Services

Four ways to close the gap between revenue strategy and execution.

01

RevOps Implementation

Design and implementation of end-to-end Revenue Operations architecture in HubSpot.

  • •Pipeline design across the full customer lifecycle
  • •Workflow automation for handoffs, alerts, and renewal cycles
  • •A shared data dictionary so sales, CS, and finance report from the same definitions
  • •Revenue reporting built for leadership visibility, not just activity tracking
02

CRM Setup & Migration

Getting a CRM to actually reflect how the business sells and retains customers.

  • •Data migration strategy and clean property architecture
  • •Conditional logic that matches real sales and CS processes
  • •Two-pipeline architectures covering new business and post-sale/renewal
  • •A sales-team adoption plan so the new system gets used, not worked around
03

AI & Automation Consulting

Reducing manual, repetitive work with automation and applied AI.

  • •Automation workflows built in n8n
  • •AI tooling integrated into existing business processes
  • •AI-assisted Business Intelligence dashboards in Power BI
  • •Multi-country reporting and data consolidation for commercial decisions
04

IT Management for SaaS

Day-to-day IT operations for growing SaaS companies.

  • •Identity and access management (Microsoft Entra ID / Azure AD)
  • •Networking and security
  • •Technical support and Microsoft 365 administration
  • •Collaboration tooling setup and maintenance

How engagements are structured

A five-phase approach that combines the Revenue Performance Model, Winning by Design's Bowtie/SPICED framework, and a Revenue Engine Diagnostic — refined across multiple RevOps implementations.

  1. 01

    Diagnose

    A Revenue Engine Diagnostic to understand where the current process breaks down.

  2. 02

    Design

    Architecture grounded in the Revenue Performance Model and Winning by Design's Bowtie/SPICED framework.

  3. 03

    Build

    Implementation in the CRM and automation layer, not just a slide deck.

  4. 04

    Adopt

    A rollout plan the team will actually use, with training where needed.

  5. 05

    Operate

    Ongoing reporting and iteration once the system is live.

Have a specific problem in mind?

Tell me what's not working and let's figure out the fastest path to fix it.

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