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Capability 02

One pipeline definition every team argues from.

Revenue operations is not reporting. It is the contract between marketing, sales, finance and the systems underneath them — written once, instrumented, and enforced by the tooling.

DefinitionsInstrumentationForecastHandover
The problem

Three teams, three numbers, no arbiter.

When each function keeps its own version of the funnel, the monthly meeting becomes a reconciliation. The fix is a single definition of a stage, a source and a customer, held in one place.

One definition, or three opinions.

What we do

What a RevOps engagement covers.

Funnel definition

Lifecycle stages and deal stages with entry and exit criteria a person can apply the same way twice.

Data model

Objects, associations and required properties, so a record means the same thing in every report.

Routing and automation

Assignment, SLAs and the workflows that keep the pipeline moving without anyone chasing it.

Attribution

Sources tracked from first touch through to closed revenue, with the limits of the model stated openly.

Forecasting

A forecast built from primary data and stage probability, not from a spreadsheet maintained by one person.

Operating cadence

The weekly and monthly reviews the system is designed to feed, and the dashboards those reviews run on.

How it runs

Diagnose, define, instrument, hand over.

01

Diagnose

Two weeks inside the portal and the warehouse: what is recorded, what is missing, and where the definitions disagree.

02

Define

The funnel written down and signed off by the people who have to live with it.

03

Instrument

Properties, workflows, integrations and reporting rebuilt against that definition.

04

Hand over

Documentation, training and a period running it alongside your team before we step back.

Operators we build with
ThalesImpervaCameoMozAPMEXRaySecurBolsterHuifyRegency Health CareNiche Academy
Start a project

Make the forecast something you can defend.

Tell us what you are running

What the system does today, where it breaks, and when it has to work. An engineer reads it — you get an answer inside one business day, not a sequence.

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