Get the sales process, the CRM, and the numbers working together.
Revenue operations is the plumbing behind revenue. It's how leads get routed, how deals move, what gets tracked, and whether anyone can trust the report. When it's off, you make big calls on bad information. I start from the decisions you need to make and work back to the setup.
RevOps is the entire plan that turns leads into revenue.
This is everything that happens after somebody raises their hand. It's where revenue gets lost, stalled, or forgotten, and nobody meant for any of it to happen.
How leads get handled
A lead comes in. Somebody has to own it, answer it fast, and not let it sit. Most of the ones you lose were never worked, and nobody meant to drop them.
How your pipeline works
Stages that match how your customers really buy, and a process your people will actually use. Then you can look at the pipeline and know what's true.
How follow-up happens
The estimate goes out and it goes quiet. This is the plan for what happens next, so following up doesn't depend on who remembers.
How customers get onboarded
The stretch between yes and a working customer is where trust gets won or lost. It should feel the same every time, not like whoever answered the phone made it up.
What you can actually see
Where the money came from, what is in the pipe, and what is breaking. One set of numbers you trust, instead of three reports that disagree.
A sample,
not a menu.
No matter what you're struggling with, bring it to me.
Talk it through with me.
Bring the problem, even if it's still fuzzy. We'll talk about what's going on, what might be behind it, and whether I'm the right person to help. If I'm not, I'll tell you.