You've built a successful business.
Now the market is changing faster than your revenue model is.
I help established $10M–$100M companies build the commercial infrastructure to grow through it.

Most established businesses reach a point where the commercial model that got them here is no longer enough to get them to the next level. The relationships are strong. The reputation is real. But the revenue infrastructure, the team, and the go-to-market approach haven't kept pace with the opportunity — and now AI is accelerating the gap. Your business is unique, and so is the path forward.

Commercial leadership that has done this before — in businesses like yours
It's not about the technology — it's about the outcomes.
Revenue systems built for how B2B and professional services actually sell
Not legacy methodologies patched with new tools. Real infrastructure for how your clients buy.
People and organizational readiness
That matches the scale of change you are trying to drive — including what AI means for your business model.
Dave Patrick
Dave Patrick
Fractional CRO & Chief AI
Commercial Officer
$130M
Global P&L
175
People led
28%
Avg annual growth
30
Years of disruption cycles

The commercial leader
who has seen this before

I help established and scaling companies build the commercial leadership and revenue infrastructure they need to grow — and to navigate the disruption that AI is bringing to every market, including theirs. The bottleneck is almost never the technology. It is always the people, process, and day to day execution where value is unlocked.

What separates me from other fractional CROs is a career spent at numerous major technology disruption cycles — PC adoption, e-learning, software as a service, online assessment / behavioral change platforms, HR technology, and now AI — each time in a senior commercial or co-founder role, each time at the same inflection point organizations are facing now.

Across all of it, the businesses I have worked in and with have been complex, consultative, and relationship-driven — professional services, enterprise B2B, and expertise-led organizations where the sale takes months and the client relationship lasts years. A meaningful part of my work is with founder-led and owner-operated businesses that have grown on the strength of relationships and reputation, and are now ready to build the commercial infrastructure to grow beyond them.

"The barrier to creating value through the use of technology is always human, never the technology itself. I have spent 30 years proving it — in startups and larger organizations."

My most recent role was as a co-founder of SightGlass Group — a research based AI workforce readiness diagnostic platform. SightGlass helps organizations understand “what is true” for their employees as they prepare to take on AI, digital transformation and other critical business transformations. I often use SightGlass in support of the small number of fractional CRO and advisory engagements I personally undertake where the commercial challenge is real and urgent.

Prior to SightGlass, I was EVP Global Sales at Insights Learning & Development — a $130M professional services and consulting business operating across 11 countries. Not a software company. A people-first, relationship-driven enterprise B2B business that sold transformation to C-suites. I built and ran the commercial organization — 175 people, partner channels, direct sales, alliances, pricing, and revenue operations — and delivered 28% average annual growth at 21% profitability for two consecutive years. Clients included Google, Microsoft, Novo-Nordisk, Novartis, BP, Sanofi and 100+ global enterprises.

30 years at the disruption frontier
~1990
PC Era
Priority 01 Computer Education Services
Co-founded Canada's first corporate tech training businesses. Lesson one: adoption is a people problem.
2001
E-Learning
EY Intellinex · DDI
Founding team, EY's $50M e-learning spinout. Director of Alliances at DDI.
2007
Behavioral
The David Allen Company — VP & CMO
Sold Getting Things Done to Fortune 500 C-suites: Google, World Bank, HP, Merck, Medtronic.
2014
HR Tech
Insights L&D — EVP Global Sales
$130M P&L · 175 people · 11 countries · 28% avg growth · 21% profitability.
2026
AI Era
SightGlass · Reset Productivity · Fractional CRO
Co-founded AI workforce readiness platform. $5M pipeline in 12 months. Now available for select fractional engagements.

How we work
together

Each engagement is structured for a specific kind of problem. I take a small number of clients at a time — which means when we engage, you have my full attention. The first conversation takes 20 minutes and is always free. No sales pitch. No pressure. If I think I can help I will let you know. If I can't I will try to get you on a good path to get support.

01
Fractional · Retained
Fractional CRO
2–3 days/week, 3-month minimum. Retained commercial leadership — owns revenue strategy, pipeline governance, team performance, pricing architecture, and GTM execution. Board-facing from day one. The operating partner who builds the machine, not just advises on it.
Most common
02
Fractional · Retained
Chief AI Commercial Officer
Flexible commitment, 3-month minimum. Bridges AI technology capability and commercial execution. Revenue strategy meets workforce transformation and organizational readiness. For companies where the CEO knows the AI opportunity but cannot translate it into commercial traction.
High demand
03
Project · Fixed scope
Commercial Transformation
Defined deliverable, 90–180 days. One specific, solvable commercial problem: GTM redesign, pricing architecture overhaul, partner channel build, sales methodology implementation, or forecasting infrastructure. Scoped, timeboxed, and accountable to a clear outcome.
Fast impact
04
Advisory · Ongoing
Board / Strategic Advisor
Monthly retainer plus equity, 4–8 hours/month. Strategic input, network access, investor preparation, commercial governance oversight. For established private companies and growth-stage businesses that want senior commercial judgment at the board level without the full-time overhead.
Selective

Results at
$130M scale

These numbers come from a single sustained engagement — EVP Global Sales at Insights Learning & Development — not a career average or a highlight reel across multiple companies. Two consecutive fiscal years, same P&L, same team.

28%
Average annual revenue growth
Sustained across two consecutive fiscal years on a $130M P&L while maintaining 21% profitability. Both numbers held simultaneously.
~115%
Net revenue retention
Raised average NRR to ~115% while improving enterprise retention by 22%. Revenue that compounds inside the existing client base.
31%
Forecast accuracy improvement
Achieved over two years through governance, QBR cadence, and tooling. Forecast accuracy is a proxy for the health of a commercial system.
$5M
Pipeline built in 12 months as AI venture co-founder
35
Enterprise AI readiness engagements validated
175
Person commercial org across 11 countries
11
Countries — one unified commercial architecture
Enterprise clients have included
Google Microsoft Nike Novartis BP Sanofi World Bank HP Merck Medtronic + 100 more
Co-Founder

SightGlass AI
Readiness Platform

An enterprise diagnostic focused specifically on AI workforce readiness. SightGlass measures whether your people, culture, and organization are ready to adopt, sustain, and generate value from AI before you deploy it at scale.

SightGlass operates through licensed distributors in the US, UK, and Middle East. Reset Productivity holds the exclusive North American license.

35
Enterprise engagements · year one
$5M
Qualified pipeline · 12 months
3
Geographies · US · UK · Middle East
85%
Gross margin on diagnostic revenue

20 minutes.
No pitch.
Just the problem.

Tell me what is not working commercially. I will tell you honestly whether it is something I can help with — and if it is not, I will tell you that too. No wasted time on either side.

Companies at $10M–$100M revenue scaling past founder-led sales or at a commercial inflection point.
Sector ready: Professional services, enterprise B2B, consulting, L&D, workforce technology, HR tech, org effectiveness, and AI-era commercial challenges — sectors where I speak the language before day one of working together.
CEOs and founders who want a senior commercial partner, not another consultant with a 40 slide presentation.
Use the form → · 412-526-1593 · Charlotte, NC

No sales sequence. No CRM. One person reads every message.

Thanks for your note. I will get back to you asap. Dave.