Three offers. Each solves a defined operating problem.
Start with diagnosis, implement one governed workflow, then operate and improve it. Scope, acceptance criteria, owners, and baseline measures are agreed before work starts.
Revenue Workflow Audit
10 business daysFixed scope · fixed fee
For a revenue team that cannot clearly identify where leads, approvals, handoffs, or reporting break down.
Problem resolved
Diagnose revenue-process leakage before buying or automating more software.
Included deliverables
- Current-state map from lead capture through pipeline and retention
- Ranked register of workflow, ownership, data, and control failures
- Baseline for response time, approval time, stage hygiene, and follow-up coverage
- 30-day implementation plan with owners, dependencies, and priorities
Completion criteria
- →One agreed operating map
- →Every priority issue has an owner and next action
- →Implementation decision can be made from documented scope
Recommended launch path
GTM Automation Sprint
30 daysFixed scope · milestone fee
For a lean B2B team that needs one controlled path from qualified signal to approved action and CRM visibility.
Problem resolved
Replace manual handoffs and ungoverned outreach with one working, auditable workflow.
Included deliverables
- CRM, file, API, and campaign data connections configured for the agreed workflow
- One priority prospecting-to-approval workflow implemented
- Role gates, approval rules, audit events, and failure recovery verified
- Operator dashboard, runbook, training, and launch QA completed
Completion criteria
- →Test record completes the agreed workflow end to end
- →Unauthorized and duplicate actions are rejected
- →Named operator can run and recover the workflow
Managed Revenue Operations
90-day minimumMonthly scope · monthly fee
For a team that has launched a governed workflow and needs ongoing operation, measurement, and improvement.
Problem resolved
Keep the system operating and improve performance without hiring a dedicated RevOps engineering function.
Included deliverables
- Weekly workflow monitoring and exception resolution
- Monthly funnel, approval, attribution, and customer-risk review
- One prioritized workflow improvement released per month
- Executive scorecard with baseline, movement, decisions, and owners
Completion criteria
- →Monthly scorecard delivered on schedule
- →Exceptions have documented resolution or escalation
- →Each improvement has a before-and-after measure
Commercial boundary
No undefined transformation project. No forced CRM replacement.
Every proposal states the workflow in scope, systems touched, deliverables, acceptance tests, responsibilities, fee, and exclusions. Revopipe connects to the systems selected for the engagement rather than requiring a CRM replacement. Performance targets are set from an observed baseline, not presented as unsupported guarantees.