OUR TAKE

Systems, not sentiment

Most CRMs weren't broken on purpose. They accumulated — a field added for one deal, a stage renamed for one quarter, a workflow built by someone who left eighteen months ago. Nobody chose this mess; it just happened one exception at a time. Other teams never got a proper setup to begin with, and are running revenue through a system that was never actually configured for how they sell.

Either way, we come in as an outside, unsentimental set of eyes — installing a CRM that fits how you sell (Groundwork), or running the pipeline operations of one that has drifted, starting with a clean-up (RevOps Desk). No stake in who built what, no incentive to protect a past decision. Just a clear read on what's actually happening in your data versus what your team believes is happening.

Every engagement leaves documentation behind, not dependency. Groundwork ends with a handoff you can run without us. RevOps Desk is month to month with an always-current runbook, so you can take it in-house whenever you're ready. That's the actual goal, even though it means we're optimizing against our own repeat business.

HubSpot Salesforce Attio NetSuite QuickBooks Zapier / Make Segment Looker / Metabase
BY THE NUMBERS

What clients typically see

41%
Average reduction in duplicate CRM records
6.2×
Faster time-to-first-response after routing rebuild
3 wks
Median Groundwork install, audit to handoff
0
Lock-in contracts; RevOps Desk runs month to month