Revenue operations for founder-led SaaS and tech-enabled services.
You have product-market fit and a pipeline that lives in three tools and one founder's head. We build the revenue operating layer between marketing, sales, onboarding, and finance: routing, CRM architecture, lifecycle automation, and the forecast the board actually believes. Senior operators, not a junior admin.
The problems we keep seeing between seed and Series B
The CRM was set up in a weekend
Stages mean different things to different reps, half the fields are empty, and the forecast is whatever the founder says on the call. The tool is fine. The architecture and the habits around it are not.
Leads route by whoever is watching Slack
Trials, demo requests, and inbound from partners land in a channel. Response time depends on who is online. In a self-serve plus sales-assist motion, minutes decide whether a trial becomes a conversation.
Onboarding is a person, not a process
Every new account gets a bespoke kickoff from the same two people. It works until it does not, and churn shows up in month three because nobody owned activation.
Board reporting takes a week
Pipeline, net revenue retention, CAC payback, and activation live in the CRM, the billing system, the product database, and a spreadsheet. Pulling them together is a project every month.
What we build for SaaS revenue operations
- CRM and Salesforce architecture — stages, fields, validation, and automation that match how you actually sell, built by an engineer, with a migration plan if you are outgrowing HubSpot.
- Lead and trial routing — every inbound signal scored, enriched, and in front of the right person in minutes, with follow-up sequences that run when nobody is watching.
- Lifecycle and onboarding automation — activation milestones tracked, kickoff and check-in workflows automated, and a human alerted when an account stalls.
- Revenue data layer — CRM, billing, and product usage joined into one model so NRR, CAC payback, and pipeline coverage are queries, not projects.
- Rep enablement — ramp materials, call frameworks, and activity hygiene so a new rep produces in weeks, not quarters.
Proof from adjacent operations work
Salesforce activity hygiene and call logging
Cleaner activity data and pipeline reviews leadership could trust.
Read case →GTM coaching funnel with booking and lead capture
Operators can capture and route leads without manual copy-paste between tools.
Read case →Rep enablement pack and ramp materials
Ramp time targeted at three days or less with consistent execution.
Read case →Anonymized engagements from adjacent, lead-driven and document-heavy businesses. We scope your build against your stack and your numbers.
Built for the founder, and for the investors behind them
Seed and Series A investors want a revenue engine that does not depend on the founder taking every call. We build the layer that lets a founder hand off sales-assist and onboarding without losing the signal, and we report in the metrics the next round will be underwritten on. If you are a fund or a studio with several portfolio companies, see how we work as an outsourced operating partner.
How we work with systems your revenue runs on
Your customer list, your lead flow, your billing — these run the business, so the engagement machinery is built for transparency: a named account lead and assigned engineer as your direct contacts, a shared workspace logging activity, decisions, and change orders, checkpoint sessions with written recaps, and milestone billing — you pay on delivered checkpoints, not on faith. We take only the access the work requires. The full delivery machinery is laid out in the method.
The low-risk way in
AI Adoption Audit
Where automation and AI actually pay back across your intake, follow-up, delivery, and reporting — with hour and dollar estimates, the data and process prerequisites you're missing, and a prioritized build roadmap with fixed pricing. Credited toward a build that starts within 60 days.
SaaS FAQ
We are on HubSpot. Do we need Salesforce?
Not necessarily. We work in both. The question is whether your motion has outgrown the tool, and we answer it in scoping with your data, not with a default recommendation. See CRM + Salesforce.
Can you build the product-usage side too?
Yes. The revenue data layer joins product events and billing to the CRM so activation and expansion signals reach the people who act on them. When a customer-facing app or portal is the right answer, that is app development with the same team.
What does a SaaS company usually start with?
Routing and CRM architecture first, because every downstream metric depends on clean pipeline data. Then lifecycle automation, then the reporting layer. Scoped as a project you own, with an optional managed RevOps retainer. Start with a free Business Checkup or a scoping call.
Scope the revenue operating layer before the next round.
Book a scoping call and we'll map where pipeline leaks, where onboarding stalls, and what to build first.