Revenue Operations

Revenue Operations Consulting:
The Infrastructure Under Your GTM.

RevOps isn't CRM admin. It's the connective tissue between marketing, sales, and customer success — the infrastructure that makes your GTM motion predictable, measurable, and scalable.

Fix the Infrastructure → See All Services
The Problem

What Breaks When
RevOps Doesn't Exist.

Most $5M–$50M B2B companies have the same set of infrastructure problems. They look like people problems. They're system problems.

Marketing and sales can't agree on what a lead is
No shared definition of MQL, SQL, or ICP means marketing blames sales for not following up and sales blames marketing for bad leads. Both are right. Neither problem gets fixed without shared infrastructure.
Your CRM is a graveyard
Leads rot in "Contacted" for months. Stage definitions are inconsistent between reps. Reports don't match what your team is actually doing. The CRM is where deals go to die, not close.
Your forecast is a guess
You know Q4 revenue only a few weeks before Q4 ends. Deal slippage is unpredictable. You can't tell which rep will hit quota and which one needs help until it's too late.
Handoffs between teams lose deals
Inbound leads sit unclaimed. Closed-won deals don't get onboarded properly. CS doesn't know what was promised in the sale. The customer experience starts breaking at the handoff.
Attribution is a spreadsheet argument
You can't tell which channels are producing revenue. Marketing spend decisions get made on impressions and gut feel. Every budget conversation becomes a debate about who deserves credit.
What We Build

The RevOps Infrastructure
That Actually Works.

Five systems, built in sequence. Each one solves a specific problem and creates the foundation for the next.

01
CRM Architecture & Data Hygiene
Rebuild your pipeline stages around actual buyer behavior, not the default HubSpot/Salesforce setup. Define fields that matter, clean what's in there now, and set standards that reps will actually follow. Takes 2–3 weeks. The foundation everything else sits on.
02
Pipeline Reporting & Dashboards
Build the dashboards your leadership team actually needs: pipeline by stage, conversion rates by rep and source, velocity by deal size, win/loss by competitor. No more spreadsheet exports before every board meeting.
03
Lead Routing & Handoff Processes
Design the rules: what triggers an MQL, who gets routed leads and how fast, what the SLA is for follow-up, how closed-won deals pass to CS with full context. Documented, automated where possible, accountable everywhere.
04
Attribution Model
Build a multi-touch attribution model that lets you see which channels and campaigns are producing closed revenue — not just leads. Make budget decisions on data, not on who argued louder in the last planning meeting.
05
Forecasting Infrastructure
Stage-based pipeline weighting calibrated to your actual historical conversion rates. Rolling 13-week forecast cadence. Leading indicators so you catch problems 6 weeks out, not the week before quarter close.
AI-Native RevOps

Modern RevOps Is
Built on AI Infrastructure.

The companies winning in 2025 aren't just better at RevOps — they've automated the pieces that used to require dedicated ops headcount. We build RevOps infrastructure with Claude and modern tooling baked in from the start.

Claude-Powered
AI-Assisted CRM Enrichment
Claude reviews inbound leads, enriches company data, and surfaces fit scores before your reps ever touch them. Less time qualifying, more time closing.
Automated
Intelligent Lead Routing
Rules-based routing built in your CRM, with AI-assisted triage for edge cases. The right lead gets to the right rep in under 5 minutes — without ops babysitting it.
Real-Time
Pipeline Signals & Alerts
Deals that haven't moved in 14 days surface automatically. Forecast changes flag before your weekly review. No one's surprised at the end of the quarter.
Compounding
Self-Improving Data Quality
AI identifies data gaps, flags inconsistent entries, and helps reps maintain CRM hygiene — so the system improves over time instead of decaying.
What Is AI-Native GTM? →
Who Needs This

Revenue Operations Is Right for You If...

Scenario A
You're scaling past 10 reps
What worked with a 4-person sales team doesn't work with 12. You need infrastructure before you add headcount, not after it breaks.
Scenario B
Your ops person left
The person who knew how everything worked is gone. No one documented it. You need to rebuild it — better than it was — fast.
Scenario C
You're preparing for a raise
VCs want clean pipeline data, predictable forecasts, and demonstrable GTM efficiency. RevOps is how you show your business is investable, not just interesting.
Fractional CMO → Fractional CRO → All Services →
How We Work Together

Engagement Options.

Project
RevOps Build Engagement
60–90 day engagement to diagnose your current infrastructure and build the five core systems. Deliverables include full documentation, team training, and a runbook your ops team can own. Right for companies starting from scratch or rebuilding after a bad setup.
Ongoing
Fractional RevOps Director
Monthly retainer for ongoing RevOps leadership — weekly pipeline review, system maintenance, new tool evaluation, and reporting. Typically 6–10 hours/week. Right for companies that need senior RevOps thinking without the full-time head.
Get in Touch

Tell Us Where
the System Is Breaking.

We'll identify the highest-leverage RevOps fix and explain what a realistic engagement looks like.

We'll be in touch.

Expect a response within one business day. If you'd like to move faster, book directly at calendar.app.google.

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Every way Treetop can accelerate your revenue.