We Audit Your Revenue Stack Like a Finance Function.

RevOps, attribution, and lead scoring built on our founder's Big4 Global Business Services background, applying the same process-mining and management-accounting rigor to your GTM stack, so finance, sales, and marketing work from one number instead of arguing about whose is right.

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Built for Series A–B B2B SaaS ($3M–$15M ARR) moving past founder-led sales — not pre-PMF startups or enterprise teams with growth already scaled in-house.

Most GTM stacks aren’t broken. They’re just disconnected.

The symptom:CRM numbers that don’t match the ad platform. Lead scores nobody trusts. Dashboards three people have to rebuild by hand every Monday.

The cause: the company bought tools faster than it designed the system underneath them.

What we build:the data model, the automation logic, and the attribution setup that turn “how’s pipeline actually doing” into a five-second answer instead of a Friday-afternoon reconciliation project.

The method:our founder’s process-mining discipline (Celonis-style) and CIMA management-accounting rigor, built closing Big4 finance transformations, applied to your CRM and GTM stack instead of a finance function.

What We Audit

RevOps Architecture

A CRM and data-model rebuild that gets marketing, sales, and customer success agreeing on what a lead, an opportunity, and a customer actually are. We fix the object model inside HubSpot or Salesforce first, before anyone's allowed to bolt on a CDP. Pattern we see most: a $30K/yr customer data platform sitting on top of a CRM nobody believes.

Marketing Automation

Lifecycle email and SMS flows, behavioral triggers, and personalization logic that move contacts through the funnel without anyone building lists by hand. Test we apply: the rep has to be able to explain the logic in one sentence. If they can't, we don't ship it.

Attribution Infrastructure

Multi-touch attribution that connects ad spend to closed revenue, so budget calls get made on what actually caused the deal, not last-click guesswork. We model at the campaign-to-opportunity level, not the pixel level. Working assumption: a platform's “conversions” and your closed revenue are two different numbers until proven otherwise.

Lead Scoring Models

Fit-and-intent scoring built from firmographic and behavioral signals, so sales works the accounts most likely to close, in the order that matters. We keep every model to a handful of weighted signals. Pattern we see most: a 40-point rubric nobody can explain, which sales stops trusting within a quarter.

Executive Dashboards

Pipeline, CAC, LTV, and channel-efficiency views built once and trusted for good, no more Monday-morning spreadsheet reconciliation. One source of truth per metric, full stop. Test we apply: if finance and marketing can each produce a different CAC number, the dashboard isn't finished yet.

Data Warehouse & Sync

Reverse-ETL pipelines that keep product usage, billing, and CRM data in sync across every tool your team actually opens. We cap the core GTM stack at six tools. Working assumption: past that point, sync lag and field-mapping drift start costing more than the extra tool is worth.

How We Build It

Process-Mine the Stack

We trace how data and decisions actually flow through your CRM, ad platforms, and spreadsheets — using the process-mapping method our founder used in Big4 finance transformations — and flag exactly where trust breaks down.

Design the Data Model

One definition of a lead, an opportunity, and a customer, agreed across marketing, sales, and CS before a single integration gets built.

Build the Automation Layer

Lead scoring, lifecycle flows, and attribution logic built on the new model, then tested against your real historical data.

Hand Off with Documentation

Dashboards, runbooks, and training so the system keeps running without us. That's the whole point of building infrastructure.

Pairs Well With

Service

GTM Strategy

The positioning, segmentation, and channel plan that growth systems execute against.Service

Performance Marketing

Paid acquisition that feeds clean, attributable data into the systems above.

Let's find the one number nobody trusts

A 30-minute audit conversation, no deck, no pitch. Just a clear-eyed look at where your growth system is leaking, and whether a fixed-scope build or a fractional retainer is the right fit. Best fit: revenue teams already running a CRM and at least two GTM tools that don't agree with each other. Scope and pricing depend on stack complexity, so we work out the exact shape and cost together on the call.

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