Mapping your needs
Vision
We start by understanding your business goals and what success looks like for you — not just in theory, but in practice. A clear direction gives every team, from marketing to finance to service, a shared purpose. It shapes the systems, processes, and data we build together, making sure every piece of your RevOps strategy works in tandem to move like a well-tuned machine — smooth, fast and built to go the distance.
User stories
User stories capture what your teams need to achieve in a single shared narrative. They're the brief your business writes for itself — short, direct, and focused. Each one maps a need — be it tracking client onboarding more smoothly, moving casework faster through approvals or surfacing key client data at the right moment — to a clear outcome, building a blueprint for systems that support your people and clients, not slow them down.
Success metrics
Success metrics turn RevOps from theory into measurable progress. Every strategy we build ties back to core goals — like cleaner data, improved retention or stronger team alignment — tracked through KPIs that show actual movement, not just activity. Live dashboards, ongoing reporting and regular reviews keep your teams focused - and your progress visible at every stage.
Understanding where your business is today...
Your business, seen from above
We start by building a detailed map of your teams, systems and core revenue processes. This forms the foundation for RevOps — helping us understand how work flows today, where key handoffs happen and where potential friction lies.
Process mapping
Next, we capture how things really work on the ground. Not ideal workflows, but real ones. This step turfs up every potential pitfall - bottlenecks, tool gaps, duplicated work, data blind spots - so we can prioritise the fixes that will have the biggest impact. It's how we make sure future improvements are anchored in reality, not assumptions.
Creating your wishlist
Finally, we collaborate with your teams to pinpoint the changes that would have the biggest effect — from automation to data fixes and simplified handoffs. We create a prioritised wishlist, so every improvement - however minor or major - ties back to your wider business goals.
...and where you want it to be
Stepping into the next phase
Now we map the future state of your operations — designing processes that fix friction points, speed up client delivery and align every team. All future workflows are built from real-world needs, making your business easier to run, scale, and manage.
What moves the needle
Not every fix is created equal. That’s why we evaluate every improvement based on its potential impact and the effort it takes to deliver. We prioritise the stealthy wins that unlock the biggest gains first, while never losing sight of the moves that secure long-term, sustainable growth.
The RevOps roadmap
Your strategy only works if it’s measurable. That’s why we create a phased RevOps roadmap with clear milestones, defined owners and real deadlines. It keeps your teams aligned, your progress steady, and your growth measurable at every step.
Putting your plan into action
Your initial sprint and touchpoints
We kick off your first sprint - a short, focused push towards a small goal, typically delivered on a weekly or biweekly basis - to deliver immediate value, while setting up the systems and rhythms your teams need for long-term RevOps success. We establish clear touchpoints and ongoing check-ins, so nothing gets lost and momentum builds from day one.
Reviewing your milestones
As you move through the sprint, we track real performance against the success metrics we defined earlier. These aren’t vanity numbers. Instead, we review what’s working, spot risks early and keep the focus tight on the outcomes that matter most to your business.
Reviewing your RevOps score
At key checkpoints, we step back and review your broader RevOps roadmap and score — making sure every move stays aligned to your long-term vision. It's how we ensure you're not just making progress, but the right kind of progress — the kind that makes (necessary) change feel effortless.