Revenue Operations Consulting

We help B2B companies grow revenue more efficiently and consistently.

Systematizing Revenue Generation Through Our

8 Products of Revenue Operations

Intuitive Digital

EXPERIENCES

Tech and workflows across Marketing, Sales, CS and Partnerships

Data-Informed

INSIGHTS

Dashboards and proactive recommendations to improve revenue performance

Clear Efficient

PROCESSES

Lead routing, qualification, sales stages, deal pricing, and team-to-team hand-offs

Intelligent

AUTOMATION

Data capture, lead nurturing, scoring and workflows to keep reps focused on your customers

Consistent Operating

RHYTHMS

Forecasting, business reviews, and other rhythms to support teams and foster accountability

Cross-Functional

COORDINATION

Coordination of priorities and resources across all revenue-influencing teams

Effective Revenue

PLANNING

Revenue modelling, target setting, territories, and compensation plans to optimize revenue efficiency

Accurate Current

DATA

The completeness, accuracy and recency of data to prompt the right conversations at the right time

Consulting Packages

End-to-End Revenue Assessment

An end-to-end assessment of your revenue generation effectiveness.

  • Deep-dive research across all revenue-influencing functions, including interviews, surveys, review of materials, data and technology.

  • Identify your current stage of growth and associated RevOps needs.

  • Benchmark comparisons for key revenue metrics.

  • A 50-point scorecard highlighting current areas of strength and opportunity.

  • A roadmap of recommended improvements.

Express Services

All Express Services are...

  • Rapid, delivered in 1 week.

  • High impact, based on proven practices.

  • Fixed cost of $5,000 CAD
    (plus applicable taxes).

Choose Your Express Service:

Sales Comp Plan Assessment

Keep your sales team motivated and focused in the right areas!

This express service includes:

Review one Sales compensation plan, including it's design, document structure, and terms.

Conduct up to 3 discovery interviews.

Provide a written assessment, focused on clarity, simplicity, and effectiveness.

Document examples of recommended changes *.

Present your plan assessment and recommendations over Zoom.

* We do not provide legal or tax services. We suggest you review all changes with your Legal, HR and Finance resources before deploying changes.

Sales Process Assessment

Create consistency to manage your Sales pipelines with confidence!

We will assess one Sales process, including:

Sales stage definitions and quality of adoption.

Lead routing and hand-off to Sales.

Sales qualification criteria.

Conduct up to 3 discovery interviews.

Provide a written assessment with findings and recommended improvements.

Present our Sales process assessment and recommendations over Zoom.

Sales Target Assessment

How effective are your targets for each revenue-generating role?

This express service includes:

Review your targets for each revenue-generating role and their leaders, including ramps for new hires.

Analyze historical %-to-target effectiveness for each role, and roll-up to company performance*.

Conduct up to 3 discovery interviews.

Provide a written assessment, including key findings, areas to reinforce, risks and recommended improvements.

Present our target assessment and recommendations over Zoom.

* Our analysis depends on the quality of the data you provide. While we will conduct some data manipulation, we may require internal support for any significant data cleansing required.

Fractional RevOps

This service is right for you if...

  • You need a temporary back-fill for a RevOps person on leave.

  • You're not yet ready to hire full-time RevOps staff.

  • Your Leaders are spending too much time on CRM, reporting and other admin tasks.

  • You don't trust your data and you're too busy to fix it.

How it Works:

Retain our services for 3-12 months at a consistent capacity of 1-3 days per week.

Pay a predetermined monthly fee.

Provide a written assessment, focused on clarity, simplicity, and effectiveness.

Conduct weekly check-ins to align on deliverables and timelines, and to discuss findings and assumptions.

We are accountable to you like any other staff member, with full transparency and async communication as needed.

We will partner with internal stakeholders as needed, including Finance, Marketing, Sales, Customer Success, HR/People, and others.

Common Areas of Focus:

This services can focus on a variety of areas catered to your needs, but here are some common examples:

CRM management and enhancements.

Sales and CS tech implementations.

Reports, dashboards and revenue analysis.

Creating and improving processes, like forecasting, and discount management.

Preparing Board presentations.

Sales compensation management.

Product and price book management and improvements.

Revenue modelling and target setting for Marketing, Sales and Customer Success.

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