MojoMooseMojoMoose / For B2B software teams, with a focus on PE-backed companies.
See the number. Understand the change. Act on the evidence.
Custom revenue intelligence and managed RevOps for B2B software companies. MojoMoose connects your Salesforce data to executive reviews, deal workflows, and GTM priorities—then keeps the system running.
Independent software companies are welcome when the operating need is clear.
Alderline Systems · Q3 2026 · Sep 7 → Sep 14
Synthetic review−$500K
CRM forecast since last review
Asterforge moved out of Commit.
Procurement added a vendor-risk review. The deal stays open; the forecast is now $2.6M, $400K below target.
Illustrative interface using synthetic data. Client systems are configured to their requirements.
Service
Three responsibilities. One accountable operator.
The internal software is part of the engagement. So is the ongoing work: maintaining the calculations, preparing the review, and following through on the exceptions.
Explain performance.
Agreed definitions, actuals versus target, movement, and traceable executive reporting.
Inspect the forecast.
Frozen baselines, record evidence, manager judgment, slippage, and clearly labeled scenarios.
Prepare the next action.
Prioritized deal and renewal work, account coverage, human review, and bounded workflows.
Forecast preparation, evidence review, and operator follow-through.
Executive reporting and sponsor review.
Application and sync alerts, data quality, and routine administration.
Delivered software maintenance and agreed improvements within capacity.
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.
Intelligence examples
From a number to an operating decision.
Examples of custom workspaces we can build. Your engagement includes a defined selection of capabilities, agreed before implementation.
- Revenue review
- Trace the movement and separate the judgments.
- Deal & renewal actions
- Prepare accountable work, with human approval.
- GTM coverage
- Inspect account evidence and review priorities.
Finding / category movement
Forecast down $500K since the last review.
One $500K opportunity moved from Commit to Best Case after procurement added a vendor-risk committee review. That leaves the CRM forecast $400K below the Q3 target.
CRM source categories · unchanged by this demo
$2.6M
$1.8M closed-won bookings + $800K open Commit.
$400K below target.
- Closed-won bookings
- $1.8M
- 4 Q3 won opportunities
- Open Commit
- $800K
- Included in CRM forecast
- Q3 open pipeline
- $4.8M
- 12 open opportunities
- Best Case
- $1.1M
- Not in CRM forecast
- Pipeline category
- $2.9M
- Not in CRM forecast
- Q3 target
- $3M
- Bookings basis
Executive review brief Sep 14 · 13:00 UTC
Alderline Systems — Q3 2026 executive review As of 2026-09-14T13:00:00Z · prior snapshot 2026-09-07 CRM forecast: $2,600,000; $400,000 below $3,000,000 target. Movement: −$500,000 from $3,100,000. Asterforge: Commit → Best Case; $500,000 remains open. Procurement vendor-risk review added; committee date unconfirmed. Evidence: EV-01, EV-02, EV-03 (OP-03). Manager assessment: $2,300,000; holds $300,000 outside the call pending buyer milestone (OP-02, EV-04). CRM unchanged. Bookings: $1,800,000 across 4 won deals. Q3 open pipeline: $4,800,000 across 12 opportunities. Renewal candidates within 90 days: 2, $500,000; subset of Q3 pipeline, including one held pending authoritative date confirmation. Next: Theo Navarro reviews buyer milestone by 2026-09-15; Nadia Chen confirms procurement committee date. Human review before external actions. Method: closed-won Q3 bookings + open Q3 Commit; not ARR, recognized revenue, cash or a statistical prediction. Synthetic data — illustrative only.
Bookings method & frozen review
CRM forecast = closed-won Q3 bookings + open Q3 Commit. Q3 is July 1–September 30, 2026. Prior snapshot: 2026-09-07; current: 2026-09-14T13:00:00Z. Closed-won records are excluded from open pipeline. Manager assessment and draft scenarios never edit CRM records. These are bookings measures—not ARR, recognized revenue, cash collected, win probabilities, or statistical predictions.
Illustrative interface using synthetic data. Client systems are configured to their requirements.
One fictional company, one frozen review. All examples and actions stay local; no Salesforce connection, email sending, enrichment, or outreach.
How it works
One engagement, two connected phases.
Implement the selected scope
Agree the selected workspaces, source data, actions, methodology, and acceptance criteria. Connect Salesforce, build the internal application, reconcile and test the outputs, document the system, and train users.
Operate and improve
Keep delivered software and calculations maintained. Prepare forecast reviews, reconcile sources, review application and sync alerts, work exceptions, and make prioritized improvements within the shared allowance.
- Days 1–10Assess and design
- Days 11–35Connect 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
Implement the scope. Own the operation.
Two connected phases: implement the selected scope, then operate and improve it. Flagship is recommended for the connected three-workspace scope; Foundation starts with one operating problem. Both share the same managed service.
Flagship
One connected internal application with up to three selected workspaces. Agree the capabilities, sources, actions, and acceptance criteria before kickoff.
Flagship proposed implementation scope
- One operating company, one Salesforce org, one internal web application.
- Up to 25 named users, three application roles, and two existing sales processes.
- Up to three selected custom workspaces; one primary screen and one reusable record-detail view each.
- Up to 12 agreed metric/report outputs and eight bounded workflows across the application.
- Salesforce API: up to six named source objects, 60 mapped fields, and 25,000 initial company/contact/opportunity records.
- Up to two additional supported sources or agreed file imports; three source connections total.
- Agreed forecast methodology, forward snapshots from deployment, source reconciliation, training, documentation, and deployment.
- Read-only Salesforce access unless one write action type on one object is specifically approved. External actions require human approval.
Operate and improve
- Weekly forecast preparation and review.
- Monthly executive reporting and sponsor review.
- Business-hours review of application and sync alerts; data-quality checks.
- Routine CRM/data administration and maintenance of delivered software and calculations.
- Documentation and prioritized improvements; operations and incidents take priority.
- Up to 30 service hours per monthly billing period, including up to five improvement hours within that total.
The fee covers operating ownership and reserved capacity, not a software seat count. It operates the environment delivered under your selected implementation scope.
Foundation
from $30,000
Implementation · upfront, paid in full before kickoff
One selected operating problem. One workspace.
A smaller internal application with the same core access, testing, reconciliation, and documentation standards. The same $7,500/month service, 60-day billing trigger, and 12-month commitment operate that smaller environment.
Foundation does not include the whole example ecosystem or building the other Flagship workspaces through routine monthly improvements. Broader ecosystems are quoted after discovery.
Monthly billing begins 60 calendar days after the agreed kickoff date. The 12-month managed-service commitment starts on that billing date. This applies to both scopes.
Flagship minimum engagement: $135,000 across implementation and twelve monthly payments.
Foundation starts at $120,000 total, including its $30,000 starting implementation and the same monthly commitment.
Compare proposed implementation limits
Limits are confirmed before agreement and apply across the application, not per workspace. Each workspace has one primary screen and one reusable detail view.
- Operating company / Salesforce org / internal app
- Foundation
One of each
FlagshipOne of each
- Named users / application roles
- Foundation
Up to 10 / 2
FlagshipUp to 25 / 3
- Existing sales processes
- Foundation
1
FlagshipUp to 2
- Selected workspaces
- Foundation
1
FlagshipUp to 3
- Metric/report outputs / bounded workflows
- Foundation
Up to 6 / 3
FlagshipUp to 12 / 8
- Salesforce source objects / mapped fields
- Foundation
Up to 3 / 30
FlagshipUp to 6 / 60
- Initial company/contact/opportunity records
- Foundation
Up to 10,000
FlagshipUp to 25,000
- Additional sources / total connections
- Foundation
None / 1
FlagshipUp to 2 / 3
- Salesforce write-back
- Foundation
Not included; read-only
FlagshipAt most 1 approved action type on 1 object, if scoped; otherwise read-only
Foundation cleanup and handoff
One CSV cleanup/import cycle with 10 mappings; up to 10 field definitions or adjustments; 3 data-quality checks; 2 discovery sessions; and 1 training session. No additional source connection or Salesforce write-back is included at the starting price. Core access, testing, reconciliation, and documentation standards remain the same.
Selected capabilities and implementation limits+
Select one workspace for Foundation or up to three for Flagship, along with sources, actions, and acceptance criteria before kickoff. Limits apply across the whole application, not per workspace. Every demo feature, the whole reference ecosystem, and all GTM modules are not automatically included. Sync cadence, retention, data volume, and infrastructure are defined during discovery. Snapshots start from deployment; instant sync and nonexistent historical snapshots are not promised.
How billing start and delivery dependencies work+
Client delays do not automatically postpone billing. Delivered, blocked, and outstanding work remains documented; elapsed time and billing commencement are not technical acceptance. Provider-caused delays are addressed separately in the agreement.
How the shared 30-hour allowance works+
All meetings, analysis, alert review, administration, maintenance, support, documentation, and improvements share up to 30 hours per monthly billing period. Up to five improvement hours sit within that total. Operations and incidents take priority; unused capacity does not roll over. Correcting failures against original implementation acceptance criteria does not consume monthly capacity. New modules, sources, major changes, and excess work require agreed reprioritization or separate scope.
Third-party costs and service hours+
Client hosting, licenses, enrichment, and runtime API/AI charges are separate, with agreed budgets and usage controls. Ordinary coding-assistant and development-tool subscriptions are MojoMoose overhead. Service hours are Monday–Friday, 9 a.m.–5 p.m. America/New_York, excluding US federal holidays. No 24/7 support, uptime guarantees, guaranteed resolution time, or contractual response SLA.
Workflow definition and controlled actions+
Foundation excludes Salesforce write-back; Flagship may include the specifically approved action below. A workflow is one named business process and primary outcome, with one trigger or recurring schedule, up to two decision points, and ten configured action steps. It does not add integrations or screens. Salesforce is read-only unless at most one write action type on one object is specifically approved in scope. External actions always require human approval.
About
Jamey Pritchard, founder and your direct point of contact.
Hands-on Salesforce-connected engineering. Accountable ongoing operation.
I've independently built a complete revenue and GTM intelligence ecosystem using the Salesforce API in my professional work. That hands-on experience is the foundation for MojoMoose: purpose-built internal systems, with a practical operating process around them.
With MojoMoose, you work with me directly. I design and build with your leadership team, then maintain the software, prepare forecast reviews, reconcile the sources, and work the exceptions. Your executives retain commercial decisions, sales management, and accountability for source data.
AI-assisted engineering helps me build and analyze. You buy tested software and accountable operation—not autonomous decisions or an off-the-shelf subscription.
FAQ
Questions buyers ask.
How do Flagship and Foundation differ?+
Flagship is recommended for the connected three-workspace scope. Foundation starts with one selected operating problem and one workspace, with smaller source, user, report, and workflow limits. Both share the same managed-service model: the fee covers operating ownership and reserved capacity, not software seats. Routine monthly improvements do not build the other Flagship workspaces. Broader ecosystems are quoted after discovery; no automatic upgrade credit, discount, or build-only option is included.
Who is this for?+
US sales-led B2B software companies, approximately 50–250 employees, with Salesforce, an established sales leader, and a concrete operating need. Verified PE-backed operating companies are a priority; independent companies remain eligible. PE backing is audience context—not proof of budget, a problem, or an investor mandate. Financial software is relevant, but not the only subvertical.
Are custom internal workspaces included?+
Yes. Flagship includes one internal web application with up to three selected custom workspaces. Foundation starts with one selected operating problem and one workspace; it does not include the whole example ecosystem. Agree the selection before implementation; not every example capability is automatically included. This is implementation and ongoing operation, not an off-the-shelf SaaS subscription or unlimited engineering.
Which CRM do you support?+
Salesforce is the initial supported CRM. MojoMoose connects to your existing org through the Salesforce API; it is not a CRM replacement. Other CRMs require separate discovery and scope.
Can you work across a PE portfolio?+
The standard package covers one operating company and one Salesforce org, not a whole investment portfolio. It supports the operating company's own leadership reporting. Multi-company consolidation and portfolio-wide work are excluded from standard scope.
What do you need from us?+
An executive sponsor, a sales leader, timely data and access, and decisions and approvals against agreed deadlines. Choose workspaces, sources, actions, and acceptance criteria before kickoff. Client executives retain commercial decisions, sales management, and accountability for source data. Dependencies affect delivery; elapsed time alone is not acceptance.
What counts as a workflow?+
One named business process and primary outcome, one trigger or recurring schedule, up to two decision points, and ten configured action steps. It does not add integrations or screens; the limit is up to eight across Flagship or three across Foundation, not per workspace.
How does monthly capacity work?+
All operating work shares up to 30 service hours per monthly billing period, including up to five improvement hours within that total. Operations and incidents take priority; unused capacity does not roll over. Acceptance-criteria corrections do not consume monthly hours. Additional work requires agreed reprioritization or separate scope.
When does billing begin?+
Flagship implementation is $45,000 upfront; Foundation starts at $30,000. Both are paid in full before kickoff. Monthly billing begins 60 calendar days after the agreed kickoff date; the 12-month, $7,500/month commitment starts on that billing date. Flagship minimum engagement is $135,000; Foundation starts at $120,000 total. Client delays do not automatically postpone billing; provider-caused delays are addressed separately in the agreement.
Who maintains the application, and what costs are separate?+
MojoMoose maintains delivered software, calculations, documentation, and the operating process within monthly capacity. Client hosting, licenses, enrichment, and runtime API/AI charges are separate, with budgets and usage controls. Ordinary development-tool subscriptions are MojoMoose overhead. Service hours are Monday–Friday, 9 a.m.–5 p.m. America/New_York, excluding US federal holidays; no 24/7 support or uptime/resolution guarantees.
How are changes handled, and what is excluded?+
Changes are documented and agreed in writing before additional work. Exclusions include CRM replacement, multi-company consolidation, multi-tenant SaaS, customer-facing portals, enterprise data warehouses, additional unscoped modules, unrestricted agents, autonomous external communications, major historical reconstructions, manual outbound operations, and sales-team management. The scoped internal application and Salesforce API work are included.
Let's look at the decisions your revenue systems need to support.
The first conversation covers your Salesforce environment, your operating needs, the selected workspaces and sources, and whether the engagement is a fit.