REVOPS
Revenue Operations Consultant
A Revenue Operations consultant aligns process, CRM, data, forecasting, dashboards, and operating cadence so revenue leaders can make consistent decisions across the customer lifecycle.
WHO IT IS FOR
Who is this service designed for?
B2B companies with growing sales complexity, inconsistent data, weak forecast confidence, or friction across sales, marketing, and customer success.
PROBLEM SOLVED
Which operating problem does it solve?
A revenue operating system that produces clearer accountability, better data, and more dependable executive decisions.
WHEN TO HIRE
When should leadership hire this service?
- CRM stages no longer match buyer behavior
- Forecast reviews produce debate instead of decisions
- Teams use different lifecycle definitions
- Technology creates administration without improving execution
NOT A FIT
Who should not hire this service?
This service is not a CRM implementation sold in isolation. It is also not appropriate if leadership will not enforce shared definitions or require managers to use the system.
FIRST 90 DAYS
What happens in the first 30, 60, and 90 days?
- Audit CRM configuration, stage evidence, handoffs, dashboards, and forecast process
- Measure missing data, stage aging, pipeline hygiene, and adoption
- Define the minimum trusted revenue data model
- Rebuild stage definitions, ownership, and inspection rules
- Align marketing, sales, success, and finance metrics
- Configure the operating scorecard and forecast cadence
- Run the new process through live deals and forecast cycles
- Coach managers on evidence-based inspection
- Remove redundant tools and transfer RevOps ownership
METRICS AFFECTED
Which metrics should leadership measure?
- CRM completeness and adoption
- Stage aging and conversion
- Pipeline coverage quality
- Forecast variance
- Lead and opportunity handoff time
- Administrative time per seller
EXPECTED RESULT
What result should a client expect?
A revenue operating system that produces clearer accountability, better data, and more dependable executive decisions.
Results depend on market conditions, product, data, investment, team adoption, and execution. No commercial outcome is guaranteed.
WHY ANDRE MAGRINI
Why is Andre Magrini qualified to lead this work?
Andre has operated revenue systems as an executive owner, not only as a systems implementer. His RevOps work connects CRM evidence to forecast decisions, GTM choices, P&L priorities, and team behavior.
CONCRETE CASE
What operating evidence supports the approach?
The public operating case shows how commercial organization, channels, cadence, and P&L discipline worked as one system while revenue scaled. Forecast-specific figures are not published until supporting evidence is authorized.
Read the $35M to $150M+ operating caseENGAGEMENT OPTIONS
How can the work be structured?
| Engagement | Best used when | Primary deliverable | Decision at completion |
|---|---|---|---|
| Focused diagnostic | Leadership needs an independent baseline before committing resources | Evidence review, constraint map, scorecard, and decision memo | Stop, repair, sequence, or fund the next phase |
| 90-day operating build | The priority is known but definitions, cadence, controls, and ownership must be installed | Operating system, live reviews, documented decisions, and capability transfer | Continue internally, extend selectively, or define the permanent role |
| Fractional executive mandate | The company needs ongoing senior ownership while the market, team, or permanent position evolves | Executive leadership, board reporting, operating decisions, and team development | Transfer ownership, hire permanently, narrow scope, or renew against evidence |
Scope, availability, decision rights, confidentiality, implementation responsibility, and commercial terms are documented after the diagnostic. Pricing depends on mandate intensity and responsibility rather than a generic hourly package.
FAQ
What do buyers ask before engaging?
Do we need Salesforce?
Not necessarily. Tool fit depends on maturity, process complexity, integration needs, administration capacity, and the decisions the CRM must support.
How quickly can forecast quality improve?
Definitions and inspection can improve quickly, but dependable accuracy requires multiple operating cycles, consistent stage evidence, manager behavior, and clean data.
Will you configure the CRM?
The engagement defines the revenue architecture and governance. Configuration may be completed with internal administrators or an implementation partner under those requirements.
What should leadership diagnose first?
Request a focused diagnostic of the operating constraint behind revenue or AI execution.
Request an AI Revenue DiagnosticWhich external evidence provides context?
Salesforce State of Sales research is useful context because RevOps work succeeds only when data quality changes sales and management behavior. A revenue operations system should make stage evidence, lifecycle definitions, handoffs, forecast categories, source logic, manager inspection, dashboard ownership, and CRM hygiene visible enough for leaders to act on them every week.