Who we are
Revenue operations as an industry starts around $5M and assumes three departments that need aligning. Our clients have an owner, a phone, and a business that stops when they do.
Who This Is For
Every trade and service business has the same six job duties. In an owner-operated one, two employees handle all six between site visits — which means everything gets handled after the thing that was already urgent. None of that is a character flaw. It is what happens when good people run a business with no system underneath it.
If Any of These Land
The Position
RevOps was built for companies with three departments to align. We do it for companies with one — where the system that needs building does not exist yet.
That is not a smaller version of the same job. Every method in the category begins by connecting sales, marketing and customer success. When those are one person with a phone, the method has nothing to connect, and the work that actually has to happen first — establishing ownership, extracting the rules, installing the stack — is not in anybody's playbook.
The firms that do this properly for larger companies — Aptitude 8 is the one we measure ourselves against — will not take a business until it has two hundred employees and a CRM to architect. We are who you hire to get there.
There is also no degree in it. No undergraduate major, no accredited program. What exists is industry certification, and every one of those trains you to align three existing departments. Hence the line on the front page.
No course covers what happens when a business runs on two cell phones and a Gmail account — which is the actual starting condition for most of the companies we work with, and the reason the first two stages have to come before anybody installs anything.
How the Work Is Ordered
Establishing that anyone owns anything. Six jobs, two people, and all six done second.
Getting the pricing and scheduling rules out of someone's working memory and into a form another person could follow.
Building a stack that was never there. CRM routinely scores zero — not misconfigured, absent.
Creating the record. There is no dirty data problem here because there is not yet any data.
Lands on us, because there is nobody else to give it to. The only stage with a closing window.
Custom Builds
The automation layer between platforms is built rather than resold. That matters when the business changes and the connector has to change with it — a bought integration is a ceiling, and we would rather not install one.
It also means the Score Card methodology is something we can put into software rather than only into a document, which is the direction it is going.
What Owners Get Wrong
Most of what stops an owner from doing this work is something they believe that isn't true.
“We're too small for this.”
The opposite. It's far easier to install a system in a company that doesn't have one than to unpick one that grew wrong over ten years. Every year you wait adds history to migrate and habit to undo.
“That's a tech company thing.”
RevOps came out of software, which is why every article about it assumes you already own a CRM and employ three departments. The discipline travels to a concrete company fine. The vocabulary doesn't.
“We don't have the data for it.”
You don't need it. Creating the record is the work, not the prerequisite. That's why Clean the Data is the fourth stage and not the first.
“This is marketing.”
Marketing is one stage of five, and it's the one that runs last. Pricing rules, job costing, and payment processing are not marketing problems, and they're where most of the money is.
“We'll do it when we're bigger.”
Growth is what breaks an undocumented business. The bottleneck appears at exactly the moment you try to add a second crew or take a week off — which is the worst time to start.
Before You Sign
The things owners ask on the first call, answered the way we'd answer them in person.
The website is the first thing we build and the smallest part of the work. A site with no tracked number, no follow-up, and no system behind it produces leads that land nowhere. We build the site because it's visible, then we build the engine underneath it.
An agency will rank your site and run your ads. They won't configure your pricing rules, derive your travel zones from twelve months of job history, or set bank transfer as your default payment method. Those aren't marketing problems and most agencies won't touch them.
Usually it means you're paying for capability you've never switched on. A large share of most engagements is configuring what's already in your subscription — which is also the cheapest value in the project.
No. We won't recommend a platform that pays us a referral fee without disclosing it, and nothing in our selection process earns us a commission from any vendor. We also check whether a platform clips a percentage of every payment you process — several do, and they rarely publish it.
Everything built stays yours — the site, the domain, the platform logins and the documentation. Plans are billed by the quarter, so notice before the next quarter starts is all it takes, and you can move up or down a plan at any quarter boundary. Hosting is inside every plan; if you leave, we hand the site over as it stands.
No. Too much of that sits outside our control. We commit to what we do control and can show you: the review request firing on every job, the Google profile maintained, a site an AI assistant can read and cite, and lead source data visible for the first time. Whether volume follows is reported every quarter, not promised.
How We Work
We audit clients for claiming service areas with no substance behind them, so the same standard applies here: two of our eight industries rest on delivered work, and the other six are reasoned from the pattern. The industry pages say which is which.
Start Here
Eight categories, scored against your three closest competitors. We need nothing from you but your business name — every signal we check is already public.
Get Your Score
