GTM Implementation Services

SYSTEMS THAT SCALE
Built by Engineers.

Hands-on technical implementation for your GTM stack. From CRM configuration to custom automation builds, we turn your revenue strategy into working systems.

HubSpot and Salesforce expertise
Custom automation and integrations
Data enrichment and routing systems
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Trusted by scaling B2B teams

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The Problems We Solve

TECHNICAL DEBT
In Your Revenue Stack.

Broken Automations

Workflows fail silently. Leads slip through cracks. No one knows what's actually running.

Impact: Lost deals, manual workarounds, frustrated reps

Data Silos

Your CRM, marketing automation, and enrichment tools don't talk to each other properly.

Impact: Incomplete records, duplicate data, wrong routing

Manual Everything

Tasks that should be automated are done by hand. Reps spend hours on data entry.

Impact: Low productivity, high error rates, rep burnout

Integration Nightmares

You've got 15 tools but they're held together with duct tape and prayers.

Impact: Fragile systems, constant firefighting, blocked initiatives

Slow Lead Routing

Leads sit for hours or days before reaching the right rep. Round-robin isn't working.

Impact: Conversion tanks, speed-to-lead suffers, competitors win

Reporting Gaps

You can't get the reports you need without exporting to spreadsheets and manual manipulation.

Impact: Slow decisions, no real-time visibility, stale data

Expected Outcomes

BEFORE / AFTER

Lead Response Time
24 hrs → 5 mins
99% faster routing
Data Enrichment Coverage
35% → 90%+
Auto-enriched records
Manual Tasks Automated
0% → 70%+
Hours saved per rep
System Uptime
Fragile → 99.9%
Reliable automation

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

What's Included

DELIVERABLES CHECKLIST

CRM Configuration

  • Custom objects and fields
  • Pipeline stage setup
  • Validation rules
  • Permission sets and security

Automation

  • Lead routing workflows
  • Lifecycle stage triggers
  • Task creation automation
  • Slack/email notifications

Integrations

  • Marketing automation sync
  • Data enrichment pipelines
  • Calendar and scheduling
  • Custom API integrations

Data Infrastructure

  • Lead scoring systems
  • Enrichment workflows (Clay, Apollo)
  • Deduplication and hygiene
  • Data validation rules

Reporting

  • Executive dashboards
  • Pipeline health reports
  • Attribution tracking
  • Real-time metrics

Documentation

  • System architecture docs
  • Process flow diagrams
  • Admin playbooks
  • Training materials

Service Packages

HOW WE WORK TOGETHER

Implementation Track

For companies needing hands-on technical build capacity

Entry Point

GTM Audit

Assess your current stack

Commitment

One-time project

What's Included

  • Full GTM tech stack audit
  • Process mapping and gap analysis
  • Prioritized roadmap with quick wins
  • Executive summary presentation
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Embedded Support

Fractional GTM Engineer

Hands-on build capacity

Commitment

3-month minimum

What's Included

  • 10-20 hours/week embedded support
  • System builds and automation
  • Tool configuration and optimization
  • Integration development
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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

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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