LEAD WITH ALIGNMENT. DELIVER WITH PRECISION.

A high-impact program designed to unify teams, track what matters, and scale performance with confidence.

CRO Strategy Lab

A complete program for CROs to align teams and drive profitable, equitable growth

The CRO Strategy Lab is a high-impact, end-to-end program built for Chief Revenue Officers ready to scale with purpose. Unlike most programs that focus on a single department, this program is designed to align sales, marketing, and customer success into one unified revenue team. Through tailored workshops, practical deliverables, and collaborative frameworks, CROs gain the tools to break down silos, build shared accountability, and drive measurable growth across the entire organization.

This program is ideal for CROs who are committed to meaningful change and for the senior leaders who support them. Whether you lead sales, marketing, or customer success, the CRO Strategy Lab helps you align with your peers around the CRO’s vision and contribute directly to long-term success. Every element is built around the twelve metrics that matter most to modern CROs and is led by experts in go-to-market and customer success strategy. Backed by data and proven processes, it is designed for immediate impact and long-term results.

As customer acquisition costs continue to rise and SaaS companies face record-high churn, cross-functional alignment and retention-focused strategies have become essential. Investors are prioritizing sustainable, profitable, and equitable growth over market potential alone. The CRO Strategy Lab gives your team the structure, insight, and accountability needed to meet these expectations and lead with clarity in a shifting landscape.

CRO Strategy Lab

30 Days to Transform Your Revenue Team

Align, activate, and accelerate with a proven framework for cross-functional growth.

Here’s what’s included:

  • Leadership toolkit

  • Alignment playbook

  • Functional workshops

  • Custom metric dashboard blueprint

  • Implementation roadmap

  • 5 days on site or remote

  • 12 1hr follow up sessions

  • Post training support - slack and monthly check ins

Revenue Team Alignment Playbook

Effective revenue strategy starts with alignment. This playbook helps CROs bring sales, marketing, customer success, and product into a single, coordinated system built around shared metrics and accountability.

It includes a practical framework for cross-functional alignment, covering team roles, key performance indicators, and collaborative workflows. The playbook centers on the twelve most critical metrics for CROs today, with clear ownership models that define how each team contributes.

Alongside the metrics, you’ll find DACI charts, implementation tools, and playbooks for improving Time to Value, reducing churn, and optimizing CAC. It’s designed for immediate use and long-term application, with a focus on what actually drives revenue performance.

Leadership Toolkit

Give your leadership team the tools to build trust, drive alignment, and lead with clarity. The Leadership Toolkit includes two essential systems:

  • Anonymous Feedback Framework to surface insights and concerns early

  • Collaborative Goal-Setting Model to unify teams around the CRO’s strategic priorities.

The feedback system encourages open and honest input through anonymous channels, helping leaders identify issues, improve morale, and strengthen team dynamics. The goal-setting framework equips sales, marketing, customer success, and product teams to co-create measurable goals that align with company-wide growth.

Together, these tools help CROs foster transparency, accountability, and a culture built to perform.

CRO Strategy Lab Workshops

These workshops are designed to align strategy at the top and improve execution across teams.

  • CRO-led sessions focus on high-level priorities like vision alignment, defining key metrics, customer segmentation, and revenue forecasting. These workshops help senior leaders connect their goals to measurable outcomes and ensure every department is working from the same playbook.

  • Cross-functional team workshops bring together sales, marketing, customer success, and product to solve shared challenges. Sessions cover customer journey mapping, lead handoff optimization, churn prevention, integrated campaign planning, and data-driven decision making.

Each workshop is interactive, actionable, and focused on building stronger coordination across the revenue organization.

Custom Metrics Dashboard Blueprint

This blueprint helps CROs build a live, centralized dashboard for tracking the metrics that matter most. Organized around four core focus areas: revenue, customer health, sales efficiency, and lead generation, it brings visibility to performance across the entire revenue organization.

You’ll get a modular dashboard structure with grouped KPIs, ownership mapping, and suggested data sources from tools like Salesforce, HubSpot, Gainsight, and Looker Studio. From ARR and CAC to churn trends and lead conversion, the layout makes it easy to monitor progress, spot issues early, and make informed decisions.

  • A customizable framework with metrics grouped by focus area

  • Data source suggestions for real time reporting and integration

  • Dashboard sections built for both executive and team level visibility

The dashboard provides real time tracking, cross functional visibility, and long term scalability. It gives CROs and their teams a single source of truth to guide decision making.

Implementation Roadmap

The CRO Strategy Lab includes a 90-day roadmap designed to turn strategy into action. Teams move through a structured process to audit workflows, test improvements, and scale what works.

  • Month 1: Audit and Align
    Teams assess current processes across sales, marketing, customer success, and product. Misalignments are identified, and shared goals and metrics are established.

  • Month 2: Test and Learn
    Departments run A/B tests on high-impact funnels to improve conversion, retention, and alignment. Insights are gathered to guide next steps.

  • Month 3: Scale and Optimize
    Successful strategies are rolled out across teams with clear ownership and support. Progress is tracked and refined for long-term impact.

This roadmap ensures alignment is embedded in day-to-day operations and backed by data, clarity, and collaboration.

Post-Training Support

Lasting alignment takes follow-through. That’s why the CRO Strategy Lab includes structured support to help teams apply the program in practice and adapt as they grow.

  • Monthly Check-Ins
    Participants receive twelve one-hour follow-up sessions to review KPIs, troubleshoot challenges, and refine strategy. These sessions create space for reflection, course correction, and continued alignment with CRO priorities.

  • Slack or Teams Channel Access
    Clients get access to a dedicated support channel for real-time questions, shared resources, and weekly office hours. Trainers respond within 24 hours, and the channel serves as a central hub for templates, recordings, and implementation tools.

This support model is designed to keep teams connected, supported, and moving forward with clarity.

“Winning in the competitive SaaS landscape requires more than just effort, it demands a strategic edge. Over the past year, we have engaged with SaaS leaders, private equity firms, and VC’s to uncover the secrets of thriving in today’s market, what investors seek in funding, and the key to long-term success. The solution? The CRO Strategy Lab.”

-Denny Burda, Chief Operating Officer, River Consultancy Group