Professional Services
- Marketing Agencies
- Financial Services
Your CRM has data, but your team manages everything in their heads.
RevOps consulting for consulting, advisory, agency and financial firms — the people accountable for turning relationships into engagements, and engagements into revenue.
Who this is for
Built for firms that win work through relationships.
At five people, every opportunity comes through someone everyone knows. At thirty, introductions arrive through partners, alumni, referral sources and conference conversations, and the only record of most of them is somebody’s inbox. At a hundred, the firm can report utilization to the decimal and still can’t say which relationships produced last year’s revenue.
Marketing agencies or financial services, both work here. Some of you bill by the hour, some on retainer, some on assets or success fees; most sell engagements that start small and grow. What matters to us is that the relationship, the proposal, the work and the invoice each live in a different system, and the partners are the integration.
If you are a solo practice, you probably don’t need us yet; the system that matters is still your calendar. And we don’t do compliance work: regulated systems stay with the people licensed to run them. We work on the pipeline, the engagement and the client view around them.
Most of what we rebuild lives in HubSpot, connected to the proposal tool, the time and project system, and accounting (QuickBooks or Xero, usually). If you are not on HubSpot and not considering it, say so early and we will tell you whether we can still be useful.
The usual situation
The client exists four times. Each version is partly true.
HubSpot has the contact. The proposal tool has the scope. Time tracking has the hours. Accounting has the invoice. The relationship lives in someone’s head.
- HubSpot The relationship, as far as anyone logged it
- Proposals What was scoped and signed
- Time and projects What is actually being delivered
- Accounting What is billed, and what has been paid
So the question every managing partner asks — which relationships are actually worth our time — gets answered from memory.
What it actually costs
Where firms lose revenue, not just time.
- Introductions that never become opportunities. A referral arrives by email, gets a warm reply and never gets a record. Six months later, nobody can say what happened to it.
- Scope sold once and delivered twice. The proposal says one thing. The project plan, re-typed from it, says another, and the difference shows up as unbilled hours.
- Expansion work spotted and never proposed. The delivery team sees the next engagement first. Without a place to log it, it stays an observation.
- Referral sources nobody thanks. The firm can’t see which partners, clients or alumni send the work, so the relationships feeding the pipeline get the same attention as the ones that don’t.
- Margin reported a quarter late. Utilization lives in time tracking, revenue in accounting, pipeline in HubSpot, and the three get reconciled in a spreadsheet after the quarter has closed.
None of this is a people failure. Your partners are doing exactly what made the firm successful. What is missing is a system that captures it while it is happening.
Five to ten hours a week of re-entry across proposals, projects and billing is billable time you will never bill. In a services firm, that is the smaller number. The bigger one is the introduction that went nowhere because nobody wrote it down.
If the instinct is to clean up the contact list first: that cleanup is part of the work. See how it is sequenced.
One example
A consultancy’s whole funnel, built in one quarter.
An HR consultancy was running its marketing and sales on inboxes and memory.
- What we built. Website lead capture and routing, a nurture sequence, lead scoring, and a sales pipeline in HubSpot.
- What they kept. A self-serve video library so the team can train new hires without us.
Tell us where the relationships live.
Thirty minutes. Bring the pipeline report your partners actually trust, if there is one. If there isn’t, that is where we will start. If an Orientation makes sense we will scope one; if something simpler would fix it, we will say so.
Schedule a Chat- We trace how an introduction becomes an engagement and an invoice
- We name where scope, hours and billing stop agreeing
- We describe what an Orientation would cover for a firm your size
- We tell you if we are not the right fit, and who might be
How we help
Map it, design it, build it — from introduction to invoice.
The same three phases as every engagement, pointed at the full life of a client relationship.
- 01 Current Reality Where you are now
- 02 Orientation Discovery & audit
- 03 Cartography Mapping & design
- 04 Exploration Build & implement
- 05 Connected Operations Where you end up
Orientation
We follow a relationship from introduction to proposal, engagement, invoice and the next engagement, then read the portal underneath it. Four weeks, ending in a findings document and a full audit of your portal.
Cartography
Quick wins first, then the design: how referrals and introductions get captured, how a signed proposal becomes a project and a billing setup without re-typing, and which reports the partners actually need. Approved pieces get built as we go. Around twelve weeks.
Exploration
We build out the rest with your team — pipelines, referral tracking, engagement handoffs, margin reporting — then train them and hand over SOPs detailed enough that a new associate can’t break it. Around six weeks.