Proof

Real outcomes, not theoretical advice.

Scaling RevOps helps teams execute through Workstreams, Stories and Tasks. This page highlights the operational outcomes teams typically achieve when execution becomes structured.

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References and logos are shared with permission. Some examples may be anonymised.
Forecast Confidence
GTM Alignment
Data Integrity
Reporting Consistency
References

Used by startups at different stages of maturity

B2B SaaS · Seed stage
Founder
“Helped us define who we actually sell to.”
ICP definition, persona framework and a simple demographic scoring model so early outbound and hiring decisions weren’t guesswork.
Vertical SaaS · Series A
Founder
“We stopped hiring on instinct.”
Recruitment scorecards and capability mapping aligned to the operating model, so early GTM hires matched what the business actually needed.
B2B SaaS · Pre-Series A
Head of Revenue
“The competitor analysis alone paid for itself.”
Market and competitor analysis to sharpen positioning, identify the real alternatives, and focus effort on segments most likely to convert.
B2B SaaS · Seed stage
Founder
“Helped us define who we actually sell to.”
ICP definition, persona framework and a simple demographic scoring model so early outbound and hiring decisions weren’t guesswork.
Startup Name
Head of Revenue
“Helped us prioritise the right workstreams immediately.”
Scaling company struggling with forecasting consistency and pipeline definitions.
Startup Name
COO
“Clear execution model our team could actually follow.”
Mature SaaS business aligning sales, marketing and CS under one operational model.
Startup Name
Founder
“Finally gave us structure instead of random fixes.”
Early-stage SaaS team needing clarity on lifecycle, reporting and GTM alignment.
References shared with permission. Companies at different stages of operational maturity.
Case Studies

Outcomes you can reference internally

Short summaries you can share internally. Click through for the full scope when you are ready.

Series B SaaS · 12-person GTM team
Impact: Forecasting

Forecast confidence rebuild

Problem
Forecast missed every month due to inconsistent pipeline definitions and CRM hygiene gaps.
Work
Pipeline stages, fields, governance and reporting rebuilt around a single source of truth.
Outcome
+32% forecast accuracy and weekly pipeline reviews leaders trusted.
Read full case study
Series A SaaS · New GTM leadership
Impact: Conversion

GTM alignment and handoff fix

Problem
Leads fell between marketing and sales due to unclear SLAs and ownership.
Work
Lifecycle stages, SLAs, routing logic and dashboards standardised across teams.
Outcome
+18% MQL-to-meeting conversion and faster response times.
Read full case study
Mid-market SaaS · Multi-product GTM
Impact: Data integrity

CRM architecture clean-up

Problem
Duplicate accounts, broken ownership rules and inconsistent territory logic created reporting noise.
Work
Account model, dedupe rules and routing rebuilt with governance and documentation.
Outcome
Single account view and cleaner territories that reduced operational friction.
Read full case study
Scaling SaaS · Tool sprawl
Impact: Efficiency

Tech stack rationalisation

Problem
Overlapping tools and poor adoption created manual work and inconsistent data across systems.
Work
Tooling audit, integration plan and automation rebuild with clear ownership.
Outcome
Reduced admin time and improved data consistency across GTM.
Read full case study
B2B SaaS · Executive reporting mistrust
Impact: Visibility

Reporting model rebuild

Problem
Different teams reported different numbers, with no agreed definitions or roll-ups.
Work
Metric dictionary, attribution logic and executive dashboards implemented end-to-end.
Outcome
One executive view of pipeline and revenue performance agreed across teams.
Read full case study
B2B SaaS · Expansion motion
Impact: Retention / NRR

Expansion and renewals operating system

Problem
Renewal risk was identified late, success criteria were inconsistent, and expansion was opportunistic.
Work
Health scoring, renewal workflow, success plan standards and a QBR pack implemented across CS and GTM.
Outcome
Earlier risk visibility and a repeatable path to retention and expansion.
Read full case study
CFO · CRO · Board alignment
Impact: Governance

Revenue and finance alignment

Problem
ARR definitions, pipeline valuation and revenue reporting differed between GTM and Finance, creating mistrust in board numbers.
Work
Unified ARR logic, pipeline valuation standards and finance-aligned reporting definitions implemented across systems.
Outcome
One reconciled revenue view used confidently by CFO, CRO and board.
Read full case study
Outcomes

The outcomes teams typically achieve

These outcomes appear when execution becomes structured through Workstreams, Stories and Tasks, with standards and governance in place.

No fluff
You will not see vanity metrics here. These are operational outcomes that improve revenue reliability.
FC
Workstream: Forecast Confidence

Forecasting becomes dependable

Teams stop debating numbers and align on definitions, pipeline hygiene and stage criteria.

• Clear pipeline stage criteria and exit conditions
• Reporting definitions standardised across leadership
• Forecast calls focus on decisions, not argument
GA
Workstream: GTM Alignment

Handoffs stop leaking revenue

Lifecycle, routing and SLAs become explicit, so work moves correctly across marketing, sales and CS.

• Ownership rules and SLAs enforced consistently
• Lead and account routing aligned to ICP and territories
• Cleaner transitions between teams and stages
DI
Workstream: Data Integrity

CRM becomes a source of truth

Duplicate control, standards and governance remove operational drag and stabilise reporting.

• Account and contact structure made consistent
• Field definitions, validation and hygiene become enforceable
• Data quality improves without constant manual clean-up
RC
Workstream: Reporting Consistency

Leadership gets consistent visibility

Standardised definitions and governance reduce dashboard noise and rebuild confidence in reporting.

• Metric dictionary reduces interpretation gaps
• Dashboards align to decisions, not vanity outputs
• Fewer "which number is right?" conversations
Want to see how this is structured inside the platform?
Workstreams organise the work. Stories define what changes. Tasks drive execution with governance.
View operating model Start now via pricing
How it happens

Structure creates consistency

The outcomes above are not the result of random optimisation. They happen when execution is structured and governed through Workstreams, Stories and Tasks.

Platform-led
Your team executes in your systems. The platform provides the structure, sequencing and standards.
W
Workstreams

Prioritise what matters

Choose the highest impact outcome areas first so teams stop spreading effort across disconnected fixes.

S
Stories

Define initiatives with sequencing

Turn the workstream into initiatives with clear intent and the right order of execution.

T
Tasks

Execute with governance

Convert initiatives into practical tasks with ownership, visibility and standards so improvements stick.

See the platform model →
Next step

Ready to get started?

If you want to move fast, start via pricing and begin structured execution immediately. If you want clarity on what to prioritise first, start with a diagnostic.

Larger team with complex systems? Use the diagnostic route to align stakeholders and sequencing.
Start now via pricing Start with a diagnostic
Built for B2B SaaS revenue teams. No fluff, just structured execution.
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