RevOps and GTM Engineering for Professional Services
CRM tied to delivery and billing for consulting, agencies, and PSA firms. Utilization, scope tracking, partner-as-seller workflows, referral attribution.
Different problem set, different system
Utilization is the KPI. Billable hours drive revenue. Scope creep is the silent killer. Partners both sell and deliver. Referrals dominate the pipeline yet rarely show up in the CRM properly.
The five things that break first
- Project profitability invisible until close-out
- Scope changes happening in email, never tracked in CRM
- Partner-sold work bypassing the system entirely
- Bench utilization disconnected from sales pipeline
- Engagement letters managed as a sales document with no version control
Where we plug in
We set up HubSpot or Salesforce to link opportunity to project to billing. Utilization dashboards, scope tracking inside the CRM, partner-as-seller workflows, and referral attribution that survives audit.
What working with us looks like
10 weeks tying the deal-to-delivery handoff together with proper margin visibility and a single source of truth for scope.
Tools we work with
Ready to fix professional services revenue ops?
Free 30-minute discovery call. No pitch. We will tell you whether this is worth fixing.