PSY Marketing / Service 07
Revenue Operations
I connect marketing, CRM, sales, quality control, analytics and automation into one operating loop with shared definitions, KPIs and ownership.
Point of view
Revenue is often lost not inside one department, but at the handoffs between them. RevOps removes those gaps and creates one system for managing the customer journey.
Business control
Typical timeline6–12 weeks for the core redesign; a monthly operating cycle thereafter
Metrics used to evaluate the change.
Scope of work
From diagnosis to an implemented process.
- 01
End-to-end customer journey audit from acquisition to repeat sales
- 02
Shared definitions for lead, qualified lead, opportunity, sale and revenue
- 03
Alignment of marketing, CRM and sales processes
- 04
Lead routing, SLAs, ownership, next actions and escalation logic
- 05
Quality control, loss reasons and a feedback loop into marketing
- 06
Dashboards, attribution, management metrics and operating cadence
- 07
Automation of data movement, tasks, alerts and reporting
- 08
Fractional ownership of the roadmap and implementation
How the work runs
Four stages with no gap between advice and execution.
- 01Diagnose
Clarify goals, data, process and loss points.
- 02Design
Define the target logic, KPIs and roadmap.
- 03Implement
Build the system together with the team.
- 04Transfer
Document, train and establish control.
What the team receives
- Shared definitions and data model
- End-to-end revenue process map
- Management dashboard
- Operating cadence, roles and escalation rules
What is needed to start
- CEO or owner sponsorship
- Access to marketing, CRM and sales data
- Participation from marketing and sales leadership
Budgeted separately
- Media spend and external production
- CRM, BI and integration licenses
- Financial audit and accounting
Outcomes
What changes for the business.
For businesses with meaningful acquisition and sales volume where each team optimizes its own area without a shared revenue context.
Before we start
A practical view of the engagement.
01How is the fee determined?+
After a short diagnostic. The fee depends on the number of systems and teams, data quality, implementation scope and required pace.
02Is this advisory only?+
No. The engagement can include diagnosis, design, configuration, implementation control, documentation and handover to the internal team.
03Where do we start?+
With a 30-minute working conversation to clarify the business goal, the main gap and the data that should be reviewed before a proposal.
Other services
Working session · 30 minutes
Start with your actual process, not a generic package.
Describe the challenge in Telegram. In the first conversation we will identify the main gap, the right engagement format and the next step.