Revenue Operations Consultant
CRM, reporting, billing, and process fail in layers. A fix that starts in the wrong layer gets rebuilt twice. The review names where it breaks and what it costs, and the build runs foundation first.
Where the Stack Breaks
The build starts in the wrong layer
Reporting is rebuilt before the data model underneath it is corrected, and the dashboards return the same wrong number on a faster refresh. The fix gets rebuilt once the dependency surfaces.
Reporting and the CRM disagree
Two reports on the same question return two numbers, and leadership trusts neither. The board-deck figure is rebuilt by hand the night before the meeting.
Closed-won and invoiced do not agree
What sales closes and what finance invoices are reconciled by hand after the invoice goes out, and revenue recognition depends on one person remembering the exception.
The process lives in one person's head
The operating process is carried by the founder and by habit, so onboarding takes months and every exception escalates to the same person until that person leaves.
How the Engagement Runs
Review before any build
The review inventories the CRM, the reporting, the billing handoff, and the documented process, and names where the stack is failing and what those failures cost. Nothing is built until the fix order is written down. A build that starts in the wrong layer gets rebuilt twice.
Fix foundation first
The data model and ownership sit underneath everything, so they go first. Reporting reconciles once the model is correct, and the quote-to-cash handoff wires only after the records it depends on are reliable. Each layer is verified before the next starts.
Documented handoff
The process is mapped as it actually runs, the system is built to match, and the documentation lands in language the team reads without us in the room. The build is complete when your team is capable of operating the system.
The five capabilities the review sequences sit on what we build, and the method behind the fix order is on how we work.
Builds We Have Run
Dredging Contractor
Reaching an entire waterfront community depended on individual memory and unlogged phone calls, which is not a method that survives contact with a mobilization date.
Read the engagementLaw Firm Membership Business
Outbound automation in attorney names, sequences sent from attorney inboxes, and referral fee-splitting each carried professional-conduct exposure the launch calendar was not accounting for, and behavioral ad tracking went live on the firm's site with no privacy policy or cookie consent in place.
Read the engagementEvery engagement on proof of execution is drawn from engagement records with a verifiable receipt.
Common Questions
What does a revenue operations consultant do?
A revenue operations consultant finds where the stack across CRM, reporting, billing, and process is failing, what those failures cost, and the prioritized sequence to fix them. The work fixes causes in order, starting at the foundation. A reporting problem rooted in the data gets fixed in the data.
When do you need a RevOps consultant?
When the CRM fits a business you no longer run, reports disagree, or closed deals and invoices are matched by hand. The review answers it against your actual setup.
How is a revenue operations engagement structured?
A scoped review sets the scope and the fix order. The build follows it, and most clients then keep us on retainer to run it.
Do you work with specific platforms?
Most builds land in Salesforce or HubSpot, including constrained editions. Billing, contract, and reporting tools integrate as the architecture requires. The platform follows the architecture, not the other way around, so the decision is made against how the business works rather than what a vendor sells.
How much does a revenue operations engagement cost?
The review has a fixed scope, and its findings set the scope of any build.
What does an engagement cost?
Scope and fee are set in writing before any work starts. The 30-minute intro carries no fee, and the paid review is quoted as a fixed amount once its scope is agreed.
How long does it take?
The intro is 30 minutes. The review runs on working sessions with the people who run sales, finance, and operations and ends with written findings. Build sequences are quoted with dates attached.
What happens if it is not a fit?
The intro ends with a direct answer. When the work belongs somewhere else, or when nothing needs rebuilding yet, we say so on the call.
- 238,945Records reconciled
- 27 yearsOf history migrated
- 0Records lost
Client names are withheld. Industry, size, timeline, and metrics are drawn from engagement records.
30 minutes on what is failing, what it costs, and the order to fix it.