REVENUE OPERATIONS
Your sales engine.
Finally connected.
Connect the CRM, routing, reporting, and automation behind your commercial team. Give every lead a route, every handoff an owner, and every seller a clearer next step.
Less chasing.
A connected engine.
A connected engine.
Experienced people. Real work. ↗
THE PRIORITY
Revenue Operations
THE APPROACH
Strategy. Specialists. Shared momentum.
THE DELIVERY SCOPE
CRM, reporting and automation for a connected sales engine.
RevOps makes the revenue process work. It does not replace sales conversations, deal ownership or executive revenue leadership.
WHAT WE CAN DEFINE TOGETHER
01
Lifecycle and stage definitions
02
Lead routing and follow-up rules
03
Pipeline reporting and data checks
The outputs, responsibilities and review points are agreed before work begins.
Discuss this scope ↗SELECTED COMPANY EXPERIENCE
Experienceyou can build on.
Selected experience across SPG leadership and delivery partners. These logos reflect collective experience, not a single SPG client list.
Explore company experience ↗YOUR WORKING WORLD
The priorities are clear.
Who is moving the work?
Put the revenue operations priorities into a shared plan, with people who can own the agreed work and keep the handoffs connected.
Keep the decisions that belong with your leadership. Give the agreed responsibilities a clear owner.
Put support around this priority ↗LESS ON YOUR DESK. MORE IN MOTION.
YOUR WORKING WORLD
BEFORE SPG
Everything comes
back to you.
Add SPG
YOUR LEADERSHIP TEAM
The vision. And every detail.
The work is ready. Your calendar isn’t.
4 priorities
on your desk
on your desk
01
Lead captured
A clear brief. A responsible owner.
Needs your attention
02
Validated and enriched
A clear brief. A responsible owner.
Needs your attention
03
Assigned to owner
A clear brief. A responsible owner.
Needs your attention
04
Follow-up triggered
A clear brief. A responsible owner.
Needs your attention
Too many priorities. Too few clear owners.
Build my team↗
LESS ON YOUR DESK. MORE IN MOTION.
YOUR WORKING WORLD
WITH SPG
Your direction.
Shared momentum.
SPG added
YOUR LEADERSHIP TEAM
Stay close to the big decisions.
Keep the direction. Give the work clear owners.
Your focus
the next move
the next move
01
Lead captured
A clear brief. A responsible owner.
CRM Administrator
02
Validated and enriched
A clear brief. A responsible owner.
Data and Reporting
03
Assigned to owner
A clear brief. A responsible owner.
RevOps Manager
04
Follow-up triggered
A clear brief. A responsible owner.
Automation Specialist
Specialists move the work. Your account manager keeps it connected.
Build my team↗
THE CAPABILITY BEHIND THE AMBITION
Big thinking.
Hands-on follow-through.
Explore the work we can put around your next move.
CONNECT THE RIGHT EXPERTISE
Make the sales engine connected, visible, and easier to run.
01
CRM architecture
Pipeline stages, lifecycle definitions, fields, ownership, permissions, and data hygiene.
WHAT THE WORK CAN INCLUDE
CRM blueprint, field definitions, pipeline stages, and data-cleanup plan.
02
Lead routing and handoffs
Assignment rules, qualification signals, marketing-to-sales handoffs, and exception queues.
WHAT THE WORK CAN INCLUDE
Assignment workflows, routing rules, handoff standards, and exception alerts.
03
Sales automation
Follow-up triggers, reminders, task creation, enrichment, and repetitive administration.
WHAT THE WORK CAN INCLUDE
Automated follow-up, task triggers, notifications, and documented workflows.
04
Pipeline intelligence
Reporting definitions, opportunity hygiene, pipeline reviews, and forecast inputs.
WHAT THE WORK CAN INCLUDE
Pipeline views, forecast inputs, reporting definitions, and review packs.
05
Systems integration
Connect CRM, marketing, billing, customer-success, and reporting tools around agreed data flows.
WHAT THE WORK CAN INCLUDE
Integration maps, configured connections, data validation, and error handling.
06
Enablement and governance
Document workflows, train users, manage change requests, and establish ownership of the revenue system.
WHAT THE WORK CAN INCLUDE
User guides, training sessions, ownership rules, and change documentation.
WHEN SPG HELPS MOST
You know what needs to happen.
Let’s put the work in motion.
Less chasing.
A connected engine.
A connected engine.
A CLEAR PRIORITY IS ENOUGH TO START ↗
01
A priority that matters.
CRM and sales processes are not connected.
02
A gap worth closing.
Follow-up depends on manual reminders.
03
A next move to make.
Pipeline data is difficult to trust.
YOUR PEOPLE AROUND THE PRIORITY
Clear roles.
Connected work.
From executive direction to specialist delivery. Explore the people and responsibilities behind each practice.
YOUR DIRECTION
Your company
You and your leadership team
OPTIONAL EXECUTIVE ADD-ON
Fractional executive
Strategy, decisions, and functional leadership. Scoped and priced separately.
YOUR DAY-TO-DAY CONNECTION
Account manager
Priorities, communication, and delivery coordination
Choose a practice to explore its team structure.
THE REVENUE OPERATIONS PRACTICE
The systems, data, and automation behind your sales engine.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPRevenue Operations Practice Lead
- DELIVERY COORDINATIONRevOps Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- CRM and Systems Lead
- CRM Administrator
- Systems Integration Specialist
- Sales Automation Lead
- Lead Routing and Follow-up
- Workflow Automation Specialist
- Revenue Intelligence Lead
- Sales Ops Analyst
- Pipeline and Forecast Reporting
- Data Quality Specialist
- Lifecycle Operations
- Marketing-to-Sales Handoffs
- Customer Lifecycle Automation
THE MARKETING PRACTICE
Build demand. Shape the story. Bring the launch to life.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPMarketing Practice Lead
- DELIVERY COORDINATIONAccount / Marketing Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CMO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Growth Lead
- Product Marketing Specialists
- ABM Specialists
- GTM Specialists
- Content Lead
- Copywriter
- SEO Specialist
- AEO / AI Visibility Specialist
- Social Specialist
- Creative Lead
- Designer
- Video Specialist
- Web Designer
- Performance Marketing
- Paid Media Specialist
- CRO Specialist
- Marketing Ops
- CRM Specialist
- Email Specialist
- Automation Specialist
- PR / Comms
THE SALES PRACTICE
Create conversations. Progress opportunities. Close the right deals.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPSales Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CSO / CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Sales Manager
- AEs / Closers
- Account Managers
- SDR / BDR Manager
- SDRs / BDRs
- Revenue Operations
- CRM Admin
- Sales Ops Analyst
- Data / Reporting
- Automation
CONNECTED SPECIALISTS
Sales Enablement Specialist
Proposal / Deal Desk Specialist
Revenue Operations connects into Sales as a dedicated practice. Explore its own structure in the RevOps tab.
THE AI PRACTICE
Useful workflows. Capable people. Responsible adoption.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPAI Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CAIO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- AI Solutions Architect
- AI Agents / Assistants
- RAG / Knowledge Systems
- LLM Integration
- Custom AI Applications
- Automation Engineer
- Workflow Automation
- Process Integrations
- AI/ML Engineer
- Model Integration and Evaluation
- Data / Analytics Engineer
- Data Pipelines and Analytics
- AI Governance and Risk
- Controls and Responsible Use
CONNECTED SPECIALISTS
AI Training and Enablement
AI Adoption / Change Management
THE TECHNOLOGY PRACTICE
From product discovery to apps, websites, and reliable releases.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPTechnology Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CTO / CIO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Product Manager
- Product Discovery
- Roadmap and Requirements
- Engineering Lead
- Frontend Engineer
- Backend Engineer
- UX/UI Lead
- UX/UI Designer
- Cloud / DevOps
- DevOps Engineer
CROSS-FUNCTIONAL DELIVERY
- QA Engineer
- Testing and Release Quality
- Systems / Integration
- CRM / ERP / API Specialist
- Security / IT
- Security and Infrastructure
THE FINANCE PRACTICE
Connect executive decisions to clear numbers and dependable financial operations.
Planning → financial execution
EXECUTION PRACTICE
- Planning and analysisFPandAForecasting · Budgeting · KPIs · Scenarios · Unit economics
- Close and financial controlControllerReporting · Policies · Controls · Revenue recognition · Audit readiness
- Transactional executionAccountingBookkeeping · AP / AR · Reconciliations · Billing · Expenses · Journals · Accruals
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CFO
Financial strategy · Capital · Board · Decisions
Added to your engagement when needed.
Scoped and priced separately.
SYSTEMS and DATA
ERP
Billing
AP
Payroll
Banking
Integrations
Data
Automation
Dashboards
Models
SPECIALIST OVERLAYS
MandA Finance
Technical Accounting
Transaction Readiness
Transformation
Vertical Finance Expertise
THE OPERATIONS PRACTICE
Clear processes and dependable delivery across the business.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPOperations Practice Lead
- DELIVERY COORDINATIONOperations / Account Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional COO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Delivery Lead
- Project Manager
- Delivery Coordinator
- Process Lead
- Process Improvement Specialist
- Documentation Specialist
- Business Operations
- Resource Coordination
- Systems and Reporting
THE CUSTOMER SUCCESS PRACTICE
Turn customer commitments into onboarding, adoption and renewal readiness.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPCustomer Success Practice Lead
- DELIVERY COORDINATIONCustomer Success / Account Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Onboarding Lead
- Implementation Coordinator
- Customer Training Specialist
- Adoption and Health Lead
- Customer Success Specialist
- Customer Insights Analyst
- Retention Lead
- Renewal Preparation
- Value Reviews
- Lifecycle Operations
- CRM and Customer Data
- Sales-to-Success Handoffs
Executive leadership is an optional addition to execution engagements. Explore each practice to see how the roles connect.
One shared plan. Clear responsibilities. Regular progress reviews.
Build the team around your priority ↗A WORKING RHYTHM
Make progress visible.
Keep decisions moving.
01
Review routing failures, stale records, and automation exceptions.
02
Track pipeline quality and the handoffs slowing progress.
03
Improve the systems backlog without breaking existing workflows.
SET UP FOR USEFUL WORK
What we establish
before we begin.
A clear brief protects your time and gives the team a practical starting point.
✓
CRM and connected-tool access
✓
Lifecycle definitions and ownership rules
✓
A team representative to test real scenarios
DEFINE SUCCESS TOGETHER
Useful measures.
Connected to your business.
We agree the baseline, reporting definitions, and review criteria during scoping. Measures depend on the work, not a generic promise.
01
Routing reliability
02
Data completeness
03
Pipeline hygiene
04
Manual work removed
A CLEAR WAY IN
Start with the support
your priority needs.
SENIOR PERSPECTIVE
Executive advisory
Guidance for strategy, priorities, and key functional decisions.
From $3,500
Discuss advisory ↗/ month
COORDINATED DELIVERY
Execution team
Specialists with account and delivery management around an agreed scope.
From $12,000
/ month
Executive leadership is an optional addition, scoped and priced separately.
Build your team ↗A DEFINED INITIATIVE
Focused project
Clear deliverables, responsibilities, and completion criteria.
From $6,500
Scope a project ↗/ project
USD. Your proposal confirms capacity, term, deliverables, and any third-party costs. Advisory is distinct from embedded functional leadership.
BEFORE WE BEGIN
Your questions.
A clearer decision.
Does RevOps replace our sales team?
No. RevOps supports your sellers through CRM structure, reliable data, connected handoffs and workflow automation. Salespeople retain conversations and opportunities; revenue leadership remains a separate responsibility.
Who coordinates the specialists?
Account and delivery management coordinate the agreed work, priorities and handoffs. Specialist roles and capacity are defined by the scope. Fractional executive leadership is an optional addition, priced separately.
Can you work alongside our existing people?
Yes. The scope identifies retained responsibilities, required access and the handoffs between your internal team, existing partners and SPG.
How are scope and investment agreed?
Your proposal confirms responsibilities, deliverables, capacity, term and investment. Additional leadership, third-party costs and changes to scope are identified separately before you commit.
KEEP THE WORK CONNECTED
Explore what sits alongside it.
YOUR PRIORITY
A clearer plan.
The right people.
Work in motion. ↗
ONE PARTNER. MORE WAYS FORWARD.
LET’S TALK ABOUT YOUR NEXT MOVE
What needs
to moveforward?
Tell us the priority. We’ll help shape the leadership, team, or focused project around it.
- 01Start with your business context.
- 02Define the work and the right people.
- 03Agree the scope and investment.
A conversation first. A clear proposal before you commit.
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