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Revenue Operating Partner and Fractional CRO, Austin, Texas

Your business has outgrown the way it sells. We build what’s missing and lead it.

For founder-led and investor-backed B2B companies up to $75M in revenue. We find what’s constraining revenue, build the sales system your team needs, and lead it until it runs without the founder in every deal.

What changes

A forecast you can trust.

The number the board and bank see is the number that lands.

A team that sells the same way.

Results stop depending on who is on the deal.

Pipeline you can see.

A visible 90-day view of what is coming and what is stuck.

Less dependence on the founder.

The business can sell, and be valued, without one person carrying it.

Who we work with

Two kinds of companies call, for two different reasons

Engineer working on a production line at an industrial company

Founder-led companies

The business has grown, but the founder still carries key relationships, rescues deals or acts as the sales leader

CEOs and owners of established B2B companies, often in manufacturing, industrial and commercial services. They call after missed growth expectations, a leadership change or a market expansion the current sales organization cannot carry.

We take the sales leadership load off the founder and build a team that can carry the number.

For founder-led companies

Up to $75M
Revenue of the companies we work with
28+ years
Of commercial leadership behind the work
Executive in a suit at an investment firm

Investor-backed companies

The growth plan, leadership transition or investment thesis requires commercial capabilities the company does not yet have

Private equity firms, family offices, portfolio-company boards and M&A advisors with a value-creation plan that depends on revenue: post-acquisition priorities, a first 100 days or preparation for an eventual exit.

We build the revenue organization and the executive-level reporting the board can trust, and leave a team that owns it.

For investor-backed companies

30 days
Objective diagnostic of the revenue organization
100 days
Execution plan the next leader can inherit

The problems we address

Five signs the growth plan has outgrown your sales organization

Typical reasons to engage include missed growth expectations, leadership changes, post-acquisition priorities, market expansion and preparation for an eventual exit.

Discuss your growth plan

Typical signals

Revenue depends on too few people

The CEO, a few sellers, a handful of relationships or accounts carry the number.

Pipeline and forecasts are hard to trust

The board and the bank get a number; nobody is sure it will land.

Sales practices vary by person

Each seller works their own way. Results depend on who is on the deal.

Structure has not kept pace

Roles, compensation, CRM and management routines were built for a smaller company.

Leadership needs a clearer view

What must change, in what order, and someone capable of helping execute it.

How we work · Revenue Ascent™

Companies enter at the level their situation requires

Companies start at the level their situation requires and go only as far as the business needs. Most start with advice or a diagnostic. We agree on the scope, investment and what completion looks like before work begins.
Leadership team in a boardroom conversation

01 · Expedition Prep

Advise

Experienced advice

Executive-level guidance to work through decisions, clarify priorities and agree on next steps. No embedded executive needed.

  • Revenue priorities and decision support
  • Pipeline and forecast review
  • Business-development accountability
  • Targeted coaching and capability development

Clearer priorities. Better revenue decisions.

Ongoing advisory, typically a fixed monthly retainer.

Learn more
Plans and numbers laid out on a desk

02 · Trailhead

Diagnose

A clear assessment and plan

A 30-day diagnostic of what is constraining revenue and what to address first, before committing to a larger solution.

  • Revenue strategy and market focus
  • Pipeline quality and forecast credibility
  • Sales process and qualification
  • Leadership, roles and accountability
  • Founder or key-person dependence
  • Team capability and readiness

Leave with clarity, not guesswork.

Fixed fee, typically 30 days. 75% in advance, 25% on completion.

Learn more
Working session installing the new routines

03 · Base Camp

Build

Help putting it into practice

Design and install the sales process, CRM, scorecards, compensation, hiring profiles and management routines, alongside the team that will run them.

  • Sales process, pipeline stages and qualification criteria
  • CRM structure and operating discipline
  • KPI scorecards and forecasting method
  • Compensation, hiring profiles and onboarding
  • Management cadence and sales-to-operations handoffs
  • A defined 90-day execution roadmap

A repeatable system leadership can manage and sales can execute.

Defined project, typically 4 to 6 months, with a monthly retainer.

Learn more
Executive leading from inside the business

04 · Summit Push

Lead

Someone to lead sales

Embedded Fractional CRO and Revenue Operating Partner: lead the team, strengthen the organization and prepare for a permanent sales leader.

  • Commercial leadership through scale, transition or exit preparation
  • Hiring, coaching and team development
  • Sales-team performance and accountability
  • First-100-day or transformation execution
  • Internal ownership that outlasts the engagement

Senior revenue leadership without the commitment of a full-time CRO.

Embedded, part-time, typically 12+ months, with a monthly retainer based on scope and complexity.

Learn more

John E. Spencer leads every engagement. Vetted specialists in areas like CRM, compensation and recruiting are brought in when the work calls for them.

Case studies

What changed inside two companies

All case studies

Food serviceTexas

Texas Food Service Company

Double-digit revenue growth and new accounts in all five major Texas cities.

A Texas-based food service company with over 50 years of success recognized it needed outside expertise to address growing gaps in sales infrastructure and revenue. Sales leadership had been managed directly by the President, a model that was no longer sustainable for future growth.

Sales infrastructureSales team rebuildFounder-led

Read the case study

ManufacturingNorth Carolina

North Carolina Manufacturer

Pipeline grew 5X in six months, gross margin rose 7 points, and the owners completed the exit they wanted.

A change in ownership and a realization that they needed an experienced sales and business leader. The company was operating from transaction to transaction without a strategy or plan.

Sales strategyExit preparationOwnership transition

Read the case study

Client results

Trusted by clients who have seen real results

The sales infrastructure like the weekly sales meetings, KPIs and CRM kept the Sales team focused and looking forward. John became part of our senior staff and contributed to all elements of the company given his broad experience. I recommend companies consider a Fractional or Outsourced Sales leader as the next logical step to advance the sales vertical, prior to hiring full-time.

P

Paul Brown

President, Mcliff, Family Office

Why John E. Spencer

A builder and an operator

Founder, Clear Direction

John E. Spencer’s background includes more than 10 years as a U.S. Air Force officer and more than 28 years in commercial leadership across major corporations, family-owned businesses and investor-backed companies.

That experience combines the discipline of larger organizations with direct experience working alongside owners and management teams in smaller businesses. He preserves what works, challenges what needs to change and helps put the agreed plan into operation.

John works inside the business: with the CEO and management team, leading the sales organization, installing process and aligning leadership around measurable performance. Companies engage him when forecasts lack credibility, sales performance is inconsistent, or growth is constrained by founder dependence.

The result: a sales organization that hits its plan, a forecast leadership can rely on, and a business worth more because it no longer depends on one person.

Certifications and partners

Certified in the methodologies behind the work

  • The Predictive Index certified partner
  • TTI Success Insights DISC certified
  • TTI Success Insights Driving Forces certified
  • RAIN Group sales training
  • Objective Management Group sales assessments

Ready to discuss your growth plan? Start with a 30-minute conversation.

Tell John where revenue stands today and what the plan requires. You will leave the call knowing whether advice, a diagnostic, a build or embedded leadership is the right next step.

Sometimes you need an outside perspective. Sometimes you need hands-on help. We’ll agree on the scope, investment, and what completion looks like.