that get your business moving in the right direction.
- CRM and GTM needs assessment and platform evaluation
- CRM and GTM platform implementation and onboarding
- Ordering, Chatbot, and Ticketing systems
- Implementation and onboarding
- Funnels, sequences, and automations
- Training and documentation
- RevOps assessment and strategy
- Tech stack diagnostic
- Integrations between platforms
- CRM and system migrations or consolidation
- Marketing automation and operations
- Sales enablement and operations systems
- Lead management, scoring, and routing
- Customer journey optimization
- Sales analytics and dashboards
- Pipeline reporting and forecasting
- Marketing attribution and ROI
- Key performance indicators
- Data management and cleanliness
- GDPR and other regulatory compliance management
Our team is certified in HubSpot, Salesforce, Iterable and has experience working with a wide range of GTM technology.
We partner with our clients in three ways:
Focused sprint with clear deliverables and project outcomes, typically last 1-9 months.
Ongoing RevOps Support
PTE model with multiple sprints, enabling us to re-prioritize every few weeks.
Light touchpoints to set priorities, overcome obstacles, and maintain best practices.