Find the growth.
Own the plays.
Greenwake finds the growth in every revenue stream, and Sadie, our revenue agent, makes sure your team captures it, every week.
Ask Sadie anything about ACME's revenue: its pipeline, renewals, product usage, support tickets, forecasts or team. She answers from its CRM, usage and support data, the way she would from yours.
ACME is a fictional company. Ask Sadie is included in every plan.
Growth is the sum of its parts.
Few orgs run them as one.
Acquisition
Stalled and under-qualified deals flagged, with the outreach drafted to unblock them.
Retention
Every renewal and repeat customer scored weekly, with an owner on each at-risk account months before the decision.
Expansion
Accounts ready to grow: over their seat count, at their plan limits or using more each month, each with a sized play for its owner.
Talent
The team your growth target needs, costed fully loaded, with books balanced.
Tech
Your stack mapped against our GTM Landscape: what you're paying for and not using, what's missing, and one tool worth piloting each quarter.
Read the Growth System as text
The five areas: three revenue streams and two enablers
Acquire the engine
New business compounds only if the floor holds.
We measure: Win rate, pipeline coverage, deal risk, and how well open deals are qualified for their stage.
Sadie's part: Flags stalled and under-qualified deals each week and drafts the outreach to move them.
Retain the floor
Every point of churn has to be re-won before you grow.
We measure: Gross revenue retention, renewals at risk, and the Customer Health Index for every account.
Sadie's part: Scores every renewal weekly and puts an owner on each at-risk account months before the call.
Expand the multiplier
The cheapest growth you have: a known buyer, value already proven.
We measure: Net revenue retention, accounts over their seats or plan limits, and expansion pipeline.
Sadie's part: Sizes each upside and routes it to whoever owns expansion, with the proposal drafted.
Talent the capacity
Enough capacity, balanced books, coaching where the gap is.
We measure: Attainment, book load by owner, and the team the growth target needs, costed fully loaded.
Sadie's part: Shows managers who is overloaded or behind pace, so coaching goes where the gap is.
Tech the leverage
Clean data and the right tools, without paying for shelfware.
We measure: CRM data health, the capabilities your motions need, and tools you pay for and don't use.
Sadie's part: Turns missing fields into cleanup items for their owners, so the data gets better every week.
The loop: five steps, every week
Diagnose it one baseline
One baseline across all five areas, from your own CRM.
What happens: The Growth Diagnostic reads your CRM history and scores every stream and enabler.
Why it matters: Everything after is measured against this baseline, so progress is proven, not claimed.
Prioritize it biggest holes first
Every gap ranked by the dollars behind it.
What happens: Risks and upside across the five areas are sized and ranked, with a 90-day plan.
Why it matters: The team works the biggest holes first, not the loudest ones.
Assign it nothing without an owner
Each gap becomes a play with an owner and a due date.
What happens: Sadie opens the play, drafts the outreach and puts it in the owner's CRM as a task.
Why it matters: Anything overdue climbs to the manager, then up again, so nothing quietly stalls.
Run it every layer, every week
A focus to start the week and a wrap to close it.
What happens: Every rep, manager and the CRO gets their week, on the days your team already works to.
Why it matters: Accountability runs itself instead of living in a manager's Sunday night.
Prove it what you prove becomes the next baseline
Every play, person and the business measured against the baseline.
What happens: Which plays worked, who followed through, and how each stream moved, month and quarter.
Why it matters: The CRO walks into the CFO meeting with evidence, and the next diagnosis starts higher.
Every revenue stream.
Scored and sized.
A full Growth Diagnostic for ACME, a fictional company: all five areas scored, the growth in each sized in dollars, and the 90-day plan to capture it. Yours is built from your own CRM, the day after you connect it.
Sample Growth DiagnosticMeet SadieOne agent for the entire revenue org.
Bottom up.
Top down.
Sadie scores every account and deal each week, opens a play for each risk and upside, drafts the outreach, and holds every owner accountable: leaders, people managers, sellers (AEs and SDRs), success and support reps.
- Monday Focus: what to work on this week, already decided.
- Friday Wrap: what got done, what didn't, and what slipped.
- Drafts, not sends: nothing reaches a customer without a person sending it.
- Escalates what's overdue to the manager, and up to the CRO.
Sadie works
where your team works.
She reads from the systems that hold your revenue, and your team reaches her wherever they already are: chat, their CRM, or their own AI assistant. She reads from HubSpot, Salesforce and Dynamics 365, and in HubSpot and Salesforce she also writes her plays back as tasks.
Every layer of your revenue org.
Fed every week.
Sadie, our revenue agent, sits at the root. Each Monday she sends every person their focus; each Friday she gathers what got done; anything that stalls climbs the reporting line until someone owns it. Pick anyone to see what changes for them.
Read what each role gets, as text
CRO Executive
One view of the whole revenue org, and proof the plan is working.
Monday: Where every team stands on quota and retention, at-risk renewals nobody has started on, and the forecast to watch.
Friday: Wins, renewals closed, health moves and any escalation stuck for more than a week.
What changes: Quarterly business reviews and three forecast scenarios come built, so the CRO leads instead of assembling.
CFO Alongside
Where the growth is, and what the team plan really costs.
Monday: Not on the weekly send by default. The Growth Diagnostic and the business case workbook are built for finance.
Friday: Retention against target and the revenue plan, through the CRO's monthly and quarterly reviews.
What changes: Headcount requests arrive costed fully loaded, with payback, before anyone approves them.
VP Sales VP
Pipeline and attainment across every manager's team.
Monday: New business against quota and pace by team, pipeline coverage, and the deals escalated to them.
Friday: Done versus not done by manager, deals won, and the follow-ups that slipped.
What changes: Forecast calls start from the same facts the reps see, not from a spreadsheet built the night before.
VP Customer Success VP
Retention so far, and the renewals that need a push.
Monday: Retention against target, renewals at risk in the next 90 days, and every play escalated to them.
Friday: Renewals closed, saves, and accounts whose health moved up or down.
What changes: Churn shows up months before the renewal, with an owner already on it.
Sales Manager Manager
The team table, and who needs help this week.
Monday: Each rep's attainment and pace, overdue plays escalated up, and qualification gaps on open deals.
Friday: Done versus not done for every rep, so the 1:1 starts with facts.
What changes: Coaching goes where the gap is: the stalled deal, the missing champion, the rep behind pace.
CS Manager Manager
Every renewal on the team, scored weekly.
Monday: Renewals needing a push, accounts the CSM rates Green that score Critical, and who is over capacity.
Friday: Saves, expansion opened, and plays that slipped past due.
What changes: Books stay balanced and nobody learns about a churn on the renewal call.
Support Lead Manager
The accounts where support trouble is becoming churn risk.
Monday: Support recovery plays on accounts with recent escalations, routed with the account context.
Friday: Which recovery plays closed and whether the account's health recovered.
What changes: Support work shows up in the retention picture instead of living in a separate queue.
Account Executive Frontline
Deals to move, already decided.
Monday: The deals to move this week, qualification gaps flagged by stage, and the outreach drafted for review.
Friday: What got done, deals won, and where they stand against quota.
What changes: Less admin, more selling: Sadie drafts, the rep decides and sends.
Customer Success Manager Frontline
An early warning on every account.
Monday: At-risk accounts months before renewal, save and expansion plays, and renewal outreach drafted.
Friday: Saves, expansion opened, and renewals closed.
What changes: The book gets worked by risk and upside, not by whoever emailed last.
Support Rep Frontline
Cases with the account story behind them.
Monday: Their open cases, escalated and aging first, with usage drops and at-risk renewals behind them and who owns each account.
Friday: Cases closed and still open, escalations, the at-risk accounts they worked, and recovery plays on their accounts.
What changes: Fewer surprise escalations: accounts with rising cases get an owner and a plan.
Every layer, every week.
Already done.
It starts with the Growth Diagnostic. Then Sadie keeps every layer moving, from the C-suite to the front line, in the tools they already use.
- The Growth Diagnostic: all five areas scored and sized, with a three-year outlook.
- Weekly notes: a Monday focus and a Friday wrap for every role.
- Slack and Teams: ask Sadie anything, where your team already works.
- Your CRM: her plays land as tasks in HubSpot and Salesforce.
- Every meeting: deal reviews, 1:1s, forecast calls and QBRs, prepared.
$74.5Min year 3 with Greenwake, vs $66.6M on today's path
C-SuiteRevenue leadershipBDRsAEsCustomer successSupport
YouWhat needs to close in the next two weeks to hit our target?
Sadie$648K, about 4 deals. $548K is likely, so we're $100K short. Pull forward Prairie Logistics ($326K) and Alder Software ($134K): both are healthy and late-stage.
YouWhich renewals are at risk this quarter?
SadieLeo Martins' team has the most: $2.66M of $6.71M renewing is High or Critical risk, across 9 accounts.
Harbor Insurance Inc. · $495K
153 days in Proposal (typical: 21)
AskWhat's blocking the next stage?
Owner: Rowan Blake
Vantage Foods Inc. · $207K upside
1,137 active users on 965 licensed seats (118%)
Next stepShare the adoption win with the economic buyer
Play: True-up conversation
Critical: 104 days in Demo (typical: 21). Ask what's blocking the next stage.
$534K pipeline on a $495K quota (1.1x). 8 of 11 open deals missing the metrics.
In Commit, but Critical: 57 days in Contract Review (typical: 14).
$1.66M of $1.76M won. Results, wins, losses and next quarter's pipeline, filled in.
From day one
to every Monday.
Diagnosis first, then a plan, then an owner for every action, and proof it moved the number against your own baseline.
- 1
Survey
Day 0Your targets, your team and how you manage prospects and customers.
- 2
Connect your CRM
Day 0, in minutesYour CRM admin approves Sadie's access on one screen: read-only, plus the tasks she opens.
- 3
Growth Diagnostic
Day 1All five areas scored and sized, with a 90-day plan, ready the next day. See ACME's →
- 4
Team kickoff
Your first weekYour managers and reps meet Sadie and see what changes for them.
- 5
Sadie goes live
Your first MondayThe first Monday Focus lands for every person.
Monday Focus and Friday Wrap-up
Where you stand, what to do, what got done.
Progress Review
Are we on track for the quarter?
Business Review
The quarter, and the next one in three scenarios.
Revenue Plan
Next year's targets, team and focus areas.
What revenue leaders ask first.
What is Greenwake?
Greenwake is a growth platform for B2B revenue teams. The Growth Diagnostic scores your five revenue areas (acquisition, retention, expansion, talent and tech) from your own CRM and sizes each risk and upside in dollars. Sadie, Greenwake's revenue agent, then turns what it finds into weekly plays with an owner and a due date, for every leader, people manager, seller, success and support rep.
Who is Greenwake for?
Revenue leaders (CROs, CEOs and their teams) at B2B companies who run sales and customer success on Salesforce or HubSpot and want one weekly rhythm across new business, retention and expansion.
How is Greenwake priced?
Per company, not per seat, with no implementation fees, and every plan starts with the full Growth Diagnostic. We're opening to a small group of design partners first: get early access to talk it through.
Which CRMs does Greenwake work with?
Salesforce, HubSpot and Microsoft Dynamics 365. Sadie reads your CRM, and in Salesforce and HubSpot she writes her plays back into it as tasks, so people work them where they already work.
How long does it take to get started?
Connecting your CRM takes minutes, and the Growth Diagnostic is ready the next day. Sadie's weekly notes start your first Monday.
Does Sadie contact customers on her own?
No. Sadie drafts the outreach; a person on your team reviews it and sends it. Nothing reaches a customer without someone choosing to send it.
How is our data protected?
Each company's data is kept in its own encrypted database, and people see only what their role allows: a rep sees their own book, a manager their team's, leaders the whole company.
What is RORO?
Return on Revenue Organization: the hours Greenwake gives back to your team and the revenue it adds across retention, expansion and new business, plan by plan. The RORO calculator works it out for your own numbers.
Two calculators.
Your numbers.
Which stage is worth the most?
Every step from first touch to signed deal, plus retention and expansion, rolled into your ARR three years out.
Find your growth gap → RORO CalculatorWhat would Greenwake return?
The hours returned and the revenue gained across retention, expansion and new business, plan by plan.
Calculate your RORO →