You can fill the pipeline and still
lose most of it.
If the operational layer is broken.
Wrong lead routing. Sequences that never trigger. CRM data no one trusts because it has never been cleaned. The average B2B company loses roughly 30% of pipeline to operational gaps. RevOps fixes the foundation so every other channel performs at its ceiling, not at a fraction of it.
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The most expensive pipeline problems are the ones that do not show up on any dashboard.
Leads routing to the wrong rep because territory rules were not updated after a restructure. Follow-up sequences that should trigger when a deal goes cold and do not. Meetings that never get logged because the CRM requires too many manual steps. Reporting that shows a healthy pipeline while actual closeable deals are sitting stalled for 60 days.
These problems are invisible until a quarter closes short and everyone wants to know where the pipeline went. By then, the revenue is already lost. We find these gaps before that happens.
None of these problems show up on a marketing dashboard. They are invisible right up until a quarter closes short and everyone wonders where the pipeline went. We find them before that happens.
Everything in the operational layer, configured and maintained.
The CRMs we work with.
From broken CRM to a system your team trusts in four weeks.
We look at everything before proposing anything.
Full review of routing logic, stage definitions, automation workflows, reporting, and data quality. We also talk to the sales team because they know where the system breaks better than any dashboard does. Written audit report at end of week one before any change is made.
A redesign proposal built around your approval.
Based on the audit, we produce a detailed redesign proposal covering routing logic, scoring criteria, stage definitions, and automation triggers. You review in full before a single thing gets built. This is the right moment for pushback and questions.
We build it. You test it. Nothing goes live until it works.
Routing rules configured and tested against real lead scenarios. Scoring model built and calibrated. Automation workflows tested with edge cases, not just the clean path. Dashboards built for reps, managers, and leadership.
Training, documentation, then monthly reviews.
Training session with your sales and marketing teams. Full written documentation delivered. Monthly review cadence begins to catch problems early and keep the system calibrated as your business evolves.
Everything we configure in the build
Lead routing rules and territory logic rebuilt from scratch and tested against real scenarios. Lead scoring model calibrated to your closed-won data. Automated follow-up sequences that trigger when deals go cold. Stage transition automation based on activity signals.
Custom dashboards for three audiences: the rep (their pipeline and tasks), the sales manager (team performance and conversion rates), and leadership (pipeline contribution by channel and forecast accuracy). All updated in real time, no manual compilation.
Questions before letting someone touch your CRM.
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