Revops • Automation
Your Revenue Tools Should Work Together.
We make sure they do.
Your CRM, your automations, your reporting – they should be wired together, not running separate while you hope for the best. Whether you’re on HubSpot, Salesforce, or Pipedrive, we build the connections so leads route correctly, data stays clean, and your pipeline tells the truth.
2-3wk
Delivery
$1k
Starting At
13+yr
Experience
Trusted by teams who handed us the mess and said “fix it.”
“They jumped in to save the day when my launch was about to crash and burn. They got things done without having to be chased or asked.”
– Joel Klettke, Case Study Buddy
“The breadth and application of their knowledge blows my mind. I think of them as the glue any business needs.”
– Kirsty Fanton, Business Badassery
“Brilliant to work with. If anyone needs a super thoughtful team that gets it? Call them.”
– Amy Posner, Small Business Coach
Do These Problems Sound Familiar?
We Hear This Every Week
Here’s what we hear from growing teams whose revenue tools don’t talk to each other:
“Our forms get submissions. Sales says they never see them. Somewhere between the form and the CRM, people just… disappear.”
“Our forms get submissions. Sales says they never see them. Somewhere between the form and the CRM, people just… disappear.”
“Our forms get submissions. Sales says they never see them. Somewhere between the form and the CRM, people just… disappear.”
“Our forms get submissions. Sales says they never see them. Somewhere between the form and the CRM, people just… disappear.”
“Our forms get submissions. Sales says they never see them. Somewhere between the form and the CRM, people just… disappear.”
“Our forms get submissions. Sales says they never see them. Somewhere between the form and the CRM, people just… disappear.”
Most revenue operations problems aren’t tool problems – they’re “Nobody designed how these tools should work together” problems.
What We Fix
The Revenue System Your Team Can Actually Trust
We don’t just configure your tools. We understand how your team actually sells – then wire the system so leads flow, data stays clean, and your reports tell the truth. The cause is almost always human: workflows nobody designed, handoffs nobody mapped, tools configured for how a vendor imagined you’d work rather than how you actually do. The fix is technical. That’s what we do.
CRM Architecture & Lifecycle Design
Stages, properties, and pipelines in HubSpot, Salesforce, or Pipedrive that reflect how your team actually sells – not how a template assumes you do.
Lead Routing & SLAs
The right lead gets to the right person at the right time, via HubSpot workflows, Salesforce assignment rules, or custom routing logic. With Slack alerts when SLAs are missed.
Automation workflows
Follow-ups that fire automatically via HubSpot sequences or Salesforce flows. Handoffs between marketing and sales that don’t require a Slack message.
Reporting & Dashboards
Numbers your team actually trusts. Pipeline velocity, source attribution, conversion rates, built on clean data in your CRM’s native reporting.
Data Hygiene & Governance
Duplicate cleanup, required fields that make sense, lifecycle rules that keep your CRM from becoming a junk drawer.
Integration Layer
Making your tools actually talk to each other. CRM to email platform to billing to analytics, all connected via Zapier, Make, or n8n.
Remove Your Revops Friction
Stop fighting your tools. Start closing deals.
Your revenue system should help your team close deals, not create busywork.
How We Turn a Disconnected Stack Into a System That Stops Losing Deals.
We start with a paid diagnostic ($2,000–$6,000). CRM lifecycle audit. A map of exactly where your tools disconnect and leads fall through the gaps. Your top 3 quick-win automations. And a 90-day RevOps roadmap.
Implementation sprint: lead routing with SLAs, lifecycle stages with required properties, automation workflows in HubSpot/Salesforce or via Make/Zapier. Reporting baseline dashboards.
Ongoing automation iteration, data hygiene and governance, quarterly process refresh. Monthly retainer: $1,500–$5,000/month depending on scope.
We watch for new integration opportunities, platform updates, new connectors, and process improvements as your team scales. You decide what to act on.
Remove Your Revops Friction
Stop fighting your tools. Start closing deals.
We’ll have a conversation.
No pitch, no pressure. We want to understand how your team works, what tools you’re using, and where things feel broken.
We’ll have a conversation.
Who’s on the team. How deals move. Where the friction is. What’s been tried. We ask about the humans first, the technology second.
We’ll have a conversation.
A diagnostic deep-dive into your tech stack. We document where leads are slipping, what’s misconfigured, and what a fixed version looks like. You get the report whether we work together or not.
We start fixing. Together.
Starting with the automations that save you the most time and money, fastest. Diagnostic starts at $2,000. Most clients see a return in the first month.
Who Is This For
Is This For You?
This is for you if…
- Your CRM has become a liability instead of a source of truth
- Leads come in but the handoff between marketing and sales is a black box
- You’re manually doing things that should be automated – copying data, sending follow-ups by hand, updating deal stages via Slack
- Your reports require a 30-minute disclaimer before anyone believes them
- You have the tools – HubSpot, Salesforce, Pipedrive, Zapier – they just don’t work together
This probably isn’t for you if…
- You don’t have a CRM yet and need help choosing one (though we can point you in the right direction)
- You need someone to run your outbound sales or ad campaigns
- You want a one-time setup with no ongoing maintenance (revenue systems need tending)
- You’re looking for the cheapest option (building connected revenue systems takes real expertise)
We’ve Helped Teams Like Yours
“
They jumped in to save the day when my launch was about to crash and burn. They researched the options, knew what to do, and then just… did it. They got things done without having to be chased or asked. They were considerate of the bigger picture and excited about being part of my success.
“
They have solved SO MANY niggling little tech/design problems in my business, from coding web pages to designing a beautiful sales page and making tech platforms talk to each other. The breadth and application of their knowledge blows my mind, and I think of them as the glue any business needs.
“
They understand design at a deeper level than most. It’s not just about pretty layouts and fancy colors – but as a copywriter, they know to make it convert. Their understanding of messaging hierarchy is the perfect complement to design, and the page they created elevated all the right components.
FAQ
Questions We Get A lot
Paid diagnostics run $2,000-$6,000 – that covers a full CRM audit, a map of exactly where your stack disconnects, and a 90-day roadmap. Monthly retainers run $1,500-$5,000/month depending on scope. We’ll always give you a clear number before any work starts.
HubSpot is our primary platform, but we’ve built and fixed revenue systems in Salesforce, Pipedrive, and others. For integrations and automations, we work across Make, Zapier, and n8n, choosing the right tool based on complexity, budget, and what your team can maintain.
We ship 2-3 automations in the first week of implementation. Most clients feel the difference within 2-3 weeks. This means fewer manual tasks, faster lead response, and cleaner data.
Usually no. Most of the time, your HubSpot, Salesforce, or Pipedrive instance is fine – it just isn’t configured to work with your other tools. We fix what you have before recommending anything new.
A full-time RevOps hire costs $100-140k+ with benefits. You get senior-level thinking from two people who’ve done this across dozens of companies and platforms – without the salary, the ramp-up time, or the management overhead.
We design around your existing workflow first, then improve incrementally. No big-bang migrations. No “stop everything for 3 months” projects. We work inside whatever CRM and tools you’re already using.
Let’s Talk
Let’s Figure Out Where You’re Leaking Revenue.
We’re not going to pitch you the most expensive option. We’re going to look at your CRM, your automations, and your team’s workflow. Then we’ll tell you what actually needs fixing.
No pressure. No pitch deck. Just an honest conversation about your revenue operations.
Or email us: [email protected]