Revenue Operations
Revenue Operations.
Built, not advised.
Pipeline, lifecycle, attribution, reporting — engineered as one operating model. CRM architecture, lead routing, lifecycle stages, attribution chains, and forecasting that survive ad-platform changes, leadership turnover, and platform migrations.
→DIRECT ANSWER
Revenue Operations is the systems layer that makes pipeline visible, attribution honest, and forecasts repeatable. Most companies hire a marketing agency, a salesperson, and a fractional analyst — and end up with three sources of truth that disagree. We rebuild CRM architecture, lifecycle stages, attribution chains, and reporting as one source of truth. Implementation, not advice.
Specific outcome
Pipeline visible end-to-end. Forecasts you can defend.
Acquisition → opportunity → closed-won, instrumented and reconciled across CRM, ad platforms, and finance — one chain, one source of truth.
Operational credibility
How we run.
Implementation, not advice
We do not deliver decks. The work product is a working CRM, attribution, and reporting system you operate.
CRM · attribution · lifecycle
Three subsystems that must be designed together. Most teams build them in series and inherit drift.
Tools-agnostic, fit-led
HubSpot, Salesforce, GoHighLevel, Pipedrive, Close — we work in your stack and recommend changes only when the math says so.
The system
Six modules. One revenue operating system.
CRM architecture
Stage definitions, required fields, ownership rules, automation triggers, and data hygiene that holds up under volume. The foundation everything else depends on.
Lead routing + lifecycle
Round-robin, geo, vertical, ownership-based routing. Lifecycle stages with explicit promotion criteria. Triggers on every transition. No leads dropped, no stages guessed.
Attribution chain
Acquisition source captured, propagated through CRM, joined to closed-won. Server-side conversion APIs (Meta, Google, LinkedIn) so attribution survives ATT and ad-blockers.
Forecasting + pipeline
Stage-weighted forecast, conversion-velocity model, win-rate by source, payback period by channel. Decisions on math, not vibes.
Reporting layer
Looker Studio (or Hex / Tableau / Mode) joining ads spend, GA4 sessions, CRM opps, finance closed-won. One dashboard, one number.
Operations cadence
Weekly pipeline review, monthly forecast review, quarterly funnel + CAC review. Cadence + dashboards + ownership = reliability.
What we do
Every engagement, in writing.
- 01Audit your CRM, lifecycle, and reporting layer end-to-end.
- 02Rebuild stage definitions, required fields, and automation triggers from scratch where needed.
- 03Wire server-side attribution (Meta CAPI, Google Enhanced Conversions, LinkedIn CAPI) and reconcile to CRM closed-won.
- 04Stand up the Looker Studio dashboard with spend → leads → opps → revenue per channel.
- 05Train the GTM team on the cadence (weekly pipeline, monthly forecast, quarterly funnel + CAC).
- 06Hand off the operating model: SOPs, dashboards, code, runbooks. Documented and owned.
WHEN IT FITS
- +You have $50K+/month in marketing spend and cannot reconcile CRM closed-won to ad platform ROAS.
- +Pipeline is opaque past stage 2; forecasts are a guess.
- +You want one accountable team for RevOps + tracking + reporting, not three vendors.
WHEN IT DOES NOT
- −You need an SDR team, not a system. We do not staff sales.
- −Your CRM has not been chosen yet — pick the platform first, then engage us.
Architecture
The revenue operating system.
Implementation
How a typical run sequences out.
Two-week deep audit: CRM data model, lifecycle stages, ad-platform conversion config, reporting reconciliation. Output: gap list and target architecture.
Four-to-eight weeks of implementation. Stage rebuild, attribution APIs, dashboard, automation triggers — shipped in vertical slices.
Two-week training + documentation. Cadence kickoff. Dashboard ownership transferred. Embedded retainer optional from here.
Quarterly system review available via Embedded Retainer — catches drift before it costs decisions.
FAQ
Questions we get asked.
01How is RevOps different from sales operations or marketing operations?+
Sales ops handles seller workflows. Marketing ops handles campaign mechanics. RevOps owns the connective tissue across both — pipeline, attribution, forecasting, reporting — so the two functions speak the same numbers. We architect the connective tissue.
02Do we need a fractional RevOps hire instead?+
Fractional RevOps fills a seat; we ship a system. After our engagement, the fractional or in-house RevOps person operates what we built — the system is the asset, the operator is the maintenance.
03Can you work in HubSpot? Salesforce? GoHighLevel? Pipedrive?+
Yes to all. We are tools-agnostic. The architecture pattern is consistent across CRMs; the platform is the substrate, not the strategy.
04How do you handle attribution after iOS 14 / ATT / cookie restrictions?+
Server-side conversion APIs (Meta CAPI, Google Enhanced Conversions, LinkedIn CAPI), first-party cookies, and CRM tie-out. Attribution is not what the ad platform reports; it is what your CRM closed-won maps to. We instrument the second.
05How long does a RevOps engagement take?+
Audit + architecture: 10 days. Build: 4–8 weeks depending on stack complexity. Hand-off: 2 weeks. Embedded retainer optional from there.
06What deliverables do we own at the end?+
CRM data model, automation triggers, attribution endpoints, Looker Studio dashboard, SOP documents, training materials. Code and configurations belong to you.
07Can RevOps work for B2B? B2C? E-commerce?+
Yes — the discipline is universal; the implementations vary. B2B emphasizes pipeline + forecasting; B2C emphasizes lifecycle + LTV; e-commerce emphasizes attribution + retention. The framework holds; the priorities shift.
08Will this disrupt our current sales team?+
It will give them better data. We do not change ownership rules without consensus from sales leadership. The new system is built around the existing team, not in spite of it.
Related
Adjacent services and playbooks.
Get started
Build the revenue operating system.
A strategy call gets you a tailored RevOps roadmap and a 90-day implementation plan within 48 hours.