One revenue spine — instead of four disconnected tools.
Marketing, sales, and success usually run on separate systems with separate truths. Revenue leaks in the seams. We build the operating spine — a governed data model and the automation on top of it — so the whole funnel reports one number. Delivered on The RevOps Spine Archetype™.
Most organisations don’t have a revenue-operations problem. They have a revenue-operations vacuum — automation bolted onto whichever tool a team bought first, with no shared definition of a lead, a customer, or a renewal.
The symptoms repeat: forecasts that disagree depending on who runs the report; handoffs between marketing, sales, and success that drop context; and “automations” that are brittle because they encode a process nobody wrote down. The cost is not just inefficiency — it is revenue that leaks quietly, in the gaps between systems, where no single owner is looking.
The fix is not another tool. It is a spine: one governed data model the whole funnel agrees on, and automation built on top of it that a team can read, audit, and change without calling a vendor.
The RevOps Spine Archetype™
A documented four-phase method. You see the full data model and automation map before anything is wired.
Diagnose
Map the current stack, the handoffs, and the points where revenue leaks. Agree one definition of a lead, an opportunity, and a customer.
Architect
Design the governed data model and the automation map — what fires, when, and who owns the override. Documented before a single workflow is built.
Deploy
Build the spine and the automations on top, instrumented end to end, against an explicit governance protocol with a human-in-the-loop on every revenue-affecting step.
Transfer
A documented operating model and a runbook your RevOps team owns — so the spine keeps improving after we step away.
Productised scope.
Fixed, transparent, and shipped end-to-end.
- ✓ RevOps audit & leak map
- ✓ Unified data model + single source of truth
- ✓ Lead/opportunity/customer definitions
- ✓ Lifecycle & routing automation
- ✓ Forecast & pipeline reporting
- ✓ Governance: ownership, overrides, audit trail
- ✓ Integration across marketing, sales & success tools
- ✓ Runbook + team training
Marketing, sales, and success reporting against a single source of truth.
Handoffs and lifecycle stages instrumented, so revenue stops escaping the seams.
A spine your RevOps team can read, audit, and change — no vendor dependency.
Do we have to replace our existing tools?
Usually not. The spine is the data model and governance layer; in most engagements we integrate the tools you already own around it. Where a tool actively blocks a single source of truth, we’ll say so in the Diagnose phase — with the trade-offs, not a sales pitch.
How is this different from “we set up HubSpot”?
Configuring a platform is a tool decision. The RevOps Spine is an operating decision: shared definitions, a governed data model, documented ownership, and automation your team can audit. The platform serves the model — not the other way around.
How is pricing structured?
As a fixed-scope Sprint, priced on request once we’ve scoped the stack on a discovery call or via the Automation Opportunity Finder. No open-ended hourly billing.
Not sure where the leaks are?
The Automation Opportunity Finder maps the workflows in your operation with the highest return — and shows whether RevOps is the constraint.
Ready to make the whole funnel report one number?