Phase 1 – Clarity: Revenue Operations Blueprint
(Days 1–5)
We facilitate focused working sessions with leadership and key operators to:
- Map how opportunities actually move through your business today
- Surface bottlenecks, delays, duplicated effort and blind spots
- Define the ideal flow: stages, responsibilities and visibility
- Capture this in a clear, visual Revenue Operations Blueprint
- You leave this phase with a shared language and a design everyone can see.
Phase 2 – System: Engineering the RevOps Stack
(Days 6–14)
We transform the blueprint into a working system using custom development, APIs and GoHighLevel:
- Configure your Revenue Operations architecture – stages, rules and ownership
- Connect existing tools into one operating stack via integrations and APIs
- Implement workflows and automations to drive handovers, updates and actions
- Create views for operators and leadership that reflect the real flow of work
- This is where your operations move from “we think it works like this” to “the system runs like this”.
Phase 3 – Adoption: Rollout & Operating Rhythm
(Days 15–21)
We orchestrate the move into your new Revenue Operations system:
- Guided onboarding for your team by role
- Live or recorded walkthroughs for key journeys
- Definition of a practical operating rhythm – what to review daily, weekly and monthly
- Delivery of a concise RevOps playbook: how to use, maintain and evolve the system
- You end the Experience with a system in use, not just a plan on paper.
