SERVICE 03
Typical timeline · 10–16 weeks
Revenue operations
Pipeline you can forecast, not hope for
THE PROBLEM
When marketing, sales and success each keep their own version of the funnel, forecasts become opinions and nobody trusts the numbers in the board deck.
WHAT YOU GET
Pipeline architecture
Stages, exit criteria and handoffs documented and built into your CRM.
CRM cleanup and setup
Clean data, sensible fields and automation that saves rep time.
Lead scoring and routing
Scoring based on what actually converts, routed to the right owner instantly.
Forecast dashboards
Weekly forecast views for leadership, managers and reps.
“Our forecast used to miss by 30%. Last quarter it landed within 4%.”
Kwame Otieno, VP Revenue, Meridian Freight
YOUR LEAD CONSULTANT
Freya Lind
Revenue operations lead