How we help
Revenue Operations & CRM
Growth runs on systems. We build the CRM, pipeline and reporting that show you what's working, and make sure your team actually uses them.
Why it matters
You can't grow what you can't see.
In most growing companies, the systems were built for an earlier stage of the business. Leads come in from five places and land in three. The CRM was set up years ago, before the team and the process grew. Reports mean exporting spreadsheets, and it's hard to be sure the numbers are complete.
Revenue operations connects the plumbing between marketing, sales and leadership, so every lead is followed up, every deal is tracked and you can see what's actually producing revenue.
Signs you need this
You probably need this if...
- Follow-up on new leads is slower than you'd like.
- Your CRM is only partly used, or the data needs cleaning up.
- Marketing and sales disagree about lead quality.
- It's hard to tell which channels produce revenue.
- Reports take a day to put together.
- Your website, CRM, email and ads don't talk to each other.
- You're paying for software that isn't being fully used.
- You're preparing for a sale and want numbers that hold up to a buyer's review.
What we build and run
What we take responsibility for
- Choosing, setting up or cleaning up your CRM
- Pipeline stages with clear definitions everyone follows
- Lead routing and response rules, so no lead sits untouched
- Marketing automation and follow-up sequences
- Source tracking and attribution, so you know which channels produce revenue
- Leadership dashboards you can read in five minutes
- Connecting your website, CRM, email and ads
- Training and habits that keep the data clean
We do the setup and the ongoing work ourselves. If you already have an IT partner, developer or CRM consultant, we work alongside them and put them to their best use. We use AI and automation wherever they save your team time.
Tools
The technology supports the strategy. It doesn't dictate it.
We work in the CRM you already have when it fits, including HubSpot, Salesforce, Zoho, GoHighLevel and others. We recommend a change only when it clearly pays off.
How it runs
How it works
It starts with the 90-Day Growth Launch: we review your CRM and sales process, set a baseline and get the highest-priority fixes live within the 90 days. After that, we keep improving the system, run the reporting and make sure the team keeps using it.
What we're accountable for
Plumbing you can measure
In the ongoing phase, part of our pay is tied to growth above the baseline we set together.
Who leads it
Systems and sales, together
Systems, automation and reporting
Sara Hasselman
Founder & Managing Partner
Builds the systems, marketing automation and reporting.
“Most businesses don't have a marketing problem; they have a systems problem. My favorite moment is when the system we built starts showing up in the revenue numbers.”
Pipeline and sales process
Matt Dell
Partner, Growth & Sales Leadership
Makes sure the pipeline and sales process inside the CRM reflect how your team really sells.
Proof
Systems tied to revenue
annual recurring municipal contracts valued at over $500K. We rolled out a new CRM and built the habit of using it across the company, alongside an RFP program.
Client engagementbusiness accounts, supported by a Salesforce implementation.
Client engagementPart of a bigger system
Good systems make leadership work.
Good systems make marketing and sales leadership work. Outdated ones hold them back.
FAQ
Common questions
Which CRM do you recommend?
The one that fits how you sell and that your team will use. Often that's the one you already have. We'll tell you if it isn't.
Can you fix our existing CRM instead of replacing it?
Usually, yes. Cleaning up and rebuilding what you have is often faster and cheaper than starting over.
Do you do the technical setup yourselves?
Yes. We configure the CRM, automation, integrations and dashboards ourselves. If you have an IT partner or developer, we work alongside them.
How long until we have reporting we trust?
You'll have a baseline within the first 90 days, and reporting improves as the data gets cleaner.
What does it cost?
An intensive first 90 days, then a lower monthly fee plus pay tied to growth, scaled to company size. We'll talk specifics on the call.
Can we cancel?
Yes, any time, with 30 days' notice.
Get a 30-minute growth review
See what better systems could show you.
In 30 minutes, a partner will look at where you are, where your next growth should come from and the first step to get there. No obligation.