HOW WE WORK
Every engagement runs the same arc: assess the motion, ship the quick wins, build the system underneath, hand it off. No discovery decks. No junior consultants.
THE THREE SERVICES
01
REVOPS AS A SERVICE
Senior RevOps support at whatever level you need it, from a monthly thinking partner to an embedded lead running the function. Three tiers, each with a set number of hours you can point at any RevOps work that month.
• Monthly GTM planning calls
• Bi-weekly strategy syncs
• Dedicated Slack channel
• Hiring & onboarding support
• Funnel deep dives
• Board and exec reporting prep
02
CRM IMPLEMENTATION
HubSpot, Salesforce, Pipedrive and Zoho, implemented by people who have actually run sales teams on them. Pricing is published and every tier is a single fixed number. No request a quote theater.
• Pipeline design with exit criteria
• Workflow automation & lead routing
• Lifecycle + conversion reporting
• Data migration & cleanup
• Forecasting & dashboards
• Team training + SOPs
03
OUTBOUND & LEAD GENERATION
ICP and persona targeting, Apollo, Salesloft and Outreach setup, sequences built on what actually converts in your space. Wired straight into your CRM so reps do not drown in tab-switching.
• ICP & persona definition
• Apollo/ZoomInfo enrichment
• 15 to 20 step outbound sequences
• Sender domain & deliverability
• CRM sync & field mapping
• Sequence reporting
THE ENGAGEMENT ARC
The same five phases run through every engagement, but the depth is set by the tier you pick, not by a fixed calendar. A three-month Advisory engagement moves through all five. So does a twelve-month build.
PHASE 01
We diagnose what is working and what is creating friction across CRM workflows, lead flows, handoffs, reporting, and outbound execution.
PHASE 02
We define what your revenue engine should look like and map the path to get there. Funnel design, pipeline stages, lead scoring, KPIs.
PHASE 03
CRM configuration, sequencing automation, outbound deployment. The roll-up-sleeves part, done by the same people who designed it.
PHASE 04
SOPs, playbooks, team training. Adoption is the deliverable, not the documentation. Your reps actually use what we built.
PHASE 05
Continuous fine-tuning. A RevOps as a Service retainer keeps the system growing with the business, or we document it and hand it to your in-house operator.
SCOPE
We’re sharp about scope so you don’t pay for theater. If you need something outside this list, we’ll point you at someone who does it well.
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Revenue motion design: ICP, lifecycle, funnel definitions, forecast model.
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CRM build + configuration: HubSpot, Salesforce, Pipedrive, Zoho.
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Outbound + Apollo stack: prospecting motion, sequence design, deliverability.
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Pipeline + forecast hygiene: cadence, definitions, accountability.
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RevOps reporting: the 5 dashboards your CEO actually checks.
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Hiring + onboarding your in-house RevOps lead.
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Sit on a permanent retainer with no defined exit. We graduate clients out.
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Hand the work to junior consultants while a senior pitches the room.
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Build a custom CRM from scratch. The off-the-shelf tools are already great.
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Run paid media, design websites, or write content. Different operators, different skill.
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Generate leads for you. We fix the conversion side of the funnel, not the top.
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Show up with a 60-slide discovery deck. The discovery is the intro call.
READY WHEN YOU ARE
Start with a 30-minute intro. We’ll tell you which phase you actually need to begin in, and whether you need us at all.
Book your 30-min intro →
