Your Revenue Engine

is Leaking

Find and Fix the Gaps Between

Sales, Marketing and Product

Our approach isn’t based on textbooks; it’s grounded in 15+ years of real-world experience forged in two distinct worlds.

I started my career in Private Equity, analyzing businesses from an investor’s perspective to find what drives financial value. Then I moved to the front lines of B2B Sales to learn how that value is created deal by deal.

In both worlds, I discovered the same thing: the most valuable companies operate as one unified team. The ones that struggle are full of friction between Sales, Marketing and Product.

I created Congruity B2B to solve this one problem. I use my background to diagnose the revenue leaks others can't see and facilitate the C-suite conversations required to fix them, ultimately building a high-performance revenue engine for my clients.

If your company needs to increase revenue, decrease costs, accelerate speed to market or reduce risk, we’d love to hear from you.

Our approach

Work with us

Congruity Growth Audit

For B2B leadership teams who know their growth is being blocked by internal friction, not a lack of effort.

We partner with your revenue teams to identify misalignments between sales, marketing and product that are causing you lost revenue.

As we diagnose the friction in your people and processes, we also audit your technology stack. We identify specific, high-ROI opportunities to use modern AI tools for things like lead scoring, conversational intelligence, content generation, and sales automation.

Includes:

  • Customer Journey Mapping

  • Stakeholder Interviews

  • Data & Systems Review

  • Friction Report

  • AI Opportunity Analysis

New Revenue Roadmap

We build on the Friction Report and AI Opportunity Analysis with a multi-week engagement during which we lead structured, impactful discussions among your revenue teams to improve alignment and develop a repeatable new business system.

The program culminates in a daylong offsite where we’ll co-create an AI-enabled Revenue Playbook with your team. This strategic playbook will include a dedicated chapter on technology. It won't just say what to do; it will recommend the specific AI tools and workflows to how to do it efficiently.

Includes:

  • Moderated alignment sessions

  • Offsite Programming + Facilitation

  • AI-Enabled New Revenue Playbook

Coaching & AI Advisory

As your ongoing advisor, we don't just coach your leaders. We provide oversight and guidance as you implement the new AI tools we recommended, working with your teams and our technical collaborators to ensure the technology delivers on its promise.

We’ll attend your regular revenue team meetings to provide third-party objectivity on your progress, and conduct 1:1 coaching sessions with team leaders ensure they execute on the vision we’ve built together.

Includes:

  • Weekly meeting participation

  • 1:1 coaching sessions with team leaders

  • Strategic advisory on new tools and best practices for using AI in sales + marketing

Trusted By

Our Clients Say

  • “Congruity’s outreach system and disruptive strategy helped us book 100+ demos and sign our first paying customers in just over a month.”

    Adi Kurian - Founder, Docshound

  • "Congruity has advised us on several projects as we've grown. They've been key in setting and executing our B2B strategy, including our first reseller deal.”

    Terry Moore - Founder + Executive Chairman, Beacon40

  • “Congruity went the extra mile, interviewing our team to get the full story behind our growth. They greatly helped to move our company forward. Highly recommend!”

    Amy Baxter - Founder + CEO, Pain Care Labs

  • “We’re happy repeat clients! Highly recommended to any private investors evaluating B2B opportunities, or founders looking to accelerate growth.”

    Irina Tanenbaum - COO, Sequence Ventures

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!