Services

Designing and building the entire revenue engine

As a hands-on RevOps operator, I design and build the process, systems, data and reporting behind your go-to-market, across every team that touches revenue.
Not sure where to start?
Take the 3-minute GTM Health Check. 15 quick questions, instant score, no sign-up.
Take the GTM Health Check →
How we work together

From the first audit to the final handover

01

GTM Audit

Every engagement starts here. I review your process, systems, data and reporting against what good looks like - and give you a prioritized plan: what first, and why.
02

Project build

A defined build with clear deliverables: a forecast model, a pipeline redesign, a CRM migration, a renewal process, a reporting layer. I design it and I build it.
03

Program delivery

For larger cross-functional initiatives, I own delivery end to end: plan, timeline, stakeholders and coordination across teams.
What I build

Services for every team that touches revenue

Marketing, sales, account management, customer success, support and product - I connect them into one revenue engine.
A · Strategy & growth
01

GTM strategy & ICP

A clear definition of who to target and how to reach them
  • ICP, segments and personas
  • Market sizing and competitor mapping
  • GTM motion and channel design
  • Target-account lists
02

New business

The process from first touch to signed deal
  • Lead management, routing and SLAs
  • MQL/SQL definitions and the marketing-to-sales handover
  • Pipeline stages, exit criteria and hygiene
  • Outbound and inbound motions (Apollo, Clay, Instantly)
  • Clean handover from deal to onboarding and finance
03

Existing business

Where revenue is kept or lost - and where I'm especially strong.
  • Onboarding and account ownership
  • Customer health and churn signals
  • Renewal and expansion processes
  • Churn analysis and win-back
  • NRR / GRR tracking
04

Multi-market operations

Scaling GTM operations across countries and languages
  • Rolling GTM out to new markets
  • Multilingual sales, CS and support operations
  • Local compliance requirements
  • Experience across 24 markets
05

AI & GTM automation

Automation and AI that extend your team's reach
  • Enrichment and lead scoring with GTM AI tools (Clay, Apollo and others)
  • AI-assisted outbound and research
  • Workflow automation across tools
  • Choosing AI tools that actually pay off
06

Playbooks & enablement

Playbooks, documentation and training for your teams
  • Sales and CS playbooks
  • Onboarding material for new reps
  • Process documentation
  • Training sessions
B · Planning, reporting & revenue flow
07

Forecasting & revenue planning

Forecasts your board can rely on
  • Forecast set up from scratch if you don't have one
  • Methodology and cadence
  • New business and renewal forecasts
  • Targets and capacity planning
  • Forecast accuracy tracking
08

Reporting, KPIs & data

Turning CRM data into reliable reporting and decisions
  • KPIs and metric definitions everyone agrees on
  • Processes that capture the data those KPIs need
  • Operational dashboards for teams
  • Board and investor reporting
  • With your BI team, or straight from CRM data
09

Capacity, territories & quotas

Capacity and territory plans aligned with revenue targets
  • Capacity and headcount planning models
  • Territory and account assignment
  • Quota setting and attainment tracking
  • Ramp-time assumptions
10

Pricing & deal desk

Clear pricing structures and approval rules for every deal
  • Pricing and packaging structure
  • Discount guardrails and approval flows
  • Deal desk for non-standard deals
  • Pricing data in CRM and reporting
11

Quote-to-cash & billing

A connected process from signed deal to collected cash
  • CPQ and quote approvals (Salesforce CPQ, DealHub and others)
  • Subscription billing and invoicing (Chargebee and others)
  • Revenue recognition and ERP handovers
  • Dunning and collections workflows
12

Data quality & governance

Clean, consistent CRM data with clear ownership
  • Cleanup and deduplication
  • Enrichment and data standards
  • Field definitions and ownership
  • GDPR and data-compliance workflows
C · Systems & operations
13

GTM systems & tech stack

CRM and tools set up around your processes
  • CRM architecture and migrations (HubSpot, Salesforce, Pipedrive, Attio and others)
  • Tech stack audit and selection
  • Integrations: backend, CRM, billing, ticketing
  • Workflow automation
14

Call & contact centre ops

Reliable infrastructure for high-volume calling
  • Dialler, VoIP and IVR setup (Five9, VCC Live, CloudTalk, Aircall, Talkdesk and others)
  • SIP trunks, number porting and routing
  • Call compliance and recording
  • Call performance reporting
15

Customer support ops

Support operations connected to CS, product and revenue
  • Ticketing (Freshdesk, Zendesk, Intercom and others)
  • SLAs and escalation paths
  • Feedback loops to CS and product
  • Support KPIs
16

Connecting the teams

Aligned handovers and definitions across all customer-facing teams
  • Feeding customer insights into product
  • Handovers across sales, CS and finance
  • Shared definitions across teams
  • Documentation and enablement, so your teams run it themselves
17

RevOps blueprint & handover

A documented RevOps setup your team can run independently
  • RevOps function design: scope, processes, tools
  • Documentation of every process and system
  • Role profile for your future in-house RevOps team
  • Structured handover
For PE firms and portfolio companies

Before, during and
after the deal.

The same operational depth, applied to buy-and-build. I help deal teams and portfolio companies get GTM right.
01

Commercial and operational due diligence

Assessing GTM maturity, revenue predictability and operational scalability before acquisition.
  • CRM and data quality assessment
  • Forecast reliability analysis
  • ARR / NRR integrity checks
  • Pipeline health and reporting confidence
  • GTM process maturity evaluation
  • Tool stack and scalability review
02

Post-acquisition value creation

Building operational foundations that improve execution, visibility and enterprise value from day one.
  • Forecasting and KPI standardization
  • Board-ready reporting structures
  • GTM process optimization
  • Revenue operations governance
  • Sales, CS and finance alignment
  • Operational cadence implementation
03

M&A and GTM integration

Post-merger commercial integration across systems, processes and reporting.
  • CRM harmonization
  • Account and territory mapping
  • Pricing and packaging alignment
  • KPI standardization
  • Reporting consolidation
  • Cross-functional coordination
Let's talk

Need someone who's
actually built it?

Book a discovery call. No pitch, no pressure - just a clear conversation about where the gaps are and what's possible.
Book a discovery call →