Operations
RevOps consulting and revenue operations design
RevOps consulting that gives commercial leaders real visibility. We design the CRM architecture, pipeline structure, reporting and forecasting that let B2B businesses see what is actually happening across marketing, sales and customer success, rather than arguing about whose numbers are right.
When this is needed
Signs this might be the right time
Revenue operations support is usually needed when the leadership team cannot trust its own commercial data. Forecasts move sharply between reviews. Pipeline stages mean different things to different people. Reporting takes days to assemble and is out of date by the time it is presented.
It is also the right time after growth or acquisition, when systems that worked for a smaller business no longer carry the volume or complexity of the current one.
- CRM data is unreliable and pipeline reporting is unclear
- Leadership cannot see commercial performance clearly
- Sales stages are not defined or not used consistently
- There is no structured reporting cadence for commercial performance
- Forecasting is guesswork rather than data-driven
- Marketing, sales and customer success operate in silos with separate data
What's included
What we deliver
We build the commercial infrastructure that makes performance visible and manageable: how the CRM is structured, how pipeline is defined, what gets reported, and how forecasting actually works in practice rather than in theory.
CRM architecture
CRM structure, fields, stages and workflows designed around how your business actually sells, so the system supports the commercial process instead of fighting it.
Pipeline and funnel design
Pipeline and funnel design with clear stage definitions and entry criteria, so a stage means the same thing to every person and every forecast rests on the same standard.
Commercial reporting
Commercial reporting that answers the questions leadership actually asks, available without a week of manual assembly.
Forecasting frameworks
Forecasting frameworks that produce numbers the board can rely on, with the discipline and cadence needed to keep them honest.
Process design
Process design across marketing, sales and customer success, defining handoffs, ownership and the data captured at each point.
Data integration
Data integration across the commercial tool stack so reporting draws on one consistent source rather than several competing ones.
Outcomes
What improves
- Clear visibility into pipeline, conversion and revenue performance
- More reliable CRM data and consistent pipeline management
- Better forecasting accuracy and commercial planning
- Stronger alignment between marketing, sales and customer success
- Leadership teams making decisions based on data, not intuition
Commercial proof
What changed in practice
PE-backedSales Process
- From founder-led sales to a repeatable commercial model
How a PE-backed cybersecurity business professionalised its sales operation, supported live strategic deals and created a more credible model for investor scrutiny.
SDR Performance Coaching
- Turning SDR pressure into consistent performance
How a UK connectivity firm used targeted coaching, call reviews and enablement to improve confidence and create a more reliable top-of-funnel rhythm.
Where we’ve helped raise the bar
FAQS
Common questions
Which CRMs do you work with?
We work with HubSpot, Salesforce and other major CRM platforms. The principles of good pipeline design apply regardless of the tool.
Do you implement CRM changes directly?
Yes. We design and implement CRM architecture, pipeline stages, reporting dashboards and workflow automation.
How long does a RevOps project take?
A focused RevOps engagement typically takes 6–10 weeks for design and implementation. Ongoing optimisation continues beyond that.
Can you work with our existing RevOps team?
Yes. We work alongside internal teams, providing expertise and structure while building their capability.
Related services
You might also need
Go-to-Market Strategy & Planning
Market analysis, positioning, ICP definition and commercial performance planning that connects effort to measurable outcomes.
Sales Development & Conversion
SDR programmes, outbound prospecting and conversion optimisation that reliably fills and converts the top of funnel.
Integrated Growth Programmes
End-to-end sales transformation and commercial programmes that integrate marketing, sales and customer success into a single, connected growth system.
Decisions are only as good as the visibility behind them.
A Commercial Performance Diagnostic gives you a clearer view of where reporting, pipeline data and forecasting need attention first.