RevOps Cleanup
Fast-growth SaaS · £7M ARR · 28 person team
Context
Fast growth, pipeline unclear, lead quality inconsistent. The founder was spending 3+ hours a week pulling data that still didn't add up. The sales team had no shared definition of what a "qualified lead" meant.
What we did
- — Defined lifecycle stages and agreed definitions across team
- — Rebuilt CRM stages and fields to reflect actual process
- — Set routing rules and SLAs for lead handoff
- — Installed weekly reporting cadence and conversion dashboard
What changed
- — Decision speed around pipeline and hiring
- — Handoff clarity between marketing and sales
- — Leadership confidence in the numbers
- — Fewer dropped leads and chased follow-ups
Result: Clear visibility + faster follow-up + fewer dropped leads. The founder got 3+ hours a week back—and the numbers finally matched reality.