Do we have to log into ClickUp or learn new software?

No. You get one simple workspace with your results, the agenda, what needs you and every project in flight. It stays in sync with the plan your strategists run.

What do you need from us in the first month?

A bit more time while we learn your business: sessions with your team, access to your current tools and materials, and a few customer interviews. After that it’s about an hour a week.

We’ve been burned by agencies before.

Most of our clients have, so we don’t ask you to take it on faith. You get a personalized plan and a 12-month projection before you commit. The system is live in test mode in about two weeks, each channel proves itself before it sends, and you see milestones inside the first 90 days. A live report shows held meetings and pipeline any time, and we’re measured on held meetings, not activity.

Working with Swivel

About an hour a week.Full visibilitythe rest of the time.

You meet your Swivel strategists once a week.
The rest of the time, your RevOS™ workspace shows everything we’re doing for you and everything we need from you, with no extra logins and no status emails.

1 hour a week1 workspaceAlways current

Try it

Click through the five sections of a client workspace.

RevOS™

Your company · Your RevOS™ workspaceEverything Swivel is doing for you, and everything we need from you, in one place.

Updated this morning

Results · Swivel-Driven

How the program is doing

Meetings booked12up from 7

New SQLs6all with demos set

ICP leads55$6.63 each

Pipeline$480Kopen

Closed-won$96Kthis quarter

NOV4

Next meeting

Wed, Nov 4

Get calls back on pace
Google Ads keywords and structure
Add a setup call to free trials

Needs you · 5

ApproveGoogle Ads keywords and structureDue Nov 4

DecideMove LinkedIn budget to the best audience?Nov 4

DoTurn on meeting remindersOverdue

What the data says

Biggest leakFree trials accepted, but not used yet.Next: a setup call booked the moment a trial is accepted.

Cheaper leadsCost per ICP lead fell 26% after weak campaigns were cut.Next: move the freed budget to the best audience.

Names and figures are illustrative.

Your week

A simple weekly rhythm.

Every week

Every day The engine runs Leads worked, checks run, leaks flagged
Before we meet Your report updates Wins, leaks and recommendations
Weekly hour Meet your strategists Review results, make the calls
Same day Decisions go live Approved in your workspace, applied by the engine
Always You can see it all Plan, settings and results, any time

Side by side

How this differs from an agency relationship

A typical agency relationship

Monthly slide decks Status calls about activity Changes stuck in a ticket queue Data locked in their tools You connect the dots

You manage... all the pieces.

RevOS™

A live report, always current
One hour a week on results
Same-day changes from your workspace
Your data in one database
Strategists who own the outcome
Ummm... actual results. Predictable revenue.

We manage the system. You make the decisions you want.

Roles

Who does what

Your Swivel strategists run the project.
You make the calls that only you can make.

You

Set the goals
Join the weekly hour
Approve key decisions
Take the meetings and close

RevOS™

Strategy and project management
All four pillars, executed
The engine, data and reporting
Finding leaks and fixing them, every week

Questions about working together

What working with us asks of you

You won’t have to. It takes about an hour a week once it’s running, a bit more in the first month while we learn your business. Your Swivel strategists run the project, and your workspace shows what we’re doing and what needs you.

See your funnel the way our clients see theirs.

Get a free audit