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For B2B companies with product-market fit

A CRM where no lead goes cold.

We clean up your records, get every lead to the right rep in minutes and tie each deal to the campaign that started it. It's built in your own CRM in about three weeks, tested on your records and handed over with the docs.

  • One record per company, with every contact current and every field sourced
  • Every lead matched, routed and in Slack within minutes
  • Stages defined once, and every deal traced to its first touch
  • Your data exported before any change, and every change tested on a sample first
  1. 1A reply comes in
    Marcus Hale, Ridgeway FreightFri 4:52 PM

    This looks useful. Can you send a few times for next week?

    • 3 records for this company
    • No owner
  2. 2We match it
    Ridgeway FreightTier A
    Records
    3 merged into 1
    Owner
    Jordan Lee, West
    Source
    Q4 outbound, email 2
    History
    2 emails, 1 site visit
  3. 3Your rep has it
    #new-leads4:53 PM

    Jordan, Marcus Hale at Ridgeway Freight asked for times. Tier A, full history attached.

    Meeting booked, Tue 10:30

    Credited to Q4 outbound in your pipeline report

An example. The names are made up.

The problem

Good leads go quiet inside the CRM.

Nobody owns it full time, so every new tool, hire and campaign leaves something half connected.

  1. 1Records nobody believesToday

    The same company saved three ways, people who changed jobs still listed, and reps keeping their own spreadsheets on the side.

    What changes

    One record to act on

    One record per company, every contact current and every field with its source. The side spreadsheets go away.

  2. 2Replies that waitToday

    An interested reply sits in an inbox over the weekend, then reaches a rep with none of the history.

    What changes

    Every lead worked in minutes

    Matched to the right account and owner, with the history and a Slack alert, while the buyer is still keen.

  3. 3Numbers that don't matchToday

    Marketing and sales count pipeline their own way, and nobody can say which campaign produced it.

    What changes

    Pipeline you can trace

    Stages defined once, every deal tied to the campaign that started it, and one report both teams read.

What we build.

Five builds, each inside your own CRM. We start with whichever one is losing you leads today.

  • CRM setup

    Fields, stages and views that match how your team sells.

    What's included
    • Stages with clear entry and exit rules
    • Lead source captured on every record
    • Required fields where reps need them, and nowhere else
    • Set up new, or rebuilt from the CRM you have
    Tools
    • HubSpot
    • Salesforce
    • Google Sheets

  • Clean records

    One record per company, every contact current.

    What's included
    • Duplicate companies and contacts merged
    • Missing fields filled from several sources
    • People who left found, and their replacement added
    • Emails re-checked by two verifiers
    Tools
    • Freckle
    • LeadMagic
    • MillionVerifier
    • BounceBan

  • Speed to lead

    Every lead with the right rep in minutes, history attached.

    What's included
    • Matched to an existing account before it's assigned
    • Assigned by territory, tier or rotation
    • A Slack alert with the history and the next step
    • Reassigned when nobody picks it up
    Tools
    • HubSpot
    • Salesforce
    • n8n
    • Slack

  • Priority scoring

    Your best accounts worked first.

    What's included
    • A fit score built from your won and lost deals
    • A, B and C tiers on every account
    • Buying signals added with a date and a source
    • Saved views by tier for every rep
    Tools
    • Jev
    • Claude Code
    • Sumble
    • HubSpot

  • Pipeline reporting

    Every deal traced to the campaign that started it.

    What's included
    • Stage and source definitions both teams agree on
    • Every deal tied to its first touch
    • Reply to booked to held, as one funnel
    • A pipeline report in Slack every Monday
    Tools
    • HubSpot
    • Salesforce
    • Google Sheets
    • Slack

Every other option leaves a gap.

Senior people plan it and build it themselves, with AI workflows doing the repetitive work.

  • Buy a tool

    Someone on your team still has to learn it, wire it up and keep it running.

    Nobody to run it
  • Hire a traditional agency

    You end up setting the strategy, while junior staff do the work.

    Junior operators
  • Hire an advisor

    You get a plan on paper, and nobody to build it.

    No one to build it
  • Hire a RevOps lead

    Months to find and ramp, and a bigger bill once they're in the seat.

    Slow and costly
With Revgrowth

The people who plan it build it

Senior strategy and the hands-on build in one team, running on AI workflows. It's live in weeks, and it's yours.

  • Senior strategy
  • Hands-on build
  • AI workflows

What happens after you sign.

About two weeks from kickoff to the first fix live in your CRM, then a week working in it with your team before we hand it over.

From kickoff to handover

  • Yours
  • Ours
  • Together
  1. Kickoff callYour CRM walked through together, the first fix picked and dated, with a written recap the same dayTogether, Week 1
  2. Open your CRMAdmin access to your CRM, the tools that feed it and SlackYours, Week 1
  3. Your CRM, auditedEvery object, field, workflow and integration, and where records break or leads stallOurs, Week 1
  4. Definitions agreedWhat counts as a lead, a meeting and an opportunity, who owns each and where it came fromTogether, Week 1
  5. The fix spec, writtenEvery field, rule and route, and what happens to the records you already haveOurs, Week 1
  6. Approve the specIn writing, within three business daysYours, Weeks 1 to 2
  7. Built and testedYour data exported first, then every change run on a sample before it touches the restOurs, Week 2
  8. Live in your CRMYour team works in it with us, and we fix what the first week showsTogether, Week 3
  9. HandoverA recorded walkthrough, the docs and every rule, yours to changeOurs, Week 3

The live date holds when your approvals come back within three business days. Each day of delay moves it by a day.

Everything else you'd ask

What does a RevOps sprint cover?

One fix, picked on the kickoff call, such as clean records, routing or reporting. It's built in your CRM, tested on your records and handed over in about three weeks. A bigger rebuild runs as a few sprints back to back.

Which CRMs do you work in?

Yours, whether that's HubSpot, Salesforce or something else. If you're still on a spreadsheet, we set one up around how you sell and load your records in.

How do you protect the data we have?

We export everything before we change anything, run every change on a sample first and never overwrite what your reps typed. Every update is logged with what was there before.

Can you work alongside our ops person?

Yes. We build to their rules, in their CRM, and hand them the docs and every rule at the end.

Do we need an ops person?

No. You need one person who owns the CRM. They join the kickoff, approve the spec and work in it with us in the last week.

Do you cover customer success?

No. We work on everything up to the closed deal, from where leads come from to the pipeline report. Renewals and customer success stay with your team.

How is this different from GTM engineering?

RevOps fixes what's inside your CRM, the records, routing and reports. GTM engineering builds what feeds it, the market maps, signals and outbound. If your CRM is a mess, start here, so new pipeline lands somewhere clean.

What happens after the sprint?

Your team owns it, with the docs and a recorded walkthrough. When the next fix comes up, it gets its own sprint.

Who owns what you build?

You do. Everything is built in your CRM and your accounts, so the fields, rules and docs stay with you.

Do you guarantee results?

No. We promise the fix in the spec, tested on your records, and you see every change before the handover.

Book a strategy call.

Thirty minutes with Adam. Walk us through your CRM, and we'll show you where leads go quiet and what we'd fix first.

The other services.

Every program runs on one map of your market, so the channels work together.