SERVICES FOR BUSINESSES
Consulting and executive advisory for SaaS leadership teams under growth, productivity or margin pressure. The work connects the strategic decision to the operating detail and the people who will deliver it.
EXAMPLE CONSULTING PROJECTS
Examples of standalone projects Poros can scope with you. They describe services, not completed client engagements. Deliverables, timing, responsibilities and fees are agreed before paid work begins.
START HERE
01We interview your leaders, walk the work with the people who do it and review your data, tools and AI use. You leave with:
Fixed scope and fee, agreed in writing before work begins.
Talk through where to startThe growth target and commercial capacity do not match, or quotas and incentives reward the wrong behavior.
A capacity model, coverage and territory design, quota-setting approach, incentive principles and governance.
Attainment distribution, priority-account coverage and selling cost relative to new and expansion revenue.
Discuss this projectThe organization was built for an earlier stage. Roles overlap, handoffs break and decisions stall.
A current-state map across functions, target structure and roles, spans of control and decision rights, workflow design and a phased transition plan.
Cycle time across handoffs, cost to serve, decision speed and adoption.
Discuss this projectNew sellers take too long to produce, or manager execution varies.
Seller and manager standards, onboarding and coaching tools, reinforcement routines and a measurement plan.
Agreed indicators of ramp, manager execution quality and revenue per seller.
Discuss this projectLeaders have dashboards but still struggle to decide where to act.
Aligned KPI definitions, trusted source mappings, decision views and an operating cadence.
Coaching, capacity, pipeline and forecast decisions made on agreed definitions and traceable to evidence.
Discuss this projectSkilled people spend too much time on repeatable administrative work.
A task-level inventory, automation and role-redesign priorities, exception and approval paths, business requirements and an adoption plan.
Hours and recurring cost released, cycle time, exception rates and how released capacity is used.
Discuss this projectSellers have AI tools but use them inconsistently, or not at all.
Use cases by role and sales motion, workflows built into the sales process, manager reinforcement routines and an adoption plan.
Active use by role, time returned to selling, conversion quality and ramp.
Discuss this projectTHE SCOPE OF THE WORK
Work across Sales, Marketing, Finance, Operations and customer-facing teams to address the constraint. Scope the engagement around the outcome, with clear ownership across functions.
Translate the growth ambition into choices about markets, customers, coverage and investment.
Typical deliverables: a segment and coverage model, capacity and quota plan, incentive principles and a growth plan with named owners.
Redesign how the organization works across sales, implementation, customer success, finance operations and the back office: structure, roles, processes, data, technology and decision rights.
Typical deliverables: a map of the work as it runs today, the target operating model, decision rights, workflow and data requirements, a phased implementation plan and AI and automation priorities.
Connect sales strategy to seller behavior, manager effectiveness and customer outcomes.
Typical deliverables: seller and manager standards, onboarding and coaching routines, a pipeline and forecast cadence, a measurement plan and AI-assisted selling and coaching routines.
AUTOMATION & AI
Start with the task, the decision and the economics.
Assess where rules-based automation or AI can remove administrative work, improve a handoff or surface a useful signal. Define the data requirements, exception paths and accountable owner before scaling.
Qualification, coaching, pricing judgment and customer commitments still need deliberate human involvement. The measure is useful capacity and better execution, with the right controls in place.
Poros defines the work, the requirements and the controls, and supports implementation with your technical owners or vendors. Technical build is included only when it is explicitly scoped.
ENGAGEMENT OPTIONS
A long-term retainer is not required to begin. Start with a diagnostic, a defined deliverable or an advisory conversation; build the scope around what the situation needs.
SHORT-TERM PROJECT CONSULTING
Bring a priority that needs focused attention: a growth constraint, an operating redesign or a change that is not taking hold. Scope a standalone project with a clear finish line.
ONGOING EXECUTIVE ADVISORY
Work through consequential decisions with an experienced operator. Establish a cadence to challenge assumptions, assess tradeoffs and keep execution connected to the business goal.
BEFORE WE BEGIN
Yes. A defined diagnostic, redesign or implementation priority can be a standalone consulting engagement with agreed deliverables and a finish line. Ongoing advisory is a separate option.
We discuss the desired outcome, what is happening today, the urgency and the constraints. We assess fit and identify whether a project, advisory relationship or another next step makes sense. You do not need a prepared brief. If Poros is not the right fit, we will say so.
Agree a working cadence, decision rights and a point of contact before work begins. If specialist support would help, the roles, responsibilities and any additional cost are agreed with you before that work begins.
If you decide to work together after the first conversation, scope, timing and fee are agreed in writing before paid work begins.
Yes. Implementation support can be included in the agreed scope: workflows, requirements, leadership routines, enablement, adoption measures and handover to the team. Technical development is included only when it is explicitly scoped.
Build with the people who own the work. Agree decision rights, involve the field and technical owners, and equip your team to operate and improve the solution.
Poros does not provide legal, tax, accounting or investment advice, act as a staffing agency or resell software. Where those needs arise, your own advisers remain responsible for them.
Yes. Company-sponsored leadership coaching can support a business engagement or be scoped separately. Goals and any progress reporting are agreed at the outset.
START WITH THE BUSINESS PRIORITY
Share the outcome you need and what is getting in the way. No cost. No obligation.
Book a 30-minute conversation contact@porosadvisors.com