Who this is for
- RevOps leaders cleaning up fragmented GTM systems.
- Teams with inconsistent field mapping, ownership, or data governance.
- Organizations that need more credible attribution and executive reporting.
Services
Revenue Operations & Data Strategy
Create the data structure, governance, and reporting logic that makes GTM systems trustworthy.
Common problems
- Field mapping is inconsistent across CRM, automation, and adjacent tools.
- Account and contact matching logic creates duplication or weak ownership.
- Enrichment and routing standards are unclear.
- Attribution and reporting are difficult to defend internally.
- Leadership lacks confidence in the data behind pipeline decisions.
What's included
- Field mapping and data structure review.
- Data governance and ownership recommendations.
- Account and contact matching logic guidance.
- Enrichment approach and routing standards.
- Attribution model recommendations.
- Executive reporting and measurement guidance.
Engagement options
- Project-based RevOps and data strategy support.
- Focused architecture engagements for routing, governance, or reporting.
- Ongoing advisory support for operational refinement and leadership reporting.
Pricing
- Project: $5,000-$15,000
- Ongoing advisory: $3,000-$6,000/month
Expected outcomes
- More trustworthy CRM and automation data.
- Better governance and cleaner routing decisions.
- Clearer executive visibility into performance and pipeline influence.
- A stronger operating foundation for ABM, intent, and campaign work.
FAQ
What should be included in a RevOps audit?
A useful RevOps audit should review data structure, field mapping, routing, ownership, lifecycle standards, reporting logic, and the operational friction blocking execution.
Do you work with Salesforce or Dynamics as part of this?
Yes. While the core platform focus is ZoomInfo, Demandbase, and HubSpot, supporting work often spans Salesforce and Microsoft Dynamics 365.
Is this only for companies rebuilding their stack?
No. Many engagements are about improving trust and consistency inside an existing stack rather than replacing it.
Next step
Start with a practical conversation about scope, systems, and timeline.
If this service aligns with the execution problem you are trying to solve, the next step is a strategy call or a request for a free intent audit.
Book a Strategy Call
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