MojoMooseFor B2B software companies · priority focus on PE-backed operating companies
Know what changed. Know what needs attention.
Revenue systems and managed RevOps for B2B software companies. MojoMoose connects reporting, forecast reviews, and operational follow-through so leadership can see the numbers and the work behind them.
Independent software companies are welcome when the operating need is clear.
Management forecast, since last review
Brightwater: Commit → Best case
No rationale or next step recorded.
Illustrative interface using synthetic data. Client systems are configured to their requirements.
Service
When keeping the numbers current becomes its own job.
A dashboard alone is not the service. Each recurring problem gets a named responsibility, a routine, and an operator who does the work.
Forecasts require spreadsheet reconciliation.
ResponsibilityMaintain the weekly review process and surface missing inputs and material changes before the meeting.
Leadership reporting is assembled by hand.
ResponsibilityMaintain agreed definitions and reports, with reconciliation exceptions documented rather than smoothed over.
CRM data is inconsistent.
ResponsibilityEstablish field ownership, required fields, quality checks, and an exception queue that gets worked.
Workflows break quietly.
ResponsibilityReview failure notifications, investigate issues, and coordinate corrective action with the right owner.
Forecast preparation, exception review, and sponsor-ready summary.
Executive reporting package and sponsor review.
Data-quality checks, workflow notifications, and routine administration.
Improvements agreed with the sponsor, within the service allowance.
For PE-backed companies, the engagement can support the operating company's own leadership reporting with consistent definitions. It does not include fund reporting, board reporting services, or cross-portfolio consolidation.
The revenue review
From forecast change to next action.
- Know what moved
- Reporting and change analysis.
- Understand why
- Record-level review and forecast preparation.
- Follow through
- Assigned actions, exceptions, and ongoing operation.
Forecast down $210K since the last review.
Brightwater moved from Commit to Best Case. The current forecast is $60K below target, and the category change has no documented rationale or next step.
Select the amber driver to open its investigation. Brightwater remains open pipeline; it is not a lost deal.
Opportunity value and forecast impact are shown separately and are not summed.
- Closed-won bookings
- $420K
- 4 deals
- Commit
- $120K
- Summit
- Open pipeline
- $1,200K
- 8 deals
- Target
- $600K
- Q3 bookings
Illustrative interface using synthetic data. Client systems are configured to their requirements.
Concept demonstration of revenue operating intelligence. Standard engagements use agreed CRM capabilities; bespoke software is separately scoped.
How it works
One engagement, two connected phases.
Establish the foundation
Assess the current process; agree reporting and forecast definitions; configure the CRM; implement bounded data cleanup, reports, workflows, and connections; test, document, and train users.
Operate and improve
Prepare forecast reviews, maintain executive reporting, review exceptions, handle routine administration and maintenance, and deliver prioritized improvements within the service allowance.
- Days 1–10Assess and design
- Days 11–35Configure and build
- Days 36–50Validate and train
- Days 51–60Correct and transition
Proposed checkpoints. Delivery depends on agreed access, data, decisions, and approvals; elapsed time alone does not mean completion or acceptance.
Engagement
Implementation, then operation.
- —One operating company and one HubSpot portal.
- —Up to 25 active sales and management users and two sales pipelines.
- —Up to three dashboards and 12 reports total.
- —Up to eight defined workflows.
- —Up to three integrations using existing supported connectors.
- —One agreed cleanup/import cycle covering up to 25,000 total records.
- —Documentation and two training sessions.
- —Weekly forecast preparation and review.
- —Monthly executive reporting and sponsor review.
- —System notifications and data-quality checks.
- —Routine CRM administration and maintenance.
- —Prioritized improvements and operating documentation.
- —Up to 30 total service hours per monthly billing period, including up to five improvement hours within that total.
Monthly billing begins 60 calendar days after the agreed kickoff date. The 12-month managed-service commitment starts on that billing date.
Minimum engagement: $120,000 across implementation and 12 monthly service payments.
How billing start works+
Client delays do not automatically postpone the agreed billing start. Delivered, blocked, and outstanding work remains documented; billing commencement is not automatic technical acceptance. Provider-caused delays are addressed separately in the agreement.
How the 30-hour allowance works+
All recurring meetings, analysis, support, maintenance, documentation, and improvements share the 30-hour allowance. Operations and incidents take priority, so the five improvement hours are a maximum allocation, not five additional hours or a guaranteed monthly output. Unused capacity does not roll over. Correcting failures against original implementation acceptance criteria does not consume monthly capacity.
What sits outside the fees+
Third-party subscriptions and usage charges are separate. Additional scope requires written agreement. Final deliverables, dependencies, and acceptance criteria are documented before signing.
About
Jamey Pritchard, founder and your direct point of contact.
"The person who designs your revenue system should be the person accountable for keeping it running."
My work has been predominantly in software, including a finance-related, PE-backed software environment. I've spent that time close to the practical side of revenue systems: the definitions, the reports leadership relies on, and the workflows that quietly hold the process together.
With MojoMoose, you work with me directly. I build the system with your leadership team, then I operate it: preparing forecast reviews, maintaining reporting, and working the exceptions. Your executives keep the commercial decisions and the sales management.
I use AI-assisted development in my own work, including building an intelligence engine. It makes me faster; it doesn't replace the operating responsibility you're paying for.
FAQ
Questions buyers ask.
Who is this for?+
B2B software companies with an existing CRM, an established sales leader, and a specific operating need. PE-backed companies are a priority; independent software companies can also qualify.
Do you work across an entire PE portfolio?+
The standard engagement covers one operating company. Multi-company reporting, acquisitions, consolidations, and portfolio-wide work require separate scope. Operating partners can introduce a specific company and executive sponsor.
Do we need to replace our CRM?+
The proposed package works in one existing HubSpot portal. Platform suitability is confirmed before agreement; replacement or migration is separately scoped.
Is this a software subscription?+
No. It is an implementation and managed service. The examples illustrate operating work; bespoke production applications are separately scoped.
What counts as a workflow?+
One defined business process with one trigger, a primary outcome, up to two decision points, and up to ten configured action steps. A stale-opportunity process that creates a task, notifies its owner, and flags the record is one workflow. A complete lead-to-customer lifecycle contains several workflows.
What is included in monthly capacity?+
Meetings, reporting, administration, monitoring, maintenance, support, documentation, and improvements share 30 hours. Up to five of those hours may be allocated to improvements, subject to operating priorities.
What if we need more work?+
Reprioritize, schedule work into another period, or approve separately priced work. There are no automatic overage charges. New integrations or major redesigns require scope review.
When does billing begin?+
The full implementation fee is due before kickoff. Monthly billing starts 60 calendar days after the agreed kickoff date, followed by the 12-month commitment.
What do you need from us?+
An executive sponsor, a coordinator, timely access and reliable source data, and decisions and approvals against agreed deadlines. Client leaders retain sales management and commercial accountability.
What support is included?+
Weekday business-hours coverage, 9 a.m.–5 p.m. America/New_York, excluding US federal holidays.
What is excluded?+
CRM replacement, multi-company consolidation, custom SaaS development, complex billing or revenue-recognition projects, unlimited manual data repair, outbound campaign execution, sales management, 24/7 support, and third-party subscriptions.
Let's look at the work your revenue systems need to do.
The first conversation covers your CRM, the operating problems you're dealing with, who owns what today, and whether the engagement is a fit.