Two engagements. One clean revenue system.
Whether you're installing your first CRM or need someone running the one you have, the scope is fixed up front: a fixed price for Groundwork, a fixed monthly scope for RevOps Desk. No surprises after the invoice.
Groundwork
For startups and growing teams buying their first CRM, or replacing one nobody adopted. We design the pipeline, data model, and permissions around how you actually sell, so you scale on a clean foundation instead of a generic template.
Book a diagnostic call →- ✓Pipeline & stage design mapped to your sales motion
- ✓Lean data model: only the fields you will actually report on
- ✓Lead routing, ownership, and assignment rules
- ✓Role-based permissions & data governance from day one
- ✓Team onboarding walkthrough & recorded workflow docs
- ✓30-day post-launch check-in & tuning
RevOps Desk
For teams that need someone in the seat but not a full-time RevOps salary. We run your pipeline operations on a fixed monthly scope: cleaning up what has drifted first, then keeping stages, routing, and data honest, syncing the CRM to finance, and reporting numbers leadership trusts. Month to month, fully documented, so you can bring it in-house whenever you're ready.
Book a diagnostic call →- ✓Kickoff audit & clean-up: duplicates, dead stages, broken automations
- ✓Weekly pipeline hygiene & forecast-readiness review
- ✓Ownership of stage, routing, and handoff rules
- ✓CRM ↔ accounting / billing sync monitoring & fixes
- ✓Monthly dashboards on one set of metric definitions
- ✓Admin requests & change control, with an always-current runbook
Start with a 30-minute diagnostic.
We'll look at your current setup and tell you honestly whether you need Groundwork, RevOps Desk, or both in sequence.
Book a diagnostic call