Contact

Book a Peak Check

Peak Tree is me. No intake maze. The Check is the front door — a call, a page, and a clear next step. Or we stop.

If sales won't use it Tuesday, it stays draft.

60–90 minutes + a written 1-pager

One working session. I write the page after. Optional short debrief if you want to walk it together.

Who it’s forRevOps, Sales Ops, and GTM leads who need commercial judgement, not another demo.

When to hireThe board number is political, renewals surprise you, or an agent is still stuck in draft.

What we go through

01
CRM truth
Owner, stage, property hygiene. What sales actually trusts versus what the CRM pretends.
02
Renewal risk
What is invisible, unowned, or still showing up as a surprise.
03
Board metrics
Whether ARR / NRR can be reproduced — or still depends on who built the tab.
04
Automation readiness
What is worth shipping, and whether anyone will sponsor it on Tuesday.
05
Agent eval readiness
Whether an agent should stay in draft, and what the judge harness must catch first.

Deliverable

Prioritized and named. Short enough that a sponsor can act. Optional short debrief — same page, no second deck.

What happens next

Systems Sprint
A scoped 2–6 week build if the page names one thing worth shipping.
Fractional seat
1–2 days a week if the roadmap is longer than a sprint and someone has to own the gates.
Stop here
You keep the page. No retainer by default. I will say so if a sprint is the wrong next step.

More value comes from choosing the right system to ship, not from shipping more automations.

Fit and scope are decided on the call. No menu of retainers.

Reach me directly

If the problem is a fit, we book. If it isn’t, I will say so.