📊 Fixed Project

Revenue Operations Overhaul

Sales, marketing, and CS are working in silos. Your CRM is a mess. Pipeline handoffs are leaking revenue. We diagnose, restructure, and automate your entire GTM operational stack — with an AI-powered diagnostic delivered in 5 days, not 5 weeks.

$25,000
fixed project
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What You Get

How it works

01
Data Export & Validation (Days 1–2)

Export CRM, marketing attribution, and CS data. AI validates completeness and flags schema inconsistencies.

02
AI-Powered Diagnostic (Days 3–5)

Claude analyzes your entire pipeline: conversion funnels, time-in-stage anomalies, lead source ROI, rep benchmarks. Report delivered in 5 business days.

03
Strategy & Architecture (Days 6–10)

Present findings, prioritize by revenue impact, design new pipeline architecture and team SLAs.

04
CRM Rebuild & Automation (Days 11–20)

Clean data, configure new stages, build automation workflows, set up dashboards.

05
Team Enablement (Days 21–25)

Train sales, marketing, and CS on new processes. Launch dashboards and establish review cadence.

Ideal for you if...

✓Your CRM has duplicates, missing fields, and inconsistent data
✓Sales and marketing blame each other for lead quality
✓You can't tell which channels actually drive revenue
✓Pipeline handoffs between teams happen over Slack or not at all
✓Your founder is asking "why aren't we closing more?" weekly

Not the right fit if...

—You don't have a CRM yet (you need one first)
—You're a solo founder with no sales team
—Your GTM motion is product-led with no human sales process
—You need ongoing RevOps management, not a one-time overhaul

Ready to get started?

Book a free 45-minute discovery call. We'll map your biggest bottlenecks and see if this engagement is the right fit.

Book a Discovery Call →