35+
Years combined expertise
Built for B2B revenue teams
Intelligence-first execution with founder-led oversight.
With over 35 years of expertise across six core verticals, we proudly serve clients in all 50 states and respond within one business day.
Two sides of RevEngine-IQ
Recover Existing Revenue. Build New Pipeline.
We combine revenue intelligence, CRM analysis, pipeline recovery, lead generation, appointment setting, and hands-on execution.
Recover Existing Revenue
- Identify dormant opportunities
- Find stalled deals
- Improve CRM follow-up
- Increase pipeline velocity
- Reveal expansion and renewal opportunities
Build New Revenue
- B2B lead generation
- Appointment setting
- SDR-as-a-Service
- Outbound pipeline development
- Target account outreach
About RevEngine-IQ
Developing intelligent opportunities that drive revenue.
RevEngine-IQ combines strategy, data, and over 35 years of human-driven conversations that create opportunities that convert.
6
Core industry verticals
50
States served nationwide
1
Business day response time
Your next revenue opportunity may already be inside your CRM.
Identify dormant opportunities, stalled deals, follow-up gaps, and expansion potential
then recover and accelerate that revenue with a practical plan.
New Services
Hidden Pipeline Assessment™
dentify dormant leads, stalled opportunities, missing follow-ups, aging deals, and revenue leakage inside your CRM.
- Dormant opportunities
- Aging leads
- Stalled deals
- Missing next steps
- Follow-up gaps
- Pipeline velocity
- Potential recoverable revenue
Pilot Engagement
CRM Revenue Optimization Audit™
Most CRM audits focus only on data quality. This engagement focuses on revenue quality how leads, opportunities, activity, and forecasts support growth.
- Response times
- MQL conversion
- Aging leads
- Lead ownership
- Follow-up consistency
Strategies
Strategic Revenue Services
Audits and assessments that strengthen execution, forecasting, process, and expansion — customized around your CRM and sales motion.
Revenue Execution Assessment™
Assess how consistently your company converts strategy into sales activity and revenue outcomes.
- Sales roles and responsibilities
- Activity standards
- Pipeline management
- Follow-up execution
- CRM usage
- Management visibility
- Sales accountability
Sales Process
Audit™
Many companies invest in technology before fixing the process that technology is supposed to support. We analyze the motion that determines whether pipeline converts.
- Qualification process
- Discovery process
- Follow-up process
- Sales handoff process
- Proposal process
- Closing process
- CRM usage
- Ownership and accountability
Forecast Accuracy Review™
Help leadership understand which opportunities are credible, which are at risk, and where forecasts may be overstated.
- Opportunity probability
- Close dates
- Stage definitions
- Pipeline coverage
- Commit versus best-case forecasting
- Deal aging
- Forecast consistency
- Missing activity
- Management visibility
Forecast Accuracy Review™
New revenue may already exist inside your current customer base — without depending entirely on new customer acquisition.
- Existing customer revenue
- Expansion opportunities
- Contract renewals
- Cross-sell opportunities
- Upsell opportunities
- Inactive customer accounts
- Product or service adoption gaps
- Renewal risks
FAQs
Frequently Asked Questions
What is a revenue recovery audit?
A revenue recovery audit examines your CRM and pipeline for dormant opportunities, stalled deals, follow-up gaps, aging leads, and forecast risk then prioritizes where recoverable revenue may already exist.
How is this different from a normal CRM audit?
Traditional CRM audits often focus on data hygiene. Our CRM Revenue Optimization Audit™ focuses on revenue quality: lead management, opportunity progression, activity compliance, and forecast integrity.
Do you only provide recommendations?
No. Assessments and audits deliver clear findings and roadmaps. Managed programs can also include hands-on execution reactivation, outreach, meeting scheduling, and pipeline updates.
Can RevEngine-IQ execute the recovery strategy?
Yes. After an assessment, we can move into managed recovery, pipeline reactivation, acceleration, or outbound generation customized around your CRM and sales process.
Which CRM systems can you work with?
We work with common B2B CRM platforms and adapt our process to your existing system, fields, and reporting. Specific tooling is confirmed during discovery.
Meet the founder
Founder-led oversight on every engagement.
Kristie Morgan founded RevEngine-IQ to bring boutique, senior-led revenue expertise to B2B companies that outgrew their old sales motion.
She personally leads every engagement from strategy to execution combining decades of sales leadership with modern revenue intelligence.
Featured in Business Now Publication, Kristie is recognized for building predictable revenue through trust, leadership, and intentional outreach.
35+ yrs
Sales leadership
B2B focus
Complex cycles
Nationwide
US coverage
"RevEngine-IQ rebuilt our outbound motion in a quarter. We finally have a pipeline our board trusts."
Ralf Smith
"Kristie's team treats our revenue like it's their own. The meetings they book actually turn into deals."
Monica Gaudy
"Senior thinking, senior execution. It felt like adding a fractional CRO — not another vendor."
Julia Exon
Our projects
Limited pilot engagements
now available.
Selected revenue intelligence and recovery services are open as customized pilot engagements
assessment followed by an implementation roadmap, with optional managed execution.
Contact Us
Share a few details about your CRM, pipeline, or recovery goals. Kristie will personally follow up within one business day call during normal business hours if you prefer.
Contact Info
CRM form will load here
.