Revenue Operations

Revenue operations put sales, marketing, and customer success on one set of numbers. We consult on the operating model, build the processes behind it, and design the tech stack that runs them, so growth stops depending on who remembers to update what.

Where revenue leaks between the teams

The gaps are rarely inside one team. They are in the space between sales, marketing, and success, and that is where the money goes.

01

Every team reports a different number

no agreed number to run on

Sales, marketing, and success each keep their own version of the funnel. The board meeting turns into a reconciliation exercise, and nobody can say what a lead is actually worth.

02

Deals go cold in the handoffs

revenue lost between the teams

A lead sits between marketing and sales until it is dead. A renewal slips because nobody owned the date. No single team is failing, so no single team fixes it.

03

Growth depends on who remembers to chase

cracks the moment you scale

The pipeline holds because a few people remember to chase, tag, and update. Add headcount or a product line and the cracks show, because there was never a system underneath.

Q3 revenue forecast sales
Owner VP SalesVP Sales
Committed $1.42M$1.42M?
Best case $1.9M$1.9M?
Win rate 24%24%?
versions of the number1
days since teams agreed0

How we put the teams on one set of numbers

The operating model comes before the tooling, always. Most of the misalignment is teams using the same words for different things.

Agree what the customer journey actually is

One definition of a lead, an opportunity, a customer, agreed across sales, marketing, and success. Until the words mean the same thing to everyone, no report ever will.

Design the operating model

Who owns each stage, what triggers a handoff, and what has to be true before a deal moves. The model is the deliverable; the tooling comes after it.

Build the processes and stack to match

Workflows, routing, and reporting that hold the model in place, so it survives a busy quarter. We connect the systems so each customer has one record every team shares.

Instrument it so the numbers hold

One funnel, one set of definitions, reporting everyone trusts. Once the numbers agree, the weekly meeting is about decisions instead of whose spreadsheet is right.

What good looks like

A revenue engine that holds up as you add people, products, and regions.

  • Sales, marketing, and success work from one funnel and one set of definitions.
  • Every lead has an owner at every stage, and nothing goes cold in a handoff.
  • The forecast is the same number in every meeting.
  • Adding a product line or a region is a config change, not a rebuild.

Revenue operations questions

What is revenue operations?

Revenue operations is the single function that runs the systems, processes, and data behind sales, marketing, and customer success, so all three work off the same numbers. Our RevOps guide in Insights walks through it in full.

How is RevOps different from sales operations?

Sales ops looks after the sales team. RevOps takes the whole revenue engine, marketing and success included, so the handoffs between them stop leaking. If your problem lives in the gaps between teams, it is a RevOps problem.

Do we need RevOps if we already have a CRM?

The CRM is the tool. RevOps is what makes it pay off across teams. A well-run CRM is usually the foundation, but the operating model and the shared definitions have to sit on top of it, or every team just uses the same system differently.

How much does RevOps consulting cost?

We scope the engagement, then quote a fixed price for it. A focused consulting piece on the operating model is a smaller commitment than a full implementation with a tech-stack rebuild. We will give you a range once we understand where the leaks are.

Where do you start?

With the operating model, not the tools. Consulting comes first, then implementation and the tech stack once the model is agreed. Buying software before the model is set is how most of these projects fail.

Tell us where the numbers stop agreeing

Describe how your revenue teams work and where the handoffs break. On the first call we will point to where the fix sits: the operating model, the stack, or both.

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