Account intelligence / illustrative example
Sample Account
HighICP fit
SignalNew sales leader
TimingRecent
Growth signalHiring momentum
ActionExecutive sequence
Commercial judgment × engineering execution
We build the systems behind revenue.
Gridward turns market knowledge, data, workflows and AI into a revenue system your team can actually run, measure and improve.
Strategy + build
Tool-agnostic
Built around the real constraint
Turn market reality into repeatable action.
- Market signals
- Intelligence
- Prioritization
- Workflow
- Human action
- CRM
- Measurement
- Learning
Explore the revenue operating system
Built at enterprise scale — Microsoft, Drake, Blacksmith, Echo Tone. The method underneath is what Gridward brings to a company your size, and it is the method, not the logos, that does the work.
$75M+Revenue commercialized inside a global enterpriseMicrosoft
$16MMulti-stakeholder deals closed and defendedMicrosoft
$2M+Qualified pipeline in under 90 daysDrake International
$1.8M+Pipeline rebuilt from a standing startBlacksmith Agency
$2.1M+Net-new revenue in a flat marketEcho Tone
The problem
Your revenue motion should not live in someone’s head.
Most growing B2B companies already have pieces of the answer: experienced people, CRM, sales tools, data, AI and customer knowledge. The problem is that none of it is connected, and none of it is measured against the one number that matters.
Our primary focus is owner-led industrial businesses in instrumentation, valves and controls, typically five to fifty people, with sales knowledge concentrated in the owner and no dedicated revenue operations function.
Building systemsBuilding automation, HVAC and security integration.
B2B technologyEstablished software and technology providers.
Specialist servicesEngineering, consulting and managed IT firms.
Before Gridward
Founder knowledgeTrapped
CRMIncomplete
ResearchManual
AI toolsDisconnected
Pipeline decisionsInconsistent
→
After Gridward
Market intelligenceCaptured
PrioritizationExplicit
WorkflowsRepeatable
Human judgmentEnabled
LearningCompounding
The Gridward system
Connect the revenue motion end to end.
At Gridward, we design your revenue system around your business, then connect the information, decisions, workflows, and human actions required to run it.
Market signalsChanges that create commercial opportunity.
IntelligenceResearch and context for better decisions.
PriorityWho matters now, and why.
WorkflowWhat should happen next.
Human actionWhere judgment creates leverage.
CRMA reliable commercial memory.
MeasurementWhat actually moved the business.
LearningFeed reality back into the system.
What we engineer
Build only what creates commercial leverage.
At Gridward, we identify the constraint limiting growth, then design and build the systems required to remove it.
01 / GTM
Market & GTM architecture
ICP logic, positioning, market entry, account segmentation, commercial motion and sales process design.
02 / INTELLIGENCE
Market intelligence systems
Signals, research, enrichment, scoring and account intelligence that help teams know where to focus.
03 / WORKFLOWS
Revenue workflows
Connected processes that move data, decisions and action across people, CRM and automation.
04 / AI
AI & custom automation
AI agents, research layers, integrations and custom software where standard SaaS tools are not enough.
05 / VALUE
Enterprise value & value acceleration
Financial intelligence, owner-readiness and enterprise-value analysis that connect today's growth decisions to long-term transferability, risk reduction and optionality.
06 / EXPANSION
Pipeline & expansion infrastructure
Systems for new-logo growth, account expansion, opportunity management and repeatable follow-through.
Enterprise value
Build a stronger company now. Preserve more options later.
Revenue growth matters more when it creates a business that is less dependent on the owner, easier to operate, easier to measure and more valuable to a future buyer, successor or management team. The assessment establishes that baseline across eight domains before anything changes.
01 / ASSESS
Enterprise Value & Exit Readiness Assessment
Establish the current state across eight domains through 32 structured questions, and report a Readiness Score, an Evidence Confidence Score, indicative current and potential enterprise value positions, and the estimated value gap.
01Revenue durability and concentration02Owner dependence and transferability03Financial visibility and earnings quality04Management depth and decision rights05Operating maturity06Technology and systems07Supplier and channel resilience08Owner personal and transaction readiness
02 / PRIORITIZE
Value Gap & Readiness Plan
Identify the issues suppressing value or transferability, then prioritize the few changes with the greatest potential impact on growth, risk and enterprise value.
03 / ACCELERATE
90-Day Value Acceleration
Translate the plan into focused implementation cycles. Gridward brings in the right commercial, systems, data, automation or specialist capability only where the diagnosis calls for it.
Gridward owns the strategy and the implementation thread. Assessment, prioritization, the Value Gap & Readiness plan, revenue systems, commercial systems, AI and automation, and the coordination that holds the work together.
Specialist expertise may be brought in where the work requires it
Business valuationAccounting & financeLegalM&ATaxOperational & technical expertise
Where specialist work sits outside Gridward’s core scope, we can help identify and coordinate the right qualified expertise as the engagement develops.
Specific specialist support depends on the client’s needs, scope and professional availability. Formal valuation, legal, tax and transaction advice is provided by appropriately qualified professionals.
What We Build for You
Gridward systems in practice.
We turn strategy into working outputs your team can use, measure and improve.
Workflow / example
Signal → action
01Signal detected
02Research generated
03Account scored
04Human approval
05CRM updated
06Next action launched
Pipeline command view / example
Where attention belongs
High-fit accounts48
Active signals17
Human review6
CRM gaps9
System statusLearning
Illustrative examples shown to explain Gridward’s approach. They are not client results.
Systems delivery
How Gridward Builds Revenue Systems
This is how we build, and it applies to every system we deliver. We assess the revenue motion, diagnose what is limiting growth, design the right system, build it, deploy it, and improve it through real-world feedback. Client engagements run through the three-stage Assess, Prioritize and Accelerate methodology; these five steps are how that work gets built inside it.
01AssessUnderstand the motion, economics, people, data and tooling.
02DiagnoseFind the constraint that is actually limiting growth.
03DesignDefine the smallest system that can create leverage.
04BuildEngineer the workflows, data, automation and AI.
05Deploy + LearnLaunch, measure, capture reality and improve the system.
Deployment feeds the next assessment. That loop is the product: every cycle should create better information and better decisions.
The team
Four Disciplines. One Revenue System.
Gridward combines commercial judgment, technical engineering, enterprise-value strategy and AI intelligence into one integrated revenue system.
CF
Caden Forbes
Founder + Chief Product Officer
Google AI Professional Certification
Owns Gridward's product strategy, methodology, decision rules, governance, AI product direction, and proprietary diagnostic and decision system.
GK
Greg Keane
Engineering + AI Systems
Software engineering, AI development, system design, integrations and scalable technical implementation.
AB
Anthony Burke
Enterprise Value + Exit Readiness
CEPA — Certified Exit Planning Advisor
Financial analysis, business economics, advisory, value creation, and exit and transition readiness.
JF
Jody Forbes
AI Strategy + Intelligence
AI strategic intelligence layer
Market research, competitive intelligence, positioning, scenario modelling and continuous strategic analysis.
Put proven revenue experience behind your system.
The record behind Gridward
Experience that informs every system we build.
Experience across Microsoft, Drake, Netex, Blacksmith and Echo Tone informs our approach to market entry, pipeline development, CRM discipline and complex buying decisions.
MICROSOFT
Enterprise commercialization
Large enterprise agreements, market development and revenue execution; Caden and Greg also worked together during their Microsoft careers.
$75M+ revenue commercialized inside a global enterprise
$16M multi-stakeholder deals closed and defended
NETEX
Build the motion, then build the team
Business automation GTM, team leadership and pipeline generation.
Double-digit sustained revenue growth
DRAKE INTERNATIONAL
CRM implementation + GTM system leadership
Led a nine-person HRIS sales team through a CRM implementation and go-to-market refresh, strengthening pipeline management, sales-cycle velocity and conversion performance.
$2M+ qualified pipeline in under 90 days through disciplined outbound prospecting focused on mid-market HRIS buyers.
$250K HRIS platform agreement with a major Montreal medical facility, navigating a complex, multi-stakeholder procurement process from discovery through close.
BLACKSMITH
Audit-led GTM and rapid pipeline creation
$1.8M+ qualified pipeline in under 90 days through a focused outbound and commercial audit motion.
ECHO TONE
Automation, AI and net-new revenue
$2.1M+ in net-new revenue from business automation and AI-related commercial work.
Figures shown per engagement and are not additive across employers: they measure different things over different periods.
How engagement works
Assess the business. Prioritize what moves value. Then accelerate.
Start with a complimentary 30-minute introductory call to discuss fit. If there is a clear opportunity, the paid assessment establishes the current state across eight domains, then the Value Gap and Readiness Plan names what to change and in what order. You decide whether to proceed to acceleration.
-
Step 01 · assess
Enterprise Value and Exit Readiness Assessment
Establish the current state across eight domains, then report a Readiness Score, an Evidence Confidence Score, indicative current and potential enterprise value positions, and the estimated value gap.
-
Step 02 · prioritize
Value Gap & Readiness Plan
Name what suppresses value or transferability. Owners, KPIs and sequencing are decided here.
Review the plan. Decide whether to proceed. Implementation is optional.
-
Step 03 · accelerate
90-Day Value Acceleration
Focused implementation cycles, with specialist capability brought in only where the diagnosis calls for it.
Measure → Learn → Improve
Assessment fee credited against the first implementation month if you continue. Prices in CAD, plus applicable taxes. Software and additional scope priced separately.
What the assessment can uncover
What could the assessment uncover?
See where revenue execution is getting stuck, what is causing it, and what to fix first.
Founder-dependent selling
Repeatable sales process
Unclear ICP
Sharper targeting
Inconsistent follow-up
Better sales discipline
Weak positioning
Clearer messaging
Technical bottlenecks
Protected expert capacity
Limited bandwidth
Clearer ownership
Capability vs capacity
Capability
Can your team do it?
Capacity
Can your team realistically execute it?
The report at a glance
Illustrative Gridward Readiness Report
8 domains · 32 questions
Developing
Overall readiness
Strongest
Financial visibility
Biggest constraint
Operating maturity
Top priorities
- Separate owner from selling
- Fix follow-up discipline
- Name implementation owners
Maturity position
Developing
Needs attentionScalable
Illustrative example. Your report reflects your own answers, evidence and operating context.
Recommendations are tailored to your business, your priorities, and your capacity to execute.
Step 01 · assess
Enterprise Value and Exit Readiness Assessment
$2,500 CAD fixed
Three to five business days from receipt of agreed data and access. We assess the current state across eight domains through 32 structured questions and report a Readiness Score, an Evidence Confidence Score, indicative current and potential enterprise value positions, and the estimated value gap. The report names strengths, priority areas and transferability risk. Sequencing, named owners and KPIs are reserved for the Value Gap & Readiness Plan.
- Revenue durability and concentrationwhich customers, channels or suppliers carry the result
- Owner dependence and transferabilitywhat the business runs on that only the owner holds
- Financial visibility and earnings qualitywhether a third party can produce a defensible EBITDA from the records
- Management depth and decision rightswhich decisions still escalate to the owner
- Operating maturitywhether performance repeats without the owner present
- Technology, data and systemswhether the record behind the numbers is portable
- Supplier, channel and asset resiliencewhat a change of control would put at risk
- Owner personal and transaction readinesswhether key contracts and assets can transfer
- Transferability testsfour consecutive weeks of owner absence, a second person who can quote and negotiate unaided, a third party can produce defensible EBITDA within a reasonable time, and key contracts and assets are transferable on change of control
The assessment fee is credited against the first month of implementation if you continue. All prices are in Canadian dollars, plus applicable taxes.
Step 03 · accelerate
Revenue System Retainer
$6,500 CAD per month
Three-month minimum · $19,500 CAD total
Stage 3 implementation option. Working from the priorities set in the Value Gap & Readiness Plan, a focused three-month engagement implements one priority revenue workflow, establishes a performance baseline and improves the system through monthly delivery cycles. Deliverables and acceptance criteria are agreed before work begins.
- One priority workflow, such as account targeting and outreach, quote follow-up or opportunity management
- Configuration and agreed integrations within your existing CRM and tools
- A dashboard tracking agreed measures such as follow-up time, conversion and pipeline progression
- A prioritized monthly delivery backlog and performance review
- Workflow documentation, team training and handover
- Commercial and financial review of results, with Anthony involved where relevant
Monthly deliverables and capacity are defined in the proposal. Software subscriptions, major custom applications, ERP migrations and additional workflows are scoped and priced separately. All prices are in Canadian dollars, plus applicable taxes.
Common questions
What firms ask us first.
If your question is not answered here, the 30-minute introductory call is the fastest way to get a straight answer.
What is the Enterprise Value and Exit Readiness Assessment?
A paid assessment, CAD $2,500 fixed, completed in three to five business days from receipt of agreed data and access. It establishes the current state across eight domains — revenue durability and concentration, owner dependence and transferability, financial visibility and earnings quality, management depth and decision rights, operating maturity, technology, data and systems, supplier and channel resilience, and owner personal and transaction readiness — through 32 structured questions, and reports a Readiness Score, an Evidence Confidence Score, indicative current and potential enterprise value positions, and the estimated value gap. Transferability is tested rather than assumed against four transferability tests: four consecutive weeks of owner absence, a second person who can quote and negotiate unaided, a third party can produce defensible EBITDA within a reasonable time, and key contracts and assets are transferable on change of control. The four-week absence test is observed after handover rather than inside the assessment window. The report names strengths, priority areas and risk. Sequencing, named owners and KPIs are reserved for the Value Gap & Readiness Plan. The assessment fee is credited against the first month if you continue.
How much does the Revenue System Retainer cost?
CAD $6,500 per month, plus taxes, on a three-month minimum — CAD $19,500 total. It covers one priority revenue workflow, configuration and integrations in your existing tools, a dashboard of agreed measures, a monthly delivery backlog, documentation and training. Software subscriptions, major custom applications, ERP migrations and additional workflows are priced separately.
What kind of businesses is Gridward built for?
Primarily owner-led industrial firms in instrumentation, valves and controls, typically five to fifty people, where sales knowledge sits with the owner. We also work with building automation, HVAC and security integrators, B2B technology providers, and specialist engineering, consulting and managed IT firms.
Do you replace our software or sell subscriptions?
No. We identify the constraint first, then configure what you already have wherever possible, and build AI or custom software only where standard tools fall short. You keep the system and the knowledge in it.
What is the Gridward Method?
Assess, prioritize, then accelerate. The assessment establishes the current state across eight domains, the Value Gap & Readiness Plan names what to change and in what order, and acceleration applies it in focused cycles. Each assessment re-establishes the baseline, so every cycle produces better decisions rather than more software. Inside each stage, the work is built the same way Gridward builds any revenue system: assess the motion, diagnose the constraint, design the smallest useful system, engineer it, then deploy and improve.
What experience is behind Gridward?
Gridward brings together enterprise sales, go-to-market strategy, revenue systems, automation, AI, financial analysis and enterprise-value thinking. The founding team's experience spans Microsoft, Drake International, Netex, Blacksmith Agency and Echo Tone, working across complex B2B sales, market development, revenue operations and growth systems.
How does engagement with Gridward start?
With a complimentary 30-minute introductory call to discuss goals and whether Gridward is a fit. If there is a clear opportunity, we confirm the assessment scope, fee and required inputs before you commit to anything.
Do you advise on selling or exiting the business?
Yes. The Enterprise Value & Exit Readiness Assessment establishes indicative current and potential enterprise value positions, identifies the estimated value gap, and highlights the constraints affecting growth, risk and transferability. The subsequent Value Gap & Readiness Plan prioritizes what should change and in what order. These indicative enterprise value positions are not a formal business valuation, transaction price or buyer offer. For formal valuations, legal, tax or transaction work, Gridward coordinates with appropriately qualified professionals rather than substituting for them.
Start here
Start with a conversation about your revenue system.
In a complimentary 30-minute introductory call, we discuss your goals, current sales process and whether Gridward is a fit. If the Enterprise Value & Exit Readiness Assessment is the right next step, we confirm its scope, fee and required inputs before you commit.