Two phases. Clear milestones. Zero guesswork. Every step designed to get your SalesOps function running before the quarter is over.
We assess your current state across 9 diagnostic areas: Lead Operations, Pipeline Governance, Deal Desk, Reporting, CRM Health, Sales-Marketing Alignment, Forecasting, Process Documentation, and Team Capacity.
You walk away with:
+ Discovery Workbook with gap analysis
+ SalesOps Offloading Roadmap
+ Quick wins already implemented
Your dedicated team works as a continuous extension of your SalesOps function. They log into your CRM every morning, join your Slack, attend your standups, and execute daily operations across 17 service areas.
Daily work includes:
+ Lead processing and routing within 1 hour
+ Pipeline hygiene and deal desk support
+ Reporting, CRM maintenance, ad-hoc requests
Experienced SalesOps professional who oversees delivery, provides strategic guidance, coaches operators, and proactively suggests improvements. Your primary point of contact.
Two dedicated specialists who execute day-to-day tasks. They work full-time inside your processes, logging into your CRM and tools daily. Each seller gets a designated Sales Buddy.
One operator upgraded to a CRM specialist with programming and automation capabilities. Custom workflows, integrations, advanced reporting. Available as an upgrade.
Pod gets access, meets your team, reviews the Discovery Workbook, starts shadow-operating. Minimal disruption.
Pod takes over first operational tasks. Lead processing begins. First reports delivered. SalesOps Manager starts getting time back.
Faster lead response, cleaner data, reports on time. If not visible, we pause billing.
Fully integrated across all service areas. Sellers have Sales Buddies. Reporting automated. SalesOps lead focused on strategy.
Enough data to measure real impact. Time saved, lead response improvement, pipeline accuracy, report reliability.
Continue, scale the pod, or transition to in-house. We help with whatever path you choose.
Most companies start with Phase 1. Low-risk, standalone, and a complete picture of your SalesOps gaps in 4 to 8 weeks.
One short message and we will come back with how a remote embedded pod would run it, and whether we are a fit. No pitch deck, just an honest conversation.