Revenue Operations & Architecture

The Growth is Real.
The Control is Not.

You have the market fit. You have the momentum.
But the operational backbone hasn't caught up yet.

We engineer the systems—and align the teams—that turn 
growth into predictable revenue.

The Infrastructure Gap

The team grows. An acquisition closes.
And suddenly, infrastructure falls behind.

Friction compounds.

When teams and systems are misaligned, data becomes inconsistent. And when revenue can't be traced to its source, decisions turn into guesswork.

Where Revenue Operations Breaks

The Alignment Gap


Marketing and Sales can't agree on what a "qualified lead" means.

Sales activity isn't consistently tracked—attribution turns unreliable.

Marketing can't prove ROI. Finance starts asking harder questions.

The cycle repeats.

The Forecast Gap


Revenue data lives in silos. Marketing has one truth, Sales has another,

Finance has a third. When the numbers don't align, projections lose credibility.

The Board questions every forecast.

The Governance Gap

Data sources aren't integrated. Revenue attribution can't be verified.

When due diligence begins, these gaps shift leverage to the other side.

The deal gets renegotiated.

The Future State

From Friction to Flow

We engineer the architecture. Growth compounds.

One connected architecture tracks the complete journey—from prospect to advocate.

Total Alignment

Complete Alignment

Handoffs between Marketing, Sales, and Customer Success turn seamless. Accountability replaces blame. Routine execution runs automatically. Leadership focuses on strategy.

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Unified View

Every touchpoint—across all systems—flows into one coherent picture. Leadership forecasts accurately. Capital deploys precisely.
Better decisions happen faster.

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Engineered to Compound

Dormant relationships reactivate. Untapped accounts engage.
Expansion shifts from ad hoc to systematic.
Existing relationships transform into reliable growth engines.

When We Step In

The business outgrows its revenue operations. Infrastructure falls behind.

The Growth Wall

Revenue climbs. Headcount increases.
Infrastructure can't keep up with demand.

 

The Merger (M&A)

Teams don't operate on the same system. Data models conflict. Attribution becomes unreliable. Revenue tracking fractures.

 

The Due Diligence

Leadership needs answers the systems can't provide. Reporting is inconsistent. Governance gaps surface.

 

The Platform Switch

The current system wasn't built for this level of complexity. Revenue tracking breaks. Data fragments. Migration carries risk.

 

The Market Reality

These moments—growth walls, M&A, platform switches—require a different approach.

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Most projects start by asking: "What do you need built?"

That assumes your requirements are correct. But you can't see the gaps
from inside the system.


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The trap:

Hiring a HubSpot or Salesforce specialist doesn't solve this. They optimize the platform to your specifications—not your specifications to the outcome. We work across platforms. HubSpot. Salesforce. Microsoft. The integrations that connect everything. Platform expertise matters. But diagnosis matters more.

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The gaps we find:
  • Handoffs where context disappears
  • Performance that can't be replicated

  • Attribution that can't be defended

  • Forecasts that lose credibility

The Contrast

Your requirements aren't your problems.

IMPLEMENTERS
WX
The Question
IMPLEMENTERS
"What do you need built?"
WX
"Where is revenue being lost?"
The Basis
IMPLEMENTERS
Your stated requirements.
WX
Operational gaps. Business outcomes.
The Constraint
IMPLEMENTERS
Questioning you costs them time.
WX
Challenging you is the service.
The Handoff
IMPLEMENTERS
Documentation. Hope it holds.
WX
A protocol that captures revenue.
The Result 
IMPLEMENTERS
A system that reflects your request.
WX
A system that closes leaks.

Internal teams face different constraints.

Your HubSpot admin knows the platform—not the Sales process.

Your RevOps lead owns the funnel—Finance reconciles differently.

No one has the full picture. No one can question strategy without political risk.


We bring the outside view. And specialists who've built this before.

We know where systems break. And we're outside your org chart—so we can push back when needed.

The Execution Protocol

We do not improvise. We execute a forensic process to secure your infrastructure.

STEP 1
The Forensic Audit

We don't configure until we understand what's broken.

Most infrastructure gets built around internal preferences.
What feels logical. What's fastest to deploy. What fits the current workflow.

The result:

Deals stall at handoffs. Attribution can't be verified. Forecasts lose credibility.
We trace where deals go cold and where the Board will question the data.
A diagnostic. A roadmap that closes gaps.


STEP 2
The Architecture & Build

We design it. Then we build it.

Revenue operations follows patterns. Handoff failures. Attribution gaps. Data silos that compound at scale.

We apply proven models:

  • Interview stakeholders across Marketing, Sales, Customer Success, and Finance
  • Surface misalignment before configuration starts
  • Eliminate silos in the data structure
  • Connect systems so teams operate from one record
  • Build infrastructure that answers hard questions when growth accelerates

The goal:

Alignment that captures revenue today. Infrastructure that scales tomorrow.

STEP 3
Transfer & Governance

We transfer control to your team.

The risk: complexity grows, documentation lags, knowledge concentrates in one person.
When they leave, the system becomes fragile.

How we prevent it:

  • Train your team to operate the infrastructure
  • Document the decisions so execution is repeatable
  • Provide strategic oversight as the business evolves

Your team runs the system. Not us.

Growth That Holds

What you need is clarity. We trace where revenue leaks, rebuild the architecture, and align the teams so growth stays predictable. Control returns.