Growth doesn't end when the lead arrives. We set up the operational work that happens next — qualifying and routing leads, keeping the CRM clean, and reporting on demand generation — with clear rules, named owners, and a cadence your team can keep without hiring a RevOps function. This is practical operations work, not a growth agency, not paid media, and not SDR outsourcing.
Common pain points
Leads come in through forms, demos and replies, then sit — there's no rule for who picks them up or how fast.
Follow-up depends on whoever remembers, scattered across Slack, inboxes and someone's head.
The CRM is full of duplicates, missing fields and stale records, so nobody trusts the pipeline view.
Qualifying a lead means a senior person looking at it manually, because the criteria live nowhere written down.
The weekly demand-gen report takes hours to assemble and still doesn't tell anyone what to do next.
You switched CRM or added tools, and the operation still feels like it runs on memory instead of rules.
Growth operations is the operational work that turns demand into a clean, trackable pipeline — and it is not a growth agency, paid media, or lead-list buying. It is the rules, named owners, and cadence for three things your team does every week: qualifying and routing leads to the right person fast enough to matter; keeping the CRM clean with deduplication, enrichment and ownership; and reporting on demand generation in a way people actually act on. We design the workflows with the people who run them, set up the rules and owners your team can maintain, and hand over a runbook the team owns. It works best when it lives inside the CRM and tools your team already uses — HubSpot, Pipedrive, a spreadsheet, whatever you have — not as a new platform on top. We help B2B teams of 10–500 people operate growth without needing a RevOps hire.
What we build
Area 1
We write the rules for what makes a lead worth a sales touch, and where each lead goes when it lands — by owner, by segment, by source. Routine cases route automatically; edge cases go to a named person with explicit criteria. Output: a written qualification and routing flow your team runs without a senior person triaging every lead by hand.
Area 2
We set up the workflow that keeps the CRM trustworthy — deduplication, the fields that must be filled, enrichment rules, and a named owner per object. It is a continuous workflow plus a monthly deeper clean, not a one-off project. Output: a CRM your team trusts enough to report from, with an owner who keeps it that way.
Area 3
We design the follow-up rhythm — who reaches out, when, on what trigger, and what counts as done — so leads stop falling through the gaps between marketing and sales. Output: a written follow-up cadence with owners and triggers, not a rule that lives in one rep's memory.
Area 4
We build the reporting your team can produce in 30 minutes and a leadership view you can defend monthly, pulling from the sources you already have. The report shows where demand comes from, what converts, and what to do next — not a wall of vanity metrics. Output: a weekly operator report and a monthly narrative, both from the same definitions.
Area 5
We assign explicit ownership for routing, hygiene, follow-up and reporting, and set up the cadence your team runs without us. Each area has one owner and a short, regular review. Output: a named owner per area and a review agenda your team keeps.
Area 6
We hand over the workflows as a runbook written for the people who will keep running them, not as a dependency on us. It documents the rules, the owners, the cadence, and what to do when something breaks. Output: a runbook your team can operate and edit after the engagement ends.
Leads get to the right person fast, by a written rule — not by who happens to be watching the inbox.
The CRM is clean enough that the pipeline view is something you can actually trust.
Follow-up happens on a cadence with named owners, so fewer warm leads go cold in the gaps.
Qualification criteria are written down, so a junior person can apply them and a senior person isn't the bottleneck.
The weekly report takes 30 minutes and the monthly narrative is something you can defend to your board.
Your team operates growth with the people and tools you already have — no RevOps hire, no new platform.
No. The whole point is that a 10–500 person team can operate growth with the people it already has. We write the rules, set up the workflows, and hand over a runbook your team owns. If your operation eventually grows to the point where a dedicated RevOps hire makes sense, you'll have the rules and ownership in place to brief them well — but most teams under 500 people don't need one to get this working.
Yes. We're tool-agnostic and we don't sell or resell any platform. We design the workflows to live inside the CRM and tools your team already uses — whether that's HubSpot, Pipedrive, a spreadsheet, or a mix. The work is the rules, owners and cadence, not a migration to a tool we prefer.
No. This isn't a CRM implementation or migration project, and it isn't a data-enrichment-tool resale. We set up the hygiene workflow and ownership inside the CRM you have. If you do need a migration or a heavy technical implementation, we'll tell you and point you to someone who does that work.
We don't promise lead volume or numeric results, and we don't run campaigns or paid media to generate demand. This work is about not wasting the demand you already create — routing, qualifying, keeping the CRM clean, following up, and reporting. If your problem is that you don't have enough demand at all, that's a different conversation and we'll be honest about it.
Everything operational: the written qualification and routing rules, the CRM hygiene workflow, the follow-up cadence, the reporting definitions, named owners per area, and a runbook written for the people who keep running it. The point is that your team owns and operates it without us afterwards.
It doesn't include running paid media, producing creative campaigns, SDR-as-a-service or outsourced prospecting, buying lead lists, CRM platform selection or migration, or growth-hacking tactics. If what you need is one of those, we'll tell you and point you to the right partner. We do the operational discipline, not the agency work.
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Read moreBook a call to scope your growth operations work. We'll talk through how leads move through your operation today, what your CRM looks like, how follow-up and reporting happen, and what your team needs to be able to run on its own. If what you actually need is more demand, a campaign, or a CRM migration, we'll tell you and point you in the right direction.
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