Managed OutboundService · Sales operations
A working RevOps function from day one.
CRM, pipeline reporting, forecasting, and the four dashboards every founder should run weekly. Without hiring a $180K RevOps person you cannot find.
The problem
Your CRM is messy, your forecast is wrong, and no one is fixing it.
Most sub-$10M ARR teams cannot justify a dedicated RevOps hire. The CRO ends up half-running it. The CRM drifts. Pipeline reports lie. The board asks questions no one can answer.
The outcome
A CRM your sales team trusts, a forecast your CFO trusts, and a coverage number your CRO can defend to the board.
What is included
Built and operated end-to-end.
- CRM audit and cleanup (HubSpot or Salesforce)
- Schema design: stages, fields, required data per stage
- Pipeline coverage dashboard (stage-weighted, rolling 90 days)
- Stage conversion dashboard with historical baselines
- Lead source ROI dashboard with payback math
- Rep activity vs output dashboard
- Forecast workflow with weekly call review
- SDR-to-AE-to-CSM handoff workflows
- Weekly ops review with sales leadership
Deliverables timeline
What you get, and when.
| Phase | Output |
|---|---|
| Week 1 | CRM audit report, gap analysis, cleanup plan. |
| Week 2 to 3 | Schema refactor, required-field workflows, data backfill. |
| Week 4 | Four core dashboards live, baseline reporting cadence set. |
| Ongoing | Weekly ops review, monthly forecast call, quarterly QBR support. |
FAQ
Frequently asked questions
Next step
Talk to us about sales operations.
90-day pilot, month-to-month after. No long contracts.