メニュー
Revenue leadership for B2B SaaS: forecasting, sales model design, pricing, and net revenue retention. Use when designing the revenue engine, setting quotas, modeling NRR, evaluating pricing, or scaling sales teams.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Strategic advisory for climate-tech founders on carbon markets, GHG accounting, climate regulation, and funding. Use when scoping a climate-tech idea or picking a category, or mentioning climate, carbon, GHG, ESG, IRA, DOE, or net-zero.
Strategic advisory for e-commerce founders on unit economics, fulfillment models, payments, and channel strategy. Use when evaluating an ecommerce idea or modeling unit economics, or mentioning DTC, Shopify, Amazon, 3PL, or CAC.
Strategic advisory for edtech founders on FERPA/COPPA compliance, K-12 vs higher-ed vs L&D dynamics, district sales, and pricing. Use when scoping an edtech product or navigating procurement, or mentioning edtech, K-12, FERPA, COPPA, or LMS.
Strategic advisory for fintech founders on US/EU regulatory triggers, license-vs-partner, KYC/AML, and embedded finance. Use when scoping a fintech idea or regulatory exposure, or mentioning fintech, money transmitter, neobank, KYC, or PSD2.
Strategic advisory for digital health founders on HIPAA scope, FDA SaMD classification, EHR integration, and payor/provider GTM. Use when scoping a healthtech idea, classifying PHI, or mentioning HIPAA, FDA SaMD, EHR, or telehealth.
Strategic advisory for two-sided marketplace founders on chicken-and-egg, take rates, liquidity, and network effects. Use when scoping a marketplace idea or scoring health, or mentioning marketplace, take rate, liquidity, or network effects.
| name | cro-advisor |
| description | Revenue leadership for B2B SaaS: forecasting, sales model design, pricing, and net revenue retention. Use when designing the revenue engine, setting quotas, modeling NRR, evaluating pricing, or scaling sales teams. |
| license | MIT + Commons Clause |
| metadata | {"version":"2.0.0","author":"borghei","category":"c-level","domain":"cro-leadership","updated":"2026-03-09T00:00:00.000Z","frameworks":["sales-playbook","pricing-strategy","nrr-playbook","pipeline-management","capacity-model","revenue-forecasting"],"triggers":["CRO","chief revenue officer","revenue strategy","ARR","MRR","sales model","pipeline","revenue forecasting","pricing strategy","net revenue retention","NRR","gross revenue retention","expansion revenue","upsell","cross-sell","churn","sales capacity","quota","MEDDPICC","PLG","product-led growth","enterprise sales","sales cycle","CAC payback","magic number","win rate","ICP","ideal customer profile","territory design"]} |
Revenue frameworks for building predictable, scalable revenue engines -- from first revenue to $100M ARR and beyond. Every recommendation is grounded in pipeline math, not hope.
CRO, chief revenue officer, revenue strategy, ARR, MRR, sales model, pipeline, revenue forecasting, pricing strategy, net revenue retention, NRR, gross revenue retention, GRR, expansion revenue, upsell, cross-sell, churn, customer success, sales capacity, quota, ramp, territory design, MEDDPICC, PLG, product-led growth, sales-led growth, enterprise sales, SMB, self-serve, value-based pricing, usage-based pricing, ICP, ideal customer profile, revenue board reporting, sales cycle, CAC payback, magic number, win rate, pipeline coverage, deal velocity
Before applying any framework, diagnose the current state.
START: "How healthy is our revenue engine?"
|
v
[Check NRR]
|
+-- NRR < 90% --> CRISIS. Existing customers are shrinking.
| Stop scaling sales. Fix retention first.
|
+-- NRR 90-100% --> WARNING. Churn eating expansion.
| Diagnose: product gap, CS gap, or ICP problem?
|
+-- NRR 100-110% --> HEALTHY. Base is stable. Focus on new logo + expansion.
|
+-- NRR > 110% --> STRONG. Expansion engine is working.
Check: is it sustainable or driven by price increases?
Opening ARR
+ New Logo ARR (new customers closed this period)
+ Expansion ARR (upsell, cross-sell, seat adds)
- Contraction ARR (downgrades, reduced usage)
- Churned ARR (lost customers)
= Closing ARR
NRR = (Opening + Expansion - Contraction - Churn) / Opening x 100
GRR = (Opening - Contraction - Churn) / Opening x 100
| Metric | Formula | Target | Red Flag |
|---|---|---|---|
| ARR Growth YoY | (Current ARR / Prior Year ARR) - 1 | 2x+ early stage, 50%+ growth | Decelerating 2+ quarters |
| NRR | See waterfall above | > 110% | < 100% |
| GRR | See waterfall above | > 85% | < 80% |
| Pipeline Coverage | Open pipeline / Quota | > 3x | < 2x entering quarter |
| Magic Number | Net New ARR x 4 / Prior Q S&M Spend | > 0.75 | < 0.5 |
| CAC Payback | S&M Spend / New ARR x (1/GM%) | < 18 months | > 24 months |
| Quota Attainment | % of reps hitting quota | 60-70% | < 50% |
| Win Rate | Closed-won / (Closed-won + Closed-lost) | > 25% | < 15% |
| Average Sales Cycle | Days from opportunity to close | Stable or decreasing | Increasing 2+ quarters |
| NRR Range | Signal | Strategic Implication |
|---|---|---|
| > 130% | World-class (Snowflake, Twilio) | Can grow even with zero new logos |
| 110-130% | Excellent | Strong expansion motion, invest in new logo |
| 100-110% | Healthy | Expansion offsets churn, monitor trends |
| 90-100% | Concerning | Churn exceeds expansion, fix before scaling |
| < 90% | Critical | Leaky bucket, all new revenue evaporates |
| Model | ACV Range | Sales Cycle | Team | Best For |
|---|---|---|---|---|
| Self-serve / PLG | $0-$10K | Minutes-days | No sales team | High volume, simple product |
| SMB inside sales | $5K-$50K | 2-6 weeks | SDR + AE | Mid-volume, moderate complexity |
| Mid-market | $25K-$150K | 4-12 weeks | SDR + AE + SE | Complex product, multiple stakeholders |
| Enterprise | $100K-$1M+ | 3-12 months | AE + SE + CSM + exec sponsor | Large organizations, high touch |
| Channel/Partner | Varies | Varies | Partner manager + enablement | Market coverage, geographic reach |
START: "Which sales model?"
|
v
[What's the average deal size?]
|
+-- < $5K ACV --> Self-serve / PLG
| (add sales assist at $2-5K for upsell)
|
+-- $5K-$50K --> Inside sales (SMB)
| (SDRs + AEs, high velocity)
|
+-- $50K-$200K --> Mid-market
| (SDR + AE + SE, consultative)
|
+-- > $200K --> Enterprise
(Named accounts, multi-threaded, executive selling)
HYBRID: Most companies evolve to serve 2-3 segments.
Route by ACV and buying complexity.
| Stage | Definition | Exit Criteria | Typical Conversion |
|---|---|---|---|
| 0: Lead | Inbound inquiry or outbound target | Qualified as ICP fit | 20-30% to Stage 1 |
| 1: Discovery | First meeting completed | Pain confirmed, authority identified | 50-60% to Stage 2 |
| 2: Evaluation | Active evaluation, demo/POC | Champion identified, timeline set | 40-50% to Stage 3 |
| 3: Proposal | Proposal/pricing delivered | Budget confirmed, decision criteria clear | 50-60% to Stage 4 |
| 4: Negotiation | Terms being negotiated | Legal/procurement engaged | 70-80% to Close |
| 5: Closed-Won | Contract signed | Revenue recognized | -- |
| X: Closed-Lost | Deal lost | Loss reason documented | -- |
| Quarter Position | Required Pipeline Coverage | Action If Below |
|---|---|---|
| Q-1 (planning) | 4x quota | Increase top-of-funnel activity |
| Q start | 3x quota | Accelerate existing deals, add pipeline |
| Mid-quarter | 2x quota | Deal acceleration, executive engagement |
| Q-end | 1.5x quota | Forecast adjustment, pull-in deals |
| Element | Question | Red Flag |
|---|---|---|
| Metrics | What business outcome does the buyer measure? | No quantified value proposition |
| Economic Buyer | Who signs the check? Have we met them? | Never met the decision-maker |
| Decision Criteria | What criteria will they use to decide? | "We'll know it when we see it" |
| Decision Process | What are the steps to get to a yes? | No defined process or timeline |
| Paper Process | What legal/procurement steps are required? | Unknown procurement process |
| Identify Pain | What problem are they solving? Is it urgent? | Pain is theoretical, not acute |
| Champion | Who internally advocates for us? | No internal champion identified |
| Competition | Who else are they evaluating? | "They said no competition" (always wrong) |
| Model | Best When | Watch Out For |
|---|---|---|
| Per-seat | Value scales with users | Seat consolidation games |
| Usage-based | Value directly tied to consumption | Revenue unpredictability |
| Tiered | Clear feature differentiation between segments | Tier boundaries feel arbitrary |
| Flat-rate | Simple product, uniform usage | Leaves money on table for heavy users |
| Value-based | Clear ROI measurement possible | Requires trust and proof |
| Hybrid | Complex product with multiple value dimensions | Complexity in quoting |
START: "How should we price?"
|
v
[What is the primary value driver for the customer?]
|
+-- Number of users --> Per-seat pricing
|
+-- Volume of usage --> Usage-based pricing
|
+-- Feature needs differ by segment --> Tiered pricing
|
+-- Clear ROI (saves $X) --> Value-based (price at 10-20% of value)
|
+-- Multiple value drivers --> Hybrid (base + usage/seats)
| Signal | Healthy | Unhealthy |
|---|---|---|
| Price objection rate | < 20% of proposals | > 40% = value communication broken |
| Discount rate (avg) | < 15% off list | > 25% = pricing not anchored to value |
| Time since last increase | < 12 months | > 24 months = inflation eating margin |
| Price increase churn | < 2% incremental churn | > 5% = increase was too aggressive |
| Win rate after increase | Stable or improved | Dropped > 10 points = over-corrected |
Required AEs = Target New ARR / (Quota x Attainment Rate x Ramp Factor)
Example:
Target: $5M new ARR
Quota per AE: $1M
Attainment: 65%
Ramp factor: 0.85 (accounts for ramp time)
Required AEs = $5M / ($1M x 0.65 x 0.85) = 9.1 --> Hire 10 AEs
| ARR | Team Structure | Key Hires |
|---|---|---|
| $0-$1M | Founder-led sales | No sales team yet |
| $1-$3M | 1-2 AEs | First AE, maybe first SDR |
| $3-$10M | 3-6 AEs, 2-4 SDRs, 1 sales manager | First sales manager, first SE |
| $10-$25M | VP Sales, 2 teams, SDR team, SE team | VP Sales, Rev Ops, CS Manager |
| $25-$50M | CRO, multiple segments, CS org | CRO, segment leaders, enablement |
| $50M+ | Full revenue org | SVPs, regional leaders, strategy |
| Metric | Guideline |
|---|---|
| Quota : OTE ratio | 4-6x (e.g., $800K quota for $160K OTE) |
| Ramp period | 3-6 months depending on sales cycle |
| Ramp quota | 25% (M1-2), 50% (M3-4), 75% (M5-6), 100% (M7+) |
| Quota coverage target | Hire for 120-130% of plan (accounts for attrition + ramp) |
| % of team hitting quota | Target 60-70%. < 50% = quota too high. > 80% = too low. |
| When... | CRO Works With... | To... |
|---|---|---|
| Pricing changes | CPO + CFO | Align value positioning, model margin impact |
| Product roadmap | CPO (cpo-advisor) | Ensure features support ICP and close pipeline |
| Headcount plan | CFO + CHRO | Capacity model with ROI justification |
| NRR declining | CPO + COO | Root cause: product gap or CS process failure |
| Enterprise expansion | CEO (ceo-advisor) | Executive sponsorship for key accounts |
| Revenue targets | CFO (cfo-advisor) | Bottom-up model to validate top-down targets |
| Pipeline SLA | CMO (cmo-advisor) | MQL-to-SQL conversion, CAC by channel |
| Security reviews | CISO (ciso-advisor) | Unblock enterprise deals with security artifacts |
| Sales ops | COO (coo-advisor) | RevOps staffing, commission infrastructure |
| Sales hiring | CHRO (chro-advisor) | Comp plans, ramp modeling, territory design |
| Competitive wins/losses | Competitive Intel (competitive-intel) | Battlecard updates, positioning |
30% discount rate on deals -- pricing or value communication problem
| Request | Deliverable |
|---|---|
| "Forecast next quarter" | Pipeline-based forecast with confidence intervals and scenarios |
| "Analyze our churn" | Cohort analysis with at-risk accounts and intervention plan |
| "Review our pricing" | Pricing analysis with benchmarks, value framework, recommendations |
| "Scale the sales team" | Capacity model with quota, ramp, territories, comp plan |
| "Revenue board section" | ARR waterfall, NRR, pipeline coverage, forecast, risks |
| "Design sales process" | Stage definitions, qualification criteria, deal review cadence |
| "Win/loss analysis" | Aggregate findings by competitor, segment, and reason |
Analyzes ARR waterfall (new logo, expansion, contraction, churn) to calculate NRR, GRR, and net new ARR. Detects trends, flags retention risks, and benchmarks against SaaS industry standards.
python scripts/revenue_waterfall_analyzer.py --input revenue_data.json --json
python scripts/revenue_waterfall_analyzer.py --input revenue_data.json
| Flag | Type | Description |
|---|---|---|
--input | required | Path to JSON file with period-level ARR components (opening, new, expansion, contraction, churn) |
--json | optional | Output in JSON format instead of human-readable text |
Calculates pipeline coverage ratios by quarter position, analyzes stage distribution health, detects deal aging risks, and generates pipeline adequacy assessments with action recommendations.
python scripts/pipeline_coverage_calculator.py --input pipeline_data.json --json
python scripts/pipeline_coverage_calculator.py --input pipeline_data.json
| Flag | Type | Description |
|---|---|---|
--input | required | Path to JSON file with deals (stage, value, age, close date), quota, and quarter dates |
--json | optional | Output in JSON format instead of human-readable text |
Scores sales efficiency using Magic Number, CAC Payback, quota attainment distribution, win rate, and sales cycle metrics. Benchmarks against SaaS standards and generates improvement recommendations.
python scripts/sales_efficiency_scorer.py --input sales_data.json --json
python scripts/sales_efficiency_scorer.py --input sales_data.json
| Flag | Type | Description |
|---|---|---|
--input | required | Path to JSON file with revenue, S&M spend, rep-level quota attainment, win/loss counts, and cycle times |
--json | optional | Output in JSON format instead of human-readable text |
| Problem | Likely Cause | Resolution |
|---|---|---|
| NRR declining 2+ quarters | Product-market fit erosion, CS gap, or ICP drift | Segment NRR by cohort and plan tier; diagnose whether churn is product, service, or fit-driven |
| Pipeline coverage below 3x entering quarter | Insufficient top-of-funnel or poor lead-to-opp conversion | Audit lead sources by conversion rate; increase SDR activity; align with CMO on MQL volume |
| Win rate dropping while sales cycle extends | Competitive pressure, product gap, or wrong ICP | Analyze win/loss by competitor and segment; review qualification criteria; check ICP alignment |
| Less than 50% of AEs quota-attaining | Quota calibration, ramp, or enablement issue | Benchmark quota:OTE ratio (4-6x); review ramp schedule; assess territory balance |
| Magic Number below 0.5 | S&M spend not converting to revenue efficiently | Review channel ROI; reduce spend on low-performing channels; improve rep productivity before adding headcount |
| Forecast accuracy below 80% | Pipeline quality issues, sandbagging, or weak inspection | Standardize stage exit criteria; implement MEDDPICC qualification; conduct weekly deal reviews |
| Expansion ARR less than 20% of total new ARR | Missing upsell/cross-sell motion or no expansion playbook | Design expansion triggers with CS; implement usage-based upsell alerts; create cross-sell bundles |
In scope: Revenue health diagnostics (NRR, GRR, ARR waterfall), sales model selection and optimization, pipeline management (stage definitions, coverage modeling, MEDDPICC qualification), pricing strategy frameworks, sales team scaling (capacity model, quota setting, territory design), revenue forecasting, and board-level revenue reporting.
Out of scope: CRM system administration or data extraction (tools consume JSON exports), individual deal coaching (tools flag patterns, not prescribe tactics), marketing attribution modeling (use cmo-advisor), customer success health scoring (use customer-success-manager), and compensation plan legal compliance. Tools analyze point-in-time revenue snapshots; continuous monitoring requires CRM/BI integration.
Limitations: Revenue benchmarks based on aggregate B2B SaaS data; targets vary by stage, ACV, and sales motion (PLG vs enterprise vs channel). Pipeline analysis assumes accurate CRM data including stage, value, age, and close date. Sales efficiency metrics require accurate financial data that early-stage companies may not track. Quota recommendations are directional; final calibration requires territory-level analysis.