When this is the right call.
- Sales teams 5–50 reps where the CRM has become a graveyard of stale deals and broken automations.
- RevOps leaders needing execution capacity for the backlog strangling their pipeline.
- Founder-led sales transitioning to a team - needs routing, SLAs, hygiene before scaling headcount.
- Teams running HubSpot / Salesforce / Pipedrive with growing complexity and no in-house admin.
When you're better off elsewhere.
- Teams without leadership buy-in on process change - admin can't fix culture.
- Companies under 5 reps where DIY admin is genuinely cheaper.
- Buyers wanting strategic-only consulting - we operate the CRM, not just opine on it.
A working system in weeks - not a slide deck in months.
- 01
Audit · Week 1
CRM health check, process mapping, broken automation inventory.
- 02
Stabilise · Weeks 2–3
Fix critical breaks, rebuild routing, deploy SLA automation.
- 03
Optimise · Weeks 4+
Reporting, forecasting, integrations, ongoing hygiene.
- 04
Operate · Ongoing
Weekly admin, monthly KPI, quarterly process review.
Every line. On the box.
Productised means published. No hidden scope, no surprise invoices, no scope creep dressed as a change order.
- CRM admin (HubSpot / Salesforce / Pipedrive)
- Lead routing rules (round-robin, ICP-based, geo)
- SLA automation + escalation
- Deal-stage hygiene + auto-cleanup
- Activity capture + email logging
- Workflow + sequence management
- Forecasting + pipeline reporting
- Slack + Linear + Gong integrations
- Quarterly process review
- Monthly KPI dashboard
- User training and SOPs
- On-call hours for urgent fixes
Three tiers. Transparent.
Ideal: Foundational CRM ops
- 20 hrs/mo
- 1 CRM
- Basic automation
- Monthly report
Ideal: Most growth-stage RevOps needs
- 40 hrs/mo
- 1 CRM + 3 integrations
- Forecasting
- Slack alerts
Ideal: Enterprise sales orgs, multi-CRM environments
- 80+ hrs/mo
- Multi-CRM
- Custom integrations
- Dedicated lead
"Six weeks in and our pipeline is 2.4× cleaner. Forecast accuracy went from 'spreadsheet vibes' to actually trusted by the board. [PLACEHOLDER]"
Common questions.
Often paired with this.
Attribution System Build
Production attribution stack with last-touch, MMM-lite, and incrementality views - engineered, not powerpointed.
MarTech Audit & Migration
Full audit of your 20+ tools, TCO model, migration plan, and executed cutover with zero data loss.
Receipts.
Ready to scope RevOps Automation Retainer?
Book a 20-minute call. Bring one bottleneck. We'll diagnose live. Starts at from $1,200/mo.