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Services
RevOps Check-up
A check-up may include multiple audits of user roles and permissions, integrations, workflows and automations, processes, and anything that is part of the end-to-end customer journey. This includes providing recommendations based on strategy, tactics, and overall goals.
Project Consult
A project with a clear scope, established timeline, and specified deliverables including stakeholders, success metrics, documentation, and overall expectations. Will provide strategic recommendations including process improvements as part of the project.
RevOps as a Service
Partner with me as your RevOps leader to establish, own, and optimize the customer-centric activities of your company. RevOps as a service offers strategic recommendations, technical implementation, process improvements, and ongoing support to align sales, marketing, and customer success operations teams.
Audit and strategy
Auditing your current tech stack and strategy against your resources and goals will provide the insight necessary to create an optimization plan.
Process and documentation
Reviewing your current processes and documentation establishes further evidences of areas to align and update according to shared goals.
Execution and optimization
Once a plan and buy-in are established, revenue operations begins to enhance system integrations, processes, and optimize alignment through transparency, communication, enablement.