Revenue Operations Consulting
Senior RevOps and Marketing Operations guidance for scaling B2B SaaS teams.
If your GTM system has started to drag -- unclear ownership, brittle automation, attribution disputes, constant exceptions -- you need experienced judgment, not more dashboards. I help teams build revenue operations strategy that holds as you grow.
What can I help you with?
Advisory Retainer
PopularSenior RevOps guidance without hiring full-time
From$4,000/mo
What you get
- One 60-minute strategy call per month focused on RevOps priorities and system integrity
- Async Slack or email access for quick clarification and high-leverage guidance
- Periodic review of lifecycle design, lead routing, attribution, and automation logic
- Confidence that HubSpot, Salesforce, and your automation stack will scale as volume and complexity increase
This is a light-touch advisory engagement designed for direction, validation, and prioritization. Your internal team remains responsible for implementation. The goal is to keep your GTM system coherent and scalable without introducing unnecessary meetings or operational overhead.
How this works
We meet monthly for focused strategy and use async communication for quick decisions between calls. This engagement is intentionally scoped to senior oversight, not hands-on execution.
Good fit if
You have execution power but need experienced RevOps oversight to keep your GTM system stable as you grow.
RevOps Reality Check
Fast clarity on what's broken, what's missing, and what to fix next
$1,500
What you get
- One 90-minute live diagnostic session
- A clear read on GTM systems, data, and handoffs
- Identification of revenue leaks and bottlenecks
- A prioritized list of what to fix now vs later
- Confidence on what not to work on
This is a focused teardown of your revenue engine. No fluff, no implementation, no long-term commitment.
How this works
We review your current setup live, pressure-test assumptions, and isolate the highest-leverage issues holding revenue back. You leave with clarity you can act on immediately.
Good fit if
You don't fully trust your pipeline or attribution. Your stack has grown but leverage hasn't. You need senior-level clarity before hiring or rebuilding.
Revenue Architecture Blueprint
GTM system design built to scale
From$6,500
What you get
- Full GTM system design: lifecycle, routing, scoring, and attribution
- Clear documentation and operating rules that survive team changes
- Alignment across Marketing, Sales, Customer Success, and Product
- Infrastructure that supports scale, not friction
This engagement is designed to create a durable GTM foundation that holds up as volume, headcount, and tooling evolve. The focus is on reducing exceptions, clarifying ownership, and making the system easier to operate -- not more complex.
How this works
We assess your current GTM design, identify structural weak points, and design a unified revenue architecture your team can run long-term. You receive clear documentation, operating rules, and a roadmap your internal teams can execute against.
Good fit if
You're scaling and your current revenue operations setup won't hold at the next stage.
Vendor Workshops & Trainings
Operator-led RevOps education
From$5,000
What you get
- Live sessions on AI in RevOps, lifecycle design, or Clay automation
- Content tailored to customers, prospects, or partner ecosystems
- Delivered by an active RevOps operator, not a trainer
- Practical education that builds trust with technical audiences
These sessions are built for practitioners. The emphasis is on real-world examples, tradeoffs, and implementation considerations -- not theory or surface-level trends.
How this works
Content is tailored to your audience and delivered live in a workshop or training format. Sessions are designed to educate, spark informed discussion, and give attendees practical takeaways they can apply immediately.
Good fit if
You're a SaaS vendor looking to educate your audience with substance and credibility.
AI Automation Audit
Practical AI for RevOps, without the hype
From$2,000
What you get
- Review of your RevOps and marketing automation stack
- Identification of manual workflows and bottlenecks
- Prioritized AI and automation opportunities with a clear roadmap
- Clear guidance on what to automate now vs. later
This audit is intentionally grounded. The goal is not to automate everything, but to identify where AI and automation will create real leverage -- and where it's better to wait.
How this works
We review your current stack and workflows, identify bottlenecks, and prioritize automation opportunities based on impact and effort. You'll receive clear guidance on what to pursue now, what to defer, and why.
Good fit if
You're exploring AI in RevOps but want a grounded, practical starting point.
Trusted by GTM teams at fast-growing B2B companies
Certified in Salesforce, HubSpot, Workato, LeanData & more
