We put remote operators inside your team as part of it. An Embedded Operations Team runs a whole function day to day, and our Config and Implement work gets your systems set up, migrated and supervised. A Pod Lead owns quality, operators do the work.
A dedicated pod, embedded inside your team as part of it, running a whole operations function end to end: sales, marketing, finance, delivery, HR or back office. They log into your systems, join your channels and work your cadence. Operational in about three weeks, first two months fully refundable.
See the six functionsEach runs as its own embedded pod, on the same model, with one weekly report. Take one, or run several under a single Pod Lead.
A dedicated pod runs your sales operations day to day, embedded in your CRM and your cadence.
See Sales Operations ›The operators behind your marketer: campaigns, HubSpot automation, publishing and lead routing.
See Marketing Operations ›Your finance backoffice run by a remote pod, with a weekly one-page finance truth.
See Finance Operations ›The coordination layer behind your delivery team: scheduling, status, handovers and client admin.
See Delivery Operations ›The admin layer of HR: onboarding, contracts, HRIS upkeep, leave and payroll input.
See HR Operations ›Operators trained on your SOPs run your back-office processes end to end.
See Back Office Operations ›The setup and implementation work behind the operations: get your systems configured, your data migrated, and the human checks that keep automation honest.
Your CRM configured to match how you sell. HubSpot, Salesforce, Dynamics, Pipedrive, Odoo, Zoho.
See CRM ›Full system and data migrations run end to end, with a reconciliation count for every record.
See Tool Migration ›Remote people who review, approve and correct what your automation cannot finish.
See Human in the Loop ›An on-demand human task force for one-time large projects, sampled and double-checked.
See Mechanical Turk ›The full catalog behind Sales Operations, our most-used embedded function. You pick the mix; the Pod Lead runs it.
ICP definition and segmentation, market sizing and TAM, territory design and capacity planning across reps and regions.
Design and administration of comp plans, SPIFFs and bonuses, with tracking and calculations kept current so sellers know where they stand.
Quota modeling, assignment and tracking against actuals, with the dashboards and cadence for a real-time pulse on attainment.
Every inbound lead qualified, enriched and routed within an hour, first response set up, and messy data cleaned into the CRM.
Day-to-day CRM operations: user access, fields and properties, workflow monitoring and troubleshooting. Salesforce, HubSpot, Dynamics.
User accounts and permissions across the whole sales stack, workflow error monitoring, value upkeep and periodic data audits.
The backbone: daily cleanup, deal-stage enforcement, next-step and stale-deal tracking, slippage and close-date accuracy you can trust.
Competitive intelligence, account research and market signals, structured and fed to sellers and leadership when they need them.
Real-time dashboards by territory, industry, segment, rep and leader, plus ARR, pipeline funnel and win-loss, maintained as the business changes.
Commit, Best Case and Pipeline categorization, accuracy tracking and a weekly and monthly cadence for reliable projections.
Ad-hoc, scheduled and periodic reporting: conversion, pipeline health, seller scorecards and KPI tracking, delivered like clockwork.
Scope intake, SoW and proposal drafts within four hours, contract library and routing, approval chasing, pricing validation and RFP coordination.
Catalog and SKU upkeep, pricing changes, discount bands and margin guidelines enforced, with deviations flagged and approved.
A structured library of decks, case studies, one-pagers and templates kept current, with requests fulfilled and light formatting handled.
A dedicated channel per rep for how-to answers, quick data pulls, page cleanups and reminders, so no seller is stuck on admin.
A mandatory, validated handover before Closed Won: scope, risks, stakeholders, acceptance criteria and win reasons captured for a clean handoff.
New process design, CRM and tool adoption, field feedback loops, an SOP for every process, and change management that makes it stick.
Intake, triage and routing of sales support requests across the organization, so questions reach the right owner and nothing gets dropped.
Capturing and structuring customer feedback into the CRM and reporting, so the signal reaches the teams who can act on it.
The playbook is the codification of judgment. We keep it current so what works in the field becomes repeatable, teachable and scalable.
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.