OPERATIONAL ARCHITECTURE
Your Pipeline Doesn't Need More People. It Needs a System.
Revenue operations consulting built for how you actually operate. Your current team stays - we align sales, marketing, ops, and finance around one revenue system, so your pipeline is predictable, your data is clean, and deals stop dying in the gaps.
What Is It?
What Is Revenue Operations Consulting?
Revenue operations consulting is a professional service that aligns a company's sales, marketing, customer success, and finance teams around shared data, processes, and technology. A RevOps consultant audits your current systems, identifies gaps causing revenue leakage, and builds the operational infrastructure to create predictable, scalable growth.
In most growing professional services firms, revenue teams and delivery operate in silos. Disconnected platforms generate leads that fail to close, and teams sell promises that delivery can't keep. Finance and ops are left picking up the pieces. Data is disconnected, handoffs are messy, and the client experience suffers.
We build the operational infrastructure to solve this. We connect your teams around one revenue system so leads stop dying in the gaps between them. We do this for firms of 50 to 500 people in professional services and contract manufacturing. The usual fix for a leaking pipeline is to hire more ops and admin people - ten process roles runs about $850K to $1.2M a year in payroll - when the problem is the system, not the staffing. The shift is from a pipeline you throw people at to one system you own.
Signs Your Revenue Operations Are Broken
- ✕Sales and marketing blame each other for pipeline quality
- ✕CRM data is stale or incomplete
- ✕Forecast accuracy is below 70%
- ✕Handoffs from sales to delivery lose critical context
- ✕Finance and ops work from different numbers
- ✕You've added tools but the problems got worse
- ✕New reps ramp slowly because there's no documented process
- ✕Clients churn because delivery doesn't match what sales promised
Core Capabilities
What Our Revenue Operations Consulting Covers
Go-To-Market Systems Architecture
We build the end-to-end framework that connects your marketing engine to sales pipeline and customer success.
CRM & Pipeline Design
We design intuitive CRM layouts with distinct stage logic and automated actions that reps actually adopt.
Sales and Marketing Alignment
We bridge the gap between marketing qualification and sales acceptance so lead handoffs stop dropping context.
Process Standardization & Playbooks
We create documented, automated playbooks for handoffs, reducing ramp time and mitigating human error.
Revenue Analytics & Reporting
We assemble real-time dashboards that surface the exact metrics leadership needs, pulling from both finance and pipeline.
Tech Stack Rationalization
We eliminate overlapping software licenses and integrate your remaining tools into a unified source of truth.
How It Works
How Our RevOps Consulting Engagement Works
Revenue System Audit (Week 1-2)
We map your entire GTM motion - from lead source to closed-won to delivery handoff. We interview stakeholders, audit your CRM, and quantify every gap.
- End-to-end process map + gap analysis report
Architecture Design (Week 2-3)
We design your target-state revenue system - CRM structure, data model, automation rules, reporting framework.
- Systems blueprint + implementation roadmap
Build & Deploy (Weeks 3-8)
We actively build and configure the full stack within your environment.
- Live system with automated workflows and clean data
Optimize & Scale (Ongoing)
Monthly performance reviews, active tuning, and expansion as your operations adapt.
- Monthly RevOps performance report
Case Study
Case Study: Roots AI - $35M in New Enterprise Pipeline, Built as a System
Challenge
Roots' growth had run entirely on the founder's own connections - a channel that doesn't scale. Leadership was expert at automating insurance back offices, not at building a repeatable enterprise sales system, and standing up a full outbound sales team wasn't the answer they wanted.
Solution
Revenue Institute learned the business first, then built outbound as a system: custom BDR, Ops, Intel, and Marketing agents that identified in-market insurance executives and worked the pipeline the way a senior AE would - one connected system instead of a growing sales headcount line.
Read Full StoryThe Results
$35M in new enterprise pipeline built in 6 months
Series A and Series B funding secured within 11 months of each other
Enterprise accounts opened and closed with no dedicated sales team in place
Frequently Asked Questions
What is revenue operations consulting?
Revenue operations consulting is a professional service that aligns a company's sales, marketing, customer success, and finance teams around shared data, processes, and technology. A RevOps consultant audits your current systems, identifies gaps causing revenue leakage, and builds the operational infrastructure to create predictable, scalable growth.
How is RevOps consulting different from sales consulting?
Sales consulting typically focuses on individual rep performance, scripting, or sales methodologies. RevOps consulting focuses on the system as a whole - aligning marketing, sales, and customer success through shared technology, integrated data, and documented processes.
How long does a RevOps engagement take?
Most engagements run 6-12 weeks for the initial build phase, with ongoing monthly optimization after. We believe in getting systems live quickly and iterating based on real-world adoption.
What does a RevOps consultant cost?
Pricing typically scales with the size of the team and the complexity of your tech stack. Most of our strategy engagements start with a fixed-scope audit, followed by a prioritized implementation budget based on ROI metrics.
What CRMs do you work with?
We work with HubSpot, Salesforce, and most mid-market CRMs. We are platform-agnostic and recommend based on your team size, budget, and complexity.
How do I know if I need RevOps consulting?
You need RevOps consulting if your sales and marketing teams operate in silos, your CRM data is untrustworthy, you cannot accurately forecast revenue, or if you're layering new tech tools to solve problems but revenue leakage continues.
What results should I expect?
Clients typically see results within 90 days, including more predictable forecasting, shorter sales cycles from clean handoffs, and large time savings from automating manual data entry.
Do you offer ongoing RevOps support after the engagement?
Yes. Depending on your firm's bandwidth, we either hand the system to your team to run or keep running it for you. Either way, we provide monthly performance tuning and ongoing systems optimization.
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Ready to Build a Predictable Revenue Engine?
Tell us where the revenue system is breaking. We will show you what to fix and in what order.