We design and deploy the revenue operating system underneath B2B GTM teams. The data layer, the process layer, the intelligence layer, and the AI agents that run on top of them. Built in 90 days, owned by you.
Why Teams Call Us
Every engagement starts with an event. Here are the ones that bring people to this page. If one of these is your quarter, the first call is worth thirty minutes.
New CRO or CMO
"I inherited a stack I can't audit and a forecast I can't defend."
Where we startA two-week written diagnostic before you commit to a rebuild.
Round just closed
"We have budget and 18 months. The ops debt will eat both."
Where we startTarget-state architecture ahead of the hiring wave.
CRM migration in flight
"It stalled. Everyone's afraid of the data."
Where we startUnblock, dedupe, ship inside the quarter.
Pipeline flattened
"Volume is fine. Conversion isn't. Nobody can tell me why."
Where we startFunnel diagnostic against the actual data, not the dashboard.
AI pilot didn't land
"We ran the pilot. Nothing showed up in revenue."
Where we startReadiness and governance review, then rebuild the measurement.
Three teams, three numbers
"Marketing, sales and finance report different pipeline."
Where we startOne data model, one definition set, one source.
Headcount scaling fast
"Every new rep makes the process problem worse."
Where we startRouting, SLA and lifecycle before the next cohort starts.
CAC moving the wrong way
"The board wants efficiency and I can only show spend."
Where we startCost-per-stage instrumentation and stack consolidation.
Post-merger or multi-entity
"Two CRMs, two taxonomies, one board deck."
Where we startEntity model design and consolidation sequencing.
The Reality
These show up in the boardroom as three different problems: CAC drifting up, a forecast nobody trusts, and an AI investment with no revenue line attached to it. They are the same problem wearing three coats.
The MAP doesn't sync cleanly to the CRM. Attribution is guesswork. Sales and marketing are reporting different numbers to the same leadership team. Nobody trusts the data.
The pipeline runs on relationships and heroics. There's no repeatable system behind it — no lead scoring, no routing logic, no predictable forecast. You're scaling a person, not a process.
Enrichment, follow-up, report pulls, list building — your best people are doing work that should be automated. Every hour spent on this is an hour not spent on strategy, pipeline, and growth.
The Model
Most companies buy tools at layer one and expect outcomes at layer five. That gap is the entire consulting market. Here is the stack we build, bottom up, and what breaks when a layer is missing.
AI lives at layer three. It only produces revenue if layers one and two are real and layer four can measure it. That is why most AI pilots produce demos instead of pipeline.
What We Do
Each service solves a distinct layer of the revenue problem. Most clients start with GTM Stack Architecture, then layer in the rest.
We assess, redesign, and implement your connected revenue stack — MAP to CRM to analytics — so every tool talks to every other tool and every dollar is attributable.
Email programs, campaign infrastructure, lead lifecycle, and deliverability — built to run reliably and scale without breaking.
Pipeline visibility, lead routing, CRM hygiene, and forecasting — aligned across sales and marketing so leadership gets one version of the truth.
Most AI GTM projects fail for the same reason: the pilot proves the model works and nobody built the layer that makes it measurable. We work in three tracks, and we will tell you honestly which one you need.
Watch the Machine Work
This is what an Opsmarshal agentic workflow does the moment a lead hits your funnel — while your team is in a meeting, or asleep.
Form fill, demo request, or product signup. The agent picks it up in under a second — no queue, no SDR triage.
Firmographics, tech stack, funding, hiring signals, ICP match — pulled from Clay, Apollo, and the open web, written back to the CRM.
Fit and intent scored against your model. Disqualified leads get nurtured, not dumped on sales. Hot leads skip the line.
Round-robin, territory, or named-account logic. The right rep gets the lead with full context — research brief included.
A first-touch email drafted from the research — referencing their stack, their hiring, their actual problem. Queued for rep approval or sent on rules.
Total elapsed time: ~90 seconds. The same workflow done manually takes a rep 30–45 minutes — per lead. We build these on n8n, Make, or custom LLM + CRM integrations, fitted to your stack.
See AI Agent services →How We Work
A focused sprint model. No 6-month discovery phases. No committee-driven delays.
We audit your full GTM stack — data flows, tool integrations, process gaps, and team workflows. You get a written ops assessment with prioritized findings.
We design the target-state architecture — data model, integration map, automation flows, and reporting layer. Every decision is documented and aligned with your team.
We build and implement — clean, documented, tested. Integrations wired up. Workflows running. Agents deployed. Dashboards live. You can see the output before we wrap.
Retainer clients get ongoing ops management, monthly system reviews, and continuous improvement as your stack and team evolve. Most things compound over 90 days.
Before / After
Representative outcomes from the kinds of engagements we run. Different stack, same physics: clean data in, automated motion out.
Agentic routing replaced manual triage. Every inbound lead enriched, scored, and in a rep's queue with a research brief — before the prospect closes the tab.
Rebuilt UTM governance, conversion paths, and the MAP→CRM sync. Marketing finally reports the same pipeline number as finance.
An enrichment agent on Clay + CRM APIs took list building and account research off the SDR team entirely. Headcount redeployed to actual selling.
Pipeline, conversion, and attribution dashboards rebuilt on one data model. The deck that took an analyst three weeks now refreshes itself.
Deliverability rebuilt from the domain up, plus AI personalization drawing on real account research instead of {{first_name}} templates.
A stalled CRM migration unblocked, deduped, and shipped inside one quarter — with lifecycle stages and routing live on day one of cutover.
// Representative engagement outcomes. Specifics vary by stack, data quality, and team. We'll tell you what's realistic on the first call.
Straight Answers
If yours isn't here, ask it on the call — you'll get the same kind of answer.
A senior RevOps hire runs $140–180K plus 3–6 months of ramp — and one person rarely covers MAP administration, CRM architecture, attribution, and AI automation. We bring all four from day one, on a 90-day sprint. Many clients use us to build the machine, then hire one person to run it. We'll even help you write the job description.
That's the best time. Cleaning up mid-flight is dramatically cheaper than re-platforming a year of bad data later. Stalled migrations and messy CRMs are the most common starting state we see — the Diagnose phase exists exactly for this.
It depends on scope, but the shape is always one of three models: a fixed-scope project (the 90-day build), a monthly retainer (ongoing ops management), or a fractional ops-lead arrangement. You'll get a concrete number after the diagnostic call — not a "it depends" dance. No surprise invoices.
Agents run inside your stack with scoped, least-privilege API access — we don't pipe your CRM through third-party black boxes. Every agent has human-approval gates where it matters (like outbound sends), full audit logs, and a kill switch. You own the infrastructure; we build and document it.
We're the layer under them. Demand gen agencies create campaigns; we build the infrastructure those campaigns run on — routing, scoring, attribution, deliverability. Most agencies are happy we exist, because their results finally become measurable.
Everything we build is documented and handed over — architecture docs, runbooks, loom walkthroughs. From there, teams either run it themselves, keep us on a light retainer for monthly reviews, or expand into the next layer (most commonly AI agents after the stack rebuild). No lock-in by design.
Deepest: HubSpot, Salesforce, Marketo, and Pardot on the platform side; Clay, Apollo, Outreach, and Salesloft on the outbound side; n8n, Make, and custom LLM + API builds for automation. 40+ GTM tools total. If your stack has something exotic, we'll tell you on the first call whether we've run it before.
A 30-minute strategy call. You walk us through your stack and your bottleneck; we tell you honestly whether and how we'd fix it — including the cases where you don't need us. If it's a fit, the written diagnostic starts the following week.