What we build and how we work
Every service is designed to leave your team in a stronger operational position. No lock-in. No abstracted deliverables. Everything is scoped to your actual problem.
HubSpot Architecture
Migrations, audits, and CRM architecture built to last.
HubSpot is the system of record for most of the companies we work with — and it is often the most broken thing in their stack. We audit what exists, define what needs to change, and build the architecture that supports real revenue workflows.
Typical deliverables
- Full CRM audit with prioritized remediation plan
- Pipeline stage and deal property architecture
- Lead routing, lifecycle stage, and SLA definitions
- Migration planning and execution
- Reporting and dashboard buildout
- Post-implementation documentation
RevOps Framework Design
End-to-end framework design and implementation.
Revenue Operations is not a job title — it is an operating model. We design the frameworks that align sales, marketing, and customer success around a shared understanding of pipeline, handoffs, and accountability.
Typical deliverables
- Funnel and lifecycle stage mapping
- Lead-to-revenue process documentation
- SLA definitions between revenue functions
- Revenue team operating cadence design
- Data quality and governance standards
- RACI and ownership model
Pipeline & Revenue Reporting
Reporting that drives decisions, not just discussions.
Bad reporting is worse than no reporting. We build pipeline and revenue reporting infrastructure that gives sales leaders, finance, and the board a consistent, reliable view of business performance — from current quarter to long-range outlook.
Typical deliverables
- Pipeline reporting architecture in HubSpot and/or BI tools
- ARR waterfall and cohort reporting
- Forecast methodology and cadence design
- Sales productivity and coverage metrics
- Board and investor-ready reporting templates
GTM Systems Architecture
Tool evaluation, selection, and architecture across your stack.
The average B2B SaaS company operates 12–15 GTM tools and rarely has a clear picture of how they connect. We evaluate what you have, identify what is missing or redundant, and design an architecture that reduces friction and improves data integrity.
Typical deliverables
- Full GTM tech stack audit
- Vendor evaluation frameworks
- Integration design and data flow mapping
- Tool consolidation recommendations
- Implementation roadmap
ARR Modeling & Forecasting
Forecasting infrastructure built for board-level confidence.
ARR models that live in a spreadsheet and break every quarter are not forecasting infrastructure — they are debt. We build the models, methodology, and data plumbing that make your revenue forecast a reliable planning tool.
Typical deliverables
- ARR waterfall and scenario models
- Quota and capacity planning models
- Renewal and expansion forecasting
- CRM-to-model data integration
- Rolling forecast process design
Fractional RevOps Advisory
Embedded operator support. Not a strategy deck.
For teams that need ongoing RevOps leadership but are not ready to hire a full-time VP, fractional advisory provides the expertise, continuity, and execution capacity of a senior operator — without the overhead.
Typical deliverables
- Defined weekly or biweekly operating cadence
- Direct execution on prioritized RevOps initiatives
- Cross-functional alignment and facilitation
- Quarterly planning support
- Hiring and team-building advisory
AI Workflow Automation
Practical AI-powered automations that actually get used.
AI in GTM is only valuable when it ships, gets adopted, and reduces friction. We build targeted AI workflow automations for sales, marketing, and customer success teams — grounded in real operational use cases, not AI theater.
Typical deliverables
- Workflow audit to identify high-value automation opportunities
- AI-assisted lead qualification and scoring
- Automated sales prep and account research
- Content and outreach assist workflows
- Custom internal tooling and agent builds
Engagement structures
Most engagements start with a conversation. From there, we scope the right structure for the work — no cookie-cutter retainers forced onto project-shaped problems.
Project
Fixed-scope, fixed-fee. Defined deliverables, defined timeline. Best for audits, migrations, and buildouts.
Retainer
Monthly engagement with defined capacity and priorities. Best for ongoing RevOps advisory and execution support.
Advisory
Lightweight monthly structure for founders or revenue leaders who need a senior sounding board without full execution capacity.
Not sure which structure fits? Start with a 30-minute conversation and we will tell you honestly whether we are a good fit.
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