I set up the revenue operations foundation for early-stage B2B startups: CRM, lead routing, pipeline reporting, and handoffs, in about 3 weeks, scoped to what you actually need.
Built by a RevOps and marketing ops specialist with 10 years in B2B SaaS.
Leads fall through the cracks with no clear owner
Nobody trusts the pipeline numbers
Marketing and sales argue about lead quality
Your CRM is a mess of duplicate and half-filled records
Everything a startup needs to turn its CRM into a revenue engine, built once and built right.
HubSpot or Salesforce, configured around how you actually sell.
Clear definitions and every lead gets an owner, fast.
One view of pipeline and where it came from.
An agreed process for when a lead becomes sales-ready.
Your team knows how it works and how to keep it clean.
A 30-minute call and written findings on what's leaking.
About 3 weeks. Agreed scope, no creep.
Your team takes over, with optional ongoing support.
Custom quote after a discovery call, based on what you actually need. For smaller jobs, $20 per hour.
Outbound and ongoing ops support available after implementation.
What a full CRM and funnel audit looks like: findings, numbers and fixes. Client details removed.
Download PDFHow a discovery session is run and written up, from goals to scoped plan. Client details removed.
Download PDF
I've spent 10 years in RevOps and marketing ops at B2B SaaS companies, building the systems that sit between a lead and a closed deal.
I kept seeing the same thing at early-stage startups: a CRM nobody trusts, leads without owners, and founders guessing at their pipeline.
I started RevTechie to fix that with a setup scoped to what you need, so you get a clean foundation in weeks instead of hiring a full RevOps team.
Book a free 30-minute funnel audit. You'll get written findings, whether we work together or not. Prefer to pick a time now? Book a call directly.