Commercial Performance Advisory

Helping organizations identify what is truly limiting performance, align what matters most, and deliver sustainable commercial results.

Commercial performance challenges rarely originate in one department.

They emerge when strategy, people, process, technology, and leadership stop working together effectively.

I partner with business owners, CEOs, and executive leaders to uncover the source of truth behind performance challenges, identify the root causes that matter most, and build practical solutions that strengthen execution, organizational capability, and sustainable results.

Start a Conversation Explore My Framework

The Right Problems

Organizations typically engage me when commercial performance is not where it needs to be — and the reason is not always obvious.

◆Revenue has declined, flattened, or is not growing as quickly as expected

◆Pipeline is not converting into enough revenue

◆Forecasts are unreliable or revenue has become unpredictable

◆Retention is weakening or expansion is underperforming, creating gaps in GRR and/or NRR

◆Sales and post-sale teams are missing retention, upsell, and cross-sell opportunities

◆Customer-facing teams lack the skills, confidence, process, or account-planning discipline to identify and develop growth opportunities

◆Sales, Marketing, Product, and post-sale teams are working from different priorities, creating gaps across acquisition, customer value, retention, and growth

◆Leadership knows performance should be better but lacks clarity on what is actually limiting it

Representative Business Impact

Strategy and transformation are only valuable when they produce results

32% YoY ARR Growth

Helped reverse a five-year business decline and return the business to profitability.

$1.5B+ ARR

Strengthened Customer Success capabilities supporting more than $1.5 billion in Annual Recurring Revenue.

$1B+ Annual Revenue

Designed and delivered advanced pricing and retention training for Client Experience teams within a $1B+ annual revenue business, using a consultative retention approach to strengthen value conversations, improve margin awareness, reduce churn risk, and reinforce customer retention.

60% Faster Time-to-Revenue

Improved onboarding execution and accelerated partner time-to-revenue.

Bottom 20% → 10th of 53 RSDs

Led a regional sales organization from the bottom 20% to 10th among 53 Regional Sales Directors nationally, while achieving the highest Business Consultant retention among Regional Sales Directors.

1,000+ Professionals

Facilitated learning, development, sales effectiveness, onboarding, and enablement experiences supporting more than 1,000 professionals.

Commercial Performance

Five interconnected pillars of sustainable performance

Commercial performance is rarely constrained by one function alone. I evaluate how five interconnected areas work together, where misalignment or friction exists, and which issues are actually limiting execution and results.

Strategy

Are priorities, objectives, customer value, and commercial direction clear?

People

Do we have the right capabilities, talent, roles, confidence, and accountability?

Process

Do workflows, operating rhythms, governance, and handoffs enable effective execution?

Technology

Does technology support the business, provide visibility, reduce friction, and enable better decisions?

Leadership

Are leaders creating clarity, alignment, accountability, trust, and the environment required for people to perform?

My Approach

Understand the right problem before building the solution

Every organization is different, and there is no universal playbook. I start by understanding what is really happening before deciding what needs to change, then partner with leaders to set direction, strengthen how the business operates, and turn insight into lasting, practical results.

Uncover

Align

Enable

Transform

Deliver Results

01 — Uncover

Establish the source of truth. Identify where revenue, growth, retention, productivity, or execution is breaking down before determining what needs to change.

Revenue & ForecastingMargin, growth, pipeline, conversion, forecast
Retention & ExpansionGRR, NRR, churn, contraction, upsell, cross-sell, whitespace
Cross-Functional AlignmentSales, Marketing, Product, AM/RM, Customer Success, Client Experience
Account ExecutionAccount planning, opportunity identification, ownership, handoffs
People & CapabilitySkills, behaviors, coaching, confidence
Systems & InsightsCRM, data, reporting, automation, AI-enabled workflows
Process, Leadership & AccountabilityGaps affecting execution and performance across the Five Pillars

Clarity around what is actually limiting performance.

02 — Align

Focus the organization on what matters most. Translate what we've learned into clear priorities and organizational alignment.

Strategy
People
Process
Technology
Leadership
Cross-functional stakeholders
Roles & responsibilities
Measures of success

Clear priorities, ownership, and alignment.

03 — Enable

Build the skills, tools, and confidence teams need to perform at a higher level.

Leadership development
Executive & manager coaching
Sales effectiveness
Revenue enablement
Customer Success enablement
Partner enablement
Program design & facilitation
Talent development

Greater confidence and consistency in performance.

04 — Transform

Turn strategy into execution by changing how people, processes, and daily operations actually work.

Process improvement
Commercial operations
Operating rhythms
Change leadership
Governance
Technology adoption & CRM optimization
Cross-functional execution
Performance management

Better ways of working, embedded.

05 — Deliver Results

Leave the business stronger. Success means measurable improvement that lasts beyond the engagement.

Revenue & growth
Faster time-to-revenue
Stronger Customer Success
Stronger leaders & teams
Greater organizational alignment
Improved retention

Measurable impact and the ability to sustain it.

How I Help

Capabilities designed around the business challenge

The solution should be determined by the problem, not the other way around.

Commercial Strategy & Performance

Strengthening the strategy, operating disciplines, and capabilities required to improve performance and growth.

Commercial Strategy
GTM Strategy
Sales & Revenue Operations
Sales Effectiveness
Performance Diagnostics
Commercial Insights
Process Optimization

Leadership, Culture & Organizational Effectiveness

Helping leaders build stronger teams, healthier cultures, greater alignment, and the accountability required for sustainable performance.

Executive & Leadership Advisory
Manager Development
High-Performance Culture
Organizational Alignment
Team Effectiveness
Coaching

Enablement & Capability Development

Building the knowledge, skills, confidence, and systems that help people and teams execute more effectively.

Revenue Enablement
Sales & Leadership Development
Account Growth & Expansion Enablement
Customer Success, Client Experience & Partner Enablement
Onboarding
Competency Development
Workshops & Facilitation

Strategic Execution & Transformation

Turning strategy into execution by improving how organizations operate, collaborate, adopt change, and manage performance.

Cross-Functional Programs
Operating Model Improvement
Change Leadership
Technology Adoption & Governance
Performance Management
Fractional Commercial Leadership

Who I Help

Partnering with leaders responsible for growth, execution, and commercial performance.

I work with executives, business owners, commercial leaders, and customer-facing organizations navigating performance challenges, growth, change, or transformation. Engagements can range from a focused initiative to ongoing advisory or fractional leadership support.

Business Owners

CEOs

Presidents

Chief Revenue Officers

Chief Operating Officers

Commercial Leaders

Sales Leaders

Sales Organizations

Revenue / Sales Operations Leaders

Revenue Enablement Leaders

Customer Success Leaders

Account Management Organizations

Relationship Management Teams

Partner Organizations

Growth-Focused Small & Mid-Market Businesses

About Jason

Jason Litterick, Founder of Engage Performance Group

Commercially minded. Strategically driven. People centered.

My career has spanned commercial leadership, sales leadership, sales effectiveness, revenue enablement, Customer Success, partner experience, leadership development, commercial operations, and executive advisory across Fortune 500 companies and growth-oriented organizations.

My perspective is grounded not only in strategy and operations, but in direct sales leadership — leading teams, carrying revenue goals, managing performance, coaching sellers, and being accountable for growth.

What has remained consistent is how I approach business challenges. I seek to understand what is actually happening, connect the pieces others may see independently, bring the right people and functions together, and help organizations translate strategy into execution.

I naturally see how strategy, people, process, technology, and leadership connect, and I lead with a people-centered approach. That combination of commercial discipline, Servant Leadership, Genuine Concern, accountability, and a belief that sustainable performance requires building both competence and confidence in people and teams is what I bring to every engagement.

I do not believe the goal of advisory work is to make an organization dependent on the advisor. The goal is to leave the organization stronger, its leaders more effective, and its people better equipped to sustain performance.

Sustainable business performance begins with alignment.

Inspire · Believe · Achieve

Extended Specialist Network

The right expertise when the challenge requires it

Some business challenges require specialized capabilities beyond my own. When appropriate, I can bring trusted specialists into an engagement across disciplines such as finance, product, program and project management, technology, analytics, CRM, and other specialized areas, while I remain the strategic advisor and engagement lead, focused on the broader business objective.

This allows organizations to access additional expertise when needed, without turning the engagement into an unnecessarily complex consulting structure.

Fractional CFO & Controller Services

Product Management & Ownership

Program & Project Management

Business Intelligence & Dashboards

CRM & Sales Technology

AI Strategy & Emerging Technologies

Software Development

Website & Digital Solutions

Marketing & Automation

Executive Facilitators & Speakers

Let's Talk

Every engagement begins with a conversation.

Whether you are evaluating a specific business challenge, seeking objective executive perspective, considering fractional leadership, or looking to strengthen commercial performance, I welcome the opportunity to learn more about your organization and determine whether I can help.

☎ 954.372.7068

✉ jason@epgadvisory.com

in linkedin.com/in/jasonlitterick

📍 Roswell, GA