Revenue Operations
Revenue operations that runs without you.
Every lead answered. Every quote followed up. Every dollar tracked.
Revenue operations for owner-run service businesses. We connect the path from the first call to the paid job to the next referral, set it up on your accounts, and run it with you every month.
Sound familiar?
The leads come in. Then they go quiet.
The call came in while your crew was on a job. The quote went out and nobody checked back. The form filled in on Friday got an answer on Tuesday.
You worked hard to get those people to raise their hand. We make sure every one of them hears back fast, and keeps hearing from you until it is a yes or a clear no.
Where leads slip
Four moments that decide the sale.
1. The first answer
A new call, form or message gets a reply within minutes, day or night, and lands with the right person on your team.
2. The quote
Every quote has an owner and a next step, so nothing sits in someone's inbox waiting to be remembered.
3. The follow-up
Open quotes get checked on, on a set schedule, until the customer says yes or no. Old leads and past quotes hear from you too.
4. After the job
Happy customers get a review request, a referral ask and a reminder when it is time to call you again.
Why most fixes stall
A new CRM does not fix follow-up.
Most service businesses have already tried. They bought a CRM, or a sales tool built for software companies, or paid someone to set one up.
A few months later the team is back to sticky notes and memory. Nobody owned it after setup, and the tool was never shaped around how a job actually gets sold.
What we do differently
We build it around your jobs, then we run it.
- Built for service businesses. Calls, site visits, quotes and finished jobs, not software demos.
- Run, not just set up. Every month we watch the numbers and fix what slips, because follow-up only works if someone keeps it working.
- Yours from day one. Your accounts, your contacts and a written playbook for every step.
- Connected to your marketing. We track a lead from where it came from to the money it brought in.
How we do it
Map it. Build it. Run it.
1. Map
We walk through how a lead moves through your business today, from the first call to the paid job, and mark every spot where people slip away.
2. Build
We set up the fast replies, quote follow-up, pipeline and after-job asks on your accounts, and write the playbook your team follows.
3. Run
Every month we keep it running, report the numbers in plain language, make small changes as you grow and review the pipeline with you every two weeks.
What runs every month
Set up once. Running every day.
- New leads answered within minutes
- Open quotes followed up until there is an answer
- A monthly check-in with old leads and past quotes
- Review and referral asks after every finished job
- A clean pipeline: every deal has an owner and a next step
- Up to 2 small changes a month as your business changes
- A monthly numbers report in plain language
- A 30-minute pipeline review every two weeks
The numbers, every month
Know which leads turn into revenue.
One report, in plain language: how many leads came in, how fast they heard back, how many quotes went out, how many you won and where your paying customers came from.
If something is leaking, you see it, and we fix it.
Your part
Thirty minutes every two weeks.
We review the pipeline together. You handle the moments that need the owner, like a big quote or a tricky customer. We handle the rest.
What you own
All of it. From day one.
Your pipeline, your contacts, your follow-up messages and the written playbook for each one. It is set up on your accounts, so nothing is locked inside our systems.
Next step
Stop losing the leads you already have.
Book a 20-minute call. We will look at how a lead moves through your business today and where it slips.
Need more leads too? Revenue operations is one part of our Marketing Department, which brings in the leads and runs all of this follow-up for you in one plan.