CRM Hacker ยท Strategy & implementation

A RevOps partner in the decisions and the work.

We help connect marketing, sales, and customer operations around a clear plan. Engage us for a defined project or ongoing RevOps support, with Jonathan guiding priorities and delivering the system changes.

Work directly with Jonathan. US-based strategy and delivery.

What we can work on together

Lifecycle & ownership

Agree the customer journey, stages, entry and exit criteria, routing, and accountable owners across teams.

Connected workflows

Translate operating decisions into CRM fields, automation, integrations, and sales-to-delivery handoffs. Define which system owns each record.

Reporting & governance

Build reporting around agreed measures and definitions. Establish how teams request, review, and maintain changes.

A practical working process

From the first question to a working system.

01

Set priorities

Trace current workflows and connect competing requests to business goals.

02

Build together

Implement the agreed process, systems, and integration changes.

03

Validate

Run representative records through handoffs and reconcile the reporting.

04

Keep improving

Work with Jonathan as an extension of your team, reviewing priorities and improving systems as your business changes. Choose ongoing support or a defined project with a documented handoff.

What affects Revenue operations consulting cost?

Cost depends on the teams, lifecycle stages, systems, data quality, integrations, and change-management effort. For ongoing partnerships, agree responsibilities, capacity, and working cadence. Extra licenses and tools are separate scope decisions.

The proposal defines deliverables, dependencies, acceptance criteria, and exclusions before work begins.

Bring us the workflow you're ready to improve.

Start with a free initial conversation. Detailed assessments, implementation, and ongoing support are scoped and priced separately.

Discuss your goals