RevOps
Pipeline numbers everyone trusts.
We clean up your HubSpot or Salesforce, set the rules for who owns each lead and how fast they reply, and build the reports your board asks for. Then your team runs it.
How RevOps runs.
- 01
Audit
weeks 1 to 2
Read-only first. We map your objects, fields, owners, stages and automations, and list what is duplicated, empty or contradicting itself.
Runs on HubSpot or Salesforce, Claude Code
- 02
Definitions
week 2
One page that says what a lead, a qualified lead, an opportunity and a customer are. Sales and marketing sign it before anything is built on it.
Runs on Your CRM, Your team
- 03
Clean-up
weeks 3 to 4
Duplicates merged, unused fields retired, required fields set, and a data-quality report that keeps running after we finish.
Runs on Your CRM, Clay
- 04
Routing
week 4
Rules for who owns each lead by territory, account and size, with a timer on the first reply and an alert when the timer runs out.
Runs on Your CRM, Slack
- 05
Qualification
week 5
Scoring and qualification built from your closed-won deals. Engagement and site visits are tracked, and enrichment fills the gaps before a rep sees the record.
Runs on Clay, Your CRM
- 06
Reporting
week 6
The pipeline, conversion and source reports your board asks for, built once in the CRM and checked against finance.
Runs on Your CRM
- 07
Handover
ongoing
Documented fields, rules and reports, a change log, and training. Your admin owns the CRM, and every change we made is on the record.
Runs on Your team
Example run. Tools and steps vary with your stack.
Systems built for
A CRM nobody trusts, and what replaces it.
Revenue operations fails in three places, and each one costs deals before anyone notices.
- Data
Duplicate accounts, empty fields and three versions of the same deal, so nobody trusts a report.
One record per account and contact, required fields enforced, and a health report that tells you when it slips.
- Routing
Leads sit in a queue until someone notices. The first reply comes days later, if it comes.
Every lead has an owner the moment it arrives, a timer on the first reply, and an alert when the timer runs out.
- Reporting
Sales, marketing and finance each report a different pipeline number.
One definition for each stage and each source, written down and built into the reports everyone reads.
What we build and run.
Four parts, built in the CRM you already have. Each one is documented and handed to your team.
Record health
Duplicates, empty fields and orphaned contacts are found, fixed under rules you approved, and watched from then on.
- Merge rules written down and approved before anything is merged
- Required fields enforced where the data is entered
- A weekly health report to the person who owns the CRM
Routing and response time
A new lead is assigned the moment it arrives, the owner is told in Slack, and a timer starts on the first reply.
- Rules by territory, account, size and existing relationship
- A response timer on every inbound lead
- An alert to the owner and their manager when it is missed
Engagement tracking and qualification
Who visited your site, engaged with your LinkedIn content or replied is tracked, scored against your closed-won deals, and routed to the right person.
- Site visits and content engagement written to the contact
- Qualification rules built from your own closed-won deals
- Enrichment fills gaps before a rep opens the record
Definitions and reports
Each stage has a written definition and an owner. The reports are built on those definitions, so the same number appears wherever it is quoted.
- A one-page definition for each stage and source
- Pipeline, conversion and source reports built once
- Checked against finance before we hand them over
On the record.
“Warmup really helped us elevate our approach to GTM. We were manually managing lists and contacts, tracking what we could. WarmUp helped track who engaged with our LinkedIn content, visited our site, and automated the qualification process so we could route them to the right place.”
“Mike and the WarmUp team really came through for us when we needed to test outbound with different personas. They walked us through their messaging process, built solid lists based on what we told them we were looking for, and actually got us in front of Agile coaches - which wasn't easy. Good people to work with.”
“What I find both unique and refreshing in working with Warmup is their efforts to refine the prospect lists such that 90-95% of the companies that Warmup eventually presented were in our target market. The time savings aspect of this one element cannot be understated, not to mention how this illustrates that Warmup is not just listening to our needs but also acting on that information.”
“Our company MTS scanners have been working with Deisy at warm-up for sometime. Deisy is a quick learner has great phone presence and is able to connect with strangers on the other side of a call. Deisy does her homework has access to great lists and has been Very accommodating to MTS over the months that we work together.”
Part of forward-deployed growth engineering.
Outbound, ads, founder content and the CRM underneath are planned together and run by one team, and every channel feeds the next. Take one, or the whole engine. Either way you own it at the end.
How it works →- GTM engineering
- Paid media
- LinkedIn content
- RevOpsthis page
Your first 90 days.
Audit first, then six weeks to build. Yours when your admin can run it without us.
Weeks 1 to 6
Build
The audit, the definitions, the clean-up, routing, qualification and the first reports.
What you do: Admin access to your CRM and two working sessions to agree definitions and routing.
Month 2 onward
Operate
We watch data health, fix what breaks, and change the rules as your team changes.
What you do: A thirty-minute review every two weeks.
When your admin is ready
Transfer
The fields, rules, reports, change log and training move to the person who owns the CRM. Or you keep us on to support it.
What you do: Name your CRM owner. We train them.
We do not publish pricing. The first call ends with a scope and a number.
RevOps, answered.
What is RevOps, and do we need it?
RevOps is the work of making sure marketing, sales and finance run on the same data: one definition of a lead, one rule for who owns it, and one pipeline number. You need it when leads wait, reports disagree, or nobody trusts the CRM enough to plan from it.
Do you work in HubSpot or Salesforce?
Both. If you run something else, say so on the first call and we will tell you straight whether we can do the work.
Will you change our CRM without asking?
No. The audit is read-only. You get a written plan of what we would change and why, and we change nothing until you approve it. Every change after that goes in a log.
How long does a CRM clean-up take?
The audit takes about two weeks. The first changes land in weeks three and four, and the whole build runs about six weeks. A very large or very messy CRM takes longer, and we tell you after the audit.
How do you track who engaged with our content or site?
Visits and LinkedIn engagement are matched to contacts and accounts, written to the CRM, and used in qualification. A person at a target account who engages is routed to the right owner with the reason attached.
What happens to our data?
It stays in your CRM. We work through access you grant and can revoke. We merge or delete nothing without a rule you approved, and the log shows every change.
How is this different from hiring a RevOps manager?
A full-time hire runs the CRM day to day. We build the foundation quickly, document it, and hand it to your admin or your new hire. Many clients bring us in before they hire, so the person starts on a system that works.
Can you migrate us from one CRM to another?
Migration is separate scope from clean-up. If you are moving, tell us on the first call and we will scope it with you.
Can you guarantee more pipeline?
No. RevOps does not create demand. It makes sure the demand you have is routed fast, qualified honestly and reported the same way by everyone. That is where deals are lost without anyone noticing.
Do you use AI on our CRM data?
AI helps us find duplicates and fill gaps. Every merge rule is written down and approved by you before it runs, and nothing is deleted without a record of what and why.
Show us your pipeline report.
Thirty minutes. Share your screen and we will tell you what we see: where records disagree, where leads wait, and what we would fix first.
Or call +1 317 414 1157, or pick a time without the form.