Services

GTM diagnostic and roadmap

For teams that know something's off but can't agree on what.

A focused review of your CRM, go-to-market process, and reporting, ending in a prioritized plan. You'll know what's broken, what it's costing you, and the order to fix it in.

What you get

• CRM health check: data model, automation, permissions, and technical debt
• Data quality baseline, including duplicates, ownership gaps, and stale records
• Funnel and stage definitions checked against how deals actually move
• A sequenced roadmap with effort and impact for each fix

CRM architecture and implementation

For orgs that grew one admin and one urgent request at a time, or are starting fresh.

Hands-on Salesforce and HubSpot work: new implementations, migrations between platforms, and cleanups of orgs that have drifted. The goal is a data model that fits how you sell and automation that does what people think it does.

What you get

• Salesforce and HubSpot implementation, redesign, and migration
• Account, contact, and lead deduplication with matching rules you can rerun
• Flow redesign and consolidation, replacing brittle legacy automation
• Integrations across marketing automation, CPQ, billing, and enrichment tools
• Documentation your next admin can actually use

Revenue analytics and attribution

For leaders who get three answers to the same question.

Analysis that answers real questions, plus one set of definitions and dashboards for the whole revenue team, built on data you can trace back to the source. Marketing, sales, and customer success see the same funnel, and finance can tie it out.

What you get

• Lifecycle stages and funnel metrics defined once and enforced in the CRM
• Pipeline, conversion, and retention dashboards for each team
• Marketing attribution that sales and finance will accept
• Deep-dive analysis on cohorts, win rates, sales cycles, and churn
• Metric definitions written down, so reports stop drifting

Forecasting and financial modeling

For leaders who need one number that sales and finance both stand behind.

The finance side of go-to-market: how much pipeline you need, how much capacity it takes, and how confident you should be in the quarter. Built from your real conversion data, not benchmarks, by people who've built financial models in FP&A.

What you get

• Forecast methodology and the pipeline hygiene it depends on
• Capacity, quota, and hiring models tied to ramp and attainment
• Unit economics and scenario models: CAC, payback, LTV, and pricing
• Compensation plan design support and cost modeling
• Board and leadership reporting that reconciles sales and finance views

Managed RevOps

For companies that need senior RevOps judgment and hands on the keyboard, but not a full-time department yet.

An ongoing team on a monthly retainer. A senior lead owns your RevOps roadmap and planning cycles, and the team handles the admin, reporting, and project work behind it. When you're ready to hire in-house, we help you do it and hand off cleanly.

What you get

• Fractional RevOps leadership for planning, territories, quotas, and QBRs
• Day-to-day CRM administration and user requests
• A systems backlog prioritized by revenue impact
• Coaching for in-house admins, and help hiring your first RevOps lead

AI agents and automation

For teams spending analyst hours on work a pipeline could do.

Repeatable tooling for the jobs that eat RevOps time. We start by getting the data AI depends on into shape, then build workflows that run in the background and hand people exceptions, not busywork.

What you get

• Record matching and deduplication pipelines that run on a schedule
• Enrichment waterfalls across multiple data providers
• AI agents for research, routing, and data review, with a person approving the output

Portfolio operations for VC and PE

For operating partners, and for portfolio company leaders working to an investment plan.

The same diagnostics, systems, and models, run consistently across a portfolio. Investors get comparable numbers from every company, and each company gets a plan it can execute on the timeline the investment calls for.

What you get

• GTM and RevOps diagnostics for diligence and the first 100 days after close
• Standardized pipeline, bookings, and retention reporting across portfolio companies
• Post-acquisition CRM consolidation and data migration
• Board-ready KPI packages and operating plan models
• A repeatable RevOps playbook portfolio companies can adopt