Is your lead management system driving growth, or holding it back?

Two kinds: founder-led smaller teams and scale-ups where multiple departments touch the pipeline.

If you don't have leads or a pipeline to manage yet, this isn't the right fit.

The common thread is noticing that a setup which worked earlier starts to break as the business grows: departments building their own workarounds, pipeline data that's no longer accurate, CRM tiers you keep upgrading without using the features you're already paying for.

If growth is outpacing what your current setup can handle, that's the moment, not after it's already cost you pipeline.

Yes. It's not about replacing them. Most junior or mid-level RevOps/CRM hires inherit a system nobody fully explained and learn the admin side by trial and error. An audit gives them a senior second opinion on what's actually wrong, and training gets them a written SOP so they're not escalating every question.

No account managers, no junior staff learning on your account. You work directly with someone who's run RevOps at scale (10+ years, scaled CareerFoundry's revenue operations through €9M to €18M) and builds a system designed around your business, not a template agencies and generic CRM services default to.

You also choose between several engagement tiers, so you decide how much time and budget you want to put into this.

The first step is a status-quo audit and implementation plan, which takes about 5 to 7 business days. Actual implementation then depends on the scope and engagement package you choose, ranging from about 5 to 20 business days.

For the audit: a kickoff call, access to your CRM and related tools, and a few follow-up questions along the way.

For Project Support or Retainer, the point is that it's executed for you, not managed by you day to day. You review what's proposed, approve it on a weekly call, and it gets built in the meantime.

The audit itself gives you a ranked, prioritized list of what's broken and what to fix first, so you're not guessing where to start. If that turns into Project Support or Retainer work, you get a custom system that runs smoothly day to day: no leads lost in the handoff, every essential pipeline detail recorded, hours of manual work saved through automation, and data your team can actually trust when making decisions.

Yes, that's the most common path. The audit gives you a ranked list of improvements. From there you can bring me on to execute them as a scoped project, or take the report and run with it yourselves.