No. Automations are built and tested away from your live data first, and rollout is phased so active deals keep moving while we work.
RevOps Consulting
RevOps Consulting That Automates Your
Whole Revenue Stack,Not Just Your CRM
Most RevOps consultants stop at your CRM. Flow Digital aligns your sales, marketing and CS teams, then automates the entire stack behind them, so your forecast, pipeline and reporting run themselves.
A forecast you can actually defend in a board meeting. Leads that get routed, scored and followed up without anyone remembering to. One set of numbers every team trusts, updated on their own.
The Basics
What a RevOps Consultant Actually Does
A RevOps (revenue operations) consultant aligns your sales, marketing and customer success teams around one set of data, one process, and one shared definition of revenue. In practice that means fixing the CRM, connecting the tools around it, standardizing how leads and deals move, and building reporting leadership can trust, so growth stops depending on heroics and spreadsheets.
Most companies face a clear coordination problem between Marketing, Sales, and Customer Success because they measure lead count differently. The work splits into two halves that are usually sold separately.
First is the strategy half: auditing revenue leaks, agreeing on lifecycle stages, and defining what “qualified” actually means).
Second is the execution half: configuring the CRM, building automations, and creating self-updating dashboards.
While plenty of firms are happy to hand you the strategy in a slide deck, we do both. The execution half is where we truly stand out.
New to the term? Read our plain-English guide to RevOps solutionsIs It Time?
Signs It's Time to Bring in a RevOps Consultant
You probably need a RevOps consultant if a handful of these sound familiar.
Numbers That Don't Match
The forecast and the board deck never agree.
Shadow Spreadsheets
Reps have quietly built their own spreadsheets because they don't trust the system.
Lost Handoffs
Leads slip between marketing and sales, and no one owns the handoff.
Slow Answers
A basic question from leadership takes an hour of digging to answer.
Disconnected Tools
Your tools don't talk, so the same data gets entered twice.
Late Churn Signals
You hear about churn risk after the customer's already gone quiet.
Outgrown Setup
You've just raised, and the setup that got you here won't get you to the new number.
Three or more? You're probably leaving revenue on the table. That's what a discovery call is for.
Our Process
How We Build a Revenue Engine That Runs Itself
"Scaling" is easy to promise. Here's what we actually build. A RevOps engagement with us moves through four connected layers, and the automation runs through every one of them, including the connections between the tools a CRM project tends to ignore.
Unify the Data Across Your Whole Stack
First we get every tool pointing at the same source of truth — your CRM, marketing platform, support desk, billing system and forms all syncing in real time instead of drifting apart. This is the part CRM-only consultants tend to wave at and move on. It's also where most of the pain actually lives, so we start here.
- Real-time sync across CRM, marketing, support, and billing
- One source of truth, no drifting data
- The layer most CRM-only consultants skip
Standardize Lifecycle Stages and Handoffs
Then we agree on what each stage means and when a record moves from one team to the next. Once those definitions are set, we build them into the system so the handoff happens on its own — no more "did anyone follow up with this lead?" in the Monday standup.
- Shared lifecycle stage definitions
- Automatic handoffs between teams
- No more manual "who owns this" chasing
Automate Routing, Scoring and Follow-Up
New leads get assigned to the right rep by territory or fit, scored on behavior, and nudged with timely follow-ups. Reps stop doing data entry and get back to selling. We build these across roughly 100 tools we're certified in, from HubSpot and Pipedrive to Zapier, Make and Airtable, so we're not forcing your business into one platform's idea of how it should work.
- Lead routing by territory or fit
- Behavior-based scoring
- Automated follow-up nudges
- Built across ~100 certified tools
Reporting and Forecasting on Autopilot
Finally, the dashboards — pipeline, conversion, cycle length, forecast accuracy, all generated from live data on a schedule, so leadership gets one version of the numbers without anyone building a spreadsheet at 11pm. Once the data underneath is clean, the forecast is finally something you can stand behind.
- Live pipeline and conversion dashboards
- Scheduled, auto-updating reports
- One trusted version of the numbers
- Forecast accuracy leadership can rely on
What's Included
What's Included in a RevOps Engagement
Every engagement is scoped to where your revenue is actually bleeding, but most cover some mix of the following. We're also clear about what we don't do, because a poor-fit project helps nobody.
Audit & Mapping
RevOps Audit & Process Mapping
CRM Setup
CRM setup, cleanup or migration (HubSpot, Pipedrive, and more)
Automation
Cross-stack automation across your full toolset
Lead Routing
Lifecycle stages, lead routing and scoring
Reporting
Forecasting and reporting dashboards
Enablement
Team enablement, documentation and handoff
Optimization
Ongoing optimization as you grow
Prefer an ongoing partner over a one-off project? Our Fractional Chief Automation Officer model gives you a senior RevOps and automation lead on retainer, without the cost of a full-time hire.
Terminology
RevOps vs. Sales Ops vs. Marketing Ops
People use these terms interchangeably, and they aren't. The short version: Sales Ops and Marketing Ops each optimize one funnel; RevOps owns the whole revenue motion across all three teams.
The entire revenue engine, end to end. RevOps aligns sales, marketing and customer success around one shared process and one set of numbers.
- Scope: The entire revenue engine, end to end
- Aligns: Sales, marketing and customer success
- Primary metric: Predictable, defensible revenue
- Owns the tools: The whole connected stack
- You need it when: Teams optimize in isolation and the numbers don't add up
The sales funnel specifically. Sales Ops keeps the pipeline clean and the sales team moving efficiently.
- Scope: The sales funnel
- Aligns: Sales team and pipeline
- Primary metric: Win rate, cycle length
- Owns the tools: CRM and sales tools
- You need it when: Reps need a cleaner pipeline
The marketing funnel specifically. Marketing Ops keeps campaigns and lead flow running cleanly.
- Scope: The marketing funnel
- Aligns: Campaigns and lead flow
- Primary metric: MQLs, attribution
- Owns the tools: Marketing automation platform
- You need it when: Campaigns need better tracking
How We Work
Our RevOps Process
01
Discovery & Audit
We map your current workflows, tools and handoffs to find where revenue leaks and what to fix first.
02
Strategy & Design
We prioritize the roadmap, define the logic and exceptions, and sequence the work so nothing breaks downstream.
03
Build
We configure the CRM and build the automations across your stack, using no-code, low-code, or API where it's needed.
Launch & Enable
Everything goes live with monitoring in place, and we train your team so they own it.
05
Optimize
We refine as your tools, targets and team change. Growth moves the goalposts; the system keeps up.
Results
RevOps Results, in Real Numbers
GuideMe Japan runs a two-sided marketplace connecting travellers with local guides. As demand grew, onboarding, scheduling, and coordination ate hours every day. We rebuilt the operational and lead workflows around Airtable automation and AI.
- 146% increase in sales
- 166% increase in bookings
- 88% reduction in administrative time
https://flow.digital/case-studies/guideme-japan
Jacada wanted a more personalized client experience across an eight-tool stack. We integrated the stack and automated the high-volume coordination work that was crushing the team.
- 2M minutes saved
- 125k tasks automated monthly
- 8 apps integrated
https://flow.digital/case-studies/jacada
Wedding Weekender rents wedding videography gear and turns the footage into finished films. As bookings grew, duplicate orders, missed customer updates, and manual editor handoffs were creating chaos during peak season. We rebuilt their entire rental-to-film lifecycle into one automated system.
- 145% more orders processed in two months
- 400+ events handled in a single month
- 86% reduction in editor brief handoff time
https://flow.digital/case-studies/wedding-weekender
Why Us
Why Choose Flow Digital as Your RevOps Consultant
Most RevOps consultants come from one of two places: a big firm that sells you a strategy and leaves the building to someone else, or a CRM specialist who's fluent in exactly one platform. We're neither. We're BizOps strategists who also put hands on keyboards, and we're tool-agnostic across your whole stack rather than married to a single CRM.
That matters because your revenue engine is really a dozen tools that have to work together, and connecting them cleanly is most of the job. As Zapier's #1-rated Premier Partner and a SOC 2 Type II compliant team, we're trusted to touch sensitive revenue and customer data and connect it safely. And we don't disappear after go-live: add us to your Slack, CC us on the vendor threads, and we stay until your team is running it without us.
Pricing
RevOps Consulting Pricing
Cost depends on the state of your stack and the size of the build, so we scope it on the first call, with no surprise line items. We offer both fixed-scope projects and an ongoing fractional retainer.
RevOps Audit
Best for: You want clarity before you commit to a build.
We review your current stack and revenue process, identify where it's breaking down, and leave you with a ranked roadmap and an honest opinion on what's worth fixing first.
A fixed-scope engagement to map your revenue workflows, identify where handoffs and reporting are falling short, and define what to fix or build first.
RevOps Project
Best for: When you know what needs fixing and you want it built.
Focused build phases — lifecycle stages, lead routing, scoring, and reporting dashboards designed, built, tested, and documented inside a defined scope.
An hourly-package engagement to deliver the RevOps automations you've already decided are worth building.
Fractional RevOps Retainer
Best for: When RevOps needs to be a continuous part of how your team operates.
Ongoing optimization, new automations, monitoring, edge-case handling, and quarterly reviews.
A monthly retainer engagement, giving you a senior RevOps and automation lead on tap without the cost of a full-time hire.
FAQ
What to Expect From a RevOps Engagement
Usually not. Most of the time the tools you have are fine and the problem is how they're set up and connected. If a change makes sense we'll say so, and we'll say why.
Typically someone with admin access to your CRM and a sponsor from leadership who can settle definitions across sales, marketing and CS. The customer success voice matters more than most teams expect. It's usually where churn signals get missed.
The quick wins usually show up in the first few weeks: cleaner data, automated routing, dashboards you can actually trust. The bigger shifts, like forecast accuracy and shorter sales cycles, tend to land over the following quarter or two as the new process beds in. We agree on what to fix first so you feel something change early.
Yes, and it's often the best setup. We take on the heavy build and the cross-stack automation while your person keeps the context and owns the day-to-day. We document everything as we go, so nothing important lives only in our heads.
Mostly growing B2B teams that have hit the point where spreadsheets and goodwill stop scaling, usually once you've got a few reps and revenue that's real. We work across plenty of industries beyond SaaS. If you're a five-person startup with a single rep, you probably don't need us yet, and we'll say so.
You do, completely. We build inside your tools and your accounts, document every workflow, and train your team to run and change things without us. You won't end up dependent on us to keep the lights on.
We set a baseline at the start and track a short list of numbers that map to your actual problem: usually some mix of forecast accuracy, lead-to-close conversion, sales cycle length and data quality. The aim is a few metrics the whole team actually trusts and reviews together.
A short, no-pressure conversation about how your revenue engine runs today: where leads come from, what your stack looks like, where things stall. You leave with a clear read on your biggest gaps and what fixing them would involve, whether or not you work with us.
Ready to Stop Guessing at Your Numbers?
Book a free discovery call. We'll look at where your revenue is leaking and show you what a connected, automated revenue engine would look like for your team. No slide deck for its own sake.
