Collaborate, align, forecast
The Orchestrate foundation puts a score on every deal, an audit trail on every approval, and one shared view where everybody knows what they owe the deal, and by when.
Sold as Deal Collaboration Foundation.
Why this exists
Negotiation commitments live in someone’s notebook, and the forecast is a negotiation rather than a number.
A routine discount waits four days behind the same approval chain as the one that would blow your margin floor. Not every approval carries the same risk, so they should not all carry the same review.
What you get
- A Deal Velocity Score on every deal, computed in the CRM you already run
- A governed discount-approval workflow — tiered authority, an audit trail, expiry, and a margin floor
- A discount-leakage read: out-of-authority discounts, orphan discounts, deals below the floor
- A pre-sale delivery timeline — an internal view plus a milestone plan you can share with the buyer while the deal is still open
- The Shared Deal View — one place where every decision, approval and commitment carries a named owner and a date, with a validity window proportionate to its exposure and exactly one location
- A stated capture latency on each of those elements — how long a decision is allowed to go unrecorded after it is made, and which named person is responsible for recording it. Your record is rarely wrong; it is usually late
- Delivery as a standing party to that view — the team who inherits the project reads it before signature, not at kickoff
- A weekly pipeline and forecast cadence, standardized review templates, an async CRM-based review option, and rules of engagement for forecast and negotiation calls
- A team enablement session, because a workflow nobody was trained on is a workflow nobody uses
How it runs
Scoped at kickoff — typically four to six weeks. It starts by standing up the score, then builds the timeline, the discount workflow and its leakage read, and stands the Shared Deal View up on a live deal. It closes with the team session.
Done means
The scoring engine is live in the CRM, the discount matrix is configured with the quarterly orphan-discount audit owner named, the timeline template is in use on at least one live deal, the team session has run, and the Shared Deal View is standing on a live deal with all eight elements present, owned, dated, each carrying a stated capture latency, and read by your internal delivery owner before signature.
What this is not
Named here rather than discovered in week two:
- Veeva as a build target. It is a real platform and this is not built for it; saying so now is cheaper than discovering it in week two.
- Call, email or meeting-note capture, and any automation that moves content into your CRM. The capture latency governs when a named person must have recorded a decision. Nothing here listens to your calls or reads your inbox.
- Anything after signature. The contracted scope ends there. What it is measured by is what your project team inherits — which is why they are in the room before the deal closes, not after.
A dependency you should hear before you sign, not during delivery: the automated cadence needs HubSpot Professional or above. On Starter or Free it ships as a manual task convention — the same discipline, more clicks.
The fee
Fixed fee, inside the published Silver band of $4,000–$10,000 per foundation.
Set by scope, agreed in writing before any work starts — and the acceptance definition above is written before the number is. Fifty percent on signature, the balance on recorded acceptance. The delivery clock starts when the deposit lands, not when the SOW is signed.
Next along the deal’s path: Document · Measure. Or start with the Deal Velocity Diagnosis if you would rather have the read before the build.