7
Signals fired this period
3
Act-this-week priorities
Act This Week
Fresh events that open a door. Every one of these has a named owner and a reason to reach out now.
Leadership CascadeField Service Software
Housecall Pro housecallpro.com · ~1,500 employees
- Stan Chia appointed CEO — ex-Vivid Seats CEO, ex-Grubhub COO. Jun 15, 2026 — four weeks ago
- Completes a full go-to-market rebuild: new President (Brooks Pettus) and new VP Sales (Thomas Cheatham). Nov 2025
- Chia's day-one mandate: "practical AI innovation across the platform." Jun 2026
Why it matters: New CEOs audit the revenue engine in their first 90 days — and this one inherits a sales leadership team that's barely eight months old. Every process is on the table right now. That window closes by October.
The play: GTM Diagnostic pitched to the President or VP Sales, framed around Chia's stated AI-efficiency mandate. Reference the transition directly — it's public and it's the reason to talk this month.
GTM RebuildB2B Agency
SmartBug Media smartbugmedia.com · ~180 employees · HubSpot Elite Partner
- Adam Bleibtreu promoted to CEO. Jul 2025
- New SVP of Sales (Abigail Allen, Jun 2025) and new VP of Sales (Alexandra Whitmore, Aug 2025) — two new sales leaders in 90 days.
- Headcount flat over 12 months while leadership turned over — growth pressure without added capacity.
Why it matters: Two new sales leaders under a new CEO means the sales process is being rewritten as you read this. Agencies at this size hit the same wall: strong delivery, inconsistent pipeline. They fix it now or stall.
The play: Sales Process Audit + pipeline hygiene sprint, aimed at the SVP of Sales. She's new enough to want an outside read and senior enough to buy one.
Hypergrowth StrainField Service Software
BuildOps buildops.com · ~630 employees
- $127M Series C at a $1B valuation. Mar 2025
- Headcount up ~35% in 12 months; sales org now ~143 people.
- Sales leadership churn signal: a senior revenue leader departed for a CRO seat elsewhere. May 2026
Why it matters: A sales org that grows 35% in a year outruns its own process — ramp times stretch, pipeline data degrades, and the board that wrote the $127M check starts asking about efficiency. This is the moment outbound systems break quietly.
The play: Pipeline integrity diagnostic for the SVP of Revenue. Post-raise, pre-audit. The budget exists and the pain is current.
Warming Up
Real movement, slightly older or slightly softer. Sequence these behind the top three.
New CROB2B Agency
Directive directiveconsulting.com · ~240 employees
- New CRO (Sean Baker, Nov 2025) plus a new VP of Growth (Dec 2025); actively hiring across marketing roles.
Why it matters: The CRO's 90-day honeymoon is over — this is when the changes he promised have to show up in the numbers. Second-quarter-in-seat is a strong moment for an outside diagnostic.
RevOps InvestmentB2B Agency
Kuno Creative kunocreative.com · ~58 employees
- New COO (Feb 2026) and a dedicated RevOps strategist hired (Jan 2026) — at 58 people, that's a deliberate systems bet.
Why it matters: An agency this size hiring RevOps is telling you it has follow-through problems it intends to fix. They'll either build it alone slowly or with help fast.
ContractionProfessional Services
Point B pointb.com · ~700 employees
- Headcount down ~15% over 12 months under a CEO seated Mar 2025.
Why it matters: Contraction flips the pitch. This isn't a growth-systems conversation — it's revenue concentration and pipeline efficiency with fewer sellers. Different door, same building.
New GTM OwnerB2B Agency
IMPACT impactplus.com · ~60 employees
- New Head of Marketing & Sales (Jan 2026) — one owner for the whole revenue motion.
Why it matters: A combined marketing-and-sales seat means one decision-maker and no committee. Small deal, short cycle.
Quiet This Week
ServiceTitan — New CTPO (Feb 2026) and a VP of Engineering for "Agent OS" (Apr 2026). Public company, AI platform push. Not a direct target — watch as an ecosystem/partnership angle for the field-service lane.
West Monroe — Chief AI Officer hired Sep 2025; no fresh revenue-org movement since. Holding pattern.
Slalom — No qualifying signals this period. Stays on watch.
This is a sample. Yours covers your accounts.
Every week: your named accounts, scanned for leadership changes, funding, expansion, and buying signals — each one paired with why it matters and the move to make. Read it in four minutes, act on it the same morning.
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— Josh