RevOps-as-a-Service
The Operational Backbone of a GTM That Scales
We unify Sales, Marketing, and CX around a single revenue engine. From CRM workflows to attribution models, we design RevOps systems that unlock growth—not just organize data.
Book a RevOps Strategy Call"Phi didn't just clean up our CRM—they re-architected how we run GTM. Reporting, routing, and results all improved in weeks."
Trusted by Category Leaders
Trusted to Build Revenue Engines, Not Just Dashboards
Our RevOps systems don't just organize your CRM—they connect your funnel, align your teams, and drive outcomes.
Revenue Influenced
RevOps-led GTM across all clients
Funnel Velocity
Average increase in pipeline speed
Average ROI
Across all RevOps-as-a-Service clients
Time to Results
To build and activate a functional GTM stack
Results vary by stage, but one thing doesn't: the speed to value.
Why We're Unmatched
We don't just fix SalesOps—we unify Sales, Marketing, and CX into one funnel framework.
Speed to Value
Get your systems designed, cleaned, and deployed in 2–4 weeks—not quarters.
Execution Built In
We don't stop at process maps—we implement, optimize, and run the system ourselves.
Cross-Team Alignment
We don't just fix SalesOps—we unify Sales, Marketing, and CX into one funnel framework.
Skin in the Game
If we don't deliver performance, you don't pay the full fee.
The Problem: Disconnected Teams, Blocked Revenue
Without RevOps, GTM becomes a guessing game. Sales, Marketing, and CX run in silos—using different tools, chasing different KPIs, and fighting for credit. This kills pipeline visibility, handoff consistency, and speed to revenue.
The Solution: Unified Revenue Operations
We design and run a GTM operations layer that aligns every team around shared funnel goals. One system. One view. One engine.
Clean, scalable CRM architecture
HubSpot, Salesforce, hybrids with custom objects, deal stages, properties, and integrations.
Routing + handoff flows
Across SDR, AE, CX, and Success with rules-based lead flows and automation.
Multi-touch attribution that actually works
Lifecycle tracking from MQL → Closed-Won with channel attribution and campaign ROI.
Pipeline scoring, enrichment, and velocity tracking
Real-time data syncs, scoring models tied to ICP + behavior, and enablement triggers.
Custom GTM dashboards
Aligned across the full buyer journey for weekly ops reviews and board reporting.
Shared playbooks
Across Sales, Marketing, and CX with sales + CS playbooks built for scale.
Is This You?
RevOps-as-a-Service is built for high-growth teams who know their GTM is breaking—but can't afford to slow down.
If your revenue engine is noisy, slow, and misfiring—RevOps isn't optional. It's foundational.
What's Included in RevOps-as-a-Service
Every engagement is built to support a live GTM motion—not just internal ops. We focus on systems that reduce friction, increase conversion, and scale cleanly.
CRM Architecture + Cleanup
We audit, rebuild, and document your CRM (HubSpot, Salesforce, or hybrid) to reflect your actual funnel. Custom objects, deal stages, properties, integrations, and automation built around handoffs, triggers, and signals.
Funnel Visibility + Attribution
We implement multi-touch attribution, funnel conversion tracking, and buyer journey visibility. Lifecycle tracking from MQL → Closed-Won with channel attribution, campaign ROI, and deal acceleration insights.
Lead Routing + Handoff Logic
We set up and optimize rules-based lead flows across SDR, AE, Success, and Support. Routing logic by ICP, region, channel, or funnel stage with round-robin, trigger-based, or weighted systems.
Sales Enablement & Data Ops
We don't just plug tools—we operationalize them. We build a clean data layer that powers enrichment, scoring, outreach triggers, and enablement workflows with real-time data syncs and integrations.
Your GTM strategy is only as strong as the systems behind it. We build that system—then keep it running.
Why Founders & GTM Leaders Choose Phi for RevOps
Most RevOps teams either take too long to ramp or stop at documentation. We build the system, run it, and own the results.
TraditionalConsulting | In-HouseTeam | PhiGTM Systems | |
|---|---|---|---|
| Time to Value | 3–6 months to see progress | 4–8 months (hire + onboard + enable) | 2–4 weeks to active reporting & routing |
| Cost | $$$$ (retainers, hourly billing) | $$$$$ (salary, tech, benefits) | Flexible model tied to outcomes |
| Execution Layer | Strategy decks & process maps | Partial execution, limited bandwidth | We implement, monitor, and optimize |
| Cross-Team Alignment | Rarely included | Usually focused on SalesOps only | Sales, Marketing, and CX unified under one GTM system |
| Results Guarantee | None | Fixed cost regardless of output | If we don't deliver, you don't pay in full |
Time to Value
Cost
Execution Layer
Cross-Team Alignment
Results Guarantee
RevOps in the Real World
These aren't abstract frameworks—they're working systems that removed blockers, increased visibility, and accelerated revenue.
Logistics SaaS (Series A)
Fintech Startup (Seed)
Cloud Infrastructure Co. (Series B)
RevOps That Unlock Revenue—Not Just Reports
Your GTM teams can't scale without operational clarity. We build the infrastructure that aligns Sales, Marketing, and CX—and keeps revenue moving.
Live dashboards, clean CRM, and full funnel visibility in 2–4 weeks
Full implementation, not just documentation
100% Satisfaction Guarantee — If we don't deliver, you don't pay in full
Limited Capacity
We only onboard 3 new RevOps clients per quarter. Clean data. Clear handoffs. Complete visibility. That's what operational scale actually looks like.
Ready to Build Your Revenue Engine?
Let's turn operational chaos into GTM clarity. No slides. No fluff. Just systems that scale.