Your forecast is a negotiation.
What it costsThe board stops trusting the number, and you stop trusting it too.
What changesStage definitions with exit criteria, signed off by sales and finance.
Revenue OS · PulseRevOps
A CRM your team trusts, and numbers your board believes.
RevOps for B2B teams that have outgrown the spreadsheet: one pipeline definition, clean data, handoffs that do not drop, and reporting that reconciles with the CRM it came from.
# Stage definitions, signed off by sales and financeversion: v3stages: - name: Qualified exit_when: [budget_owner_identified, problem_confirmed] - name: Proposal exit_when: [scope_sent, decision_date_set] - name: Negotiation exit_when: [commercials_agreed] - name: Won requires: [signed_order_form]forecast: commit: "stage == Negotiation and close_date <= quarter_end"# Handoffs, each with a clock and an ownerhandoffs: - from: marketing to: sales trigger: lead.tier in [T1, T2] respond_within: 15m escalate_to: sales_manager - from: sales to: onboarding trigger: deal.stage == Won respond_within: 1d requires: [handover_note, signed_scope]alerts: channel: slack quiet_hours: false-- One pipeline number, by source and stageselect source, stage, count(*) as deals, sum(amount_usd) as value_usdfrom crm.dealswhere created_at >= date_trunc('quarter', current_date) and stage_definition = 'v3' -- the version sales and finance signed offgroup by source, stageorder by source, stage;What is breaking your revenue numbers
If two of these are true, the rest of this page is about you.
Marketing, sales and finance each have their own pipeline number.
What it costsMeetings spent arguing about data instead of deals.
What changesOne CRM design and one dashboard everyone reads.
Revenue OS · ContextThe CRM is full of duplicates and empty fields.
What it costsReps stop using it, and leaders stop believing it.
What changesA clean-up, enrichment with sources, and hygiene that runs every day.
Revenue OS · ContextLeads and customers drop between teams.
What it costsRevenue lost in gaps nobody owns.
What changesAn owner, a response time and an alert on every handoff.
Revenue OS · FlowPlays we build
Each one runs in your CRM and tools, and is documented so your team can change it.
Every inbound lead enriched, scored and with the right rep in minutes.
Rules your team can read decide which accounts get attention first.
Every record complete and current, with the source kept on the field.
One pipeline number everyone uses, broken down by source and stage.
What we build
The capability on the left, what your team would notice on the right.
- Architecture
CRM design and clean-up
Objects, fields, stages and ownership rules designed once. Duplicates merged, dead fields retired.
- Pipeline
Stages with exit criteria
Every stage means the same thing to every rep, so the forecast stops depending on who you ask.
- Handoffs
Marketing to sales to success
An agreed response time on every handoff, with an alert when a lead or account waits too long.
- Reporting
Dashboards that reconcile
Pipeline, conversion by stage, source attribution and forecast, built on definitions you signed off.
- Stack
Tool audit and consolidation
What each tool does, where they overlap, what to cut and what it saves.
- Enablement
Playbooks and adoption
Per-role training, recorded, and a check a few weeks later on who has gone back to the spreadsheet.
Every handoff has a clock
Leads and customers get dropped between teams, not inside them. Each handoff gets an owner, a response time and an alert.
How an engagement runs
The same four steps whatever we build. The first one is small, fixed-fee and useful on its own.
What stays yours
We build and hand over
- CRM configuration and its documentation
- Stage and field definitions, written down
- Dashboards and the logic behind them
You keep and control
- Your CRM and its data
- Every tool contract
- Admin access, in your name
Questions
Do we need to move CRM?
Rarely. Most CRM problems are data-model and adoption problems, and neither is fixed by switching software. If a move is the right answer, the review says so and it is scoped separately.
Which CRMs do you work in?
HubSpot, Salesforce and Zoho CRM, as you run them today.
How long does a clean-up take?
It depends on volume and how many teams use the CRM. The review gives you a dated plan before anything starts.
Will the team actually use it?
Only if it is built for people who are already busy. Each role gets one screen and a short recorded walkthrough, and we check adoption after go-live.
Rebuild your revenue engine for the AI era
Start with a fixed-fee GTM systems review. We map your stack against the six layers of Revenue OS, and you keep the findings whether or not you work with us.