Strategy Session
A working session on your business requirements, end goals, future roadmap, and timeline.
YOU GETA short written brief you agree with, before any potential vendor or solution is discussed.
Why we exist
Every provider at the table has a seller. You should have an advocate.
Most technology purchases start with a product someone wants to sell. We start with what your business is trying to do, and only then decide which providers belong in the conversation.
THE PROVIDER'S REP
Paid to sell their own portfolio
Good people with a quota. Their job is to make their products fit your problem, whether or not they are the best fit.
THE TYPICAL ADVISOR
Leads with a line card
Many advisors show up with a list of hundreds of providers and start quoting. The list is useful. It is not a strategy.
US
Strategy first, vendors second
We agree on goals in writing before a single vendor is named, then bring a short list that fits and negotiate it with experience from the seller's side.
Services
Four ways we work with you
Start wherever you are. Most engagements begin with a Strategy Session or a Cost Review.
Cost Review
We map your current services, contracts, and spend, then work with you to set priorities by contract end dates, technology, and upcoming initiatives before going to market.
YOU GETA clear view of what you pay today and what the market will offer instead.
Sourcing & Negotiation
An RFP or a vetted short list of providers that fit the strategy. Our vendor-agnostic engineers validate every design before you compare.
YOU GETA negotiated agreement on pricing, terms, and service levels.
Advocacy
After signing, we stay: implementation follow-through, escalations, quarterly reviews, and renewals.
YOU GETOne accountable contact, and renewals planned 12 months out.
The negotiation sheet
Price is one line. The contract is the rest of the page.
Our team has written these deals from the provider's side. We know which terms have room and which ones come back to hurt you at renewal.
| Term | What we look for |
|---|---|
| MRC and NRC | Monthly and one-time charges benchmarked against what the market is paying now. |
| Term length | Co-terming sites and services so renewals don't scatter across the calendar. |
| Renewal terms | Auto-renewal and price-escalator clauses caught before they are signed. |
| Early termination | Portability and ETF language that leaves you room to change. |
| SLAs and credits | Service levels that match how you run, with credits that are worth claiming. |
| Migration overlap | Install credits and overlap time so you aren't paying twice during cutover. |
How an engagement runs
From first call to renewal
- DiscoverYour goals, pain points, and timeline.
- StrategyA written brief you agree with.
- ReviewCurrent services, contracts, and spend.
- MarketRFP or a vetted short list.
- NegotiatePricing, terms, and service levels.
- ImplementWe stay through go-live.
- AdvocateEscalations, reviews, renewals.
Coverage
Built for the complex deals
Often multi-site and multi-vendor. We work across the full enterprise technology stack.
- Network & connectivity
- SD-WAN & SASE
- Cybersecurity
- Cloud & colocation
- UCaaS
- Contact center & CX
- Mobility & IoT
- Software licensing
- AI solutions
- Expense management
Specialist partners
When a project calls for deep specialty work, such as billing recovery or ongoing expense management, we bring in trusted partner firms. You keep one point of contact, and we stay accountable for the result.
Our team
A team that has sat in every seat
We have been top performers at service providers, VARs, MSPs, hardware vendors, and telecom expense management firms, in sales, sales engineering, and sales leadership. We were trained in sales and negotiation by the companies across the table. Now we use that training for the buyer.
125+
years of combined sales, consulting, and telecom expense management experience.
- Service providersSELLER SIDE
- VARs and MSPsSELLER SIDE
- Hardware vendorsSELLER SIDE
- Telecom expense managementCOST SIDE
- Sales leadershipLEADERSHIP
- Sales engineeringENGINEERING
ADVISORS
Former top sellers and sales leaders
They know how providers price, discount, and close, because they did it. They lead your strategy and run every negotiation.
ENGINEERS
Vendor-agnostic solution engineers
Engineers who built successful careers as sales engineers at the same kinds of companies. They design and validate solutions with no product to protect.
OPERATIONS
Decades in telecom leadership and expense management
They run post-sale operations and advocacy, so the commitments made during the sale are kept after it.
Owner-led. The people who build your strategy are the people who answer when something breaks. No handoff to a junior account manager after the deal closes.
How we're paid
There is no fee to you.
We're paid by the winning service provider at a pre-determined rate. That keeps us vendor-agnostic and unbiased through the full process, from strategy to renewal.
Questions we hear
Frequently asked
If providers pay you, how are you on my side?
Our compensation comes from whichever provider you choose, at a pre-determined rate, and we work with hundreds of providers. No single provider decides how we get paid. Our business depends on long relationships and renewals, which only happen when the recommendation was right in the first place.
Are you tied to particular providers?
No. We select from a broad portfolio of carriers, cloud, security, and communications providers, and recommend based on the strategy we agree on with you.
Can you work with the providers we already have?
Yes. Often the best result is a better agreement with an incumbent. A competitive process is how you find that out.
Do you work with other advisory firms?
Yes, when it helps you. For specialty work such as billing recovery or ongoing expense management, we bring in trusted partner firms. You keep one point of contact: us.
Who is a good fit?
U.S. mid-size and large enterprises with an in-house IT team. We need someone on your side who knows your environment well enough to make the project succeed.
What happens after we sign?
We stay involved through implementation, handle escalations with the provider, hold quarterly reviews, and start renewal planning 12 months before each contract ends.
Contact
Book a call or request a Cost Review
Pick a day and time that works for you. We'll confirm by email within one business day, or suggest another time.
CONTACTRyan Wallert, Principal Advisor
EMAILryan@complextechadvisors.com
Start with strategy, not sales.