Revenue Operations
Free Pipeline Audit · Revenue Operations

A pipeline audit that finds
lead routing bottlenecks
before they cost you the quarter.

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.

CRM ConfigurationLead RoutingLead ScoringWorkflow AutomationPipeline Reporting

Free  ·  No commitment  ·  Response within 1 business day

The Problem

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.
What We Do

Everything in the operational layer, configured and maintained.

CRM Audit, Cleanup, and Full Configuration
CRM audit, cleanup, and full configuration mapped to your actual sales process, not the default pipeline template. Stage definitions, field structure, and data quality all addressed before any automation is built on top.
Lead Routing Rules and Scoring Models
Lead routing rules and scoring models built around your ICP criteria, not generic BANT. Territory logic tested against real scenarios. The right lead reaches the right rep the same day it comes in.
Workflow Automation for Handoffs and Follow-Ups
Workflow automation covering lead handoffs, follow-ups, and stage transitions. Deals that go cold trigger a re-engagement sequence automatically. Meetings that are booked update the stage without a rep touching the keyboard.
Custom Pipeline Dashboards
Custom reporting dashboards tracking pipeline velocity and conversion by channel, for reps, managers, and leadership. Updated in real time so the report reflects what is actually in the pipeline, not what someone last remembered to log.
Integrations Across Your Revenue Stack
Integrations with HubSpot, Salesforce, Pipedrive, and most major CRM platforms. Your CRM, email infrastructure, paid ad platforms, and sales engagement tools connected and passing data correctly.
Monthly Review Cadence After the Build
Monthly review cadence after the build, because pipelines evolve and CRMs that are not maintained quietly break again. Small catches early, not large breaks discovered when a quarter closes short.
The CRMs

The CRMs we work with.

HubSpot
Best for: scaling B2B teams. Strong native automation, good marketing-to-sales alignment, and a UI salespeople will actually use. Sweet spot is 10 to 200 employees who want powerful automation without Salesforce-level complexity.
Salesforce
Best for: complex sales processes. Multi-territory routing, advanced scoring, complex approval workflows. Requires serious configuration to be useful. Misconfigured Salesforce is worse than a simpler CRM done well.
Pipedrive
Best for: sales-led teams. Built by salespeople for salespeople. Simple, fast, and genuinely easy to get the team to use. For teams that are primarily sales-led and do not need deep marketing integration, Pipedrive configured well wins.
How It Works

From broken CRM to a system your team trusts in four weeks.

Week 01: Audit

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.

Weeks 01-02: Design

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.

Weeks 02-04, Build

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.

Week 04: Handover

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.

FAQ

Questions before letting someone touch your CRM.

What does revenue operations include in practice?
Our revenue operations programme covers CRM setup and configuration (typically HubSpot or Salesforce), lead scoring and routing, pipeline stage definition, workflow automation, sales activity tracking, attribution modelling, and management reporting dashboards. We also handle integrations between your CRM, email tools, paid ad platforms, and any other systems in your revenue stack.
Which CRMs do you work with?
Our primary platforms are HubSpot, Salesforce, and Pipedrive. We also work with Zoho and Monday CRM. If you are not on a CRM yet or considering switching, we will walk you through the genuine trade-offs based on your team size, sales complexity, and budget before any build work starts.
Which CRM platforms do you support?
We primarily work with HubSpot and Salesforce. We also support Pipedrive and Monday CRM for smaller sales teams. If you are currently on a spreadsheet or using an ad hoc system, we will recommend and implement the right CRM for your stage, deal volume, and sales motion before building the RevOps layer on top of it.
What does the CRM audit involve and do you need admin access?
For the initial call, no. We do not need CRM access to have a useful first conversation. We will ask you to walk us through your current setup and describe where things are breaking. For the full audit, we need read-only access to review routing rules, workflow configurations, stage definitions, reporting, and deal data. We produce a written audit report before proposing any changes.
Do we need a RevOps system before running outbound or paid campaigns?
Not necessarily, but having one in place makes every other channel more effective. Without proper lead routing, attribution, and pipeline reporting, you cannot tell which campaigns are producing revenue versus just producing volume. We can run outbound or paid campaigns in parallel with RevOps setup, with full attribution retroactively applied once the tracking infrastructure is in place.
How long does the full build take from audit to go-live?
For most engagements, a full CRM rebuild with routing rules, scoring, and automation, we work on a three to four week timeline from audit sign-off to go-live. Simpler implementations take less time. Complex multi-territory Salesforce builds can take five to six weeks. We give you an honest timeline estimate after the audit, not a number designed to make us sound fast.
How long does a revenue operations setup take?
A foundational CRM setup, lead routing, and pipeline reporting dashboard typically takes four to six weeks. More complex implementations involving integrations between multiple systems, custom attribution modelling, or migration from a legacy CRM take eight to twelve weeks. We scope the timeline after an initial audit of your current stack.
What happens after the build is complete?
We stay on a monthly review cadence for as long as the engagement continues. CRM configurations that were perfect six months ago stop being perfect as the business changes: new reps join, territories shift, the sales process gets refined. Monthly reviews catch small breaks before they become significant problems.
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