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Revenue Operations

Revenue Operations Consulting for B2B SaaS

The connective tissue between marketing, sales, and customer success — so leadership stops arguing about the numbers and starts trusting them.

Revenue operations consulting exists because pipeline visibility, lead routing, and forecasting are three different disciplines that all fail the same way: quietly, until a board meeting where marketing and sales present two different numbers for the same quarter.

We build the systems that make handoffs between marketing, sales, and customer success clean and the data behind them reliable — lead scoring that reflects what actually converts, routing logic that gets the right rep the right lead in seconds instead of hours, and a forecast that leadership can act on instead of argue about.

What's included

One version of the truth, end to end

Lead scoring model design
Lead routing and SLA design
CRM architecture and hygiene
Pipeline reporting and forecast
Multi-touch attribution
Revenue dashboards (GA4, Looker)
Leads (10,000) MQLs (2,800) SQLs (840) Won (148) 100% 28% 8.4% 1.5%

Founder-led sales hits a ceiling without this

The pipeline runs on relationships and heroics. There is no repeatable system behind it — no lead scoring, no routing logic, no predictable forecast. That works until it does not: the moment you add a second rep, a third territory, or a CS handoff, the informal system that got you here stops scaling with you.

RevOps is what turns a founder-led motion into a system your team can run without you in every deal. We have tracked over $1B in pipeline across 40+ GTM platforms — the patterns in what breaks (and what fixes it) repeat across almost every B2B SaaS company between Series A and Series C.

FAQ

Revenue operations — questions we get

How is this different from a Salesforce or HubSpot admin?+

An admin configures what you tell them to. RevOps consulting designs the scoring model, routing logic, and attribution architecture first — the admin work is the easy part once the design is right.

Will you need access to our CRM?+

For most engagements, yes — read access to your CRM, MAP, and analytics tools. We follow strict data handling practices and can sign NDAs before any access is granted.

What happens after the engagement ends?+

You own everything: the systems, the docs, the workflows. Many clients transition to a fractional retainer for ongoing ops management; others take the handoff and run it in-house.

Sales and marketing reporting different numbers?

Start with a 30-minute audit call. We will tell you exactly where the problem is — and whether we are the right team to fix it.