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Request a fit review for an active operating problem.

Describe what is failing, what it costs, why it matters now, which systems are involved, and who inside the company can own implementation.

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Active problem requiredDecision-maker involvementInternal owner requiredTypical retainers start at $5,000/month

Direct answer

What makes a useful consulting inquiry?

A useful inquiry identifies the recurring failure, business impact, urgency, current process, systems, decision-maker, internal owner, and realistic investment capacity.

Broad requests for growth, automation, leads, or strategy are difficult to assess until the buyer explains the specific work that is breaking.

Last updated July 14, 2026.

Before submitting

Include the information required for a precise answer.

A complete request reduces unnecessary discovery and makes it easier to identify the right engagement.

Problem and business impact

What is happening, how often, and what revenue, time, risk, credibility, customer experience, or owner capacity is affected?

Deadline or trigger

Is there a bid due, buyer request, launch, renewal, sales target, board date, hiring decision, or operational event creating urgency?

Current process and systems

How is the work handled now? Which CRM, portal, document, project, automation, or reporting systems are involved?

Volume and complexity

How many bids, leads, users, records, workflows, departments, or decisions are involved each month?

Decision-maker and internal owner

Who can approve scope and priorities? Who will provide inputs, participate in implementation, and maintain the system?

Investment range

Is the company considering a focused project, a $5,000-$10,000 monthly retainer, or a broader $10,000-$15,000 operating engagement?

Routing

Choose the closest engagement.

The form does not need perfect terminology. Select the operating problem that best describes the request.

Proposal and procurement: RFPs, RFQs, bids, vendor readiness, questionnaires, evidence, portal maintenance, or submission control.
Revenue operations: lead ownership, qualification, handoffs, CRM stages, follow-up, stale opportunities, reporting, or sales-management rhythm.
AI workflow implementation: one repeated process that may benefit from AI-assisted execution with controls and human review.
Fractional execution: owner bottlenecks, competing priorities, unclear decisions, stalled cross-functional work, or missing operating cadence.

Do not submit sensitive data

Do not send passwords, Social Security numbers, complete banking credentials, protected health information, export-controlled data, or unnecessary confidential records through a public website form.

Frequently asked questions

Answers before the sales call.

The questions below address scope, cost, timing, ownership, and risk.

What information should be included in the inquiry?

Include the operating problem, business impact, deadline, current process and systems, internal owner, decision-maker, relevant volume, prior attempts, and approximate investment range.

What happens after the form is submitted?

RTCC reviews whether the problem fits one of the four engagement tracks. A response may request clarification, propose an introductory call, recommend a narrower project, or state that the request is not a fit.

Should confidential documents be uploaded through the public form?

No. Do not submit passwords, regulated data, complete banking information, export-controlled material, or sensitive client records through a public form. A more appropriate transfer method can be discussed when needed.

What investment range should a qualified buyer expect?

Most implementation retainers begin around $5,000 per month, with broader revenue operations and fractional execution work commonly ranging higher. The business impact and scope should justify that investment.

Request a fit review.

Describe the active problem, the business impact, the deadline, the systems already in place, and who can own implementation internally.

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