RevOps & GTM Consulting

Build AI-enabled GTM on a RevOps foundation that scales

Operator-first consulting for mid-market and growth-stage B2B teams. I improve data systems, integrations, revenue execution tooling, and revenue intelligence, then plan, prioritize, and execute across complex, cross-functional revenue workflows so you can scale without fragmented systems.

Lead generation services are pay-per-meeting, 100% free until you have your first meeting with a qualified lead.

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Core services

Strategy, architecture, and hands-on execution, not tool implementation alone. Engagements are flexible: project-based or ongoing partnership.

Foundations & Infrastructure

Build scalable, AI-ready systems with enterprise-grade architecture, governance, and consolidation to cut technical debt.

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Gap Identification

End-to-end audit of the customer journey to find, categorize, and prioritize growth blockers across the funnel.

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Lead Generation

Pay-per-meeting email marketing that books qualified conversations, free until you have your first meeting with a qualified lead.

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Lead Routing & Territory Management

Design lead assignment rules, hierarchies, and routing logic that align sales and marketing at the top of the funnel.

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RevOps Execution

Execute targeted RevOps work after planning and operating-model alignment, with clear timeline, ownership, and delivery.

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RevOps Architecture & Data/Integrations

Foundations & Infrastructure

Build scalable, AI-ready systems with enterprise-grade architecture, governance, and consolidation to cut technical debt.

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Head of RevOps ArchitectureRevOps Data ArchitectRevOps Engineering LeadRevOps Systems Owner

Pain points

Technical debt from fragmented systems makes it hard to integrate new AI or RevTech tools.
Data governance and system ownership are unclear, leading to inconsistent outputs and workflow breakage.
Scaling requires architecture decisions, but internal teams lack capacity or patterns.

Value props

Establishes enterprise-grade, governable architecture so downstream workflows remain stable.
Makes systems AI-ready by ensuring data and integration design support agentic workflows and revenue intelligence.
Reduces ongoing rebuilding by consolidating and standardizing the foundations.

Use cases

Modernizing the CRM and supporting systems before rolling out larger GTM automation.
Creating governance frameworks for data movement and system-of-record clarity.
Preparing a company's stack for AI investment and orchestration.

Killer questions

What specific governance and ownership models do you implement (data standards, controls, operational runbooks)?
How do you design integrations so downstream workflows don't break during tool changes?
What's your approach to reducing shelfware while improving scalability?

Why now:

AI initiatives fail without reliable systems of record and governed data flows.

RevOps Strategy & Transformation

Gap Identification

End-to-end audit of the customer journey to find, categorize, and prioritize growth blockers across the funnel.

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CROVP Revenue OperationsRevenue Strategy LeadRevOps Analytics/Intelligence Lead

Pain points

Revenue leaks are suspected, but teams lack a holistic map of where and why handoffs break.
Funnel and customer journey data are inconsistent, making it hard to prioritize fixes by impact.
Tool sprawl and ungoverned architectures create recurring operational blockers.

Value props

Produces a comprehensive, categorized view of growth blockers across the customer journey.
Creates a shared gap-to-roadmap foundation so stakeholders can align on priorities.
Turns ambiguous symptoms into specific business gaps that guide measurable execution work.

Use cases

Preparing for a RevOps transformation or AI-ready GTM initiative.
Troubleshooting cross-functional misalignment between Marketing, Sales, and CS.
Establishing a Phase 0 baseline before larger implementation projects.

Killer questions

What journey stages and handoffs do you audit, and how do you categorize discovered gaps?
How do you ensure findings are actionable (tied to owners, systems, and workflow changes)?
What artifacts do you deliver that directly feed a prioritized roadmap?

Why now:

As teams scale, small funnel inefficiencies compound into missed deals and retention/expansion regressions.
AI-enabled GTM requires stronger execution foundations, which start with knowing exactly where gaps exist.

Email Marketing & Outbound

Lead Generation

Pay-per-meeting email marketing that books qualified conversations, free until you have your first meeting with a qualified lead.

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VP MarketingHead of Demand GenerationGrowth Marketing LeadSDR/BDR Leader

Pain points

Outbound and email programs burn budget without predictable meeting volume or clear payback.
List quality, messaging, and follow-up aren't aligned to ICP, so reply and booking rates stay low.
Teams lack capacity to run sequences, test copy, and iterate while owning the rest of the funnel.

Value props

Runs end-to-end email marketing: targeting, copy, sequencing, and reply handling focused on booked meetings.
Pay-per-meeting pricing aligns cost to outcomes; no fee until you have your first meeting with a qualified lead.
Feeds qualified conversations into your CRM and handoff process so sales can focus on closing.

Use cases

Standing up or restarting outbound email when pipeline from top-of-funnel is thin.
Testing new segments, offers, or personas before scaling paid or SDR headcount.
Complementing RevOps and routing work with a steady flow of meeting-ready leads.

Killer questions

How do you define a qualified meeting, and what happens if a booking no-shows or is a poor fit?
What email infrastructure and compliance practices do you use (domains, warmup, CAN-SPAM)?
How do booked meetings sync to our CRM and routing rules?

Why now:

Pipeline pressure makes pay-for-performance outbound attractive when fixed agency retainers don't match results.
Email remains one of the highest-ROI channels when ICP, data, and follow-up are executed with discipline.

Sales Operations & RevOps Execution

Lead Routing & Territory Management

Design lead assignment rules, hierarchies, and routing logic that align sales and marketing at the top of the funnel.

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VP SalesSales Operations DirectorRevOps Lead for Sales ExecutionTerritory/Quota Planning Manager

Pain points

Leads route incorrectly or inconsistently, creating SLA misses and pipeline contamination.
Territory logic and hierarchies don't match how the business actually sells, slowing response times.
Hand-off criteria and ownership aren't enforced, causing lost opportunities.

Value props

Implements clear lead routing rules aligned to territories, hierarchies, and business criteria.
Improves sales execution speed and consistency by enforcing routing and assignment logic.
Reduces downstream pipeline cleanup by making routing deterministic.

Use cases

Re-architecting routing after a sales model change (new segments, AE/AM coverage, or upmarket motion).
Fixing cross-team lead ownership across Marketing, Sales, and Sales Development.
Scaling rep capacity by aligning territories and assignment to defined criteria.

Killer questions

What routing criteria do you support (account attributes, lead source, scoring, geography, hierarchy)?
How do you validate routing outcomes to prevent misassignment and pipeline disputes?
How will routing changes be governed and monitored over time?

Why now:

As GTM teams grow, routing errors multiply and erode trust in CRM data and forecast accuracy.
AI-enabled operations still depend on correct assignment logic to act on leads and signals reliably.

RevOps & GTM Operations

RevOps Execution

Execute targeted RevOps work after planning and operating-model alignment, with clear timeline, ownership, and delivery.

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VP RevOpsDirector of RevOpsRevOps Program ManagerGTM Operations Lead

Pain points

Planning and operating-model alignment exists, but cross-functional delivery stalls or becomes fragmented.
Teams implement point solutions without clear ownership, causing slow execution and rework.
Forecast, pipeline, and handoff processes fail under complexity when timelines aren't tied to operational ownership.

Value props

Converts strategic gap/planning work into an execution plan with explicit operating model and accountability.
Provides hands-on delivery to implement the chosen RevOps improvements rather than only recommending them.
Reduces execution risk by structuring milestones around revenue workflows and dependencies.

Use cases

Launching a RevOps overhaul after a prior audit/roadmap.
Implementing mid-funnel and bottom-funnel workflow changes that require cross-team coordination.
Stabilizing revenue execution tooling and processes during rapid growth or org restructuring.

Killer questions

What execution deliverables do you produce beyond documentation (e.g., configured workflows, governance rules, runbooks)?
How do you define operating-model ownership across RevOps, Sales, Marketing, CS, and Finance?
What's your approach to timeline management when system dependencies span multiple tools and data domains?

Why now:

GTM teams are under pressure to become AI-enabled, but foundations and workflows must be executed reliably to realize that value.
Revenue leakage from process gaps gets worse as scale and complexity increase.

Capabilities across the funnel

From first touch to renewal: foundations, top-of-funnel, middle-of-funnel, and bottom-of-funnel, with AI-ready systems, agentic workflows, and revenue intelligence in mind.

Gap identification & audit

Comprehensive journey audit to surface and categorize business gaps holding back revenue.

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Strategic roadmapping

RevOps roadmap prioritized by impact, evolving with the business, not a static slide deck.

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Tech stack design & consolidation

Audit the GTM stack and recommend what to keep, consolidate, or replace before you rebuild again.

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Lead lifecycle & data quality

Top-of-funnel design, sales/marketing alignment, routing, and CRM enrichment workflows.

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Pipeline & opportunity management

Middle-funnel optimization: pipeline hygiene, opportunity management, and lead-to-cash execution.

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Renewal & expansion architecture

Bottom-funnel and customer success workflows with visibility and process for retention and growth.

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Operator-first, architecture-grounded

I help teams build a stronger revenue engine from first touch to renewal by fixing gaps across the funnel and implementing scalable, AI-ready RevOps foundations with enterprise-grade governance so you are not constantly rebuilding.

Customers describe the work as a force multiplier: optimizing GTM systems, redesigning sales process methodology, and delivering capacity across strategic OKRs as well as hands-on execution.

Typical fit: mid-market and growth-stage B2B teams with rising growth goals, AI-readiness needs, fragmented RevOps, or major funnel inflection points.

Problems we solve

Fragmented RevOps systems and inconsistent data block GTM scale.
Complex funnel and handoff gaps cause revenue leakage and missed deals.
Tool sprawl and ungoverned architecture create technical debt and rebuild cycles.
Misconfigured routing, pipeline hygiene, and engagement tooling slow execution.
Renewal and expansion workflows lack visibility, hurting retention and growth.

Built for RevOps leaders, GTM leadership, and revenue operations stakeholders, with hands-on support for architects and program owners configuring workflows and owning delivery.

Ready to strengthen your revenue engine?

Flexible engagement models, project-based or ongoing. Pricing is tailored to scope; start with a conversation about your stack, funnel, and goals. Lead generation services are pay-per-meeting, free until you have your first meeting with a qualified lead.