How We Help
Choose the Engagement That Fixes Your Biggest Commercial Leak
Diagnose the gap. Install the system. Optimize the engine. Three ways to work with CommEx, built around where you are right now and the outcome you need next.
Framework vs. Engagement
Two different things — by design.
The Commercial Operating System© is our methodology — what we believe and how we think about commercial excellence. The engagements below are how clients actually work with us to install and run it.
Three Packaged Engagements
Pick The Entry Point That Fits
Each engagement maps to one phase of the COS©. Most clients start with the CRI© Diagnostic and move into Build or Retainer based on what the assessment reveals.
CRI© Diagnostic
2–4 weeks
Best for: You know something is wrong — pipeline noise, forecast surprises, revenue stalls — but you can't name exactly where the leak is.
What Changes for You
- Finally see your commercial readiness as a single, board-ready score
- Stop guessing whether you're ready to raise, hire, or scale
- Walk away with a prioritized 90-day roadmap instead of a vague to-do list
- Get an unbiased read before you commit capital or headcount
COS© Build
3–6 months
Best for: You need a commercial system installed fast — moving from founder-led selling to a repeatable engine the whole team can run.
What Changes for You
- Replace heroic selling with a disciplined go-to-market system
- Build forecast discipline your board actually trusts
- Create playbooks and cadences that outlast any single salesperson
- Install the governance that makes the operating system stick
Optimize Retainer
Ongoing (quarterly)
Best for: You have a system in place but it's not compounding — you want continuous improvement without losing momentum.
What Changes for You
- Turn KPIs into early warning signals instead of rearview reports
- Run Red-Yellow-Green discipline that drives action, not meetings
- Re-score annually so you can prove progress to investors and your team
- Keep the engine tuned as markets, products, and teams evolve
Additional Advisory
Beyond The Packaged Engagements
When the standard engagements aren't the right shape, we also offer scoped advisory work tailored to the situation.
Fractional Commercial Leadership
Interim CRO / Chief Commercial Officer support to lead a transition, fill a gap, or coach an incoming leader.
Board & Investor Advisory
Independent commercial diligence, portfolio reviews, and operating partner support for PE and VC investors.
Targeted Workstreams
Scoped engagements on a single pillar — forecasting, pipeline health, segmentation, or enablement.
Not Sure Where To Start?
Take the 3-minute Lite Check or get in touch — we'll help you pick the right entry point.