B2B RevOps consultant

The B2B RevOps Consultant for Sales Teams that Have Outgrown Their CRM Setup

When the pipeline report needs a spreadsheet to make sense, it's time. A B2B RevOps consultant rebuilds your stages, routing and dashboards so the CRM matches how you sell today.

  • Audit from $2,500
  • HubSpot and Salesforce
  • Monthly plans from $4,000
Deals pipelineData up to date
New
Acme Logistics$18k
Northwind$9k
Qualified
Brightline Mfg$42k
Call booked
Harbor Health$26k
Vela Systems$31k
Proposal
Kestrel Foods$55k
Lead routed in 3 minutesInbound demo request → scored A → assigned to the right repAutomatic, with a follow-up task created
Example CRM board after a RevOps clean-up. Company names are made up.

Signs you need a B2B RevOps consultant

Your CRM was set up for a smaller company

Most B2B CRMs were set up when the company had one product, two reps and no marketing team. Every change since has been bolted on.

A B2B RevOps consultant takes it back to how you sell now: your products, your sales motions, your team structure, and builds the CRM around that.

  1. 01

    Reports need a spreadsheet

    If every pipeline review starts with an export, the data model needs work.

  2. 02

    Leads wait for a reply

    If nobody owns new leads for hours, routing needs to be automated.

  3. 03

    Stages mean different things

    If two reps would put the same deal in different stages, the definitions need fixing.

  4. 04

    Nobody trusts the forecast

    If leadership adjusts every forecast by feel, the process behind it needs rebuilding.

Services

Everything between the first touch and the closed deal

Pick what you need now; the monthly plans cover all of it.

Systems we work in

How it works

How a RevOps engagement runs

Audit first, then foundations, automation and reporting, in that order.

  1. Weeks 1–201 / 05

    Audit your revenue engine

    We go through your CRM, funnel stages, data quality, automations and reports, and talk to the people who use them. You get a ranked list of what to fix first.

    • CRM and funnel review
    • Data quality score
    • Stakeholder interviews
    • Ranked fix list
    ToolsHubSpot
  2. Weeks 2–402 / 05

    Fix the foundations

    Clear lifecycle stages and pipeline definitions, duplicates merged, missing fields filled and properties cleaned up, so everyone trusts what the CRM says.

    • Lifecycle stages defined
    • Pipelines rebuilt
    • Duplicates merged
    • Fields enriched
    ToolsHubSpotClay
  3. Weeks 4–803 / 05

    Automate routing and follow-up

    Leads scored and routed to the right rep within minutes, follow-up tasks created automatically and your tools talking to each other instead of to spreadsheets.

    • Lead scoring
    • Routing and SLAs
    • Sequences and tasks
    • Integrations
    ToolsHubSpotClaude
  4. Weeks 6–1004 / 05

    Report what matters

    Pipeline, conversion, forecast and source reports built for each role, from the board pack to the rep's own dashboard. One number for each question.

    • Pipeline and forecast
    • Source attribution
    • Role dashboards
    • Board-ready reports
    ToolsHubSpot
  5. Ongoing05 / 05

    Run and improve

    Monthly admin, fixes and improvements, a quarterly forecast refresh and new automations as your team grows. Add outbound when you want more pipeline to flow through it.

    • Monthly admin
    • Quarterly refresh
    • New builds as you grow
    • Outbound on request
    ToolsHubSpotApollo

Pricing

RevOps plans, priced by how much we take on

Start with an audit, or go straight to a monthly plan. Every plan has a named lead who knows your CRM.

Not ready for a plan?

RevOps Audit

Two weeks to a clear picture: CRM, funnel, data quality and reporting reviewed, with a ranked list of fixes and a readout call. Yours to keep, whether or not you continue.

Prices in US dollars, billed monthly. 3-month minimum, then month to month. Software licences are billed by the vendor.

Who we work with

Who we help

RevOps pays off once a team is selling and the data needs to keep up.

A good fit

  • You sell to other businesses (B2B)
  • Your company makes at least $1 million a year in revenue
  • You run HubSpot or Salesforce, or are ready to
  • You have at least two people selling
  • Leadership wants decisions made on pipeline data

Not a fit

  • You sell to consumers or a low-cost self-serve product
  • Your annual revenue is under $1 million
  • There's no CRM and no plan to adopt one
  • One founder does all the selling
  • You need a one-hour fix, not an ongoing partner

FAQ

Questions we get asked a lot

What does a B2B RevOps consultant cost?

A two-week audit is $2,500. Monthly plans start at $4,000 for about 20 hours of work and go up to an embedded head of RevOps from $12,000 a month.

HubSpot or Salesforce: which is better for us?

It depends on your team size, sales motion and budget. We work in both and will give you an honest view in the audit, including whether to stay where you are.

Can you also help us get more pipeline?

Yes. Once the systems are in place we can add our email outbound, so new leads flow straight into the routing and reporting we built.

Do you work in HubSpot and Salesforce?

Yes. Most of our work is in HubSpot, and we also work in Salesforce. We work inside your account, document every change and never lock you into anything of ours.

Who actually does the work?

A named RevOps lead runs your account with a small team of specialists behind them. You'll meet your lead on the kickoff call and have a weekly working session with them.

How long do we need to sign up for?

The audit is a one-off. Monthly plans start with three months, because foundations, automation and reporting take that long to do properly. After that it continues month by month.

Book a free RevOps call

Tell us a little about your business. We'll come to the call with questions about your CRM and pipeline, and leave you with the first three things we'd fix.

  • 30 minutes, no obligation
  • Three fixes you can use either way
  • We reply within one business day

Have a question first? Send us a message

Fergal Byrne

16 years in B2B marketing and sales.

Fergal Byrne, Founder

Connect on LinkedIn