Every deployment starts with your journey.
A working session with your revenue leaders that maps how a buyer becomes a customer today, finds where revenue leaks, and picks the first place agents should go to work.
What we cover together.
The journey
Every stage from first touch to renewal, mapped with the people who run each one.
The leaks
Where leads wait, follow-ups slip and signals go unseen, sized against your own numbers.
The stack
What you own, what it holds, and what agents can read and write safely.
The first wave
The workspace to start with, the baseline to beat and what success looks like at 90 days.
A plan you can use with or without us.
The workshop is useful on its own. You leave with a written map of your revenue journey and a clear first move.
- Your revenue journey, mapped stage by stage
- The three biggest leaks, with the evidence behind each
- A recommended first workspace and the KPIs to baseline
- A 30-day build plan if you choose to deploy
- RequiredThe revenue leader who owns the number
- RecommendedHeads of sales development, marketing and CS
- RecommendedWhoever owns the CRM and RevOps
Run by a Canopy founder, in person or remote.
“We now have a defined, intuitive pathway from lead to outcome, accurate reporting we can trust and a system that genuinely supports our sales team.”
Angela Hammond · Commercial Director, Business Leader
How the session runs.
Four parts, run by a Canopy founder with the GTM Engineer who would lead your deployment.
- Part one
The journey
We walk the path from first touch to renewal with the people who run each stage, and mark where buyers wait or drop.
- Part two
The numbers
We pull the KPIs that matter from your CRM and size each leak against your own data.
- Part three
The stack
We map the tools you own, what each one holds, and what agents can safely read and write.
- Part four
The plan
We agree the first workspace, the baseline to beat and what success looks like at 90 days.
A little preparation.
The workshop goes further when we can look at real data together. Ahead of the session, we'll ask for:
- Read access to your CRM, or a recent export of pipeline and activity
- A list of the tools each revenue team uses
- Your current targets for pipeline, conversion and retention
- Two or three examples of outreach or follow-up you're proud of
Workshop questions.
Anything else, contact us.
How long is the workshop?
A focused working session. We agree the format with you, in person or remote.
Do we have to deploy afterwards?
No. You leave with a written plan you can use with or without us.
Who runs it?
A Canopy founder, with the GTM Engineer who would lead your deployment.
What do you need from us?
The revenue leader who owns the number, the heads of each revenue team if possible, and access to your CRM data.
Apply to become a launch partner.
We're onboarding a small group of revenue teams ahead of general availability. Launch partners get founder-led deployment, launch pricing in writing, and a direct line into what we build next.
- Founder-led deployment
- Launch pricing, in writing
- A say in the roadmap