CPG and SaaS sales operate differently. Each toolkit is built specifically for its context: CPG tools are built around field execution, distributor dynamics, and trade; SaaS tools are built around ARR, pipeline velocity, and recurring revenue. If you run both, we have both.

Find the real problem before you buy the wrong fix.

Most revenue problems have a clear root cause. Most organizations never find it. The SOLVE Diagnostic is a structured engagement designed to surface exactly what's breaking — and what to do about it.

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STEP 1

Discovery Intake

Before we meet, you complete the SOLVE Discovery Suite — a structured intake that maps your org, your team, and your current revenue motion. It takes 30–45 minutes and shapes everything that follows.

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STEP 2

Diagnostic Calls

Two structured sessions using the SOLVE framework to map where revenue is actually breaking. We run the specific diagnostic tools that apply to your situation — not a generic questionnaire. Up to 2 hours included.

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STEP 3

Findings Report

Within 5 business days you receive a written report: what we found, what's driving the problem, and a prioritized recommendation of which SOLVE tools to deploy next. Actionable whether or not you bring us in.

SOLVE DIAGNOSTIC
$997
flat fee
Request an Intro
Includes up to 2 hours of diagnostic calls
SOLVE Discovery Suite intake completed before first call
Written findings report + prioritized tool recommendations
$175/hr for additional time if scope expands beyond 2 hours
Diagnostic fee credited in full toward any consulting engagement

Request a free 30-minute intro call.

No pitch. No pressure. Just a focused conversation about what's happening in your revenue org.

📋
Fill out the form

Takes about 3 minutes. Your answers let us skip the basics and get straight to the problem.

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We schedule the call

We'll reach out within 1 business day to confirm a time. The 30 minutes are yours — ask anything.

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If it's a fit, go deeper

If it makes sense, we move into the $997 SOLVE Diagnostic — a full assessment with a written findings report.

We'll respond within 1 business day to confirm a time.

Three ways to work with SOLVE.

Start with a tool. Run a diagnostic. Or bring us in to do the work.

🧰

Buy a Tool

Every SOLVE tool is a standalone, ready-to-deploy framework. Demo mode included. No onboarding required. One purchase covers your entire team.

$49 – $149 per tool

Browse the Toolkit
🔬

SOLVE Diagnostic

Two structured calls, a Discovery Suite intake, and a written findings report. Walk away knowing exactly what's broken and what to do about it.

$997 flat · 2 hours included

Request an Intro
🤝

Consulting Engagement

Bring us in to implement the frameworks, build the infrastructure, and work alongside your team. Custom scope, custom pricing.

Custom quote · Diagnostic fee credited

Get in Touch