Revenue operations: CRM, dashboards and workflow automation
Your CRM, ad platforms and analytics can work from the same data.
Your CRM, ad platforms, and analytics live in silos. You can’t answer which marketing dollars produce which revenue. We connect your systems so every team works from the same data, and you can see what’s working.
The first step: apply and say you want a RevOps build, then pick a time for a free 15-minute call. If the gap is mostly ad tracking and the hand-off into your CRM, the 30-Day Measurement Sprint ($1,250) covers that first. RevOps is data work: it puts the data you already have to use. Tracking or data work: which one do I need?
Applying and the first call are free.
When sales, marketing and finance keep separate numbers, decisions fall back on gut feel.
Sound familiar? These are the symptoms of disconnected revenue operations.
- Marketing can’t prove ROIYour ad platforms show conversions but your CRM shows different numbers. You can’t trace a closed deal back to the campaign that started it. Board meetings become guessing games.
- Sales works blindYour sales team doesn’t know which leads are marketing-sourced, what content they engaged with, or how warm they are. Every lead gets the same generic follow-up.
- Data is everywhere and nowhereClient inquiries live in the founder’s phone. Lead status lives in spreadsheets. Revenue data lives in the accounting software. Nothing connects. Decisions happen on gut feel.
Your sales, marketing and customer data connect into one source of truth.
Four parts, scoped to what the audit finds.
CRM implementation & migration
HubSpot implementation from scratch or migration from Salesforce, Zoho, or spreadsheets. Custom pipelines, deal stages, and lead scoring that match how your business actually works.
Dashboards & reporting
Custom dashboards in Looker Studio or HubSpot that show marketing-sourced pipeline, revenue attribution by channel, and the metrics your leadership actually needs to make decisions.
Workflow automation
Automated lead routing, deal stage progression, task creation, and handoff workflows. Eliminate the manual data entry that kills your team’s productivity and introduces errors. If the main problem is leads waiting too long for a first call, the Lead Plumbing build is a RevOps build focused on routing, dedupe, alerts and follow-up, at the same prices.
Data hygiene & enrichment
Deduplication, validation, and standardization of your existing data. Ongoing enrichment to keep contact records accurate and complete.
Roadrunner Equipment
A custom site with a filterable inventory, and a Directus back office where every inquiry lands.
Read the case study →
Dominican Bridge
A member portal where sign-ups and event RSVPs land in the same CRM that sends the newsletter and follow-up.
Read the case study →
Glossi
A segmented email sequence that turned a prospect list into demo meetings for a product launch.
Read the case study →Enriched records and inbox-ready outbound give your sales team better leads to work.
Technical infrastructure for lead enrichment and outbound sending, connected to your CRM.
Clay infrastructure
We build automated lead enrichment workflows using Clay’s 150+ data providers. Waterfall enrichment, intent signal monitoring (funding rounds, hiring signals, tech stack changes), and CRM integration, so your sales team works with rich, actionable data instead of bare-bones records.
- Waterfall enrichment from multiple data sources
- Intent signal monitoring and lead scoring
- CRM integration (HubSpot, Salesforce)
Outbound infrastructure setup
We build the technical foundation for outbound, including secondary domains, DKIM/DMARC/SPF configuration, sending tool setup, and email warmup management. Your team runs the campaigns. We make sure they land in inboxes, not spam folders.
- Domain purchasing and DNS configuration
- Email authentication (DKIM, DMARC, SPF)
- Sending tool setup and warmup management
Each phase, from audit to handoff, leaves you with something that works.
The build ends with a handoff. Nothing renews automatically.
- 1
Audit
We map every tool, data flow, and manual process in your revenue operations. Identify what’s broken, redundant, or missing.
- Tech stack inventory
- Data flow mapping
- Gap analysis and roadmap
- 2
Build
We implement CRM, integrations, workflows, and dashboards. Everything documented. Everything trained.
- CRM setup and data migration
- Integration configuration
- Workflow automation
- 3
Hand off
We train your team and hand over the documentation. Ongoing management after that is by invitation.
- Team training
- Documentation handoff
Start with a $2,500 audit and add more as your operations mature.
The audit’s roadmap shows whether the full build is worth it before you commit to it.
Tech Stack Audit
Comprehensive review of your revenue operations. Delivered as a roadmap with clear priorities.
- Complete tool and data flow inventory
- Integration gap analysis
- Redundancy and cost savings identification
- Prioritized implementation roadmap
- 30-minute walkthrough and Q&A
Full Implementation
CRM implementation, integrations, dashboards, and workflow automation. The full build. Lead Plumbing (routing, dedupe, alerts and follow-up) is built under this tier.
- Everything in Tech Stack Audit
- CRM implementation or migration (HubSpot primary)
- Custom reporting dashboards
- Workflow automation (lead routing, deal stages)
- Ad platform ↔ CRM integration
- Team training and documentation
Ongoing Retainer
Continuous RevOps management. We keep your systems clean, your data accurate, and your team productive.
- Data hygiene and enrichment
- Clay workflow management
- Dashboard maintenance and updates
- Workflow optimization
- Monthly strategy review
- Priority support
The retainer is by invitation, month-to-month with 30 days’ notice. Nothing renews automatically.
HubSpot is the primary CRM, and a new implementation takes four to eight weeks.
What CRMs do you work with?
HubSpot is our primary platform. We implement across Marketing Hub, Sales Hub, Service Hub, and Operations Hub. We also migrate from Salesforce, Zoho, Pipedrive, and spreadsheet-based systems. If you’re on a CRM we haven’t named, ask, as we’ve likely worked with it.
What is Clay and do I need it?
Clay is a data orchestration platform that enriches your leads from 150+ data providers automatically. If your sales team spends time manually researching prospects, if your CRM has incomplete records, or if you need intent signals to prioritize outreach, Clay can transform your workflow. We assess fit during the audit phase.
How long does a full implementation take?
A new CRM implementation typically takes 4-8 weeks. A migration from another system takes 6-12 weeks depending on data complexity. Scope and price are fixed in writing before work starts, so you’ll know the timeline before we start.
Do you run outbound campaigns?
No. We build the technical infrastructure: domains, authentication, sending tool configuration, and warmup. Your team (or a partner agency) runs the actual campaigns. We make sure your emails land in inboxes. You decide what they say.
Connect your revenue data and see which marketing produces pipeline.
Apply in two minutes; the first call is free. We’ll look at your current tool stack, point out the gaps, and talk through what connected operations could look like for your business.