RevOps Transformation
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How we help

Diagnose. Fix. Lead.

Most engagements start with a short diagnostic. It tells you where revenue is breaking and what to do about it. Some clients take the plan and run with it. Most ask us to fix what we found or augment their in-house team.

Diagnose

Start with a clear picture.

Start with a full Diagnostic & Roadmap, or with a focused review when you already know where it hurts. Either way, we speak to leaders and the people doing the work across Sales, Marketing, CS and Finance, and work from the reports you already have, shared under NDA.

Diagnostic & Roadmap

For when revenue is under pressure in more than one place, and you want the whole engine reviewed before you decide what to fix first.

A review across lead to cash, CRM, data hygiene and GTM alignment, to home in on where revenue friction starts. It is the only diagnostic that also looks inside your CRM and data.

You get: the bottlenecks ranked by revenue impact, and a roadmap to remove them.

Leads into: any of our programmes, or fractional or interim leadership

Focused reviews

Two to four weeks, interview-led. No system access needed to get started.

3 to 4 weeks

Forecast Accuracy Reset

For when the forecast keeps missing and nobody can say exactly why.

Interviews across sales leadership, reps and Finance. We sit in on two live forecast calls and compare commit against actuals for recent periods.

You get: a forecast accuracy baseline, agreed definitions for pipeline and commit, stage exit criteria mapped to your sales methodology, a redesigned forecast process, a RACI for who owns each step, and an action plan to put it in place.

Leads into: Forecast Confidence

3 weeks

Revenue Friction Review

For when teams bring different numbers, or a new GTM motion hasn't reached the process, and revenue gets lost in the handovers.

12 to 15 interviews across Sales, Marketing, CS and Finance, with both leaders and the people doing the work.

You get: a map of where things break down from lead to cash, the top issues ranked by estimated revenue impact, and an action plan to remove them.

Leads into: Revenue Leakage Recovery

2 to 3 weeks

Pricing Change Readiness Review

For when a pricing strategy change is coming, or is live and not delivering.

8 to 10 interviews that trace the change from quote through to billing and renewal, testing whether each function is ready to support it.

You get: a readiness rating for each function, the blockers with a named owner for each, and a clear view of whether your reporting will show if the pricing is working.

Leads into: Pricing Operationalisation

2 weeks

RevOps Capability Assessment

For when RevOps was built for a smaller or different business than the one you run now.

Interviews with your RevOps team, or whoever covers RevOps today, and the leaders it supports.

You get: a capability scorecard against what the business now needs, the current role compared with the role you need, and a clear recommendation: hire, upskill or bring in fractional support.

Leads into: fractional or interim RevOps leadership

Not sure which one fits?

Take the 3-minute Revenue Engine Assessment.

Take the assessment

Fix

Close the gaps, and keep them closed.

Programmes that put the diagnostic's action plan into practice: process, systems, reporting and the habits that make them stick. Each one is scoped and priced before we start.

Revenue Leakage Recovery

Sold, delivered, billed and renewed should be the same number. When they aren't, the difference usually sits between Finance and Sales. We map lead to cash, close the gaps, and leave behind reporting that keeps them closed.

From past engagements: 7% of recoverable ARR identified and a recovery process put in place within 3 months. Gross retention lifted from 95% to 98%.

Forecast Confidence

Your sales methodology mapped to your pipeline stages, with the inspection cadence that makes it stick. Weak deals get qualified out early, and your commit starts matching the number you land.

From past engagements: 12% fewer slipped deals.

Pricing Operationalisation

We don't set your price. We make the business able to quote it, approve it, bill it, defend it at renewal, and report on whether it worked.

Experience: 3 pricing strategy rollouts.

Lead

Senior RevOps leadership, in the seat or alongside your team.

Fractional RevOps leadership

Senior RevOps leadership without the full-time hire. We design and run the operating model, sit with your leadership team, and build your team's capability so it runs without us.

Interim RevOps leadership

Hands-on cover through a transition: a new owner, an executive departure, a restructure, an integration. Alignment and revenue performance hold while you hire, and we can help you find and onboard the permanent leader.

How an engagement runs

Listen.

Interviews across Sales, Marketing, CS and Finance, and a walk through your reports and processes.

Diagnose.

The gaps, ranked, with an action plan your leadership team signs off.

Fix.

Process, CRM, reporting and enablement, delivered in collaboration with your team.

Hand over.

Documentation, training and, where needed, support hiring a permanent RevOps lead.

Who we work with

Subscription-based and consulting businesses with a commercial team of more than 20 people, where growth is stalling or the operating model hasn't kept up with the strategy.

Salesforce and HubSpot. Those are the systems we know inside out.

Sectors we know from the inside: supply chain and logistics, ESG and compliance, commercial and market intelligence, and critical event management.

Frequently asked questions

Do you need access to our systems?

Not for the focused reviews, which work from interviews and the reports you share under NDA. The Diagnostic & Roadmap and our programmes need CRM access, agreed at the start.

Can we start with a diagnostic only?

Yes. Every diagnostic ends with an action plan you can run yourselves.

How is the work priced?

Every diagnostic and programme is scoped and priced before we start.

Do you work in German?

Yes. We deliver in English and German across the UK, DACH and the wider EU.

Do you set pricing strategy, build data warehouses or administer our CRM?

No. We work alongside pricing, BI and FP&A specialists, and make their decisions work across the commercial engine. For CRM builds, we work with your internal CRM team or bring in trusted GTM engineering partners, and make sure what gets built serves the process.

Turn your next transformational moment into your next moment of growth.