Revenue operations, run as part of your team.
For Triangle companies with a sales team and a CRM nobody fully trusts. We own your pipeline data, your forecast and your sales process, for a flat monthly fee.
Every engagement starts with a full revenue systems audit.
Messy in, ordered out. The tools stay; the chaos between them is what we remove.
The system is the product.
This is what owned revenue operations looks like on an ordinary Tuesday. Nothing here depends on someone remembering.
Speed to lead
An inquiry is routed, announced and answered while your competitor's version of it is still sitting in an inbox.
Follow-up that runs itself
Every quote gets fourteen days of pursuit, whether or not anyone remembers. Deals die of silence more often than of price.
Renewals seen from a distance
Contract dates live in the system, not in someone's calendar. The conversation starts months before the deadline does.
Everyone touches the revenue system. Nobody owns it.
Sales runs deals, marketing runs campaigns, finance wants a number. Revenue operations is the job of making all three work from the same data and the same process. In most growing companies it gets done in the gaps between other jobs. These are the usual signs.
If three of these sound familiar, patching it yourself has stopped being the cheaper option.
- The forecast is a spreadsheet a founder rebuilds by hand before every leadership meeting.
- Each rep logs deals their own way, so a pipeline stage means something different on every desk.
- Inbound leads go to whoever sees the notification first, and some go to no one.
- Nobody can say which channel produced last quarter's closed revenue.
- Contracts go out as edited copies of the last one, carrying terms nobody approved.
- The pipeline looks full, but too little of it closes, and nobody can say where deals stall.
Six jobs that usually belong to nobody.
The retainer covers the whole revenue system. We build it in the tools you already pay for, and we keep it working after launch.
Built in the tools you already run: HubSpot, Attio, Pipedrive, Zoho CRM, Notion, Google Sheets, Slack, PandaDoc, DocuSign, Zapier and Apollo.
Every tool feeds one record. Nothing is retyped.
CRM architecture and data hygiene
Stages, properties and required fields that match how you sell. Duplicates merged, dead records archived, and rules that keep the data clean.
Pipeline and forecast reporting
One dashboard leadership trusts, and a forecast built from stage data that finance can reconcile against bookings.
Lead routing and attribution
Every lead gets an owner and a response clock. Every closed deal traces back to the channel that produced it.
Sales process and enablement
Qualification criteria, follow-up sequences, templates and playbooks, written down and built into the CRM so reps use them.
Deal desk and contracts
Contract templates, pricing guardrails and an approval path, so deals close faster on terms you chose on purpose.
Automation and integrations
The handoffs between your CRM, forms, calendar, billing and messaging tools, automated and monitored so nothing fails silently.
A funnel you can see is a funnel you can fix.
We instrument every stage from first inquiry to signed deal. When conversion is measured at each handoff, you stop guessing where revenue leaks and start fixing the one stage that is actually losing it.
The first 90 days, then a steady rhythm.
Audit
We connect to your CRM and audit data quality, pipeline stages, routing, attribution, reporting and contracts. You get a scored baseline and a ranked fix list within five business days.
Fix
The top three problems from the audit get rebuilt, tested and documented. Your team is trained on each change as it ships.
Operate
We run the system as part of your team, for as long as you want it owned, and work through the rest of the list in priority order.
The same system, in your industry's terms.
Every firm that sells a service has a path from first inquiry to signed client. What it is called, and where it breaks, depends on the business.
Founded by Asa Juhlin.
Asa started as a BDR and now leads revenue operations and sales enablement at a marketing agency ranked on the Inc. 5000 list of America's fastest-growing private companies. He has used these systems as a rep, as a manager, and as the person who has to make the numbers reconcile.
He built the revenue dashboard its executive team runs on, builds the sales forecasts alongside finance, and runs a contracts desk covering roughly $100M in client agreements. He studied business at UNC Kenan-Flagler and lives in Durham.
Every engagement runs on the audit and playbooks he built, so the work meets the same standard on every account.
We do not resell software or take referral fees from CRM vendors. We work in the tools you already have.
One retainer covers all of it.
You pay for the system being owned, so there are no timesheets and no hourly invoices. The scope is the six jobs above, worked in the order the audit sets.
We work as an extension of your team for as long as you want the system owned. There is no handover date built into the plan.
- Full revenue systems audit in week one
- All six areas of the revenue system, in priority order
- Live pipeline dashboard and monthly revenue report
- Shared channel with one-business-day replies
- Documentation for everything built, owned by you
Questions before the call
Who is this a fit for?
Companies in Raleigh, Durham, Chapel Hill and RTP that have salespeople, a CRM already in place, and no one whose job is revenue operations. Software companies, tech-enabled services and professional firms are the usual fit. It matters most just before you add reps, because a process that is loose with five people breaks with ten.
Who is it not a fit for?
Companies with no sales process yet, and companies that want a one-off CRM install with nobody maintaining it afterward. We will tell you on the first call if we are the wrong fit.
Which tools do you work in?
We build in what you already run. Most of our work is in HubSpot, Attio, Pipedrive and Zoho CRM, with PandaDoc or DocuSign for contracts, Slack for alerts and Zapier for automation. If you run something else, ask, and we will say plainly whether we know it well enough.
Do you work on site?
Mostly remote. We come to your office for kickoff and for quarterly reviews, which is the practical reason this practice is local.
What happens if we stop?
Everything is built in your accounts and documented as it ships, so you keep the system and the instructions for running it.
Do we need to hire someone in-house as well?
No. We are set up to own this for the long run as an extension of your team: in your channel, in your tools, and in the room when it matters. If you do add an in-house hire later, everything is documented, so they can work alongside us from day one.
How do we know it is working?
The audit scores your revenue system out of 100 across the six areas before we change anything. We re-run it every quarter, so you can see exactly what moved.
How soon will we see something?
The audit lands within five business days of access. The first rebuilt piece of the system ships in the weeks after that.
Thirty minutes. Bring your messiest pipeline report.
We look at it together and tell you what we would fix first. If the retainer is not the right answer, we will say so.