A revenue operations rebuild for a SaaS that needed to read its own pipeline. CRM architecture, GTM motion, and the website that closes the loop. Two months to ship the foundation. The team is now perfecting it in-house.
Houred had a working product and a growing user base. What they didn’t have was a revenue system that could keep up. Their CRM was capturing data nobody trusted. The pipeline was a series of notes apps and Slack DMs. The marketing site explained the product instead of selling it. And the GTM motion was being held together by the founders, by hand, every week.
We came in to build the revenue infrastructure underneath the company, not just to clean up the CRM.
We mapped how Houred actually makes money. Where deals come in, where they stall, what signals the CEO needs in front of her on a Monday. We rebuilt the reporting layer around revenue, not vanity. Forecast logic that holds. Stages that mean the same thing on a sales call and on a board slide.
The CRM stopped being a graveyard for old notes and became the source of truth. Required fields tied to stage gates. Validation rules that catch garbage before it lands. A data model that finally maps to how Houred sells, not how the CRM template ships out of the box.
We rewrote the playbook. ICP, qualification, handoffs between sales and success. The team now runs the same motion every week, and the motion produces a forecast they can defend. The CEO stopped doing pipeline review in her head.
The old site explained Houred. The new site sells it. Every page rebuilt around visitor-to-trial conversion. Pricing, onboarding and CTA flows redesigned so the moment someone decides to try, friction drops to zero. The site is now part of the revenue motion, not a brochure stapled to it.
Onboarding sequences, billing reconciliation, lifecycle stage transitions, the handoff from sales to success. All of it automated where it should have been a year ago. Less rework. Fewer dropped balls. Hours back in the founders’ week.
Two months of senior practitioner work to ship the architecture and the first version of every layer. The Houred team is now living in the system and perfecting it in-house, with us still available on retainer for the calls that matter.
The system is live and running the business. Visit Houred ↗
Want this for your team?
40 hours of senior practitioner work. Read-only access. Full documentation, 90-day roadmap, 2-hour walkthrough. Whether you keep us on or not is your call.
