RevOps Buildout Package

Your Revenue Stack Is Holding You Back

Marketing and sales using different data. Leads falling through cracks. Forecasts based on gut feelings. It's costing you deals and driving your teams crazy.

Our RevOps Buildout unifies your revenue infrastructure. In 8-12 weeks, you'll have a CRM that reps actually use, marketing automation that works, and visibility into your entire funnel.

8-12 weeks

Starting at $20,000

Full funnel visibility

Start RevOps Buildout

Program Phases

RevOps Buildout Roadmap

1

Discovery & Audit (Weeks 1-2)

Deep dive into current tools, processes, and pain points. Data quality assessment, process mapping, and stakeholder interviews.

2

CRM Optimization (Weeks 3-5)

Clean data, optimize properties, redesign pipelines, and configure automation. Build the foundation that makes everything else work.

3

Marketing Automation (Weeks 5-7)

Lead scoring, nurture sequences, MQL-to-SQL handoffs, and campaign attribution. Connect marketing effort to revenue outcomes.

4

Sales Process Automation (Weeks 7-9)

Lead routing, task automation, follow-up sequences, and deal stage triggers. Keep reps selling, not doing admin work.

5

Reporting & Training (Weeks 9-12)

Executive dashboards, rep scorecards, and pipeline visibility. Team training and documentation for ongoing success.

Deliverables

What You Get

Clean CRM

Data deduplication, property optimization, and pipeline redesign. A CRM that's actually usable.

Lead Routing

Automated lead assignment based on territory, round-robin, or custom rules. No more leads sitting untouched.

Lead Scoring

Behavior and fit-based scoring so sales knows who to prioritize. Focus on leads that convert.

Nurture Sequences

Automated email sequences for leads not yet ready to buy. Stay top-of-mind until they are.

Sales Automation

Task creation, follow-up reminders, and deal stage triggers. Reps spend time selling, not on admin.

Revenue Dashboards

Pipeline visibility, forecast accuracy, and rep performance. Data-driven decisions, not gut feelings.

Results

Typical Outcomes

30%

Increase in sales productivity

50%

Reduction in lead response time

25%

Improvement in conversion rate

90%

Forecast accuracy achieved

Platforms

Tools We Work With

HubSpot

CRM, Marketing, Sales Hub

Salesforce

Sales Cloud, Pardot

Outreach

Sales Engagement

Zapier

Integrations

Investment

RevOps Buildout Pricing

Audit Only

$5,000one-time

Assess your revenue stack

CRM health check

Process mapping

Integration review

Prioritized roadmap

Get Audit

Full Buildout

$20,000+program

Complete revenue infrastructure

Everything in Audit

CRM optimization

Marketing automation

Sales automation

Revenue dashboards

Team training

Start Buildout

Ongoing RevOps

$5,000+/month

Continuous optimization

CRM administration

New automations

Report building

Strategic reviews

Get Quote

Ideal For

Is RevOps Buildout Right for You?

CRM data is a mess or underutilized
Marketing and sales aren't aligned
Leads fall through the cracks

Forecasting is guesswork
Reps spend too much time on admin
No visibility into what's working

FAQ

RevOps Questions

Usually not. We optimize your existing platform. We're experts in HubSpot and Salesforce. If a switch makes sense, we'll tell you honestly, but most often the problem is configuration, not the tool.

Adoption is built into the program. We involve stakeholders early, implement in phases, and include thorough training. Changes that don't get adopted don't deliver value, so we prioritize buy-in.

Data cleanup is part of the program. We'll assess the severity during the audit phase and include appropriate remediation. Most "messy" CRMs can be cleaned up; it just affects timeline. Truly catastrophic data might require a fresh start.