Revenue is leaking somewhere.
Can you point at where?
Every business can say what it spent last month and what it booked. Ask what happened in between, who owned the lead, how fast anyone replied, which campaign paid for itself, and the answers turn into opinions. Opinions are where revenue goes quietly.
I make that middle measurable, then fix what the measurement shows: the sales process, the CRM behind it, the reporting above it, and the automation that only works once the process underneath is sound. Your systems, your people, no new headcount.
Winning and retaining customers is the hardest part.
Does your revenue engine need a tune-up? Process first, measurement second, automation last. Reversed, you automate a mess and pay to run it faster.
The revenue engine
Sales process design, so outreach stops depending on who is on shift. Funnel stages that actually segment a buyer. CRM set up or rebuilt, then your admin trained to keep it. Attribution that ties spend to closed revenue. Sales training and enablement so the process survives a hire.
The numbers
KPI dashboards that warn you before a metric slips, not after the quarter closes. Revenue and financial models, bottom-up from calls, leads, and reps, top-down from the market. Data analysis for the trends, the gaps, and the places two systems disagree. Lead and data enrichment, because bad data costs twice: wasted time and a bruised reputation.
The plan and the machine
Go-to-market strategy: who to sell to, how to reach them, what it costs, and whether it worked. Business strategy worked backward from the goal. Processes documented so they hold when an employee leaves. Customer success operations for renewals and expansion. AI and automation on top, once there is a process worth automating.
I know what it takes to grow revenue,
because I build the systems that do it.
Six years building the revenue systems behind fast-growing companies. The work starts in the same place every time: find where the leads die.
in ARR in 21 months at Tapcheck. I ran the Revenue Operations behind it: pipeline, attribution, forecasting, and quota design.
Isaac Wilf
Founder, Wilf Advisors
MH & RV broker, The Madison Group
I build the system, then hand it to your team.
I spent six years building revenue systems. I ran the Revenue Operations behind Tapcheck's climb from $1M to $18M in ARR in 21 months, led sales at JotPsych, an AI healthcare scribe, and built the go-to-market for an AI voice company from zero. Pipelines, attribution, dashboards, and the process work that makes any of it hold after the consultant leaves.
AI-native. I co-founded an AI voice company and led sales at an AI healthcare scribe, so I build with these tools rather than talk about them: agents that handle the calls your team cannot get to, automations that increase productivity without adding headcount. Process comes first though. Automating a broken process only adds more chaos and unpredictability, even with AI.
I collaborate closely with your existing team, to improve processes faster. The work starts by sitting with everyone who touches a lead, because they already know where it breaks and usually nobody has asked. They help build the process, so it is theirs to own after the engagement concludes.
Industries: technology and AI, property management, MH and RV communities.
Wilf Advisors
MHC and RV Revenue Operations. Diagnostics, post-acquisition sprints, and ongoing operating rhythm.
5+ lead engines rebuiltThe Madison Group
Affiliate broker, licensed in Tennessee. MHC and RV brokerage, underwriting, and financial modeling.
Fast Response AI
Co-founder. Voice AI startup. Built go-to-market infrastructure from zero.
16 B2B customersJotPsych
Head of sales. AI healthcare scribe. CRM implementation, sales operations, multi-channel attribution.
Tapcheck
BDR to Senior Manager, Revenue Operations. Financial modeling, forecasting, quota design, full-cycle RevOps.
$1M to $18M ARR in 21 monthsCal Poly, San Luis Obispo
B.S. Economics, finance concentration. Dean's List.
“Isaac built an AI voice system and automation workflow that saves me over 8 hours a week. He understood my operation, identified exactly where the bottlenecks were, and delivered a system my team could actually use from day one.”
“Isaac's expertise in increasing our go-to-market performance, advising on strategy, and providing executives with visibility into key business metrics has contributed significantly to Tapcheck's growth.”
“We used to have clients leave voicemails after hours and then have to call them all back. Now our AI handles most requests on the spot and I get notifications for every call. It changed how we operate.”
Who this is built for.
Different industries, same question: what is the business producing versus what it could produce?
Revenue is flat and nobody agrees why
Sales blames the leads, marketing blames the follow-up, and no report settles it. The argument ends the moment every lead is traced end to end and the drop-off has a number against it.
You grew faster than your process
What worked at five people is held together by a few good employees and their memory. One of them leaves and the revenue goes with them. Write it down, instrument it, and it stops being fragile.
You are the bottleneck
Every deal still routes through you, so the days go to pipeline instead of to the business. The fix is a process your team runs and a report that tells you when to step in.
What business after revenue operations looks like
The point of this work is not a report. It is a calmer week, for you and for the people who work for you.
Predictable revenue engine
Deals close on a pace you can forecast, and your week goes to the business instead of into the pipeline. Best of all, it holds while you are away, which is the only test that counts.
Weekly cadence set
Last week's numbers are in your inbox before you think to ask for them. Leads by source, how fast your team replied, and what closed, each against the week before. Anything moving the wrong way is called out at the top. You start the week deciding instead of digging.
Team knows their number
Everyone who touches a lead knows what they own, what good looks like, and where they stand against it. Nobody waits to be chased, and nobody gets blamed for a gap the process created. When someone new starts, the process trains them instead of the other way around.
Find out what your leak costs.
On the thirty minute call, we’ll talk about where you want your business to be a year from now and what’s standing in the way. By the end of our call, you’ll know whether a better system is worth building or whether what you have is already fine. Whether I can help or not, my goal is to help you consider business decisions at a high level, and ways to unblock the barriers with your existing team.
The readiness call is free and takes 30 minutes. The Leak Report is a fixed $8,000 to $15,000, scoped on that call, runs 2 to 3 weeks, and most start within a month of it.
If the diagnostic completes and fails to identify recoverable revenue worth at least five times the fee, you won’t pay for it.