Revenue Operations
One source of truth. One operating cadence. One number everyone trusts.
We embed as your fractional RevOps team to align sales, marketing, and customer success around a shared pipeline, forecast, and renewal motion, then build the systems and rituals that keep it honest quarter after quarter. We tailor every build to your business, including custom CRM solutions when an off-the-shelf platform cannot support the way your team works.
You're probably here because…
- Your forecast slips at the end of every quarter and nobody can explain why.
- Sales, marketing, and CS each have their own definition of a qualified lead.
- Pipeline reviews are arguments about data quality instead of deals.
- You've bought tools faster than you've operationalized them.
- Off-the-shelf CRMs force your team to work around the software instead of the other way around.
- Renewal and expansion motion is reactive, not engineered.
A four-phase engagement.
Two-week audit of pipeline, data model, stack, and operating cadence. You get a written diagnosis, not a sales deck.
Design the GTM data model, lifecycle stages, forecast methodology, and reporting hierarchy your leadership team will actually use, customized to how your business actually runs.
Implement in your CRM, whether HubSpot, Salesforce, or a custom build, clean historical data, and connect the systems your team relies on.
Run weekly pipeline, monthly forecast, and quarterly business reviews until your team is ready to own the cadence.
What you'll walk away with.
- Unified GTM data model & lifecycle definitions
- Pipeline & forecast methodology, documented
- CRM rebuild (HubSpot, Salesforce, or custom-built)
- Custom CRM solutions when off-the-shelf won't fit
- Stack rationalization & integration map
- Executive revenue dashboard
- Quarterly operating cadence playbook
- Renewal & expansion motion design
- Team enablement & handoff documentation
What "good" looks like.
Common questions.
- Do you work in HubSpot or Salesforce?
- Both. We pick the stack that fits your stage and team, not the one that pads our hours. If you're already committed, we work in what you have, and when neither fits, we'll build you a custom CRM that does.
- Can you really build a custom CRM?
- Yes. When off-the-shelf platforms force ugly workarounds, unusual sales motions, regulated industries, complex partner models, we design and ship a custom CRM tuned to your data model, with the integrations and reporting baked in.
- Will you replace our existing ops person?
- No. We extend them. Most of our engagements free up an internal ops hire to focus on the work they were hired for instead of firefighting.
- How fast will we see results?
- A written diagnosis in two weeks. A working forecast model and clean pipeline within 60 days. Operating cadence locked in by month four.
- What if we don't have an in-house ops team yet?
- That's a common starting point. We run the function fractionally, then help you hire and onboard a full-time lead when the stage calls for it.