Revenue Operations & CRM
We rebuild the machinery between “a lead comes in” and “the deal closes” — CRM, routing, scoring, scripts, channels — so it runs your sales motion, not somebody else’s template.
The problem with standard setups
Most CRM projects are installs. Someone picks a popular template, imports your contacts, maps a few fields, hands over a PDF and leaves. It works in the demo — and breaks the first week your real process disagrees with the template: deals that don’t fit the stages, leads with no owner, numbers nobody trusts. Then the team goes back to spreadsheets, and the CRM becomes an expensive address book.
Our job is different. We don’t replace your stack — we make it earn its keep.
What we build
The baseline engagement covers the whole path a deal travels — the machinery, and the people running it.
A CRM rebuilt around your motion. HubSpot, Pipedrive, Microsoft Dynamics or custom — stages, fields and ownership modeled on how your deals actually move. When the pipeline matches reality, people update it; when people update it, every number downstream starts meaning something.
Lead distribution by your criteria. Market, size, language, team load — the routing your best manager does by hand, running automatically, with every handoff logged.
Scoring rules your team helped write. Which signals make a lead worth a call today — agreed with the people who make the calls, so the score gets used instead of ignored.
Outbound that follows up by itself. Sequences, reminders and follow-up workflows in the CRM — every lead gets touched on schedule, and no conversation goes cold because somebody was busy.
Every channel on the deal record. Telephony, WhatsApp, messengers — wired into the CRM, so conversations land on the deal instead of staying in somebody’s phone.
The connections between all of it. Marketing-to-sales handoffs, outreach helpers, notifications — the structure that stops leads dying in the gaps between tools.
Scripts and playbooks per stage. What gets asked and what gets entered at every step — so the same field means the same thing across the whole team.
A team that works with AI, not around it. We train your people to use AI and automation in their daily work — which tool for which job, the habits, the guardrails — so the routine gets faster without waiting for the next hire.
An SDR function, stood up and handed off. When the machinery needs people, we build that part too: process, scripts, hiring profile, training, supervision through the ramp. We don’t become your call center — we build one that’s yours.
Each piece works alone. Together they’re an operation: every step feeds the next one clean data, and the pipeline you see is the pipeline you actually have.
Going deeper: a system that learns
Which leads actually became deals, not which generated the most activity.
Rules re-tuned on what really closed, so the score reflects your market today, not last year’s guesses.
Which source produces revenue, not clicks.
Are we measuring the right things at all?
Who this is for
A sales team between three and fifty people, where the CRM exists but the real pipeline lives in spreadsheets and heads.
A founder who still closes every deal personally — and needs the sales motion to survive being handed to a team.
A company paying for a serious CRM and using a fifth of it.
A team whose growth turned routing, quoting or reporting into hours of manual work a day.
What you get
A working system in your tools. A team trained to run it. Documentation that survives staff changes. And a clean handoff — we build it so it runs without us, and stay close for when you want the next level. The system is yours.
Proof
Lead distribution without the human touch
An e-learning provider distributed leads to sales agents by hand — once a week, full of judgment calls. We automated it on real-time data: 15 minutes per market instead of two to five hours.
WhatsApp wired into HubSpot
Younger customers don't pick up the phone. Native WhatsApp inside the CRM — piloted in two markets, rolled out to all six — added $100k+ of revenue in the first six months of tracking.
A sales process where there was none
A teacher-placement company ran sales from memory — the founder alone, no system, lost leads. A full setup — CRM, funnels, scripts, training — built a four-person team on one system: deals ×3, close rate ×2.
Onboarding that stopped the knowledge drain
An outsourced sales and support provider lost know-how every time someone quit. Structured onboarding plus a real knowledge base cut ramp-up from five months to two.
Dashboards a sales director can run a team by
The company paid for CRM reporting nobody used. We simplified the workflows and built the dashboard suite — activities, pipeline, lost-deal reasons, forecasts.
Tell us how your sales run today — with a CRM or without one.
We’ll tell you what we’d rebuild first, and what we’d leave alone.
Let's talk