Triangle RevOps

RevOps for Triangle managed IT and tech services

New business, renewals and expansion you can forecast.

Monthly contracts keep the lights on. We make the rest of the revenue system as reliable as the billing.

Book a 30-minute call See the work

Does this sound like your business?

Recurring revenue hides a leaky sales process for a long time.

The six signs we see most often.

The pipeline is whatever the owner remembers.
Quotes are built by hand, priced by whoever wrote them.
Renewals get handled after the contract lapsed.
Sales and billing disagree about MRR.
Upgrades and projects are sold by accident.
After a free assessment, follow-up depends on an engineer.

If three of these sound familiar, recurring revenue is covering for a sales process that leaks.

The revenue system, when somebody owns it.

Three things that run on an ordinary Tuesday. Nothing here depends on someone remembering.

Renewals are seen months out, not after.

Contract dates live in the system. Price increases and renewals start on a schedule.

ClientRenews inStatus
Acme Mechanical93 daysDraft ready
Harbor Legal61 daysOwner notified
Stillwater Labs29 daysMeeting booked
Pine Ridge Dental14 daysSigned, +6%
No renewal arrives as a surprise. Sample data.

Sales and billing agree on MRR.

Every contract in the CRM matches an invoice, and mismatches are flagged the day they appear.

CRMBilling
Monthly recurring revenue$148,200$148,200✓
Active contracts6464✓
Seats under contract1,4121,412✓
Harbor Legal, seat change4852→
One mismatch flagged this week, fixed the same day. Sample data.

An assessment turns into a quote without an engineer remembering.

The handoff from technical work to sales is automatic and timed.

Tue 14:10Free assessment completed by Priya
Tue 14:11Summary and findings logged to the account
Tue 14:12Quote generated from the template, routed to sales
Tue 16:40Quote sent, follow-up sequence started2h 30m
Median time from assessment to quote: 3 hours. Sample data.

Six jobs. One retainer.

Built in the tools you already pay for, and kept working after launch.

Account and contract records

One record per client, with every agreement.

Pipeline and MRR forecast

New, renewal and expansion in one number.

Lead routing and source tracking

Every lead owned, every client attributed.

Sales and review process

Qualification, quarterly reviews and upgrades, built in.

Quotes and agreements

Templates, pricing guardrails, e-signature.

Connections between tools

CRM, PSA, billing and chat sharing one client list.

It starts with an audit, not a pitch.

The first 90 days, then a steady rhythm for as long as you want the system owned.

Week 1
Audit

Six areas scored. A ranked list of what to fix first.

Weeks 2 to 6
Fix

The top three get rebuilt. Your team is trained on each change as it ships.

Week 7 onward
Operate

A live dashboard, a monthly report and a shared channel.

Thirty minutes. Bring your renewal list.

We look at what is coming up and what sales and billing say about it, and tell you what we would fix first.