For Early-Stage SaaS Teams

Your GTM is outgrowing
your current systems.

Fractional growth operations for seed to Series B teams — pipeline analytics, CRM, automation, and comp — built for the speed you're moving at.

Built for teams that are
Post-product, pre-scale HubSpot or Salesforce shops Hiring their first reps Raising or just raised

Your ops are holding your
growth back.

These are the patterns that show up at every SaaS company between $500K and $5M ARR.

📊

Your pipeline data is a guess

Weekly forecast is whatever the rep said in standup. Nobody knows conversion rates. Board prep takes two days of manual spreadsheet work.

🔁

Manual work that shouldn't exist

Lead handoffs live in Slack. Data entry nobody trusts. Sequences that break when a rep leaves. Everything works until it doesn't.

🏗️

CRM built for what you were, not what you are

Set up when you had two reps and a simple motion. Now you have segments, channels, and a product line the original setup can't model.

💸

Comp plan nobody fully understands

Reps dispute numbers monthly. Finance reconciles quarterly. The plan made sense in year one — it doesn't reflect how you sell anymore.

🧰

Too many tools, unclear ROI

Stack grew one integration at a time. Now you're paying for five tools with overlapping features and nobody owns the map of what connects to what.

Your founder is still doing ops work

RevOps fell to the CEO or head of sales because nobody else owned it. The work is getting done — just by the wrong person at the wrong cost.

The full stack, or just the piece you need.

Every engagement starts with a structured discovery. Nothing gets built until there's a clear picture of your motion and where the friction is.

Fractional / Ongoing

Embedded Growth Ops

Acting as your part-time VP of RevOps — owning the roadmap and executing across your full GTM system month to month.

  • Dedicated ops roadmap tied to your revenue goals
  • Weekly standup + async availability
  • Cross-functional coordination: sales, marketing, finance
  • Ongoing CRM health, reporting, and process iteration
Project

CRM Implementation & Rebuild

HubSpot or Salesforce — built right the first time, or rescued from accumulated tech debt before it gets worse.

  • Full audit: data model, field logic, automation conflicts
  • Implementation scoped to how your team actually sells
  • Data cleaning, deduplication, migration
  • Handoff docs and team training included
Project

Automation & Workflow Design

Manual handoffs and tribal knowledge replaced with documented systems using n8n, Zapier, and Clay.

  • Lead routing and assignment logic in a system, not Slack
  • Cross-tool data sync between CRM, MAP, billing, finance
  • Error handling and maintenance documentation
  • AI-augmented workflows where they actually add value
Project / Ongoing

Pipeline Analytics & Forecasting

Dashboards that support real decisions — stage velocity, attribution, forecast confidence, and board-ready reporting.

  • Pipeline analytics: velocity, conversion, deal quality
  • Revenue attribution across channels and sourcing motions
  • Forecast modeling with rep-level visibility
  • Delivered in Salesforce, HubSpot, or your BI tool
Project

Sales Comp & Enablement

Commission plans that incentivize the right behaviors — with the modeling to stress-test before you roll out.

  • Quota-setting, OTE structure, accelerators, SPIFFs
  • Scenario modeling to test plan economics
  • Rep onboarding frameworks and ramp structure
  • Templates for ongoing administration
Assessment

GTM Tech Stack Audit

A full system look at what you're running, what it's costing, and whether it's returning anything close to what you're paying.

  • Complete inventory: usage, cost, overlap, integration health
  • Gap analysis against your actual stage and motion
  • Consolidation recommendations with estimated savings
  • Prioritized roadmap for changes with rollout sequencing

From first call to
live systems in weeks.

No discovery that drags on for months. No deliverables that sit in a Google Drive folder.

01

Free Strategy Call

30 minutes. Honest conversation about where your ops are costing you time and money. No pitch until there's a real problem to solve.

02

Structured Discovery

We document your current motion, stack, data model, and friction points before anything gets built. This shapes the scope and the sequencing.

03

Scoped Proposal

Clear deliverables, timeline, and pricing — either as a monthly retainer or a fixed-scope project. No open-ended retainers with vague outputs.

04

Embedded Execution

Work happens inside your tools. Async updates, weekly standups, and full documentation so nothing is a black box when the engagement ends.

Outcomes, not activity.

Every engagement ties deliverables to measurable improvements. These are the benchmarks we track.

20–30%
Typical cost vs. a full-time RevOps hire at equivalent seniority
2–4 wks
From first call to active roadmap and first deliverable in production
Hours/week
Average manual time reclaimed per engagement through automation
8+ yrs
RevOps experience across SaaS, healthcare, and high-growth teams

Good fit vs. not.

This works best in specific conditions. If you're not in that zone, I'll tell you on the first call.

✓ Strong Fit
  • Seed to Series B SaaS, $500K–$10M ARR
  • Growing sales team without a dedicated ops owner
  • Founder or head of sales is doing too much ops themselves
  • HubSpot or Salesforce is in-place but underleveraged
  • Pre-fundraise and need clean, defensible ops infrastructure
  • Specific high-stakes project: CRM rebuild, comp plan, reporting overhaul
— Not the Right Fit
  • Pre-revenue or still finding product-market fit
  • Looking for someone to manage a fully-built system with no improvement scope
  • Need a full-time, in-office ops resource
  • No internal champion or decision-maker to work with
  • Timeline requires faster delivery than a quality engagement allows

Common questions.

Do I need fractional ops or a full-time hire?

Most teams between $500K–$5M ARR don't need (or can't justify) a full-time RevOps hire. Fractional gives you senior ownership at 20–30% of the cost, with the ability to scale up or exit cleanly as the company matures.

How quickly can work actually start?

Discovery typically takes 1–2 weeks. Depending on scope, the first deliverables are usually in production within 3–4 weeks of the initial call. No months-long "assessment phase" before anything is built.

We already have a CRM — do we need this?

Usually. "We already have a CRM" frequently means it was set up for a different motion and nobody wants to say it's not working. The discovery is direct about what's actually there, not what it was supposed to be.

How do you measure success?

Metrics get agreed on before the engagement starts — typically: manual time saved, data accuracy improvement, pipeline visibility, and adoption. Not activity metrics like "hours logged" or "tasks completed."

Can you work alongside our existing team?

Yes — this is embedded, not advisory. Work happens inside your tools. Clear async communication, documentation that outlasts the engagement, and no disappearing act between deliverables.

What does a project engagement look like?

Fixed deliverable, clear timeline, defined exit point. Best for CRM migrations, reporting buildouts, automation design, or comp plan overhauls. Priced fixed or T&M depending on scope. No ongoing commitment required.

Ready to stop doing ops work yourself?

A free 30-minute call to find out exactly where your GTM is costing you time and money — and whether this is the right fit.

Book Your Free Strategy Call

No pitch, no proposal — just an honest conversation.