RevOps for early-stage B2B SaaS

Your CRM should make you money, not confuse you.

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.

The problem

Sound familiar?

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

What you get

The RevOps Foundation

Everything a startup needs to turn its CRM into a revenue engine, built once and built right.

CRM setup or cleanup

HubSpot or Salesforce, configured around how you actually sell.

Lifecycle stages and lead routing

Clear definitions and every lead gets an owner, fast.

Pipeline and attribution dashboard

One view of pipeline and where it came from.

Sales and marketing handoff

An agreed process for when a lead becomes sales-ready.

Documentation and walkthrough

Your team knows how it works and how to keep it clean.

How it works

Three steps, three weeks.

1

Free funnel audit

A 30-minute call and written findings on what's leaking.

2

Fixed-scope implementation

About 3 weeks. Agreed scope, no creep.

3

Handoff and training

Your team takes over, with optional ongoing support.

Pricing

Priced to your scope

Custom quote after a discovery call, based on what you actually need. For smaller jobs, $20 per hour.

Scoped after discovery Clear timeline No surprises
Start with a free audit

Outbound and ongoing ops support available after implementation.

See the work

Download a sample report

Sample HubSpot audit report

What a full CRM and funnel audit looks like: findings, numbers and fixes. Client details removed.

Download PDF

Sample discovery report

How a discovery session is run and written up, from goals to scoped plan. Client details removed.

Download PDF
Rohan, founder of RevTechie
About

Hi, I'm Rohan.

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.

FAQ

Questions, answered.

Find out what's leaking in your funnel.

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.