Growth-stage · B2B · Operators

Get Unstuck.
Scale Smarter.

TopRight works directly with founders and leadership teams to remove friction across sales, operations, and technology — so you can grow faster, with confidence.

Start a Conversation See our work
60%
Reduction in executive reporting time
$300k+
Annual SaaS cost savings delivered
85%+
CRM weekly active adoption rate
8pts
Gross margin uplift for services firms

Six areas.
One focus.

Tightly scoped service areas built around the real friction points that stop scaling companies from reaching their potential.

01

Sales Enablement & CRM

Design scalable sales organizations and deploy CRM systems that reps actually use — built around how your team works, not how the vendor demos it.

HubSpotSalesforceOrg designPipeline
02

Operations & Process Optimization

Remove bottlenecks, tighten handoffs, and improve throughput. We map processes, build SOPs, and instrument the KPIs that actually tell you if things are working.

Process mappingAutomationSOPs
03

Digital Transformation

Replace ad-hoc tools and spreadsheets with integrated systems. Cloud adoption, tool consolidation, workflow digitization — without the enterprise bloat.

CloudIntegrationGovernance
04

Software Development & Integration

Build lean, pragmatic tools and integrations that support how your teams actually work — internal apps, portals, API pipelines, and rapid MVPs.

Internal toolsAPIsMVP builds
05

Dashboarding & Analytics

Turn scattered data into clear, actionable dashboards. Power BI models, executive reporting, KPIs that frontline teams can actually use — automated and always on.

Power BIReportingData pipelines
06

M&A Readiness & Interim Leadership

Operator-level leadership through diligence, integration, and transition. Day-1 through 100-day execution, interim CTO/CIO/COO, and clean handoffs to permanent teams.

Due diligenceIntegrationInterim CxO
How we work

Diagnosis to delivery,
without the drag.

01
Assess
Rapid discovery of goals, constraints, and current-state sales, operations, and technology. Two to four weeks. No fluff.
02
Design
Define the target operating model, roles, and the minimal tech stack needed to support it. Clear and actionable — not a 200-page deck.
03
Implement
Stand up systems, migrate data, and pilot with real users to prove value quickly. We're in the weeds with your team — not watching from the sidelines.
04
Enable
Train teams, document processes, and establish operating cadences so the change actually sticks after we leave.
05
Optimize
Instrument KPIs, review outcomes, and iterate based on real-world usage. The work isn't done until the numbers move.
Discovery & stakeholder alignment
WEEK 1–2
Current-state mapping & gap analysis
WEEK 2–4
Target operating model & roadmap
WEEK 4–5
System configuration & data migration
WEEK 5–10
Pilot rollout & user feedback loop
WEEK 10–12
Training, documentation & enablement
WEEK 12–14
KPI dashboard & continuous improvement
ONGOING

Real problems.
Measurable results.

Representative engagements. The common thread isn't the industry — it's complexity, growth, and the need for hands-on execution.

Manufacturing

Industrial Roll-Up

Unified CRM and reporting across multiple acquired entities after a private equity M&A. Consolidated account hierarchies, standardized data, and eliminated duplicate tooling across business units.

60%
Reduction in executive reporting time
7 days
Improvement in days sales outstanding
1
Unified account hierarchy across all BUs
Services

Regional Services Firm

Rebuilt project tracking and billing workflows for a multi-region operator running on mismatched spreadsheets and legacy software. Standardized SOPs and automated invoicing across five regions.

+8pts
Gross margin uplift after ops overhaul
90%+
On-time billing compliance achieved
5
Regions standardized on common SOPs
Software

B2B SaaS Platform

Interim technology leadership and full tech stack rationalization for a fast-scaling SaaS company. Drove CRM adoption, reduced bloated tooling, and cut ramp time for new sales hires significantly.

$300k
Annual SaaS cost reduction identified
30%
Reduction in new rep ramp time
85%+
CRM weekly active adoption rate

Operator-first.
Always.

TopRight was founded after exiting a previous company with one goal: help growth-stage businesses get unstuck and scale smarter. We work directly with founders, CEOs, and leadership teams — not through layers of junior consultants.

Our work spans $5M to $200M businesses in B2B services, software, and industrial sectors. The common thread is complexity, not a specific vertical. We get comfortable in the weeds with your teams and in the boardroom with your investors.

Bias for action
Clear next steps, owners, and dates on every engagement.
🎯
P&L mindset
We think in margins and outcomes, not deliverables.
🤝
Low-ego collaboration
We work alongside your team, not above them.
🔭
Investor fluent
Comfortable translating operational detail to board language.

Areas of focus

Build and restructure sales teams that can scale
Implement CRMs and sales tools people actually use
Tighten operations and eliminate bottlenecks
Modernize tech stacks and choose the right vendors
Navigate M&A — pre-deal and post-integration
Step in with hands-on interim CTO/CIO/COO leadership

“Comfortable in the weeds with teams and in the boardroom with investors.”

Typical engagement size

Growth-stage companies from roughly $5M–$200M in revenue, where process, systems, and team structure are the primary scaling constraints.

Common
questions.

What size companies do you typically work with?
+
Primarily growth-stage businesses from roughly $5M–$200M in revenue, where process, systems, and team structure are the main scaling constraints. Most are B2B — services, software, and industrial companies navigating a meaningful inflection point.
Do you focus on specific industries?
+
Most work has been in B2B services, software, and industrial companies — but the common thread is complexity, not a specific vertical. If your business has real operational friction and a leadership team committed to fixing it, we're a good fit.
How do engagements typically start?
+
Usually with a focused assessment — two to four weeks — to clarify the problem, align stakeholders, and outline a practical roadmap. This gives both sides clarity before committing to a longer engagement.
Can you work alongside our existing teams and vendors?
+
Yes — most of the work involves teaming with existing leadership, in-house teams, and current vendors to get more value from what you already have. We're not here to replace people; we're here to help them move faster.
Do you provide interim leadership?
+
Yes. We provide interim CTO, CIO, and COO support — typically during M&A transitions, leadership gaps, or periods of significant organizational change. These engagements include a structured handoff to a permanent hire or internal successor.
Get in touch

Ready to get
unstuck?

If you're navigating growth, change, or complexity — and want a steady hand to help guide the way — let's talk.