The Revenue Operations Group

Building the foundation for scalable, predictable revenue.

We help early-stage tech companies build the systems, processes, and strategy they need to scale.

Your Rev Ops Partner for Growth

The Revenue Operations Group partners with early and growth-stage companies to design and implement the processes and infrastructure needed for efficient, scalable revenue growth.We bring together process design, data-driven insights, operational execution, and enablement — so your GTM teams can focus on closing, not chaos.

How We Help

Offering

  • Tackle specific Rev Ops projects

  • Guide the implementation of your Rev Ops function

  • Coach & Mentor your Rev Ops team

4 Pillars of Rev Ops

  • Operations

  • Insights

  • Tools & Systems

  • Enablement

Flexibly Delivery Models

  • Advisory Services

  • Fractional Leadership

  • Project based Discovery, Design & Implementation

Let’s Build Smarter Revenue Operations

Book a free discovery call to learn how we can help you scale your revenue engine with clarity, confidence, and control.Let’s build your growth engine.

The Pillars of Revenue Operations

With over 15 years of Rev Ops experience we can help you implement our 4 Pillars model:

Operations

  • Lead management and lead scoring

  • Lead lifecycle & qualification workflows

  • Territory planning and assignment

  • Sales pipeline design and stage definitions

  • Deal desk support and approval routing

  • Renewal, upsell, and churn risk processes

  • Customer journey orchestration

  • Change management and GTM process adoption

  • Sales compensation planning and execution

  • Annual planning cycles and GTM calendar management

  • Goal and quota setting

  • Customer onboarding & cross-functional handoffs

  • Revenue-focused project management

  • Process optimization & standardization across teams

Insights

  • KPI definition and performance tracking

  • Sales forecasting and capacity modeling

  • Forecast accuracy and variance analysis

  • Customer health scoring

  • Reporting & dashboards for sales, marketing, success

  • Revenue performance insights & executive reporting

  • Data quality, hygiene, and governance

  • Cost-per-acquisition and funnel efficiency metrics

  • Competitive intelligence and benchmarking

  • Attribution modeling

  • Win/loss analysis

  • Funnel conversion reporting

Tools

  • CRM administration and governance

  • Marketing automation integration

  • Tech stack selection, integration, and upkeep

  • Collaboration tools oversight (e.g., Slack, Asana)

  • Systems audit, troubleshooting & debt reduction

  • Revenue intelligence & BI platform management

  • Lead-to-account matching tools

  • Process automation tools and workflows

  • Forecasting software setup and maintenance

  • Data warehouse and data pipeline tools

Enablement

  • Sales enablement materials & toolkits

  • Sales training programs

  • Onboarding programs for sales & success teams

  • Cross-functional GTM playbooks

  • Continuous improvement feedback loops

  • Communication best practices and knowledge sharing

  • Internal comms & stakeholder alignment

  • Coaching frameworks and reinforcement

  • Enablement tracking and impact metrics

About the Founder

With 15+ years of experience transforming revenue operations at high-growth companies like Vidyard and Clearpath Robotics, Joe built one of the first centralized cross-functional RevOps teams—bringing Marketing, Sales, CS, Product, Finance, and HR onto the same platform.A seasoned leader, he’s driven clean data, streamlined processes, integrated tools, and scalable enablement systems—helping companies swap operational chaos for precision growth. Joe delights in the art and science of RevOps, and firmly believes that smarter operations start with ONE team, not three.

© 2025 The Revenue Operations Group
All rights reserved.