RevOps Systems
& Automation
​Most growth issues don’t come from effort — they come from systems that don’t agree with each other.
We design RevOps systems that align data, tools, and workflows so pipeline is reliable, reporting is trusted, and teams can scale without breaking.
*A focused working session with actionable next steps. Not a sales pitch.
The Problem RevOps Solves
Most B2B teams don’t have a strategy problem — they have a systems problem.
Untrusted CRM Data
Silently Failing Automations
Misaligned Sales & Marketing
Inaccurate Revenue Reports
No Single Source of Truth
RevOps exists to eliminate those seams — and turn activity into predictable, measurable revenue.
The Building Blocks of Your Revenue System
RevOps isn’t a tool or a dashboard. It’s a connected operating system that governs how data flows, how work happens, and how revenue is measured.​ We design RevOps as an integrated system made up of five core components — each essential on its own, but most powerful when designed together.
CRM Architecture & Data Models
How your CRM is structured determines what’s possible downstream. We design clean data models, object relationships, and lifecycle logic that reflect how revenue actually flows.
Data ETL & Hygiene
Imports, exports, restructuring, and normalization keep your system accurate. This ensures data stays usable as volume grows and sources multiply, without breaking reporting or automations.
Automations & Workflows
From sales handoffs to lifecycle updates, automations remove manual work and enforce consistency. We build workflows that are resilient, documented, and auditable, so they don’t silently fail over time.
Sequences & Playbooks
Outbound and follow-up only work when execution is standardized. We design sequences and playbooks that align sales, marketing, and RevOps around the same logic, so performance doesn’t depend on individual reps.
Analytics, Reporting & Attribution
Dashboards should answer questions, not create debates. We align reporting to revenue reality so teams trust the numbers they’re using to make decisions, from pipeline reviews to forecasting (and everything in between).
Systems Integrations & Single Source of Truth
Your tools must stay in sync. We integrate systems so data flows cleanly and your CRM remains the source of truth across sales, marketing, and operations, even as your stack evolves.
Outbound Data & Targeting feeds clean, structured inputs
Email Deliverability ensures activity reaches buyers
RevOps Systems turn activity into reliable pipeline
Inbound & Conversion Support routes demand into the same system
When these pillars are designed together, growth becomes measurable, predictable, and durable.
Who This is Built For
Our RevOps work is bet suited for teams that:
Are scaling outbound or inbound volume
Need leadership-level reporting they can trust
Operate across multiple tools and data sources
Are tired of manual work and fragile workflows
How Engagement Typically Starts
Every RevOps engagement begins with clarity — not assumptions.
01
Audit & Diagnose
We assess your CRM architecture, data flows, ETL processes, automations, integrations, reporting, and sales operations.
02
System Design
We map a RevOps architecture aligned to your ICP, tech stack, and revenue goals. The focus is on clean logic, clear ownership, and systems that can scale.
03
Implementation & Hardening
We build, automate, integrate, test, and document systems so they work reliably in production.
Nothing ships until it’s validated, monitored, and resilient to real-world usage.
04
Optimization & Support
We refine performance, reduce friction, and adapt as volume, data, and complexity grow.
This ensures the system continues to support revenue instead of becoming technical debt.
Real Feedback. Real Results.
Don’t just take our word for it—judge us by the pipelines, systems, and results we leave behind. These are real stories from teams who brought us in to untangle their stack and came out with a revenue engine they trust.
Suchita Divi
Head of Marketing | Entrepreneurs' Organization
" DOT Consultation built our entire Hubspot environment - contacts, chapters, companies, deals, applications, and invoices - and connected it seamlessly to our legacy CRM system. The workflows and automations they designed have saved our team countless hours, dramatically improved data integrity, and left us with a cleaner, faster CRM built for long-term growth. "
Mark Gorman
Managing Director | Tru-Clarity Consulting
" We partnered with DOT Consultation on a complex client engagement and they quickly aligned marketing operations with our client's growth objectives. Using Tableau to build a multi-touch attribution model, they surfaced gaps in the lead-to-win funnel that ultimately unlocked more than $10M in new sales pipeline. "
Ivan Gomez
VP, Global Sales Development | Tenable
" DOT Consultation became a true business partner to us. They brough the RevOps expertise we needed to finally build a real SLA between sales and marketing, align on the same numbers, and drive more predictable performance. Highly recommended! "
Marion Long
Regional Director | EO East Coast
" We started with a big idea and real complexity; 15 EO East Coast chapters, each needing its own outbound motion. DOT Consultation built and validated ~80,000 founder contacts, setup all 15 automation platforms (Hubspot, Zoho, Klaviyo,etc) and ran email campaigns with sub-2% bounce rates, virtually no spam complaints, and an immediate 24% ROI before counting renewals. "
Frequently Asked Questions
Q1. What systems does your RevOps work touch? Most engagements span CRM architecture, data models, ETL pipelines, automation workflows, reporting layers, and system integrations. The exact scope depends on where breakdowns exist across the revenue flow.
Q2. Can you work within an existing CRM/Data Model? Yes. We audit current objects, relationships, lifecycle logic, and workflows before proposing changes. The goal is to correct and harden existing architecture—not rebuild unless necessary.
Q3. How do you handle data migrations and imports? We assess source quality, normalize fields, define transformation rules, and validate records before and after ingestion. Historical data is preserved where meaningful and cleaned to support accurate reporting.
Q4. How do you prevent automations from breaking? Automations are designed with clear ownership, guardrails, and monitoring logic. We reduce brittle dependencies and document workflows so changes don’t introduce silent failures.
Q5. How long does a typical RevOps engagement take? Most engagements run in phases over several weeks, depending on system complexity and scope. We prioritize early wins while building for long-term stability.
Q6. How do we know if RevOps is the place to start? If reporting doesn’t match reality, automation feels fragile, or teams don’t trust the CRM, RevOps is usually the foundation that needs attention first.
