I work with B2B founders who have something that's working but revenue that feels inconsistent. They have customers who love the product, but the path to the next deal isn't always clear. If any of that sounds familiar, we're probably a good fit.

Most founders I work with can't name exactly what's broken. They just know something isn't working. Deals live in spreadsheets and memory. Follow-up falls through the cracks. Revenue is inconsistent even when business is good. If that sounds familiar, you don't need a full-time sales hire. You need a process, a system, and a clear path forward. That's exactly what I build.

A structured review of how your sales operation actually works, whether you're running deals in a CRM, a spreadsheet, or your head. Together, we find exactly where things are breaking down, and you walk away with a clear, prioritized plan to fix them.

We start by getting a clear picture of where you are: your pipeline, your process, and how deals actually move through your business. From there, the work depends on what you need. An audit typically takes up to four weeks, a pipeline build runs four to six, and a full process build takes six to eight. Every engagement is shaped by the complexity of your business and the needs of each client.

For most founders I work with, CRM implementation means building something from the ground up, because spreadsheets and email threads aren't a system. It involves selecting the right tool for how you sell, setting up your pipeline stages and workflows, and getting your team using it consistently so nothing falls through the cracks.

A full-time sales hire comes with salary, benefits, and a ramp period. And without a process in place, you're setting them up to struggle from day one. Working with an advisor is a fraction of that cost and gets your foundation built first, so every future hire has something to work from.

Most consulting engagements end with a deck and a handoff. What I build is meant to be used by you and your team, starting now. I stay involved until the work is actually running, not just delivered.

No. Kelly Gray Advisory is paused while I'm working in-house, so I'm not taking new engagements. The rest of this page describes how the work is done, and it'll be waiting here when that changes. If you want to be in touch in the meantime, email me.