Your funnel is leaking — you just can't see where .
We treat your pipeline as a system: instrumented, attributed, and improved week over week. Marketing, sales, and onboarding finally talk to each other in the same numbers.
A 10% lift at each stage compounds into a different business.
of leads are never followed up on by sales. Most never get a second touch.
response time is the inflection point — wait an hour, conversion drops ~10x.
typical revenue lift in the first 90 days when we fix attribution + lead routing.
of B2B teams can't accurately tie closed revenue to the campaigns that produced it.
Sources: HBR Lead Response Study, InsideSales, Forrester B2B Marketing Benchmarks.
If three of these are true, your funnel is the leak — not your team.
Most revenue problems we see aren't pipeline problems — they're plumbing problems. This is the gut-check.
- 01You can't say which campaign produced last quarter's biggest deal.
- 02Marketing-qualified and sales-qualified mean different things to different people internally.
- 03Leads sit in a queue for hours before anyone touches them.
- 04Your CRM is full of half-filled records nobody trusts.
- 05Reps log activity inconsistently — or not at all — because the tool fights them.
- 06Forecasts swing wildly because pipeline hygiene is everyone's part-time job.
- 07Onboarding takes weeks because the handoff from sales to CS lives in a Slack DM.
- 08You've spent on paid acquisition with no honest read on what's actually working.
Instrument, automate, optimize. In that order.
Funnel mapping
Every stage charted with current conversion rates, time-in-stage, and drop-off cause. The map alone reframes the conversation.
Attribution model
First-touch, last-touch, and a defensible multi-touch model wired up against real CRM + ad data — not your gut.
CRM cleanup
Object model, required fields, pipeline stages, and automation rules redesigned around the actual sales motion.
Routing & SLAs
Sub-5-minute lead routing, owner assignment, follow-up sequences, and SLA enforcement that doesn't require a human watching the queue.
Nurture engine
Email + SMS sequences segmented by behavior, stage, and value — wired into the CRM so reps see context, not just contacts.
Weekly tuning
Pipeline reviews, A/B tests, and stage-level conversion tracking. We make small changes weekly so big numbers move quarterly.
Diagnose, rebuild, or run it as a service.
Find the leaks
- Full funnel map + drop-off analysis
- CRM and tracking gap assessment
- Attribution recommendation
- Prioritized 90-day fix roadmap
- Leadership readout
Plumbing fixed in 60 days
- Everything in Funnel Audit, plus:
- CRM rebuilt around your actual sales motion
- Attribution + tracking implemented end-to-end
- Routing, SLAs, and nurture sequences live
- Pipeline + revenue dashboards
- Rep training + handoff docs
Your fractional RevOps team
- Continuous experimentation + tuning
- Weekly pipeline + attribution reviews
- A/B testing on pages, sequences, and offers
- Quarterly board-ready revenue reports
- Direct line to your sales + marketing leads
A funnel you can actually read — and a CRM your reps stop fighting.
- End-to-end funnel instrumentation
- Automated lead routing and nurture
- Pipeline dashboards and forecasts
- A/B tested pages and sequences
FAQ.
Which CRMs do you work in?＋
HubSpot, Salesforce, Pipedrive, and Attio cover roughly 90% of what we touch. We'll work in whatever you're on — and we'll tell you honestly if a migration would pay for itself.
Do you also write the copy and design the pages?＋
We can. We have writers and designers on the bench for landing pages, sequences, and sales collateral. If you have an agency you love, we'll integrate with them instead — the engineering work doesn't care who writes the words.
How fast do you typically see results?＋
Lead routing and follow-up speed usually move within 2–3 weeks. Attribution and conversion rates take a full quarter to read cleanly because of statistical noise. We'll set expectations on day one.
What if our sales team resists the new process?＋
Then it's the wrong process. We design with the reps in the room, not against them. The fastest way to kill a CRM rollout is to drop it on people who weren't asked — we don't make that mistake.
Can you handle paid acquisition too?＋
We don't run paid media — that's its own craft and we have agencies we partner with. We do make sure that whatever you spend gets tracked, attributed, and tied to revenue you can defend.
Stop running your business around your tools.
Get a free AI Assessment and walk away with a clear, prioritized plan for where automation will actually move the needle — typically in 30 days or less.
Free, no pitch. Just an honest look at what's worth automating.