How will we know it is working?
We agree measures such as acceptance time, stalled opportunities, stage quality and onboarding completion against a starting baseline.
Who should join the first conversation?
The person responsible for the problem and representatives of the teams on either side of the handoff.
Can you include renewals and customer success?
Yes. The scope can cover onboarding, retention, expansion and referral handoffs.
Can you work with our current CRM?
Yes, where it can support the agreed process. We assess configuration limits before proposing a replacement.
Can this improve forecasting?
Clearer stages, next actions and data can make forecasting more useful. Commercial leaders retain responsibility for their forecasts.
How is this different from Marketing Operations?
Marketing Operations improves marketing execution. RevOps aligns the shared revenue journey across departments.
Is RevOps a CRM implementation?
CRM may support the work, but the first task is agreeing how teams should qualify, own and progress customer relationships.
Do we need a full transformation programme?
No. We can begin with one handoff, lifecycle stage or reporting problem.