RevOps Advisory Services

STRATEGIC GUIDANCE
For Revenue Operations.

Expert RevOps leadership without the full-time hire. Get strategic direction on GTM planning, process design, and team alignment from operators who've built revenue engines at scale.

Fractional leadership or advisory retainer
GTM strategy and roadmap development
Process design and team alignment
Schedule a Consultation See What's Included

Trusted by scaling B2B teams

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The Problems We Solve

STRATEGIC GAPS
That Cost You Revenue.

No GTM Roadmap

Your revenue motion lacks a clear strategic plan. Teams execute tactics without a unified direction.

Impact: Wasted effort, misaligned teams, missed targets

Process Chaos

Lead handoffs are unclear, stages aren't defined, and every rep does things differently.

Impact: Inconsistent experience, lost deals, unreliable data

Team Misalignment

Sales blames Marketing. Marketing blames Sales. No one agrees on definitions or metrics.

Impact: Finger-pointing, duplicate work, slow execution

No Executive Visibility

Leadership can't get straight answers on pipeline health, forecast, or what's actually working.

Impact: Decisions made on gut, board loses confidence

Undefined ICP

You're chasing every lead instead of focusing on accounts that actually convert.

Impact: Low win rates, long cycles, rep burnout

Scaling Without Structure

You're growing headcount but not productivity. More people, same problems.

Impact: Rising costs, flat revenue per rep

Expected Outcomes

BEFORE / AFTER

GTM Strategy Clarity
Reactive → Roadmapped
12-month plan in place
Team Alignment Score
3/10 → 8/10
Cross-functional sync
Forecast Accuracy
±35% → ±12%
3x more accurate
Time to Strategic Decision
Weeks → Days
Faster execution

*Results vary by company. We baseline metrics in Week 1 and track improvement throughout.

What's Included

DELIVERABLES CHECKLIST

GTM Strategy

  • Go-to-market planning
  • ICP definition and segmentation
  • Sales motion design
  • Market expansion strategy

Process Design

  • Lead management workflows
  • Lifecycle stage definitions
  • Handoff protocols (MQL to SQL)
  • Deal desk processes

Team Alignment

  • Cross-functional coordination
  • RACI and role clarity
  • Meeting cadence design
  • SLA definition and tracking

Revenue Analytics

  • KPI framework design
  • Forecasting methodology
  • Attribution modeling
  • Executive dashboard design

Enablement

  • Process documentation
  • Change management support
  • Team training sessions
  • Playbook development

Ongoing Support

  • Async Slack/email access
  • Monthly strategy sessions
  • Quarterly business reviews
  • Decision input and pressure-testing

Service Packages

HOW WE WORK TOGETHER

Advisory & Strategy Track

For companies with internal ops capacity who need strategic guidance

Entry Point

RevOps Strategy Retainer

Monthly strategic guidance

Commitment

Month-to-month

What's Included

  • Monthly strategy sessions (2-4 hrs/month)
  • GTM roadmap development
  • Process design consultation
  • Async support via Slack/email
Schedule a Consultation

Leadership

Fractional RevOps Leader

Executive-level guidance

Commitment

3-month minimum

What's Included

  • Strategic leadership (10-15 hrs/week)
  • Team management and alignment
  • Cross-functional coordination
  • Board and leadership reporting
Schedule a Consultation

Full Partnership

Strategy + Implementation combined

Most Comprehensive

Full RevOps Partnership

End-to-end RevOps support

Commitment

6-month minimum

What's Included

  • Strategic leadership + implementation capacity
  • Full GTM stack ownership
  • Custom system development
  • Team enablement and training

Best For

Companies wanting end-to-end RevOps support with both strategy and implementation

Schedule a Consultation

Questions

FREQUENTLY ASKED

Both. That's the point. We're not a consultancy that hands you a deck and wishes you luck, and we're not a dev shop that builds whatever you ask without questioning if it's the right thing. We do GTM strategy, process design, and revenue analytics—and then we actually implement it. CRM configuration, automations, integrations, the whole thing.
Probably not. We're built for ongoing partnerships, not drive-by implementations. RevOps isn't a "set it and forget it" thing—it needs iteration, optimization, and someone who actually understands your business over time. That said, our GTM Audit is a standalone engagement if you're looking to assess where you are before committing to anything.
Not necessarily. We work with companies from Seed through Enterprise—stage isn't the deciding factor. If you're pre-revenue and still figuring out product-market fit, you're probably too early. But if you have customers, a sales process (even a messy one), and tools you're trying to make work together, we can help.
Most of our best engagements are alongside existing RevOps teams, not replacing them. Your RevOps person is probably buried in requests and doesn't have time to step back and think strategically, or they need help with complex technical builds beyond their depth. We come in as a thought partner and extra hands—not a threat to their job.
We're tool-agnostic. Whether you're on HubSpot, Salesforce, Attio, or something else—we'll work with what you have. Same goes for automation platforms, enrichment tools, and the rest of your GTM stack. We're not here to push a specific vendor. We'll recommend changes when they make sense, but our job is to make your existing tools work better together, not sell you new ones.
It depends on what you need. We offer everything from advisory-only retainers to full RevOps partnerships with hands-on implementation. Rather than quote numbers out of context, we'd rather understand your situation first. Reach out and we'll scope something that fits.
Depends on what you're trying to fix. Some things—like broken lead routing or a messy CRM—can show improvement in weeks. Larger process redesigns or system overhauls take longer. We're not going to promise you'll 10x pipeline in 30 days. What we will do is identify quick wins early while building toward bigger changes.
No. We help at every level—from defining your GTM strategy (should you go outbound, inbound, PLG, or some mix?) to building the infrastructure that supports it. Some clients come to us knowing exactly what they need built. Others need help figuring out the right motion first. We do both.
More than zero, less than you'd think. We need access to stakeholders for discovery and ongoing feedback, but we're not going to create busywork for your team. Expect a weekly sync, async communication in Slack, and involvement when we need decisions made. We do the heavy lifting—but this is a partnership, not a delegation.

READY FOR STRATEGY THAT GETS IMPLEMENTED?

Let's discuss your GTM strategy and systems. We'll identify where strategy or implementation gaps are costing you revenue.

Schedule a Consultation