Fractional Revenue Operations

RevOps leadership, without the headcount.

An experienced Revenue Operations lead embedded in your business a few days a month — architecting the CRM, the attribution model, and the forecast your leadership team can finally stand behind.

See engagement models
Who this is for

You don't have a tooling problem. You have an ownership gap.

Most growing companies buy their way toward revenue clarity — another platform, another integration, another dashboard. What's actually missing is someone senior who owns the whole revenue system end to end.

  • Forecasts that move by 30% the week before close.
  • Marketing and Sales reporting two different pipeline numbers.
  • A CRM full of fields nobody fills in and reports nobody opens.
  • Automation built by three different admins who have all since left.
  • A RevOps hire you need — but not forty hours a week of one.
How it works

Diagnose. Rebuild. Operate.

Weeks 1–3

Diagnose

We audit the stack, the data, and the process end to end — then show you a prioritized map of what's actually costing you revenue versus what's just annoying.

Weeks 4–12

Rebuild

We fix the highest-leverage items first, shipping in weeks rather than quarters. Reporting, routing, attribution, forecast hygiene — in whatever order your pipeline demands.

Ongoing

Operate

A recurring fractional engagement: we run the operating cadence, maintain the model, and stay accountable to the numbers alongside your leadership team.

What you get

Deliverables, not advice decks.

CRM architecture that fits how you sell

Object model, stages, and required fields shaped around your actual motion — so the data gets entered because it's useful, not because it's mandatory.

Process and automation cleanup

Lead routing, handoffs, lifecycle stages, and the automation underneath them documented, simplified, and rebuilt where it's fighting the team.

Attribution and pipeline reporting

A model that connects spend and sales effort to closed revenue, with dashboards Marketing, Sales, and CS all read the same way.

Executive reporting cadence

The board-ready view of pipeline, forecast, and channel performance — plus the operating rhythm that keeps it accurate between meetings.

Team enablement and handoff

Your admins and ops staff trained on what was built, with documentation that outlives the engagement. We are not trying to become permanent.

A seat in the GTM conversation

Standing presence in pipeline reviews and planning — the strategic voice a full-time RevOps leader would provide, at a fraction of the commitment.

Engagement models

Three ways to work together.

Every engagement is scoped and quoted before it starts. No hourly billing, no open-ended discovery phase.

RevOps Audit

Fixed scope · 3 weeks

A full diagnostic of your revenue stack, data model, and reporting — delivered as a prioritized roadmap you own, whether or not we do the work.

  • Stack and data-model review
  • Pipeline and forecast hygiene assessment
  • Prioritized remediation roadmap
  • Executive readout session
Most common

Build Sprint

Project-based · 4–12 weeks

A defined build: attribution model, CRM rebuild, reporting layer, or automation overhaul. Fixed scope, fixed outcome, documented handoff.

  • Single, clearly-scoped objective
  • Weekly shipping cadence
  • Team training and documentation
  • No open-ended retainer required

Fractional RevOps Lead

Ongoing · monthly

Standing strategic leadership across Marketing, Sales, and CS operations — the executive-level RevOps voice without the executive-level headcount.

  • Set days per month, agreed up front
  • Pipeline and forecast ownership
  • Roadmap and vendor decisions
  • Scale up or down as you grow

Not sure which fits? Read when to hire fractional RevOps for the cost and timing breakdown.

Paired product

Marketing Attribution & More

When an engagement uncovers an attribution gap, MAM fills it natively inside Salesforce — typically collecting usable data in under a month.

Explore MAM

Paired product

Buyer's Journey

Personalized buyer portals with live engagement tracking, sitting alongside your CRM and marketing automation rather than replacing them.

Explore Buyer's Journey
FAQ

Fractional RevOps, answered.

The questions revenue leaders ask us before the first engagement.

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