RevOpsXL Recent engagements
What we actually did, and what changed. Some clients are named; others are anonymised, with the detail kept real and the identity removed. NDA available on request.
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A HubSpot pipeline that looked full, built on meetings that never really happened. Meeting count was the only KPI, so deals got opened off conversations that were not real, with nothing behind them. We matched Fireflies call data to the CRM, showed leadership how much of the pipeline was wishful thinking, and laid out the KPI and role fixes behind it.
Read case study →Two CRMs, enrichment, data mining, automations, AI agents - and a leadership team that refused to open any of them. We found the one KPI they’d all agree on, auto-populated the CRM from email/WhatsApp/SMS, and ran an NPS campaign that opened 34% new pipeline.
A sales call happens. Ninety seconds later the CRM knows who the champion is, what they need, how urgent it is, and whether it’s worth a deal - and it has opened one, or deliberately not. No rep typed anything.
Seven hundred and twenty-two properties across three objects. Two hundred and three of them had never been filled in once. No two sibling brands meant the same thing by the word “lead.”
Seven hundred and eight contacts classified one by one against a real ICP. Fifty-five per cent could not be qualified at all. Five per cent were a strong fit. That was the finding.
A HubSpot reworked after a botched Pipedrive migration: dirty data bulk-imported with one field holding many values, a contract sized to the wrong tier, and a pipeline a non-expert had designed around himself - so his team never used it.
Advisory on the platform’s architecture from a revenue-operations standpoint - how Houred collects, tracks and surfaces customer revenue signal. Reworked the marketing site for conversion and automated the processes that live outside the CRM.
The AI core powering personalisation and recommendations, plus the entire application backend - data model, services, and the activation/retention loops from first-session habit to month-2 stickiness.
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