A CRM nobody fully trusts.
Duplicate records, inconsistent stages, and reports that need a spreadsheet to explain them.
REVENUE OPERATIONS, CONNECTED.
Less friction.
More forward.
RevOps and GTM operations consulting that turns disconnected tools and manual handoffs into a system your team can run. From first lead to the next renewal.
Let’s untangle your RevOps ↗Explore our engagements ↓RevOps & GTM Ops consulting for growing B2B teams.
YOUR CUSTOMER LIFECYCLE CONNECTED
01 Marketing ↗Capture → qualify → route
02 Sales ↗Pipeline → forecast → close
a↗
One connectedrevenue motion.
03 Customer success ↗Onboard → retain → expand
↓ Manual work↑ Operational clarity
BUILT AROUND YOUR BUSINESS. / NOT THE OTHER WAY AROUND.Make your stack
work together.
THE GROWING PAINS ARE FAMILIAR.
Growth is hard enough.
Your operations
shouldn’t add friction.
Handoffs held together by follow-ups.
Leads wait. Context gets lost. Customers repeat themselves. Your team fills the gaps manually.
Tools that work. Just not together.
More software doesn’t fix disconnected processes. Clear ownership and a considered system do.
FIND YOUR STARTING POINT
Different teams.
A familiar breaking point.
You don’t need to arrive with a perfect brief. Start with what your team is experiencing.
Operations lives on everyone’s to-do list.
Give the work a clear owner, define your customer lifecycle, and establish the reporting basics.
Start with a diagnostic ↗The improvement backlog keeps growing.
Add focused delivery capacity for a defined CRM, process, or reporting project while your team runs the business.
Explore a systems sprint ↗The business changed. The setup didn’t.
Revisit routing, ownership, customer handoffs, and dashboards when a new team or sales motion changes the requirements.
Explore ongoing support ↗WHAT WE DO
From scattered effort
to connected execution.
Practical improvements across the entire customer lifecycle. Start with the bottleneck that matters most.
Design the operating model.
Define how your teams, processes, and systems work together—from first touch through renewal.
- GTM process & lifecycle design
- Lead routing & handoff ownership
- Pipeline stages & deal governance
Make the technology work.
Build a CRM and automation foundation that supports the way your business actually runs.
- Salesforce & HubSpot configuration
- Data cleanup & workflow automation
- Integrations & customer onboarding
See what needs attention.
Give every metric a definition, every dashboard a purpose, and every team a shared view.
- Funnel & pipeline reporting
- Forecasting processes & dashboards
- Data quality & reporting governance
Keep the improvement going.
Help your team use what gets built, with useful documentation and ongoing operational support.
- Team training & enablement
- Playbooks & operating procedures
- Prioritized RevOps support
MAKE THE WORK CONCRETE
Pick a bottleneck.
See what we can build.
Illustrative project scopes—not customer case studies. Final deliverables depend on discovery and your systems.
ACQUISITION / WORKFLOW DESIGN
The right lead. The right owner.
New enquiries land in a queue, assignment rules conflict, and nobody knows which leads need attention.
Enquiry arrives→Rules checked→Owner assigned
What we build
- Assignment rules with documented exceptions
- Unassigned-lead queue and escalation alerts
- Routing test scenarios and operating guide
What we measure
Time to assignment, unassigned volume, and routing exceptions.
Baseline and targets agreed before implementation.THE RELATIONSHIP DOESN’T END AT CLOSED-WON.
Build the connections
between the milestones.
Acquire
Capture the source.
Set the owner.
Convert
Define the stages.
Track the next step.
Onboard
Transfer the context.
Start with clarity.
Retain & expand
Surface the renewal.
Coordinate the action.
WAYS TO WORK TOGETHER
A clear starting point.
A scope that fits.
One focused diagnostic, one defined build, or a continuing partner. Every engagement starts with a conversation.
01 / FIND THE FRICTION
RevOps
Diagnostic
For teams that need a clear plan before making changes.
- Stakeholder discovery sessions
- CRM, workflow & data review
- Current-state process map
- Prioritized recommendations
- 90-day implementation roadmap
You leave with
A practical plan, with priorities and owners.
02 / BUILD THE FIX
Systems
Sprint
For teams with a specific operational problem to solve.
- One agreed process or system scope
- Configuration & automation build
- Relevant reporting & dashboards
- User acceptance testing
- Documentation & team handover
You leave with
A tested solution your team can operate.
03 / KEEP MOVING
Embedded
RevOps
For teams that need consistent operational capacity.
- Shared roadmap & priority backlog
- CRM administration & improvements
- Reporting & data quality support
- Process refinement & enablement
- Regular progress & planning reviews
You get
A continuing partner with an agreed scope.
Engagements are individually scoped and quoted. Deliverables, timelines, capacity, and fees are agreed in writing before work begins.
OUR APPROACH
Get clear.
Build deliberately.
Make it stick.
We start with how your business works. Then we connect the people, processes, and platforms that move it forward.
Tell us what’s getting in the way ↗- 01
Understand the motion.
Map your customer journey, listen to the teams doing the work, and identify where momentum gets lost.
- 02
Agree on what matters.
Set a focused scope, clear ownership, and a practical definition of success before building.
- 03
Build, test, and hand over.
Implement the changes, validate them with your team, and document how they work.
- 04
Review and improve.
Look at adoption and agreed outcomes. Refine what needs attention and prioritize what comes next.
MEET REVOPS AGENTIFIED
Thoughtful systems.
Practical execution.
Built for your next stage.
RevOps Agentified is a Texas-based consulting business focused on revenue operations and go-to-market operations for B2B teams.
We help connect the work across marketing, sales, and customer success—so your systems support your process and your team has a clearer path forward.
Clear scopeShared ownershipUseful documentation
A FEW PRACTICAL QUESTIONS
Before we begin.
Do we need to replace our CRM?+
Not necessarily. We first assess your existing setup and business needs. A focused configuration or process improvement may be enough; any migration would be scoped separately.
Can we start with just one problem?+
Yes. Lead routing, an unreliable dashboard, CRM cleanup, or a sales-to-CS handoff can all be starting points. The first step is agreeing on the problem and boundaries.
What does “Agentified” mean?+
Operations that act with purpose: clear rules, connected systems, and less repetitive work. Automation supports the process, with human ownership and review where decisions matter.
How are pricing and timelines determined?+
After initial discovery, we propose a scope with deliverables, assumptions, timeline, and fees. Ongoing engagements also define capacity and how priorities are managed. No work begins until the scope is agreed.
LET’S MAKE YOUR OPERATIONS CLICK.
What’s slowing
your team down?
Tell us what you’re trying to improve. We’ll start with the problem and work toward a practical next step.
hello@revopsagentified.com ↗BASED IN TEXAS · WORKING REMOTELY