RevOps for
SMBs
Insights
|
Meetings
|
Time Back
|
Creativity
|
Clarity
|
Whiteboarding
|
Peace
|
Family Time
|
Fun
|
Insights | Meetings | Time Back | Creativity | Clarity | Whiteboarding | Peace | Family Time | Fun |
More
Admin Work
|
Stress
|
Late Nights
|
Confusion
|
Clicks
|
Friction
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Headaches
|
Outsourcing
|
Time in CRM
|
Manual Entry
|
Admin Work | Stress | Late Nights | Confusion | Clicks | Friction | Headaches | Outsourcing | Time in CRM | Manual Entry |
Less
Focus Areas
-
Insights
· Custom Reporting
· Team-Specific Dashboards
· Revenue Tracking vs. Goal
-
Automations
· Custom Workflows
· Email + Task Automations
· Lead Scoring + Routing
-
Systems
· Pipeline Configuration
· Object + Record Data Structure
· Third Party Integrations
What is “RevOps”?
Revenue Operations is optimizing your marketing, sales and customer success functions to glean insights and streamline processes.
Why is it important?
Greater insights into your cycle ➡️ better marketing, sales and customer success decisions.
Increased efficiency ➡️ less time spent on repetitive administrative tasks and more time on what matters.
RevOps Quiz
Process
About Me
Experienced operator across small and medium organizations
Ran revenue operations for a global venture organization
Built hundreds of custom reports inside and outside of CRMs
Stood up dozens of custom dashboards for executive, sales and marketing teams
Able to diagnose systems, design frameworks for improvements and implement the solutions
Extensive end-to-end customer lifecycle knowledge (leads ➡️ meetings ➡️ closed ➡️ renewals)
Worked with a wide variety of CRMs and dozens of integrations
Crafted both simple and complex workflows to decrease clicks, slippage and unstructured data
My aim is to help businesses get back hundreds of hours per year through efficiency enhancements and increase awareness of what’s possible with the current tools available.
-Mitchell
How We’re Different
Our goal is simplicity and functionality.
We work with you throughout the project.
We build custom solutions.
We work with your tech stack.
Speak the language of your business.
unnecessary over-featuring
quiet until project is done
one-size-fits-all mentality
unnecessary upgrades & add-ons
tech-laden jargon
Contact
Interested in exploring how we can help? Fill out some info and we will be in touch shortly.
