Revenue operations
One revenue engine, first touch to renewal.
Revenue operations is where sales, marketing and customer success data should meet and usually does not. This pipeline routes leads, reconciles the pipeline against reality, recalculates the forecast daily, assembles handoffs, watches renewals and reconciles bookings with billing. Plays that touch a customer wait for a person to approve.
- ± 5%
- Forecast accuracy
- < 2 min
- Lead routing
- 120 d
- Renewal runway
How it runs
Step through the pipeline.
Click a step or let it play. The revenue record on the right fills in as the agents work.
Step 01 of 08
Route the lead
New leads are scored on fit and assigned by territory and capacity within minutes, with the reason written down so the rule can be argued with and improved.
- Routing
- Inbound: Northwind · score 82 · assigned to Maya (EMEA, 6/10 capacity)
- Pipeline
- —
- Forecast
- —
- Handoff
- —
- Renewal
- —
- Play
- —
- Billing
- —
- Review
- —
01 · Route the lead
New leads are scored on fit and assigned by territory and capacity within minutes, with the reason written down so the rule can be argued with and improved.
Tools: HubSpot / Salesforce, Velum agent. Output: Routing.
02 · Reconcile pipeline to reality
Stages, close dates and amounts are checked against calendar, email and call activity. Deals that have gone quiet or slipped are flagged before they distort the number.
Tools: HubSpot / Salesforce, Google Calendar. Output: Pipeline.
03 · Recalculate the forecast
The forecast is rebuilt daily from evidence rather than optimism, weighted by stage history and activity, so the number you defend on Monday is the same one finance sees.
Tools: Velum agent, Sheets / BI. Output: Forecast.
04 · Assemble the handoff
When a deal closes, the sales-to-success pack is built from calls, notes and the contract: who bought, why, what was promised and what happens next.
Tools: Call notes, Contracts, Slack. Output: Handoff.
05 · Watch usage and renewals
Billing, help-desk and product-usage data are watched for every account. Renewal and expansion signals surface with a 120-day runway instead of a 30-day scramble.
Tools: Stripe / billing, Help desk, Product analytics. Output: Renewal.
06 · Propose the play
For each flagged account the agent proposes a play, such as an executive check-in or a seat-expansion offer, with the evidence attached. A person approves before anything reaches the customer.
Tools: Velum agent. Output: Play. A person approves before this step completes.
07 · Reconcile bookings and billing
Closed-won deals are matched to invoices and subscriptions. Anything booked but not billed, or billed but not booked, is flagged the same day.
Tools: Stripe / billing, HubSpot / Salesforce. Output: Billing.
08 · Run the Monday revenue review
Pipeline, bookings and churn are assembled into one view with the anomalies called out, so the meeting starts with decisions instead of spreadsheet prep.
Tools: Slack, Sheets / BI. Output: Review.
Impact
What changes when it runs.
Illustrative targets from comparable engagements. Your baseline is measured in the audit and the targets are agreed before we build.
Hours saved and ROI
What it is worth to your team.
Start from our defaults for this pipeline, then move the sliders to your numbers. The maths is simple and shown.
Covers lead routing, pipeline clean-up, forecast rebuilds, handoff packs and Monday review prep for someone running RevOps alongside another job.
A RevOps lead and a sales manager each spending 12 hours a week on hygiene, forecasting and review prep at a $75 loaded hourly cost: about 19 hours reclaimed every week, roughly $75,000 a year, plus the revenue effect of renewals surfaced 120 days out.
Gross capacity, not cash savings. Excludes implementation, software and supervision costs, which are quoted before we start.
Your numbers
An assumption to explore, not a promised result.
What that is worth
19 h
reclaimed every week
$74,880
value per year
83 h
every month
0.5 FTE
of capacity returned
Hours on repetitive work, per week
Gross capacity estimate, not cash savings. Excludes implementation, software, and supervision costs. We validate assumptions in the audit.