01
GTM strategy and planning
ICP and segmentation, partner strategy, and quarterly GTM plans that tie to pipeline and revenue.
Fractional RevOps Leadership
Strategic revenue operations leadership, without the full-time bet.
One named lead who owns the CRM, the funnel definitions, and the reporting on an ongoing retainer, for B2B and PE-backed companies on HubSpot. Strategy, hands-on, or both.
A revenue operation that actually runs.
A revenue operations lead who owns the system, not a consultant who writes a deck about it. Fractional means part-time. It does not mean partial. The retainer covers the three things that fall through the cracks when nobody owns them.
01
The system
The CRM, the properties, the integrations. One person accountable for whether the data can be trusted, in HubSpot and in whatever feeds it (Salesforce, Salesloft, Apollo, 6sense).
02
The definitions
Lifecycle and lead stages, qualification criteria, handoff rules. Written down once and used the same way by marketing and sales.
03
The reporting
Multi-touch attribution, lifecycle conversion rates, pipeline velocity, campaign ROI against closed revenue. Dashboards that update in real time and get read in the board meeting.
From strategy to shipped work. Every month.
Ongoing ownership on a monthly retainer, not a project with an end date. Some weeks that is hands on the keyboard in HubSpot. Some weeks it is the GTM plan, the board number, or the acquisition integration.
02
HubSpot execution
Hands-on build and optimization across CRM, automations, reporting, and integrations.
03
Marketing and sales alignment
Shared definitions, routing, SLA design, and meeting cadence to keep both teams moving.
04
Pipeline performance
Conversion analysis, velocity, cycle time, and recommendations that improve the numbers.
05
Revenue tech stack optimization
What to keep, what to cut, and how it all connects to HubSpot.
06
M&A and portfolio support
Pre- and post-acquisition integration, standardization across portfolio companies, and board-ready reporting.
One owner. One operating layer. No gaps between recommendations and execution.
A consultant recommends. An owner is still there when it breaks.
Most RevOps engagements end with a document. This one ends with a system someone is accountable for. Five places that shows up.
| A RevOps consultant | A RevOps owner | |
|---|---|---|
| What you have at the end | A deck of recommendations | A working system, with the person who built it still running it |
| Who builds the recommendation | Someone who hands it to your team | The same person, that week |
| When the CRM actually changes | After the project, if someone picks it up | The week the gap is found |
| Who it answers to | Whoever signed the SOW | Marketing and sales at the same time |
| What happens when they leave | The knowledge leaves with them | Definitions and workflows written down, still running |
Straight answers.
What is fractional RevOps leadership?
A senior revenue operations lead on a part-time retainer instead of a full-time hire. They own the CRM, the funnel definitions, and the reporting, and are accountable to marketing and sales at the same time.
When does it make sense to hire a fractional RevOps lead?
Three triggers cover most of it: the sole marketer or ops lead just left and the CRM went with them; growth outran the setup and the reporting stopped being trusted; or an acquisition left you with more than one portal and no single owner.
Do you work with private equity-backed companies?
Yes, and it's usually the same three problems: more than one portal after an acquisition, reporting the board doesn't trust, and a GTM plan that was built for the last stage of the business. We integrate, standardize, and report against a defined revenue engine.
Do you work with Salesforce as well as HubSpot?
Yes. When Salesforce is the system of record, we build and maintain the two-way sync so HubSpot runs marketing and the relationship layer while Salesforce keeps pipeline and revenue. We configure AI agents and reporting in either platform.
Start with a score, or a conversation.
The Growth Gap Report is twelve questions and about 3 minutes. You get a score on data integrity, funnel visibility, automation coverage, and reporting trust. A useful starting point, whether you move now or later.