The duration varies based on your company’s current state and goals. Our 12-week program focuses on establishing the foundational Level 1. Progression through subsequent levels depends on factors like organisational readiness, complexity, resources, and commitment to change. We work closely with you to set realistic timelines and ensure steady advancement.
RevOps as a Service.
Increase your revenue growth and reduce operational friction though the optimization of people, processes, data, and technology.
The Problem
The Hidden Friction Tax
You've made significant investments in CRM and other systems to build a scalable revenue operating system, aiming to elevate customer experiences and supercharge your sales engine. However, as your company has grown, these once-solutions have turned into complex problems.
Your CRM is poorly documented, overcomplicated, and maybe even pieced together by someone who's long since left the building. With so many moving parts, it's tough to grasp the entire situation, let alone figure out a starting point for untangling the mess.
The result? A loss in productivity across your revenue teams, missed opportunities, and unreliable data — a "Friction Tax" silently draining your potential revenue.
A bit like trying to run a race with a parachute attached to your back.
Why settle for band-aid solutions?
Surface-level fixes like buying new tools or hiring more staff can provide temporary relief, but often fail to address the underlying issues.
Challenges such as poor reporting, lacking pipeline generation, or inefficient processes are symptoms of deeper operational inefficiencies.
How Revenue Operations
can make Real Impact.
Revenue Operations is a way to reduce friction to make sure the three big areas of your business - sales, marketing, and service - are moving smoothly, accelerating your growth flywheel and letting nothing stand in your way.
System Architechture & Data management
Design and implement a revenue operating system that improves data quality, reduces internal friction, and consolidates tools.
Process Optimization & Automation
Streamline and automate sales, marketing, and customer success processes to increase sales velocity and reduce friction.
Performance Measurement & Analytics
Gain a clear understanding of performance across all revenue-generating activities to make informed decisions and drive business growth.
Compensation & Incentive Programs
Design incentive programs that motivate and reward desired behaviors in sales, marketing, and customer success teams.
Alignment & Collaboration
Foster a culture of collaboration and alignment across departments to ensure unified efforts toward company growth.
Change Management & Team Enablement
Equip teams with the skills and mindset to embrace change and drive innovation.
Your path to a scalable Revenue Operating System through the Revenue Efficiency Model.
Level 1
Building initial lead generation system.
Every skyscraper starts with a deep foundation. We lay the groundwork for your growth by:
- Seamlessly connecting your CRM with essential tools for smooth data flow and unified operations.
- Developing clear, consistent processes that enhance efficiency and user adoption.
- Establishing consistent KPIs across teams so everyone measures success the same way.
- Developing core operational playbooks embedded within the CRM.
- and 30+ more.
Level 2
Developing core insights.
Before you can run, you need to walk confidently. We help you verify and optimise the foundation we built together:
- Gain visibility into your performance with reliable metrics that reveal true business trajectory.
- Ensure data architecture and processes facilitate effective data capture and analysis.
- Ensure core processes are fully adopted and consistently performed within the CRM.
- Turn insights into actions that prioritise high-impact initiatives.
- and 50+ more.
Level 3
Repeatable processes & growth formulas.
Efficiency doesn't mean adding more. It means doing more with what you have. We introduce process automation and AI to keep your team lean and efficient:
- Introduce AI-powered tools for buying signals, prospecting, and outreach to fill your sales pipeline with good-fit leads.
- Develop growth formulas to help you create strategies that can be replicated for consistent results as you scale.
- Implement strategic and AI enhanced ABM campaigns to focus on key accounts that offer the highest ROI.
- Use historical data for better decision making and early indications of future performance.
- and 30+ more.
Level 4
Blueprint for scale.
With a strong foundation and efficient processes, it's time to hit the gas:
- Expand into new markets confidently with a proven playbook.
- Deliver tailored experiences to boost customer loyalty and lifetime value.
- Maintain efficiency and profitability, even as operations become more complex.
- Showcase a scalable model that attracts investment and fuels further growth.
- and 15+ more.
Our process.
We guide you through a structured journey designed to optimise every aspect of your revenue operations.
1. Revenue Efficiency Diagnostics
We begin each quarter with a diagnostic to identify potential revenue leakage and high-impact areas for increased operational efficiency.
This involves:
- Assessing the current maturity of your operations using the Revenue Efficiency Model.
- Identifying areas of impact and quick wins through workshops and diagnostics.
- Sharing initial findings and starting to tailor roadmap.
2. Customised Roadmap
Based on the insights, we develop a tailored Mutual Action Plan that aligns with your business objectives and timelines.
This involves:
- Outlining initiatives to progress your money-making power and Go-to-Market operations.
- Determine the optimal allocation of resources for maximum impact.
- Clear, measurable objectives with key results for visibility and tracking across the team.
3. Implementation Sprints
We implement the roadmap through sprints. Each sprint start with a stakeholder meeting where we review the roadmap and agree on what to do next.
This involves:
- Continuous prioritisation of tasks based on priority, impact, and available resources.
- Ongoing updates to ensure alignment and minimal friction.
- Dynamic adjustments to focus on highest impact actions at all time.
4. Insights and Analysis
We turn data into actionable insights, empowering you to make informed strategic decisions that drive revenue growth.
This will allow you to:
- Gain clear visibility into what's working—and what's not.
- Use accurate and up to date insights to guide your strategy.
- Refine your processes based on data, not guesswork.
- Leverage insights to outpace the competition.
5. Quarterly Mutual Action Plans
Every quarter, we conduct a retrospective to assess progress, recalibrate strategies, and plan for the next high-impact initiatives.
This ensures:
- You can show progress to internal stakeholders.
- We’re in alignment in terms of roadmap and priorities.
- We can discuss eventual changes in priority or new challenges to tackle.
- We provide more value and work proactively to solve your challenges.
Is your Revenue Engine running at peak efficiency?
Get one of our Senior Revenue Consultants for one hour and get a bespoke plan to reduce operational friction and increase the money-making power of your revenue engine.
Uncover bottlenecks: Identify the inefficiencies in your current processes.
Benchmark against industry peers: See where you’re ahead of the curve, and where you’re lagging behind.
Actionable insights: Receive tailored recommendations and step-by-step action plans to optimise your revenue operations in HubSpot.
Outdated playbooks
Other alternatives
- Works across various verticals, lacking specialisation in high-growth technology companies.
- Junior staff who need detailed instructions, not proactive problem-solvers.
- Designed for straightforward, non-customised environments.
- Expertise confined to specific tools, not holistic solutions.
- Project managers without deep domain expertise as your main contact.
- Repeating old strategies without innovation.
with the Revenue Operating System
- Exclusively serves B2B tech companies.
- Experienced team that proactively brings ideas to the table.
- Thrives in complex, fast-paced environments.
- Leverages our comprehensive RevOps Framework built on deep industry experience.
- Your main point of contact are battle-tested operators with domain expertise.
- Offers flexible, fractional support that scales with your needs.
- Continuously innovates and adapts strategies for predictable and repeatable growth.
FAQ
Frequently asked questions
How long will it take to progress through the RevOps Maturity Levels?
What technology platforms do you specialise in?
We have extensive experience with HubSpot CRM as well as commonly integrated tools such as Gong, Aircall, Smartlead, Clay, BetterContact, Surfe, Supered and various other AI and automation tools. Our goal is to optimise your existing tech stack or recommend solutions that best fit your needs.
Can you tailor your services to our specific industry?
Absolutely. While we specialise in supporting B2B technology companies, our RevOps principles are adaptable to various industries. We customise our approach based on your unique business model, market, and objectives. As long as your go-to-market and organisational structure is within our circle of competence, we’ll be able to help.
Do you provide training for our internal teams?
Yes, training and enablement are integral parts of our process. We empower your teams with the knowledge and skills needed to adopt new systems, processes, and a data-driven mindset.
What happens after we reach Level 4?
Upon reaching Level 4—Blueprint for Scale—we transition to an advisory partnership. We remain available to provide expertise, support, and guidance as needed, assisting with complex challenges and strategic initiatives to ensure your continued success.
What's next?
If you're curious to learn more, please fill out the form. You'll also be able to schedule a time with one of our RevOps Consultants after the submission is completed.
Once you've scheduled a time, you'll get a short form to complete. This will ensure that we can come prepared, and get straight into your business case. The call will focus on your goals, plans, and operational challenges.
* You'll get redirected to a calendar when submitting the form.