Services

RevOps done end-to-end,
or just the piece you need.

I work across the full revenue operations stack. Engagements can be ongoing fractional support or scoped project work — whatever fits where you are.

Fractional RevOps

Your part-time VP of RevOps — without the full-time price tag or the hiring process.

  • Dedicated ops roadmap aligned to your revenue goals and quarterly priorities
  • Weekly standup attendance and async availability throughout the month
  • Cross-functional coordination between sales, marketing, and finance operations
  • Ongoing CRM management, reporting health, and process iteration

Good fit if...

You're scaling past $2M ARR and ops is becoming a bottleneck, not a tailwind
Your founder or head of sales is doing too much ops work themselves
You want senior ownership, not task execution, on your revenue stack

CRM Implementation & Cleanup

Salesforce or HubSpot built right the first time — or rescued from years of accumulated tech debt.

  • Full audit of existing setup: data model, field logic, automation conflicts, and user adoption gaps
  • Structured implementation scoped to how your team actually sells — not a template
  • Data cleaning, deduplication, and migration with zero data loss protocols
  • Handoff documentation and team training so adoption sticks after I leave

Good fit if...

Your CRM is a graveyard — reps log minimally, data is stale, reports are useless
You're migrating from one CRM to another and can't afford to get it wrong
You've grown past your original CRM setup and need it rebuilt for where you are now

Process Automation

Replace manual handoffs and tribal knowledge with systems that work the same way every time.

  • End-to-end automation design using n8n, Zapier, and Clay — scoped, documented, tested
  • Lead routing and assignment logic that lives in a system, not someone's head
  • Cross-tool data sync between CRM, marketing platform, billing, and finance systems
  • Monitoring, error handling, and maintenance documentation included

Good fit if...

Your team is spending hours per week on work that should be automatic
Leads fall through the cracks because handoff processes aren't systematic
You have tools that don't talk to each other, creating data gaps

Reporting & Analytics

Dashboards that support real decisions — not vanity metrics and pipeline snapshots nobody reads.

  • Pipeline analytics: stage velocity, conversion rates, deal quality scoring
  • Revenue attribution across channels, campaigns, and sourcing motions
  • Forecast modeling with variance tracking and rep-level visibility
  • Exec-ready dashboards in Salesforce, HubSpot, or your BI tool of choice

Good fit if...

Your weekly forecast is a gut call, not a data-backed number
You can't tell which channels, reps, or segments are actually driving revenue
Board reporting takes days to assemble because the data isn't structured

Tech Stack Audit

A full-system look at what you're running, what it's costing you, and whether it's actually working.

  • Complete inventory of GTM tools — usage, cost, overlap, and integration health
  • Gap analysis against what your current stage and motion actually requires
  • Consolidation recommendations with estimated cost savings
  • Prioritized roadmap for tooling changes with rollout sequencing

Good fit if...

You're paying for tools that nobody's sure are being used
Your stack grew organically and nobody owns the map
You're pre-fundraise and want clean, defensible ops infrastructure

Sales Comp & Enablement

Commission plans that drive the right behavior, and onboarding systems that get reps productive faster.

  • Comp plan design: quota-setting, OTE structure, accelerators, and SPIFFs
  • Commission modeling and scenario analysis to stress-test plan economics
  • Sales onboarding frameworks: ramp structure, enablement content, and certification milestones
  • Handoff to your team with templates and documentation for ongoing administration

Good fit if...

Your comp plan is a spreadsheet that hasn't been revisited since you hired your first rep
You're scaling the sales team and need a repeatable ramp program
Reps are hitting quota but not driving the margin or segment mix you need
How We Work

Two ways to engage.

Not sure where to start?
Let's spend 30 minutes figuring that out.

Book a free ROI call. No pitch, no proposal — just an honest conversation about where your ops are costing you money and what would actually move the needle.

Book Your Free ROI Call