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Revenue Operations Strategy

Problem: Most growing companies don't have a revenue operations function — they have a sales team, a marketing team, and a CS team operating in silos. Nobody owns the full picture.

What we do:

  • GTM process design and cross-functional alignment
  • Lead lifecycle mapping from first touch to closed/won to renewal
  • SLA definition between sales, marketing, and CS
  • Revenue team operating model design
  • Tech stack audit and rationalization

Outcome: Your revenue teams stop operating in silos and start running the same play.

CRM Setup & Optimization

Problem: A CRM only works if it's set up correctly and your team actually uses it. Most aren't and most don't.

What we do:

  • CRM buildout from scratch or full cleanup of existing instance
  • HubSpot, Salesforce, and other platforms
  • Pipeline configuration, deal stage design, and field mapping
  • CRM migrations with zero data loss
  • User adoption frameworks and team training

Outcome: A CRM your reps trust, your managers use, and your leadership can forecast from.

Sales Operations

Problem: Without clean process and infrastructure, your sales team spends more time on admin than selling — and leadership has no real visibility into what's happening.

What we do:

  • Sales process design and documentation
  • Pipeline management frameworks
  • Forecasting models and reporting dashboards
  • Sales-to-onboarding handoff design
  • Sales enablement infrastructure

Outcome: A sales operation that runs on process and data, not memory and spreadsheets.

Marketing Attribution & Reporting

Problem: If you can't connect marketing activity to closed revenue, you're guessing on budget, guessing on messaging, and losing the argument with your CFO.

What we do:

  • Multi-touch attribution model design and implementation
  • Marketing-to-revenue reporting dashboards
  • Campaign tracking and UTM infrastructure
  • Channel performance analysis
  • ICP and customer segmentation for targeting

Outcome: Full visibility from first touch to closed deal — so every marketing dollar is accountable.

Workflow & Automation

Problem: Manual work is the enemy of scale. When your team is spending time on data entry, follow-up reminders, and cross-platform copy-paste, they're not doing the work that actually moves revenue.

What we do:

  • Workflow and automation design across your full tech stack
  • Lead routing, assignment, and notification automation
  • Sales sequence and follow-up automation
  • CRM-to-billing and CRM-to-CS platform integrations
  • Data enrichment and hygiene automation

Outcome: Less manual work. Cleaner data. A team that spends time on revenue, not admin.

Customer Success Operations

Problem: Most companies invest heavily in winning customers and almost nothing in operationalizing how they keep them. The result is churn nobody saw coming.

What we do:

  • Sales-to-onboarding handoff process design
  • Customer health scoring and churn signal identification
  • CS platform setup and optimization
  • Renewal and expansion playbook infrastructure
  • Customer lifecycle reporting and LTV analysis

Outcome: A CS operation that protects the revenue you've already won and surfaces expansion opportunities you'd otherwise miss.