Revenue Operations Strategy

Strategy means nothing if the systems underneath don't support it. We connect the two.

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Our Take

The gap between what your revenue strategy says and what your systems actually support is rarely obvious until something breaks. A board meeting where the pipeline data doesn't hold up. A campaign that hit its numbers but didn't move pipeline. A handoff between marketing and sales that everyone assumes someone else owns.

We start every revenue operations engagement with a diagnosis. Before we build anything or recommend anything, we understand how your current systems work, where the real friction is, and what the right intervention actually looks like. Sometimes that's a full GTM architecture rebuild. Sometimes it's three changes to your lifecycle stages and a new SLA between your marketing and sales teams. We right-size the work to the problem - no overkill, no shortcuts.

What this covers:

  • Revenue and pipeline architecture - the stages, definitions, and handoffs that reflect how your business actually works, not how a textbook says it should

  • Attribution framework design - connecting campaigns, activities, and revenue in a way your team can defend to a board

  • GTM process design - defining who owns what, when, and what "done" looks like at every stage of the revenue motion

  • Salesforce and HubSpot configuration to support the architecture - we design it and make sure it works in your actual stack

  • SLA design between marketing and sales - written, agreed, and built into the systems that enforce them

  • Documentation and enablement - because the best architecture fails if nobody knows how to run it

When we're done, your team has a revenue system they can operate, report on, and build from. Not a deck. Not a framework. Something that runs.


Retainer-based. Scoped to what you actually need.

Monthly retainers start at 20 hrs/month. Most engagements run 20-39 hrs/month with a 10% discount off our standard rate. Shorter diagnostic projects are available for teams that need a clear picture before committing.

FAQs

How do you know what actually needs to change before you propose anything?

We start every engagement with a diagnosis - conversations with your team, a look at how your current systems are set up, and an honest read on where the friction actually is. We don't walk in with a pre-built solution. What we propose is based on what we find, not what a typical RevOps engagement usually includes.

We already have HubSpot and Salesforce set up. Do we still need revenue operations strategy?

Having the tools doesn't mean the architecture underneath them is working. The most common situation we see is a team with a functioning stack but a broken design - pipeline stages that don't reflect how deals actually move, attribution that doesn't connect back to revenue, handoffs that exist on paper but break in practice. The tools are usually fine. The design needs work.

How long does a revenue operations strategy engagement typically take?

It depends on what we find. A focused RevOps Audit takes three to four weeks. A full GTM architecture project runs six to twelve weeks depending on complexity and how available your team is to work through decisions with us. We scope honestly from the start - and if the scope needs to shift once we're inside, we tell you before we keep going.

How do you know what actually needs to change before you propose anything?

We start every engagement with a diagnosis - conversations with your team, a look at how your current systems are set up, and an honest read on where the friction actually is. We don't walk in with a pre-built solution. What we propose is based on what we find, not what a typical RevOps engagement usually includes.

We already have HubSpot and Salesforce set up. Do we still need revenue operations strategy?

Having the tools doesn't mean the architecture underneath them is working. The most common situation we see is a team with a functioning stack but a broken design - pipeline stages that don't reflect how deals actually move, attribution that doesn't connect back to revenue, handoffs that exist on paper but break in practice. The tools are usually fine. The design needs work.

How long does a revenue operations strategy engagement typically take?

It depends on what we find. A focused RevOps Audit takes three to four weeks. A full GTM architecture project runs six to twelve weeks depending on complexity and how available your team is to work through decisions with us. We scope honestly from the start - and if the scope needs to shift once we're inside, we tell you before we keep going.

The right fix starts with an honest diagnosis.

Thirty minutes. We'll tell you what we see and where we'd start. No pitch, no proposal - just a straight read on your situation.

The right fix starts with an honest diagnosis.

Thirty minutes. We'll tell you what we see and where we'd start. No pitch, no proposal - just a straight read on your situation.

The right fix starts with an honest diagnosis.

Thirty minutes. We'll tell you what we see and where we'd start. No pitch, no proposal - just a straight read on your situation.