Revenue operations
that actually work.
We audit, design, and optimize the pipeline architecture, routing logic, scoring models, and reporting that turn leads into closed deals. No more leaky funnels, stalled deals, or guesswork forecasting.
Consulting and architecture — built around how your team actually sells, not around CRM defaults.
Leads go in. Revenue doesn't come out.
Most B2B teams have a lead generation problem and a pipeline problem. They focus on the first one and ignore the second. The result? Good leads that die in a bad system.
Stages don't match reality
Your pipeline stages were set up on day one and never updated. They don't reflect how your buyers actually buy — so deals sit in the wrong stage, forecasts are wrong, and reps game the system.
Leads fall through cracks
No routing logic, no speed-to-lead SLA, no scoring. A hot inbound lead sits unassigned for 3 days while a cold contact gets a same-day call. Your pipeline doesn't know the difference.
No one trusts the numbers
Dashboards show whatever reps remembered to update. Attribution is a guess. The forecast is a spreadsheet someone maintains manually. Leadership makes decisions on gut feeling, not data.
RevOps consulting that closes gaps.
We cover every layer of revenue operations — from pipeline architecture to reporting. Pick what you need, or let us audit the whole thing.
Pipeline Audit
We tear apart your current pipeline and find every leak — deals stalling in the wrong stage, missing handoff logic, reps gaming the forecast, and stages that don't reflect how buyers actually buy.
- ✓Stage-by-stage conversion analysis
- ✓Bottleneck identification
- ✓Data hygiene & field audit
- ✓Prioritized fix list with impact estimates
Pipeline Architecture
We design pipeline stages, deal properties, and lifecycle definitions from scratch — or rebuild what's broken. Every stage maps to a real buyer action, with clear entry/exit criteria and required fields.
- ✓Custom stage definitions & exit criteria
- ✓Deal property architecture
- ✓Lifecycle stage mapping
- ✓Forecasting framework
Lead Routing & Scoring
The right lead needs to reach the right rep in minutes, not hours. We build routing logic based on territory, deal size, industry, or round-robin — plus scoring models that surface the hottest leads first.
- ✓Lead scoring model & criteria
- ✓Routing rules & assignment logic
- ✓SLA definitions (speed-to-lead)
- ✓Escalation & fallback workflows
Reporting & Attribution
If you can't measure it, you can't improve it. We build dashboards that show exactly where deals come from, where they stall, and what's actually driving revenue — no vanity metrics.
- ✓Pipeline velocity dashboards
- ✓Source attribution model
- ✓Rep performance scorecards
- ✓Executive revenue summary
Sales & Marketing Alignment
Marketing generates leads. Sales ignores them. Sound familiar? We define the handoff — MQL/SQL criteria, SLAs between teams, and shared dashboards that keep everyone accountable.
- ✓MQL → SQL qualification criteria
- ✓Handoff SLAs & escalation rules
- ✓Shared funnel definitions
- ✓Cross-team reporting dashboards
Workflow Automation
Reps shouldn't spend time on data entry and status updates. We automate deal progression, task creation, notifications, and follow-up reminders — so your team focuses on selling.
- ✓Deal stage automation rules
- ✓Task & reminder workflows
- ✓Notification triggers
- ✓Data enrichment automations
Not sure where to start?
A pipeline audit tells you exactly what's broken and what to fix first.
How we fix your pipeline.
Discovery & audit
We map your current sales process end-to-end — CRM configuration, pipeline stages, team workflows, and reporting. We identify what's working, what's broken, and what's missing entirely.
Typically 2–3 sessions + async CRM reviewArchitecture & design
Based on the audit, we design the target state — pipeline stages, routing logic, scoring models, reporting dashboards, and automation workflows. Everything documented before we touch your CRM.
Documented blueprint with your sign-offImplementation guidance
We work alongside your team (or your CRM admin) to implement the changes. We provide the logic, configurations, and documentation — your team handles the CRM execution, or we can recommend implementation partners.
Step-by-step implementation playbookTesting & refinement
We validate that everything works as designed — routing logic fires correctly, automations trigger on time, dashboards show accurate data. We refine based on real deals flowing through the system.
2–4 week validation periodCRM-agnostic by design.
Good pipeline architecture works on any platform. We design the logic — your CRM is just where it runs.
HubSpot
Deep expertise. Our most common platform.
Attio
Modern CRM. Great for lean, fast-moving teams.
Salesforce
Enterprise-grade. Architecture consulting available.
Other CRMs
Pipedrive, Close, and others — our logic is platform-agnostic.
You need RevOps consulting if…
“Your close rate is dropping but lead volume isn't”
The leads are there. The pipeline is losing them. You need to find where deals stall and why reps aren't converting.
“You can't forecast revenue with confidence”
If your forecast is a spreadsheet someone updates manually, you're guessing. Proper stage definitions and reporting fix this.
“New reps take months to ramp”
Without a documented pipeline process, every rep builds their own system. Standardized stages, criteria, and playbooks accelerate ramp.
“Marketing and Sales blame each other for missed targets”
No shared definitions of MQL, SQL, or qualified opportunity. No SLAs on follow-up time. Alignment starts with shared RevOps infrastructure.
RevOps FAQ.
Do you implement changes in our CRM directly?+
We're consultants and architects, not CRM admins. We design the logic, build the blueprint, and guide implementation — but the actual CRM configuration is typically done by your team or a CRM admin. For clients without internal resources, we can recommend implementation partners or scope it as an add-on.
Which CRMs do you work with?+
We primarily work with HubSpot and Attio, but our consulting is CRM-agnostic. Pipeline architecture, routing logic, and scoring models apply regardless of platform. If you're on Salesforce, Pipedrive, or another CRM, we can still design the system — implementation may require your own admin.
How long does a typical engagement take?+
A focused pipeline audit takes 1–2 weeks. A full RevOps architecture project (audit + design + implementation guidance) typically runs 4–8 weeks. Ongoing advisory retainers are month-to-month. We'll scope the exact timeline during our initial conversation.
What if we don't have a CRM yet?+
Even better — we'll help you pick the right one and design the architecture from scratch before you build bad habits. Starting clean means no legacy mess to untangle. We'll recommend a CRM based on your team size, sales process complexity, and budget.
Is this just for outbound-generated leads?+
No. RevOps applies to your entire revenue engine — inbound, outbound, referrals, partnerships, everything. Good pipeline design and routing logic should handle every lead source and give you clear attribution across all channels.
Can you combine this with your outbound services?+
Absolutely — and it's the ideal setup. When we run your outbound motion AND design the RevOps layer, leads flow from our campaigns directly into a pipeline that's built to convert them. No leaks, no orphaned leads, no finger-pointing between teams.
Ready to fix your
pipeline?
Tell us about your current setup and biggest pain points — we'll send a recommended engagement scope within 24 hours.
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Learn more →Stop losing deals to
a broken pipeline.
We design the pipeline architecture, routing logic, and reporting that turn your leads into predictable revenue.