RevOps
We rebuild the CRM you already have as a defined project, so stages, records and reports agree. You approve every change, we check each one twice, and you keep the code and rules.
The CRMs our engineers work in
GoHighLevel
Pipedrive
Close
monday CRMWhere the work gets stuck
Reporting definitions
At the planning meeting, the CRM and the revenue spreadsheet show different totals for the same signed engagement.
“Two dashboards disagree about the same funnel.”
Forecast assumptions
A signed engagement letter sits in the client folder but is missing from the forecast used to plan next month’s budget.
“Own forecasting and reporting that connects committed contract value … to realized revenue”
Role scope
Whoever owns revenue has proposals to review, but the afternoon goes to setting up CRM fields and reports.
“This is a department-of-one role (for now) with significant ownership and visibility across the organization.”
Spreadsheet reconciliation
At month-end, you export the CRM, match rows in a spreadsheet and rebuild the report before the partners can review it.
“Reduce manual reporting and spreadsheet reconciliation by moving the source of truth into governed systems”
Follow-up rules
A proposal waits for follow-up while the CRM shows its stage but leaves the next action and relationship owner blank.
“Run pipeline and rep diagnostics, surfacing stale accounts, coverage misses, and conversion red flags proactively”
Software costs
A new reporting subscription renews, and someone still has to copy client details between it and the CRM.
“a stack that gets cheaper and more automated over time”
Process configuration
The duplicate client record is corrected, but the import rule stays the same. The next upload brings the duplicate and the cleanup bill back.
“ensure recurring issues are addressed upstream in process or configuration.”
What makes us different
We build an AI layer inside the CRM you already own. It learns what converts, and it asks before it acts.
Every reply, call and close teaches it which messages, sources and buyers turn into revenue. It sharpens each week, and it stays yours.
When a prospect writes back, an AI draft is waiting for your rep, and quiet threads get a nudge before they go cold.
The AI measures fit against the deals you've already closed, and each lead lands with the person who should call it.
The AI fills in phone, company and role the moment someone answers, so the best contacts rise to the top.
AI agents read the signals, write the next step and build the automation. Anything that touches a client waits for your yes.
Access is scoped to the work, and a person signs off on every change that counts.
Our process
Seven steps, with your approval before anything in your CRM changes.
Audit before anything moves. We review your CRM and the work around it, then hand you a list of fixes ranked by what they cost you.
Agree what every stage means, then build it in. Entry and exit criteria for each stage, written with you, then built into HubSpot, Salesforce or GoHighLevel so a deal moves on evidence.
Clean data, kept clean. Duplicates merged, fields validated, and the imports that caused the mess fixed, with checks that keep it from coming back.
Score every lead, route it the moment it lands. Scoring built from your closed-won customers. Best-fit leads go to a calendar and the rest to a follow-up cadence.
Automate the busywork. Tasks, reminders, stage changes and the handoffs between your tools, built so your team sells instead of types.
Every reply answered, every contact researched. An agent drafts the response for your rep to approve, fills in phone and company data, and flags quiet threads before they cool.
Give every dollar a return address. UTMs, source fields and multi-touch attribution, so you see which channels and campaigns turn into pipeline and revenue.
Numbers leadership believes. Pipeline health, conversion rates and forecast views for leadership, sales and marketing, each traced to its records.
Keep it sharp. Scoring retuned, workflows refined, and bottlenecks caught as the business grows.
What you get
The work ends. These stay with you.
Why it matters in B2B
Leads get scored, routed and answered the moment they land. Stalled deals get flagged before they die. You approve the calls that count.
Each reply, touch and close tightens the scoring, speeds the routing and steadies the forecast. Documented and maintained, it never slides back into the mess.
Packages
CRM Audit
For owners who want the problems found and priced first
Starting at$3,500one-time
Credited in full toward the Full Build.
No obligation.
Recommended
Full Build
For small and mid-sized businesses rebuilding the CRM they already have
Everything in the audit, plus:
Starting at$15,000one-time
About one month of a full-time RevOps hire. Or $3,750 a month for four months.
No obligation.
Enterprise
For larger teams, several business units or a portfolio of companies
Everything in the Full Build, plus:
Starting at$50,000one-time
Scoped to your teams, systems and data.
No obligation.
Support after handover is optional, billed monthly, with a quarterly review of your funnel. Every engagement is scoped on the call.
FAQ
What owners ask before we touch a record.
Hire one to run it; bring us to build it. A new hire should inherit a working system, not a backlog.
Admin access to your CRM, a few recent closed deals, and one person who can say what each stage means and approve changes.
No. Your history stays. Every merge or deletion is a change you approve before it happens.
No. It proposes, a person approves, and every change records its source and what it wrote.
Access is scoped to the work, in accounts you own. Before anything starts, we walk you through exactly which tools touch your records.
Usually each report counts different things on different dates. We trace both back to the records, and your finance owner sets the definitions, so the gap gets explained instead of argued.
Yes. Referrals and partner relationships run as their own path, with a clear owner for every follow-up.
Everything we built lives in your accounts, written down, so your team or anyone you hire can run it.
Walk us through your setup. We'll show you where deals slip away, and what your pipeline looks like when every lead gets worked.
Book a 20-minute call