Monthly system audit
Checked against a fixed checklist, findings ranked by revenue impact.
The problem
Your CRM is where your revenue process goes to decay.
Someone built it well, once. Then a year happened. Properties multiplied, lifecycle stages stopped meaning anything, workflows started fighting over the same contact, and reports quietly stopped matching the pipeline review. Marketing owns campaigns, sales owns the number, and nobody owns the system underneath them both.
What we own
A named operator on the system, every month.
Not a ticket queue. A standing operating function with a monthly cadence and a report you can hold us to.
Data integrityDeduplication, required properties, field governance, and a monthly audit that catches drift before it reaches a report.
Lifecycle & pipelineStage definitions that mean the same thing to marketing and sales, entry and exit criteria enforced in the system, not a document nobody reads.
AutomationWorkflow builds, conflict resolution between competing automations, and retirement of the ones quietly doing damage.
IntegrationsYour CRM against ad platforms, analytics, billing, and product data, with sync failures monitored instead of discovered a quarter late.
AttributionCampaign and channel attribution wired to closed revenue, reconciled against your books.
ReportingThe dashboards your leadership actually opens, built on definitions that hold up under questioning.
EnablementEvery change documented and explained, so the system does not silently depend on us.
How it runs
A monthly operating cadence, not a ticket queue.
Standing work queue
Add to it any time. Prioritized together on a monthly call.
One working session
Sixty minutes a month with your revenue leadership.
Monthly written report
What changed, what it fixed, what is still at risk, what is queued next.
Named escalation path
For anything breaking between cycles.
Three fixed packages
Keep it trustworthy. Own it. Evolve it.
Choose the operating layer that matches the job. Package limits are fixed; they are not renegotiated into a custom scope.
Maintain
$3,500/month
For a CRM that basically works but keeps drifting.
- One CRM and one sales pipeline
- One monitored native integration
- Monthly data audit and cleanup
- Existing workflow and dashboard upkeep
- One working session and written report
Operate
$5,500/month
For a company without a real RevOps owner.
- Everything in Maintain
- Up to three pipelines and native integrations
- Lifecycle, routing, and pipeline ownership
- Closed-revenue attribution
- Two standard workflow or report improvements monthly
Architect
$8,000/month
For a live revenue system that must keep evolving.
- Everything in Operate
- Up to six monitored native integrations
- Rolling 90-day systems roadmap
- One prioritized build workstream at a time
- Two leadership sessions monthly
Good fit
Built for a team that has already outgrown its CRM.
The strongest fit is a business with real pipeline moving through the system and no single owner keeping it honest.
Past initial CRM setupMarketing owns campaigns, sales owns the number, and the system underneath both has started to drift.
Automations fighting each otherWorkflows built by different people at different times are quietly overriding one another.
Leadership stopped trusting the dashboardReports no longer match the pipeline review, and nobody can say why.
Not a help desk, a CRM migration, or SDR management. The fixed package limits above are the capacity. A migration or ground-up implementation belongs to the CRM + Demand Ops Build.
Where it usually starts
Build the system, then put an owner on it.
If the CRM needs to be repaired, built, or migrated, start with the fixed Demand Ops Blueprint or Build. That engagement establishes the system. Maintain, Operate, or Architect takes over after go-live so the work does not decay again.
Frequently asked questions
Before the first working session.
What does the RevOps Retainer include?
Data integrity and a monthly audit, lifecycle and pipeline stage definitions, automation builds and cleanup, integration monitoring across your ad platforms, analytics, billing, and product data, attribution to closed revenue, and the monthly reporting your leadership actually opens.
How is this different from a one-time CRM cleanup?
A cleanup fixes what has already drifted. The retainer keeps it from drifting again: a named operator audits the system every month, owns the standing work queue, and reports what changed.
How is pricing structured?
Maintain is $3,500 per month, Operate is $5,500 per month, and Architect is $8,000 per month. Each tier has a fixed package boundary.
What is the commitment?
Month to month after an initial 90 day term, with 30 days written notice.
Do you handle CRM migrations or net-new builds?
Yes, through the separate fixed CRM + Demand Ops Build packages. The RevOps Retainer takes over system ownership after that work is live.
RevOps retainer
Put an owner on the system before the next report goes wrong.
Bring your CRM, your reporting, and the last question nobody could answer in a pipeline review. We will tell you which fixed package fits the system.
Book a systems review