Revenue operations,
engineered

Every CRM is someone's liability. We rebuild the pipeline with exit criteria, route leads by capacity, automate the lifecycle on real signals and wire quote-to-signed-order under an SLA the commercial team can sign.

See capabilities Scope a RevOps build
Sales pipeline from lead through expansion, with conversion and revenue bars crm.pipeline coverage 3.2× capture · qualify · close · expand Capture412 Qualify186 Discover94 Propose52 Negotiate31 Close18 Onboard16 Expand9 Revenue · this quarter $4.28M vs $3.41M last · +25% net new expansion

CAPABILITIES

Six RevOps disciplines, one contract

Leads, pipelines, lifecycle, CPQ, reporting and ongoing audit — engineered as one system instead of six tools lashed together.

01

Lead architecture

Forms, enrichment, routing, dedupe, lifecycle stages. Every lead routed to a human owner within SLA.

02

Pipeline design

Stages with exit criteria, forecast categories, rot rules, manager-override visibility. Sales hygiene engineered, not hoped for.

03

Lifecycle automation

Segmentation, nurture flows, churn predictors, winback, expansion motions. Triggered by signals, not by calendar.

04

Quote · CPQ

Discount approval matrix, proposal generation, signed-order hand-off. The margin-killer turned into an SLA.

05

Revenue reporting

Pipeline coverage, win/loss, cohort retention, GRR/NRR, attribution to channel. Numbers the board actually quotes.

06

Operations audit

Data hygiene score, duplicate detection, owner-rot cleanup, stage-misuse analysis. The maintenance layer most RevOps skips.

LIFECYCLE CONTRACT

Eight stages, exit criteria in writing

Every stage has a named owner and a named exit criterion. Deals without an exit criterion have a way of rotting in the pipeline; this table is how we prevent that.

StageSignalOwnerExit criterion
Captureform · enrichment · intentmarketingMQL score ≥ 60
QualifyBANT · MEDDIC · fit + intentSDRSAL accepted by AE
Discoverdiscovery call · championAEpain + budget + timeline
ProposeCPQ · security reviewAE + solutionsproposal signed-off
Negotiateredlines · legalAE + legalcontract agreed
Closesignature · POAEsigned order
Onboardkickoff · provisioningCSMfirst value event
Expandusage · exec sponsorshipCSM + AEupsell motion open
Reporting closes the loop

Pipeline hygiene alone doesn't grow revenue. The BI layer is where pipeline shape becomes a forecast the exec team can plan against.

Open business intelligence ↗

STACK

CRM · RevOps · lifecycle · CPQ

Default toolkit. Substitutions driven by data-residency, existing investments and team fluency — never by preferred-partner contracts.

CRM

  • Salesforce · HubSpot · Pipedrive
  • Close · Attio
  • Custom on Postgres

Revenue ops

  • Gong · Chorus
  • Clari · Scratchpad
  • Outreach · Salesloft
  • LeanData · Default

Lifecycle

  • Customer.io · Braze · Iterable
  • Segment · RudderStack
  • Intercom · Front

Quote · CPQ

  • Salesforce CPQ · DealHub
  • PandaDoc · DocuSign CLM
  • Custom on Stripe

Adjacent disciplines

Where RevOps connects

Upstream

Growth Analytics & SEO/GEO

The event stream that fills the top of the pipeline. Events and identity resolution before CRM.

 Reporting

Business Intelligence

Where pipeline data becomes executive dashboards, cohort retention and board-ready numbers.

 Product

SaaS Product Development

The product surface whose usage signals feed expansion and churn motions.

 Ops

Enterprise Workflow Automation

Approval chains and document flows that sit around the quote and onboarding motions.
Lead · pipeline · revenue

Turn the CRM from a graveyard into an operating system

Share the current stack, pipeline shape and the reporting the board actually quotes. We come back with a lifecycle map, data-hygiene audit and 90-day cleanup plan within ten working days.

Start a RevOps engagementOr open BI